Orderry enables you to use separate order types for different types of applications.

For instance, you can configure separate order types for your device types — laptop, refrigerator, cartridge — so you can have suitable order forms for each one of them.

An opportunity for separate order forms is not limited to the device type. The “Online Store”, “Exchange”, “Outsourcing”, “Fieldworks”, “Leads”, and other order types can add significant flexibility to your Orderry business.

Every order status has its order form and initial order status you can set. This allows you to isolate business process sequences and eliminate the human element.

With Orderry, you can always change the order type. If you have a tremendous client flow, create a default order type with a few fields. This way, your employees only need to fill the crucial order information during the application. Later, you can change the order type to enter additional order information.

You can configure different employee payrolls for your order types.

For instance, set up separate payrolls for “Paid” and “Warranty” order types, apply payroll multiplier to the “Urgent” orders.

Creating new order types

Step 1. Navigate to the “Settings > Forms editor” page and hit the “+” button next to the “Order type” field.

Step 2. Enter the name for the new order type and select the existing order type the system will copy order form from.

Step 3. Set the initial order status (if relevant). Initial order status functionality is available in the subscription plans “Business” and greater.

Step 4. Hit the “Create” button.

Editing order types

Hit the Pencil icon next to the “Order type” field to edit an order type. You can change the name and initial status of the target order type. Find out more about editing order forms for your order types here.

You can set a default order type for each of your locations. Go to the “Settings > Locations” page, open the location dialog window and select the default order type in the “Default order type” field. Here are the options:

  1. Select one of the existing order types. Choose the existing order type to always open a new order with a selected order type by default.

  2. Remember the last one. This option makes a system to copy an order type for a new order from the last created one.

  3. Not specified. Select the “Not specified” option, and the system will always open an empty order form, and your employees will have to select the order type manually.

Here's an example: you have a location for home appliances repair. In this case, set the specific order type in the “Default order type” field. Another situation: your location provides a broad variety of services. In such a case, set the “Not specified” value, so your employees can always select the needed order form.

Hit the Remove button next to the “Order type” field to remove the target order type.

Note: the system will ask you to select the new type for all orders with a target order type.

The system transfers field values to the new order type fields of the same names. Orderry offers to select one of the available order statuses if the current order status is unavailable for the new order type. Learn more about status transfer rules here.

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