In Orderry, there are 9 groups of variables for document templates in the Work Order List group: Company, Customer, Order, Product, Tables, Employees, Finance, Date, and others. Let's take a closer look at the values of the variables in them.
Important: for documents in the "Work Order list" group, all variables are tabular, that is, they work only within the table (except for variables from the "Company" group).
1. Company group
{Company Name} variable represents the company name you configure on the Settings > General page.
{Company Address} variable represents the company address you configure on the Settings > General page.
{Company Email} variable represents the company email address you configure on the Settings > General page.
{Company Details} variable represents the company details you configure on the Settings > General page.
{Company Note} variable represents the additional information about your company you configure on the Settings > General page.
2. Client group
The variable names correspond to the client profile field names.
{Client Phone Type} — displays the name of the phone number type from the client profile.
{Client Name} variable represents the client's name.
{Payer Name} variable represents the payer's name.
{Client Phone} variable represents the client's first phone number.
{Client Address} variable represents the client's address.
{Client Email} variable represents the client's email address.
{Client First name} variable represents the client’s first name.
{Client Last name} variable represents the client’s last name.
{Client EDRPOU}, {Client Legal Address}, {Client CEO}, {Client Bank Name}, {Client IFI}, {Client Bank Account}, {Client TIN} — data from the fields of the same name in the client's profile if the client is designated as a Legal Entity (Company).
3. Order group
The variable names correspond to the work order form field names.
{Order Due Date} variable represents the “Due date” field value from the “General info” tab in the following format: 20 June 2020.
{Order Malfunction} variable represents the “Malfunction” field value from the “General info” tab.
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Urgent} variable represents the “Urgent” checkbox value from the “General info” tab. The checked checkbox returns the “Yes” value, unchecked checkbox returns the “No” value.
{Order Scheduled For} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 14:00.
{Order Duration} variable represents the “Duration” field value from the “General info” tab.
{Order Resource} variable represents the “Resource” field value from the “General info” tab.
{Ad Campaign} variable represents the “Ad Campaign” field value from the “General info” tab.
{Payer} variable represents the “Payer” field value from the “General info” tab.
4. Asset group
Variables in this group are associated with fields in the product form.
{Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);
{Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.
{Asset Type} variable represents the data from the “Group” asset system field.
{Asset Brand} variable represents the data from the “Brand” asset system field.
{Asset Model} variable represents the data from the “Model” asset system field.
{Asset Modification} variable represents the data from the “Modification” asset system field.
{Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.
{Asset Color} variable represents the data from the system field of the same name in the asset form.
{Asset State} variable represents the data from the system field of the same name in the asset form.
{Asset Year} variable represents the data from the system field of the same name in the asset form.
{Asset Cost} variable represents the data from the system field of the same name in the asset form.
5. Tables group
There are two virtual variable subgroups in this group: variables for table rendering and the ones for data filling.
{Orders Table} - the variable forms a table that contains basic information about orders and clients (editable if necessary).
{Total Order Sum} — the total amount of all orders in the table.
{Total Amount Without Taxes} — the total amount excluding the tax set on the Settings > Finance > Taxes page.
{Total Taxes Amount} — the total amount of taxes for the goods and services in the work order.
{Subtotal} — total amount, excluding discounts and taxes.
Important: All variables in the Tables group can only be used in tables. Outside of a table, the variables will not display data.
6. Employees group
Variables from this group are associated with fields in the employee profile.
{Order Created By} variable displays the name of an employee that created a work order. Variable gets employee first and last names from the employee profile on the Settings > Employees page.
{Order Specialist Name} variable represents the first and last name of an employee from the “Assigned Technician” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Specialist Phone} variable represents the phone number of an employee from the “Assigned Technician” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Manager Name} variable represents the first and last name of an employee from the “Manager” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Manager Phone} variable represents the phone number of an employee from the “Manager” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Closed By} variable displays the name of an employee that closed a target order. The variable gets the employee's first and last names from the employee profile on the Settings > Employees page.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Order Specialist Notes} variable represents the “Technician notes” field value from the “Labor and materials” tab.
{Current User} — displays the name of the employee who is printing the document.
7. Finances group
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Paid} variable represents the sum that the client already paid to the moment of the document printing.
{Balance Due} variable displays the remaining payment sum with advance payments and other payments (if relevant) included.
{Order sum} variable displays the total work order sum.
{Total Tax Amount} variable displays the total tax amount.
{Subtotal} — the total amount excluding discounts and imposed taxes.
8. Date group
{Order Created Date} variable displays the work order creation date in the following format: 18 June 2020.
{Order Done Date} variable displays the date of work order transfer to the “Done” group status. in the following format: 20 June 2020. The variable represents the last date of the order transition to the “Done” group status.
{Order Due Date} variable represents the date from the “Due date” field in the following format: 20 June 2020.
{Order Closed Date} variable displays the date of work order transfer to the status of Closed or Dropped off group. in the following format: 21 June 2020. The variable represents the last date of the work order transition to the status of “Closed” or “Dropped off” group.
{Today Date} variable represents the current date in the following format: 21 June 2020.
{Today Datetime} variable represents the current date and time in the following format: 21 June 2020 17:13.
{Order Scheduled for} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 13:00.
{Order Warranty Expiration Date} variable represents the total warranty value for all parts and services from a target work order in the following format: August 21, 2020. You can configure the warranty start date on the Settings > General > Work Orders page.
{Order Due Date Time} variable represents the date and time from the “Due date” field in the following format: 20 June 2020 16:00.
9. Other group
{Order Number} variable represents the work order number you can configure on the Settings > Locations page.
{Order Type} variable represents the work order type field value from the “General info” tab.
{Barcode} variable represents the work order barcode generated upon work order creation. Scan the barcode into a search field to open the target work order.
{QR Code} - a variable that generates a unique QR code for the order. Scan the QR code using the Orderry Mobile App to add a photo, document or comment to your order directly from your phone.
{QR Code Client} - a variable that generates a link with brief information about the order for the client).
{Order Specialist URL} variable generates the link with the short work order information for your technician.
For instance:
{Order Client URL} variable generates the link with the short work order information for your clients.
For instance:
{Order Conclusion} variable represents the value of the “Verdict/client recommendations” field from the “Labors and materials” tab.
{Order URL} is a variable that generates a direct link to the work order and opens it in the Orderry Work Orders mobile application for employees.
{Client Feedback URL} variable generates the link for the client feedback page.
{Client Feedback QR Сode} variable generates a QR-code with the link for the client feedback page.
Each time you add custom fields to the Client, Work Order, Asset, or Product forms, the system adds corresponding variables to the list. You can distinguish them from the system variables by the digital code in the names, for instance: {Client Birthday 673232}.
You can learn more about working with the Forms Editor here.