Assets in Orderry will help you maintain available goods (repair materials, parts) separately from the property of your clients.
Create just as many Asset Warehouses as you need to fit your logistics and unique workflow. Manage your business Assets, such as equipment and tools issued for personal use to your tech teams and specialists. Maintain service history and track physical assets of the clients.
All clients and employees have their own Asset Warehouses in the Orderry system available by default. Similarly, companies are provided with a single global Asset Warehouse and multiple Asset Warehouses for each location served.
Common examples may include:
Case One: Initially, the Asset is found in the Client Warehouse. Following Order check-in, the Asset is transferred to the “Pending repair” internal Asset Warehouse. Once the job is assigned to a responsible specialist, the Asset will be transferred to the Employee Warehouse. Upon completion, the Asset goes to the “Ready for pick up” internal Asset Warehouse before being issued to the client. Once the Order is closed, the Asset is automatically brought back to the Client Warehouse.
Case Two: If the business involves contractors, every third-party specialist and company will have its own external Asset Warehouses found in the Orderry system. When the Order is submitted, the Asset will be transferred to a corresponding external Asset Warehouse. Upon completion, return, and physical stocktake, the Asset goes back to the internal Asset Warehouse. Once the Order is closed, the Asset automatically returns to the Client Warehouse.
Case Three: Given that the company offers equipment and tools for rent (or temporary use), the Asset will be initially found in the internal Asset Warehouse. Following Order check-in, the Asset goes to the Client Warehouse to stay there until the rental (or temporary use) period comes to an end. Upon a receipt from the client, the Asset is automatically transferred back to the Internal Asset Warehouse.
Transfer Assets across multiple warehouses in a self-driven manner, based on different Order status and your own business logic. Learn more about automation in this article.
How To Add New Asset Warehouse
Step One. Navigate to the “Settings > Warehouses” page, then press “+ Asset warehouse”.
Step Two. Complete the following:
Make up a good Title for your new warehouse;
Select the Type of warehouse (Location warehouse can be used only with a specific location it belongs to, Company warehouse can be used with any location from your list of available locations);
Step Three. Specify the allowed actions for this warehouse.
Important: This setting is available starting from the Business plan.
View stock. The ability to select this warehouse on the “Inventory > Assets” page and see the assets in this warehouse.
Create. The right to create assets in this warehouse. If the right is disabled, employees will not be able to select this warehouse when creating an asset.
Transfer. The possibility to move assets to this warehouse.
Write-off. The right to write off assets from this warehouse.
Transfer. The possibility to move assets from this warehouse.
Adding to order. The possibility to add an asset from this warehouse to the work order.
Step Four. Provide access to employees.
To do this, go to the Access tab. Here you will see a table with all active employees.
Allowed actions for employees in warehouses settings are available starting from the Business subscription plan. That is, you can allow employees to perform all operations specified in the General tab or set up personal access for each employee to the same warehouse.
By default, each employee will be given the access that you specified on the General tab. To edit access, double-click the employee's name and select rights.
Available for warehouse. The rights available for the warehouse are the rights that you set on the General tab. Note that the “Available for warehouse” rights automatically change if you change them on the General tab.
For example, you set the allowed actions for a warehouse to “Create”. Then you provide the employee with the “Available for warehouse” rights. If you change the allowed actions for a warehouse, e.g. add “Write-off”, the employee will automatically get this right.
Personal. Here, you can change the set of rights, i.e. expand or limit access for a particular employee. Note that “Personal” rights are of higher priority than “Available for warehouse”. That is, if you change the allowed actions for the warehouse on the “General” tab, it will not affect the “Personal” rights.
All. When these rights are selected, the employee will have full access to the warehouse, regardless of the specified settings in the General tab (the so-called “God mode”).
Important: The employee will be able to perform only those actions that are allowed in their role settings! For example, an employee's role does not have the “Can create assets” right, while in the warehouse settings you enable the “Create” right. In this case, the employee's role has higher priority and the employee will not be able to create assets.
Step Five. Click “Save”.
How To Edit Warehouse
Step One. Go to the “Settings > Warehouses” page, find the warehouse you need to update and double-click its title.
Step Two. Click the “Bins” tab. Here you can create new bin locations, modify existing, or remove unnecessary ones. To work properly, bin locations must be turned on (make sure the corresponding checkbox below is enabled).
Step Three. Click “Save”.
How To Remove Warehouse
Step One. Go to the “Settings > Warehouses” page, find the warehouse you want to delete, double-click its title.
Step Two. Press delete and confirm your action.