Directory is an arranged catalog (set) of unique entities (items) that contains short and concise information on the same theme.
For instance: Models, Vendors, Defects.
The Assets Directory found on the “Settings > Directories > Assets” page has multiple levels that help drastically reduce the time and effort involved in data entry for the “Group — Brand — Model — Modification” system field in the Asset Form.
For example, choosing the “Laptops” group prompts the next level with a list of producers (“Brand”). Eventually, selecting the “Asus” brand will prompt the next level with a list of models produced by Asus for you to choose from.
The “Settings > Directories > Custom directories” page represents all custom directories you may use for making data entry in Work Orders, Leads, and Client Profiles quick and error-free. By default, you have some preset Directories, based on your industry. To enable extra directories, please contact Orderry Support.
For example, when choosing “Mobile” for a type of your business during sign-up, we will automatically install a list of the corresponding models for you to get started. In the case you additionally deal with other brands or types of consumer electronics, our support team will add just as many custom directories as you may need.
Directories and their benefits for you and your business:
Using a unique cataloging logic in the multi-level Assets Directory
Creating unique Custom Directories
Binding new and existing Custom Directories to different fields in the Work Order Form, the Lead Form, the Client Form, the Product Form, and the Asset Form
Setting up Custom Directories so that only some elements are displayed for specific locations
Editing or removing any Directory
Instantly remove / merge the elements that belong to Directories.
On the Settings > Dictionaries > Product attributes page, you’ll find dictionaries for product characteristics, such as Color, Size, and Storage. Values from these dictionaries are used to create products with variations. Instead of creating several separate products, you create a single product, and its variations are generated based on the selected properties.
For example, you sell a smartphone in three colors and with two storage options. Create the Color and Storage lookups with the appropriate values, and when creating the product, you’ll be able to generate six variations of a single model. Each variation will have its own SKU and inventory count.
Please note: product attribute dropdown lists are different from user dropdown lists. User dropdown lists help you quickly fill in fields in work order forms, inquiries, client profiles, and so on. Product attribute dropdown lists describe variations of a single product.