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54 articles in this collection
Written by
Amaliia
How to change the interface language in Orderry?
Find out which languages are available in Orderry interface and how to switch it
Written by
Amaliia
Updated over a week ago
General
How to fill out company information and upload a logo?
Find out where to enter the company details and add your company logo
Written by
Amaliia
Updated over a week ago
How to set up your orders?
Information about the initial settings for working with orders in Orderry
Written by
Amaliia
Updated over a week ago
How to use the Cash Flow Accounting System
Control all sources of income and items of expenditure of funds
Written by
Amaliia
Updated over a week ago
IP Whitelist
How to restrict employee access from other devices
Written by
Amaliia
Updated over a week ago
Employees
Employee dialog window
Find out how to add, edit or remove an employee in your Odrerry app
Written by
Amaliia
Updated over a week ago
User roles
Find out why you need user roles for your employees and how to add, edit or remove user role
Written by
Amaliia
Updated over a week ago
Work Schedule
Learn how to create an employee work schedule
Written by
Amaliia
Updated over a week ago
How to configure employee payroll
Find out what types of employee payroll are available in Orderry
Written by
Amaliia
Updated over a week ago
How to remove employees?
Instructions for removing an employees
Written by
Amaliia
Updated over a week ago
How to use “Automatically log out user once a day”?
Learn how to protect your data and control the time employees arrive at work
Written by
Amaliia
Updated over a week ago
User Access Permissions
User Access Permissions: Orders
Learn how to manage user permissions for your employees to access Orders
Written by
Amaliia
Updated over a week ago
User Access Permissions: General
Learn how to configure general user access permissions for your employees
Written by
Amaliia
Updated over a week ago
User Access Permissions: Leads
Learn how to configure a set of permissions for employees to manage Leads
Written by
Amaliia
Updated over a week ago
User Access Permissions: Inventory
Learn how to configure a set of permissions for your employees to access Inventory
Written by
Amaliia
Updated over a week ago
User Access Permissions: Clients
Learn how to configure a set of user access permissions to keep your customer base safe
Written by
Amaliia
Updated over a week ago
User Access Permissions: Calls and Settings
Learn how to configure a set of user permissions for your employees to access Calls and Settings
Written by
Amaliia
Updated over a week ago
Locations
How to create and configure a location?
Find out how to add and what to use locations in Orderry
Written by
Amaliia
Updated over a week ago
How to remove a location?
Instructions for removing a location
Written by
Amaliia
Updated over a week ago
Warehouses
How To Create And Set Up A Product Warehouse?
Learn how to add, configure or delete a warehouse for products in Orderry
Written by
Amaliia
Updated over a week ago
How to Add a New Asset Warehouse?
Learn How to Add, Set Up or Remove an Asset Warehouse in Orderry
Written by
Amaliia
Updated over a week ago
How to use Bin locations?
Learn how to use bin locations in Orderry
Written by
Amaliia
Updated over a week ago
Taxes
Creating a Tax Rate
Learn how to create, edit, and delete taxes and what types of taxes are available in Orderry
Written by
Amaliia
Updated over a week ago
Tax Applying
Learn how to set up tax applying in the company’s documents in Orderry
Written by
Amaliia
Updated over a week ago
Tax Exceptions
Learn how to set up tax rule exceptions for categories, products or services
Written by
Amaliia
Updated over a week ago
Statuses
How to add Order Statuses?
Learn how to create and configure a new order status
Written by
Amaliia
Updated over a week ago
How to use Order Statuses in Orderry?
Learn how to create your own workflow using order statuses
Written by
Amaliia
Updated over a week ago
How to create the Lead Status?
Learn how to add new statuses for Leads and configure them to your needs
Written by
Amaliia
Updated over a week ago
How to Use Lead Statuses in Orderry?
Learn how to make Lead management more controllable
Written by
Amaliia
Updated over a week ago
Status time limits
How to set the time limits for your statuses
Written by
Amaliia
Updated over a week ago
Initial order status
Find out how to set and configure initial order status for each of your order types
Written by
Amaliia
Updated over a week ago
Tags
Tag editor
Learn how to edit tags
Written by
Amaliia
Updated over a week ago
Notifications
How to set up notification templates?
Learn about notification templates and settings
Written by
Amaliia
Updated over a week ago
Variables in Template Notifications for Orders
Let's find out where the notification template variables for Orders get their values
Written by
Amaliia
Updated over a week ago
Services list
How to fill the company's Services list?
How to add works and services to your Orderry company account
Written by
Amaliia
Updated over a week ago
Directories
Directories. General Information
Learn how Directories can help you set the process of Order entry up to speed
Written by
Amaliia
Updated over a week ago
The Assets Directory
Learn how to set up and use the Assets Directory
Written by
Amaliia
Updated over a week ago
How to add and fill directories
Instructions for creating and filling a custom directories
Written by
Amaliia
Updated over a week ago
Orderry directory features
How to use Orderry directory features
Written by
Amaliia
Updated over a week ago
Forms editor
Forms Editor. General information
Basic information about the Form editor
Written by
Amaliia
Updated over a week ago
How To Configure The Order Form?
Learn how to create your order form
Written by
Amaliia
Updated over a week ago
How To Configure The Lead Form?
Learn how to create your own forms for Lead Profiles
Written by
Amaliia
Updated over a week ago
How To Configure The Client Form?
Learn how a client form is configured and displayed on an order
Written by
Amaliia
Updated over a week ago
How To Configure the Product Form?
Learn how to create your own form for Product Profile
Written by
Amaliia
Updated over a week ago
How To Configure The Asset Form?
Learn how to create your own form for Asset Profile
Written by
Amaliia
Updated over a week ago
How to add an order type?
Use several order types with an individually customized form
Written by
Amaliia
Updated over a week ago
How To Create Different Lead Types?
Learn how to use different Lead types
Written by
Amaliia
Updated over a week ago
Print templates
Features of the document template editor
How to edit document templates in Orderry
Written by
Amaliia
Updated over a week ago
Variable values for the “Orders” document template group
Let's find out where the print template variables for Orders get their values
Written by
Amaliia
Updated over a week ago
Variable values for the “Estimates” document template group
Find out where the data is passed from to the estimate document template
Written by
Amaliia
Updated over a week ago
Estimate template settings
Find out how to configure your estimate templates and what data you can display in those
Written by
Amaliia
Updated over a week ago
Variable values for the “Sales” document template group
Find out where the data is passed from to the sales document templates
Written by
Amaliia
Updated over a week ago
How to set a Label template?
Create and edit product label templates
Written by
Amaliia
Updated over a week ago
How to set a Price tag template?
Find out what information can be displayed on the product price tag
Written by
Amaliia
Updated over a week ago