Asset auto-detection by IMEI, the permission to create items in the Assets Directory

Two weeks ago, Orderry had a big update, which introduced Company Insights – a new feature to help business leaders freely explore and analyze their data. And if you haven't read about it yet, make sure you do. Today, we want to tell you about a few more useful improvements for working with products, including:

• The support of IMEI search for assets
• The permission to create items in the Assets Directory
• Group, brand, and model of an asset in the "Orders Profit" report export
• Display of the total sum of items in the Write-off dialogue window
• Accepting payments in the Done group statuses;
• Display of the Asset Group in the Orders table and Ad Campaign column in the Leads table

Let's review each feature in more detail.

Asset search by IMEI

Great news for those who implemented assets – with Orderry, you can use IMEI identification of devices again. This function works the same as before: you type in a 15-digit code into the IMEI field, and even if this asset is absent in your database, the "Group," "Brand," and "Model" fields will be filled in automatically. And after saving the order, Orderry will create a product in the warehouse.

For those who don’t use assets, there is no such option, since the system is unable to transfer data to custom fields.

The permission to create items in the Assets Directory

Discussing the topic of assets, we want to tell you another good news. Previously, there always was the possibility that employees would make a typo when filling in a group, brand, or model of an asset, fail to find the desired value, and simply create an extra item in the directory. But now, thanks to the new “Can create assets directory items" permission, you can easily prevent it.

This means that without this permission employees will only be able to select existing values from the list and will not create identical items with different spellings. Consequently, there will be no need to search for duplicates and merge them.

You can enable/disable this permission, as well as all the others, in the role settings on the "Settings > Employees" page.

Asset group, brand, and model in the "Orders Profit" report export

Previously, in the exported "Orders Profit" report file, all information about an asset was displayed in one column. Now, in the document, the group, brand, model, modification, and serial number of the asset are displayed in separate columns.

Prepayments and Payouts on Orders in the Done group statuses

Recently, we had to disable the possibility to make payments in orders that have the statuses of the Done group to improve the logic of the Balance operation and avoid errors in the future. But now, you can accept payments in these statuses again - the "+ Prepayment" and "- Payout" buttons appeared on the "Payments" tab.

Now, you cannot accept payments only in "Closed" statuses, and only users with corresponding permissions can edit such orders.

Asset Group in the Orders table and Ad Campaigns in the Leads table

Now, in the Orders table, you can see full information about Assets, including their groups. To do this, set up the display of table columns by ticking the "Group" checkbox located right below the asset.

Let's continue with the columns. In the table on the Leads page, there is an option to turn on the "Advertising Campaign" column, so that you can immediately estimate which marketing channels brought you more leads.

You can place the columns in any convenient position and sort the tables by them.

The sum of items in the Write-Offs dialogue window

Previously, in the Write-off document view dialogue, it was possible to see only the number of items, and their sum – only in the total table of documents. We fixed this inconvenience, and now, in the Write-offs dialogue window, you can see both the sum of each item by its cost and the total sum for the whole document.

Not a single update goes without fixing the bugs and inconveniences in the work of Orderry. In particular, such issues include word division in comments on orders, adding a photo to order in the mobile version, and other bugs.

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