Overview:
In ProdSys, the Product Package page allows users to create packages of product templates that can be added to an order in one action. This feature is particularly useful when multiple product templates need to be added to an order at once, streamlining the order creation process.
Follow the steps below to create and use a Product Package efficiently:
Step 1: Log in to ProdSys
Log in to your ProdSys account using your credentials.
Step 2: Navigate to the Product Package Page
From the side menu, navigate to the Articles module.
Select Product Packages. Alternatively, you can directly access the page via the URL.
https://app.prodsys.com/#/articles/product-packages
Step 3: Create a New Product Package
On the Product Package page, click the "+" button (located at the top left) to create a new package.
A new row will appear in the Name section where you can enter the name of your product package (e.g., "Skips elektro", "Arbeidsbenker").
Press Enter to save the package name.
Step 4: Add Product Templates to the Package
Click on the newly created product package (the name you just entered).
In the bottom section, you'll see a list of product templates with columns such as Product, Qty, Cost Price, and Sale Price.
Click the "+" button again (in the bottom section) to start adding product templates to the package.
In the Product column, select the product template you want to include.
Enter the following details for each product template:
Qty: Quantity of the product template to be added to the package.
Number: Order for adding the templates
Time: Work Time required for the product template if applicable.
Cost Price and Sale Price: These fields will update automatically based on the product template settings.
Step 5: Review the Package
Once you have added all the desired product templates to the package, review the package details:
Sum of Quantities: Located at the bottom of the table, indicating the total quantity of product templates.
Total Cost Price and Total Sale Price: Reflects the overall cost and sale price for all items in the package.
DG%: This shows the gross margin percentage for each product template and an overall margin for the package.
Step 6: Save the Product Package
Once the product templates have been added and reviewed, ensure all the details are correct.
The package will automatically save in ProdSys for future use.
Step 7: Use the Product Package in an Order
When you are ready to add the product package to an order, navigate to the Order Line page for the relevant order.
Open the Menu and select the option to add a Product Package.
Select the desired product package from the list, and all the included product templates will be added to the order at once.
Conclusion
By using the Product Package page in ProdSys, you can significantly reduce the time spent adding multiple product templates to an order. This feature allows for efficient bundling of frequently used product templates, streamlining order management and ensuring consistency in product configurations.