ProdSys allows for efficient report generation, offering both standard and customizable reports to meet your organization’s unique needs. Reports provide valuable insights into various business processes, including sales, inventory, finances, and employee performance. Here’s how to generate both standard and custom reports using the web interface:
1. Setting up email and report for different order types and other modules
ProdSys includes several predefined reports with email configuration that is connected to different modules in the system. The reports are multi languages. To make this available Email template and Header must be setup with wanted languages.
Log in to the ProdSys interface.
Navigate to the Reports module from the side menu.
https://app.prodsys.com/#/settings/reports
This list contains the different email templates with attached report
This is connected to the different modules like Order, Offer, Invoice etc
And other modules like Article, Order line etcAdd new report: Press action menu "three dots" select New
Edit report : Press action menu "three dots" select Edit
Delete report : Press action menu "three dots" select Delete
Menu edit report:
Report menu name: Name that appears in the report menu
File name: Name of the file attached to the email
Email templates: The design of the email heading and text
Report layout: Select from available pre designed reports layouts
Top-bottom text: Add additional top and bottom text to appear in the report
Order categories: Order types included for this report
Report headers: Report header name
Code symbol: Insert Code for returning values from system
Email template:
In the email template you can set the language, create predefined subject and text
The text is in HTML format and can be formatted with the text toolbar.
Insert graphic is done from the Image icon and should be linked images from the web.
Right click and image on the web and copy the image path and insert it into the Image dialog.
