In ProdSys, creating an article, product or equipment involves entering a range of information to ensure that it is properly managed across various business processes, such as sales, logistics, inventory, and more. Here’s a step-by-step guide on how to create an article and fill out all the necessary details:
1. Access the Articles Module
Log in to ProdSys.
From the side menu, navigate to the Articles module.
Select type of Article: Article, Product or Equipment
Article: https://app.prodsys.com/#/articles/articles
Product: https://app.prodsys.com/#/articles/products
Equipment: https://app.prodsys.com/#/articles/equipmentClick on + Button to start creating a new article.
2. Enter Basic Details
Fill in the basic information about the article:
Number: Enter the unique article number / name .
Description: Provide a detailed description of the article for easy identification.
Category: Select the relevant article category.
Fill out all other technical details about the article
Press Save button
3. Calculation
Define the cost structure and pricing:
Cost Calculation: Enter the articles base cost and additional costs related to production or procurement. A Product can not contain a purchase price only storage price.
Pricing Rules: Set up the price calculation rules that determine the selling price, such as markup percentages.
4. Sales Details
Configure sales-specific information:
Gross margin %: Enter the default gross margin.
Department: Department ownership
Sales Accounts: Link the article to the appropriate sales account for tracking in the accounting system.
5. Suppliers
Add supplier information:
Primary Supplier: Select the main supplier for the article from the supplier list.
Additional Supplier: Select the additional supplier with article no description and price
Lead Time: Set up delivery lead time for reordering.
6. Logistics
Define how the article is handled in logistics:
Stock item: Determines if this is to be included in logistic
Stocktake: Determines if this is to be included in new stocktakes
Qty formula: Calculation of the stock qty
Units: Units for different qty
Warehouse Location: Assign the article to specific warehouse locations.
Reorder Point: Define the minimum stock level before reorder is triggered.
7. Inventory
Manage inventory details:
Current Stock Level: Set the current stock level if already available.
Safety Stock: Set the safety stock level to prevent shortages.
8. Documents
Attach relevant documents to the article :
Technical Sheets: Upload article specifications or technical sheets.
Certificates: Add certificates of conformity or other compliance documents.
Instruction Manuals: Include user manuals or guides.
9. Orders
Link to existing or potential orders:
Open Orders: View current orders associated with the article .
Order History: Access previous orders to track performance or reorders.
10. Manufacturer
Define manufacturer details:
Manufacturer Name: Link the article to a specific manufacturer.
Part Number: Add the manufacturer’s part number if applicable.
11. Translations
Provide translations for multi-language support:
Language Selection: Enter article names, descriptions, and specifications in different languages for localization purposes.
12. Discounts
Apply article -specific discounts:
Discount Rules: Set up volume-based or promotional discounts for this article .
Customer-Specific Discounts: Assign special discount group to specific customers.
13. Parent-Child Relationships
Create parent-child article variations:
Parent article : Define if this product is part of a larger product family.
Child Variants: Set up different versions of the article (e.g., color, size) under a parent article.
14. Measurements
Set up article dimensions and units:
Dimensions: Input physical dimensions such as length, width, height etc.
15. Template
List of article templates this article is part of:
Product Templates: Pre defined Product package that this article is part of
16. Geolocation
Add geolocation details if the article requires location-specific tracking:
Geographic location: Uses Google map to edit and show location from latitude, longitude placement
17. Activities
Show all Activities this article has been connected to:
18. Article Images
Upload / link multiple article images for visual representation:
Primary Image: Image on top of the list
Additional Images: Add supplementary images showing different angles, variants, or features.
By completing these steps, you will have created a comprehensive article entry in ProdSys that is ready to be used across various business processes, from inventory management to sales and logistics.