Here are a few steps for you to get started with cloud Orderry service and automate your business processes. We recommend using the Training Mode to quickly learn important information on each page.

Step 1. Enter the company information and upload a brand logo.

Orderry will use this data to autofill your Orderry document templates.

Navigate to the “Settings > General” page, fill out the “Company details” section, and upload a logo.

Step 2. Add users and configure their access rights.

Orderry suit both individual entrepreneurship and teamwork. The actions you can apply to your employees include but are not limited to the following:

  • monitor employee work;

  • assign user roles (manager, engineer, cashier, etc) representing a set of roles;

  • process a payroll;

  • track employee actions in the order feed.

You can add a new employee on the “Settings > Employees” page. You can see “Roles” and “Employees” sections here.

Orderry enables you to configure the list of actions and app modules available for each of your employees. Remember, by configuring the role, you apply changes to every employee assigned to this role. 

You can create, edit, and remove user roles. Find out more about user rights and permissions here.

Hit the “+ Employee” button to create a new one. Press the “Save” button as soon as you are done filling the required fields.

Remember: You should add an employee to your Paid Plan on the “Settings > Subscription” page upon the Plan purchase.

After that, configure employee payroll in the same dialog box. Just hit the “+ Add payroll” button and save the changes.

Step 3. Configure your order statuses.

Your orders are going through several stages from the application receiving to the client payment. Orderry allows you to create an order lifecycle by setting the sequence of order statuses and their duration.

Our software exposes 6 independent status groups: “New”, “In progress”, “Pending”, “Done”, “Delivery”, “Won”, “Lost”. (The last to belong to the same group “Closed”).

This significantly simplifies the order management and task automation. Orderry divides your orders logically and visually for convenience's sake.

Upon the order creation, the system assigns the “New” status to it. Your employees have to perform all other status changes manually.

Go to “Settings > Order statuses” to create, edit, or remove the status. Learn more about the order statuses here.

Step 4. Configure the order form.

Orderry provides you with a flexible order form configuration for different order types. Navigate to “Settings > Forms Editor > Order form” to edit the order form. Here, you can create new order types and configure forms with needed fields for them.

Learn more about Forms Editor here.

Step 5. Configure printed document templates.

Our system generates and prints documents with the configured templates right from your orders and sales.

Go to “Settings > Print templates” to view the default templates divided into several groups:

  1. Orders. You can print these from the specific order cards or from the “Orders” page (order ticket, work order).

  2. Order list. Print your orders list from the “Orders” page (for instance, route list for delivery employees).

  3. Estimates. You can prepare and print estimates on the “Finance > Estimates” page, as well as from the specific documents.

  4. Sales. Print your sales documents during the sale processing via the “Sales” (for instance, invoices).

  5. Labels, Price tags. You can select your products or assets from “Inventory” to print labels and price tags for them.

Edit your existing templates on the “Print Templates” page and create new ones with Orderry document templates.

Select the document you want to edit the template for from the dropdown list on the top of the page. Edit the text, configure special variables divided into groups. Just put the needed variable in your document template, and it will always load the client or order-related data automatically.

There are numerous variables. Here are some of them:

  • {Client Name};

  • {Client Phone};

  • {Client Address};

  • {Order Number};

  • Data from the specific order form fields.

Eliminate manual order data entering with Orderry document template variables.

Here are the steps for creating a new template:

  1. Hit the “+ New Document” button.

  2. Enter the template name.

  3. Select the document template group (Orders, Order list, Sale, etc).

  4. Check the “Save sums in the 00.00 format” checkbox, if your country laws enforce it.

  5. Press the “Save” button.

  6. Paste the document text and needed variables in the editor window.

  7. Hit the “Save” button to finish the template creation.

  8. Press the printer button to print the document sample right away.

Find out more about the document template variables and how to use them in our Knowledge Base. You can also use variables to setup automatic client and employee notifications.

Step 6. Configure automatic SMS notification templates for your clients and employees.

Keep your employees updated on the new order assignments and status changes with Orderry notifications. At the same time, let your clients know when the order is fulfilled or ask for feedback with SMS notifications. Find out more about the Orderry Notification System here.

Orderry has a set of built-in notification templates for “Orders” (for clients and employees) and for “Tasks” (for employees). You can edit and create new notification templates for “Orders” on the “Settings > Notifications > Orders” page.

Step 7. Configure the order counter.

Orderry enables you to account for your orders with a custom numbering logic template (not starting from one). Setup your algorithm in the “Settings > Locations” section. Set a unique numbering template for your every location.

To do so, select a location and hit the “Edit” button. Configure your template in the “Order Numbering Template” field of the dialog window. Then, press the “Save” button. 

Find out more about the order numbering templates here.

Step 8. Add locations, cashboxes, warehouses.

Perform accounting for several locations, transfer your orders and products between those, generate reports for all locations and each one in particular.

You can add a new location on the “Settings > Locations” page. Hit the “+ Add Location” button, fill out the form, configure the location schedule, and enable your employees to access this location. Find out more about location setup here.

Here at Orderry, we understand that monitoring your money flow is integral to efficient business management. This is why our software allows you to create as many cashboxes, as needed, set their types (cash or cashless), make the cashboxes local (working within the created location) or global (accessible from any location).

Add new cashboxes by navigating to the “Payments > Cashboxes” page. Just press the “+ Add cashbox” button, enter the cashbox name, type, configure employee permissions. Hit the “Save” button, and there you have it.

Make sure you register your products and parts in the inventory before you attach them to your orders and sales.

You can perform Inventory accounting for several warehouses. Go to the “Settings > Warehouse” page, press the “+ Warehouse” button, set the new warehouse name, type, and enable employee permissions. Hit the “Save” button.

That's it. You've performed an initial Orderry CRM configuration. You can now get down to work and create your new order 👍

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