Finding your way · Ordryx Help

This page shows the parts of Ordryx you use every day: the Overview, the menu, Go to…, Settings and Help. Once you know these, you can find any screen quickly.

The Overview

The Overview is the first page you see after you sign in. Press Overview at the top of the menu, or the Ordryx name, to come back to it.

To do today lists what is waiting on you, most urgent first. Each line has a number and takes you to the screen where you deal with it. When nothing is waiting, it says Nothing waiting on you.
The row of numbers under it gives the shop at a glance. Press one to open its screen.
Low stock shows items below their alert level. Coming in shows what's on its way to you, such as purchase orders, and Going out shows what you're sending out, such as orders.
The line at the bottom says whether the system is OK and which version of Ordryx you are on.

The Overview only shows what you can act on. Two people with different roles see different things. Money shows only to people who can see costs.

On a computer, the menu runs down the left side of the screen. It has:

Overview and Reports at the top.
One line for each section of the shop: Inventory, Production, Contracting, Purchasing, Sales, Shipping, POS and Printers. You only see the sections that are switched on for your shop and that your role can open.
Help and Settings near the bottom.
Your name at the very bottom. Press it to open My account. The ··· button next to it shows whether the system is OK, and has Look, Send feedback and Sign out.

When you open a section, its pages show as tabs across the top of the screen, for example Items, Counts, Alert levels and History in Inventory. The gear at the right of that header opens the section's own settings.

Badges

A number beside a section in the menu says how many things in it need you, for example orders to ship. The same numbers show on the section's tabs, so you can see which page they are on. A number beside Help means a reply from Ordryx support you haven't read. If you'd rather not see the numbers, switch off Menu badges in My account.

Go to…

Go to… finds any page, item, order or person by typing. It is the quickest way around Ordryx.

Press Go to… at the top of the menu, or press Ctrl K (⌘K on a Mac) on any screen.
Type a few letters: an item's name or code, a barcode, an order or PO number, a person, or a page such as "counts".
Use the arrow keys and press Enter, or click the line you want.

With nothing typed, it shows your recent places. It also offers a few actions, such as New PO, Send out work and Scan, and quick answers from Help.

Settings

Press Settings in the menu to open the Settings page. It shows tiles in three groups. You only see the tiles your role allows.

Your shop: Shop details, Modules, Ordryx & network and Stock locations.
People and access: People, Roles and Outside access & AI.
Safety and upkeep: Backups, Activity and Diagnostics.

Each section's own settings (Inventory's, Sales', and so on) are behind the gear in that section's header. See Settings.

Help

Help in the menu opens quick answers, what Ordryx already knows about your shop's health, and a way to message us. See Getting help.

On a phone

Ordryx works on a phone too.

Press Menu at the top of the screen.
The menu opens as tiles, one per section, with their badges.
Under the tiles you find Go to a page…, quick links such as Scan a label and Count a shelf, then Help, Settings, your account and Sign out.

Light or dark

Press ··· next to your name and choose Look: Auto, Light or Dark. Auto follows your device. On a phone it is at the foot of the menu. Your choice is kept on this device only.

You can also choose 12-hour or 24-hour times in My account.

The shop's word for making

Ordryx says Build, Make or Bake, as your shop chose. A bakery bakes, a kit maker builds. The screens use your word everywhere, including the names of pages. This guide says "make". To change the word, open Production, press the gear, and change Word for making things.

Screens that update themselves

You don't need to reload. While a screen is open and in front, it updates by itself when someone else changes something, for example a new order or a count. It waits while you are in the middle of changing something yourself, such as a form or a dialog.

Saved, and Undo

When you change something, a short message at the bottom of the screen says it worked. It goes away after a few seconds. Some messages stay longer when there is something to know or do next.

Some changes offer Undo in that message, for example a change of stock you just made by hand or something you just made. A stock change can be undone by the person who made it, once, within 15 minutes. The change and its undo both stay in the item's history.

After an update

When Ordryx is updated, a blue banner says Updated to Ordryx and the version. Press What's new to read what changed. If something seems wrong since the update, press Something wrong since the update? to tell us.