Product Form is a set of custom fields that you’ll fill in when creating a new product in the Inventory.
Go to the “Settings > Forms Editor > Products” page to get started with setup.
How To Manage Fields
Fields are boxes found in the Product Form to input text or numerical data.
Adding New Fields
Step One: Click “Add field”.
In Orderry, there are 3 basic field categories: System fields, Custom fields, and New fields.
System fields are the “Category”, “Code”, “Description”, “Name”, “SKU”. These fields do not support editing, but can be still removed if necessary (except for these two: “Category”, “Name”).
Note: “Category” and “Name” are also always required fields.
Custom fields are the newly-created fields you’ve been adding over time.
Variable values for custom fields in the Product Form can be found in the printed document templates in the “Tables” section. Their title includes a numerical code.
New fields are the fields you’re going to create. Newly created fields will be moved to the “Custom” section.
Fields are of the following types:
Text field allow alphabetic characters with a 128-character limit including spaces and can be tied to Custom Directories;
Text area allow alphabetic characters with a 1024-character limit including spaces and can be tied to Custom Directories;
Value list contains a list of values for a dropdown list, names separated by commas (255-character limit, including spaces) and can be tied to Directories;
Checkboxes are specific fields to select one of these: “Yes” and “No”;
Date is to be filled with the date using a DD.MM.YYYY format (use this field to set the default values, which will be added to the current date);
Date + Time is to be filled with the date and time using a DD.MM.YYYY HH:MM format (use this field to set the default values, which will be added to the current date and time);
Number can be only filled with a numerical value (32-character limit, including dots and commas for decimal numbers).
Step Two: Type in a field title, select a Directory to connect (optionally), and click “Save”.
Note: you can add a maximum of 250 custom fields in the Product Form Editor.
How To Customize Fields, Use Cases
To edit a field, hit the pencil icon to the right of its title. Only the title and type of the field can be edited. A variable value of the field will be generated automatically, it can not be edited.
Note: System fields do not allow changing the type and title of the field.
The following types of fields can be tied to Directory: “Text field”, “Text area”, and “Value list”. By doing so, you can fill the Product Forms quicker and eliminate human error.
Fields can be changed to mandatory by enabling the “Required” checkbox. Doing so, the Product can be added / modified only after filling out a mandatory field.
Note that the system fields “Category” and “Name” are always required.
Check the “Disable editing after creating” checkbox to prevent your employees from making changes in this field after the product has already been created.
To move the field, click the icon (three vertical dots) to the left and complete your move.
The following fields: “Text field”, “Text area”, “Value list”, and “Number” allow choosing default values for the fields to be displayed in the Product cards. To do this, you need to type the value directly in the field.
To remove the field, click the delete icon from the right side of its title. Keep in mind that the following two fields can not be removed: “Category”, “Name”.
Note: Once the field is removed on the “Settings > Forms editor > Products” page, it will be also removed from all Products. To restore the field deleted by mistake, please contact Orderry support.
How To Deal With Headers
Unlike the fields in the Product forms, the headers over there are of the same type and do not create variables. Headings are used to visually separate information about the product.
Click “Add header” to create a new header, then select a title and click “Create”.
To edit or remove headers, click a button to the right (a “pencil” or “delete” icon).
To rearrange, click the icon from the left side of the header (three vertical dots) and drag them to a new location.