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Other System Updates: Default Public Comments and Files, Employee Name Display, and Asset Filters

We’ve released several smaller improvements in Orderry to help you better customize workflows, public pages, and asset management.

Written by Hanna

Public and Private Comments / Files by Default

You can now choose whether comments for items and attached files in orders and estimates should be public or private by default.

Public comments are visible to clients on public pages and printed documents, while private comments remain visible only to employees inside Orderry.

This helps teams:

  • reduce the risk of accidentally sharing internal notes with clients;

  • standardize communication workflows;

  • make comment visibility more predictable for employees.

To configure the default visibility of comments:

1. Go to Settings > General > Workflows.

2. Set the default values you need for comments and uploaded files.

Custom Employee Name Display on Public Pages

You can now configure how employee names are displayed on:

  • online booking pages;

  • order public pages;

  • estimate public pages.

This allows businesses to choose how employees appear to clients depending on their workflow and communication style.

For example, you can display:

  • full employee names;

  • first names only;

  • custom employee names.

The setting is available in Settings > Employees.

Filter Active and Written-off Assets

We’ve also added the ability to filter active and written-off assets.

This helps employees:

  • quickly find active assets;

  • separate written-off assets from active ones;

  • work with asset lists more efficiently.

The new filter is available in Inventory > Assets.

Automatic Asset Label Printing in Orders

You can now automatically print an asset label after an order is created, without any extra actions or clicks. To enable automatic asset label printing in an order, complete a few simple steps.

  1. Go to Settings > Print Templates and select the asset label template.

  2. Open the document editing window, check “Print asset label after order creation”, and save the changes.

Done! Now, after each order is created, the selected label will automatically open for further printing. This will help print asset labels faster and reduce the number of manual actions for employees.

Vehicle Search by License Plate

You can now search for a customer's vehicle directly in the system Plate Number field. Start typing the license plate number, and if the vehicle already exists in your database, simply select it from the suggested results. Vehicle search becomes available after entering the first 3 characters.

Updated Filters in Reports

Product Turnover Report

Previously, you could include products without turnover by selecting the corresponding checkbox. However, there was no way to view only products without turnover for a specific period.

With the new Product Turnover filter, you can now choose to display:

  • All products — products with and without turnover during the selected period.

  • Products with turnover — products that had inbound or outbound stock movements during the selected period.

  • Products without turnover — products that had no inbound or outbound stock movements during the selected period.

Closed Orders Report

Previously, you had to use a checkbox to include or exclude zero-amount orders in the Closed Orders report. This option is now available as a dedicated Zero Amounts filter, making it quicker and easier to refine your report.

We've also improved the details of closed orders. When you expand a closed order, products and services are now displayed in separate tables, each with its own totals. This makes it easier to see how many products and services were included in the order, along with their quantities and amounts, without any manual calculations.

If you have any questions, suggestions, or comments regarding these updates, please contact us via Support chat.

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