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Status time norm, default order type, and initial order status

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Every entrepreneur knows that time is money. This means monitoring the deadlines is the key element of any business.

Orderry exposes the order deadline monitoring system that tracks the order processing and makes sure your employees meet the order deadlines you name to your clients. Use the Order Deadline column of the orders table to figure out the remaining time for a target order, and the Overdue badge to monitor your overdue orders.

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Orderry also enables you to build an order status sequence, which limits the list of statuses you can transfer the order to from the current one. Configure the employee permissions to limit the order access for your contractors and managers. Make the comment field required for a status change to see not only the status changes but also their reasons.

The new Orderry introduces the order status time norm – allowed time for specific order status. Different business processes require different time and quality standards. This is why you can set status time norm values in days, hours, and even minutes.

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Here's an example: you are running a smartphone repair business. In this case, you have a diagnostics phase in your orders. Let's normalize this order stage and create a Diagnostics status. Let's assume the diagnostics take up to 30 minutes.

Configure a Orderry for this case. Find the Diagnostics status, double-click it in the order status form, and check the Status norm checkbox. Enter the value of 30, select Minutes as a unit of measurement, and save the changes.

Your Orderry now calculates the order status deadline for a Diagnostics status. You can see the remaining status time (or the status overdue time) in the Status deadline column of the orders table. In case you overdue some of your statuses, the Overdue statuses badge appears in the upper right corner of the orders table. Hit it to filter your Orderry orders by overdue statuses.

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So there are two deadline types you can find in your orders table:

  • Order deadline. This column displays a fulfillment date (the one you've named to your client) for a target order. Set this value in the Fulfillment date field;
  • Status deadline. This field represents the deadline for the current status of a target order. Status time norm functionality is an advanced feature for mature companies with established business processes. Status norms are available in the Business, Network, and Corporation subscription plans.

Navigate to the "Settings > Order statuses" page to set the status time norms.

Default order type

Orderry introduces a flexible order configuration, which allows you to select from multiple order types with different form fields. At the same time, you can lose the critical order information or receive an incorrect payroll if the manager chooses the wrong order type by mistake. Orderry addresses this issue by default order status functionality.

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This feature enables you to set up a default order type for each of your locations separately. There are several options you can select from:

  • Specify an exact order type. If your location implements the single order type, mark it as a default one;
    warranty-order-type-1.gif (110 KB)
  • Remember the last one. This way, Orderry opens an order dialog with the order type of the last created one;
  • Not specified. In case you need your employees to select the order type manually, lean towards the Unset option and require your managers to enter the order type each time they fill out the client application.
    not-specified-order-type.gif (94 KB)

If you think this is flexible, get ready – the latest Orderry update has also introduced the initial order status.

Initial order status

You might have gotten used to the New initial status for every order, regardless of its type, which is inconvenient. The current Orderry app allows you to configure the custom initial order status for each of your order types. Combine this with a status sequence feature to create a perfect representation of your business processes for each order type in Orderry.

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Before this Orderry update, managers could mistakenly select incorrect statuses from the list. Fortunately, things are different now. For instance, create the warranty order type, configure the Warranty claim initial status, and set up a status sequence, so there is no incorrect option for managers to choose.

Navigate to the "Settings > Forms editor" page, select an order type, hit the edit icon and choose the initial order status from a dropdown list. This will significantly improve your deadline and employee monitoring, as well as eliminate the human element. The Status time norm and Initial order status features are available in the Business and Maximum subscription plans.

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