The badge is the filter with pre-defined parameters that allows you to display the work orders with the most popular filters. Here are the 5 badges Orderry offers:
Remember: there is no way to create and edit badges. However, you can create your custom filters that work the same way the badges do.
You will only see the badges relevant to your work orders. With that in mind, you won't see the “Urgent” badge if you don't have urgent work orders.
“My orders” badge shows the number of work orders that have you as the Assigned Specialist in the “General info” tab (except for “Closed” work orders). Hit this badge to see only your work orders.
“Urgent” badge filters your work orders by the “Urgent” checkbox value in the “General info” tab. Hit this badge to see only urgent work orders.
Note that work orders lose the “Urgent” state as soon as they transition to the status of the “Done” or “Closed” status group. With that in mind, Orderry won't show these work orders under the “Urgent” badge.
The “Overdue orders” badge shows the number of work orders that are overdue by the due date. Hit this badge to see only the work orders overdue by the “Due date” field.
You can configure the way the system shows work orders under this badge by configuring status settings. Navigate to the status dialog window and check/uncheck the “Display overdue in the badge” checkbox to define whether Orderry should include this status in the badge.
For instance, there is the work order in the “Closed” or “Waiting for parts” status, and there is no way for you to speed up the process. In this case, you can disable the system to show the work orders with these statuses in the Overdue badge results. This way, you can filter only relevant work orders that need urgent solutions.
The “Overdue statuses” badge shows the number of work orders that are overdue by the status time limits. Hit this badge to see only the work orders overdue by work order statuses.
The “Receivables” badge indicates the total sum clients need to pay you. Hit this badge to see only the “Done” work orders.
Note that this badge displays the total sum your client needs to pay you and the sum you need to pay to your client, based on all work orders in the status of the “Done” status group. This means the badge can show the negative sum in case the client paid more in advance than the total work order cost.