In ProdSys, you have the flexibility to manually create a purchase order when you need to order articles directly from a supplier. This method is particularly useful when there is no predefined order requirement or when you need to make a specific order outside of regular stock needs. This article will guide you through the steps for manual purchase order creation and explain how this differs from creating a purchase order based on stock or order needs.
Step-by-Step Guide to Manual Purchase Order Creation
Step 1: Log In and Navigate to the Order Section
Log In: Start by logging into your ProdSys account.
Go to "Order": Select "Order" from the side menu.
Open the Order List: Click on "Order List" to view existing orders.
https://app.prodsys.com/#/orders
Step 2: Create a New Purchase Order
Create Purchase": Click on the “+ New” button to create a new order.
Select Order Type: Choose "Purchase draft" as the order type.
Select Supplier: Pick the supplier you want to order from using the dropdown list.
Press "+ New": Click “+ New” again to generate the new purchase order.
At this stage, a new purchase order is created with all header details pre-filled. You can modify any of these details if needed.
Step 3: Add Articles to the Purchase Order
Open Order Lines: Navigate to the "Order Lines" in the bottom left section and press the + New button
Add New Articles: Manually add new articles at the line level
Click “+ New” to open the add new line menu
Select what article type to add Article / Equipment
Search for the article
Select Article and click Add or Doubleclick to add it
Edit the details like description , qty etc
To go back to the order page click the blue hyperlink in the top with the name of the purchase order or Click back on the browser
Step 5: Review and Send the Purchase Order
Issue: Click the Create Purchase button in the bottom of the page.
Review the Purchase Order: Ensure all the details, including supplier information and articles, are correct.
Send the Order: Once verified, send the purchase order to the supplier directly via email from ProdSys. Select Report in the bottom of the screen and select the report format you want to send on email.