Login to ProdSys and navigate to the Order Module from the side menu
​https://app.prodsys.com/#/orders

Locate the production order you want to generate a purchase order for. You can use the search or filter options to quickly find the relevant order by its number, customer, or production status.

Open the production order and review its details, including the required materials, components, or services needed for the production process.

Press Purchase order in the bottom of the form to open the purchase form.

This will generate and lit with all articles connected to the order and show proposed purchase qty based on the selections:

Warehouse: The warehouse this order is connected to and the stock level on this warehouse.
​Settlement: To calculate the purchase on Order need and inventory levels or only the
​Order need without taking stock level in consideration.
​Supplier: Select the supplier to order from
​Contact person: The suppliers seller contact
​Delivery date: Automatically generated based on the Article with the longest delivery time. The delivery date can be changed if needed.
​Change supplier: Switch the selected supplier with another supplier.
​Multiple Purchase: Make multiple purchases without closing the form.

The order qty in the table is based on the stock and order need and the setting on each article. The qty can be modified manually.

There is automatic calculation based on the parameters like Length, Width, Height for those article using this in the qty formula on the Article
​Example: If the Article uses a qty formula like Qty = Qty x Length
the Purchase qty will be recalculated based on the new length.

The purchase will only be created for articles that have a purchase qty larger than 0 (zero).

Select Create to create the Purchase order . This will close the form and open the new purchase order.

Check the purchase order details on Order and Article level. Make changes if necessary.

When and Purchase order is created from and order is automatically connected to the customer or production order.
This can be reviewed in the upper right corner under the Tab Connected Orders

Create: Select Create Purchase in the bottom of the page.

After reviewing the details, click "Reports" and select the purchase order formula you want to use.

Now it will open the email dialog with and attached purchase order in pdf format.

Edit the email and change it if necessary.

Press Send to issue the email.

The email is stored in the document list in the lower right of the form and can be opened and reviewed.

Once the purchase order is sent, you can monitor its status in the Status on the purchase order and in the Progress % in the Summary tab in the upper right corner.
​Note: Status and Progress is also available in the order list.

ProdSys will update the status of the purchase order as items are shipped, received, or invoiced.

Upon receiving the materials, ensure they are recorded in the system and that they are properly linked back to the production order to update inventory and production timelines. The Progress % on the purchase order is calculated on the qty received.

Once the materials are received, they will be automatically associated with the production order in ProdSys, ensuring that stock levels are updated and materials are available for use.