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Order types in ProdSys

Description of the different order types used in ProdSys

Updated over a month ago

In the ProdSys ERP system, all the mentioned order types are utilized to manage and streamline various business processes efficiently. Here's how they are used within the system:

Offer

A quotation or proposal sent to a customer outlining prices and terms before a sale.

Order Draft

A draft version of an order that hasn’t been confirmed or submitted yet.

Order

A generic term for a sales or work order placed by a customer or client.

Closed Order

Represents the finalization of an order, often locking it from further changes and confirming completion.

Cancelled

Indicates that an order or document has been voided or terminated before completion.

Production Order

Used for manufacturing products to reconcile physical stock of manufactured .

Production Complete

Signifies that production is finished; used in manufacturing workflows to signal completion.

Invoice Draft

A draft or preliminary version of an invoice, often used for review or approval before finalization.

Invoice

A financial document issued to request payment for delivered goods or completed services.

Credit Note Draft

A preliminary record of a potential credit note, not yet finalized.

Credit Note

A document issued to acknowledge a return or correction, often used to offset a previous invoice.

Purchase Draft

A draft version of a purchase order—used for internal review before submission to the supplier.

Purchase Order

A formal request to a supplier to provide goods or services at specified terms, including price, quantity, and delivery.

Receiving

A record of goods received against a purchase order, used to update stock levels.

Template Order

A predefined order format used to create new orders quickly with recurring or standard data.

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