We’ve updated how custom services and products are added in Orderry to make the workflow clearer and more convenient for different business scenarios.
Previously, you could already add custom (one-time) services and products directly in orders and estimates. However:
custom services could optionally be saved to the catalog using a checkbox;
custom products could only be added as one-time items without saving them to the catalog.
Now the workflow is more flexible and consistent for both services and products.
What Changed
When adding items to an order or estimate, you’ll now see separate buttons:
New service
New product
After clicking either button, you can choose one of two actions:
Add as custom service/product
Save to catalog
Add as a Custom Service or Product
If you select Add as a custom service/product, the item will be added only to the current document without being saved to the catalog.
This option is useful for one-time jobs, temporary offers, or items you don’t plan to use again in the future.
Save a Service to the Catalog
If you select Save to catalog for a service, Orderry will open the service creation dialog.
After saving the service:
it will become available in My company > Services for future use;
it will automatically be added to the current order or estimate.
Save a Product to the Catalog
If you select Save to catalog for a product, Orderry will open the product creation dialog.
After saving the product:
it will be added to My company > Products;
Orderry will then open the dialog for adding this product to the current document.
Products created from orders or estimates are automatically created with a zero stock level, so they can initially be added only without inventory deduction.
If the selected order status supports adding non-deducted items to the Client backorders list, the product will be added there automatically. You can also immediately create a purchase order for this item directly from the order workflow.
This update helps your team work faster with both one-time and reusable items while keeping your catalog organized and your procurement workflow uninterrupted.
If you have any questions, suggestions, or comments regarding this update, feel free to contact us via Support chat.