In ProdSys, Bulk orders are optimized to account for both order requirements and stock needs. The system analyzes current inventory levels alongside outstanding orders to ensure that large purchases align with production demands and stock replenishment. This approach helps businesses efficiently meet customer demand while maintaining optimal inventory levels, preventing shortages or overstock situations. In this article, we’ll explore how ProdSys manages bulk ordering to streamline procurement and inventory management.
Step 1: Access the Production Order
Login to ProdSys and navigate to the Order / Bulk Order from the side menu
https://app.prodsys.com/#/orders/create-purchaseThis will generate a list with all articles in the system and analyze the stock need
Warehouse: The warehouse this order is connected to and the stock level on this warehouse.
Settlement: To calculate the purchase need based on:
- Inventory: Analyze all stock level need including orders
- Order: Analyze only order need
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.
Step 3: Modify order qty
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).
Step 4: Create the purchase
Select Create to create the Purchase order . This will close the form and open the new purchase order.
Step 5: Confirm Purchase Order Details
Check the purchase order details on Order and Article level. Make changes if necessary.
Step 6: Connection to the Production Order
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
Step 7: Issue the Purchase Order
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.
Step 8: Track the Purchase Order and Delivery
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.
Step 9: Integrating Purchased Items into the Production Process
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.
By following these steps, you can efficiently create purchase orders tied directly to production orders in ProdSys, ensuring materials are procured and delivered on time for specific production requirements. This integration helps streamline operations, maintain accurate inventory levels, and reduce the risk of production delays due to material shortages.