The Article Calculation Form in ProdSys is a comprehensive tool designed to help businesses manage the costs and pricing of all articles in the system. It provides a detailed view of the various costs, rates, and sales prices associated with each article. This guide will walk you through the key features and steps for using this tool effectively.
Access the Article Calculation Form
Log in to ProdSys: Start by logging into your ProdSys account using your credentials.
Navigate to the Article Calculation Form: Go to the "Calculations" section from the main menu and select “Articles.” This will open a list of all articles and their associated calculations.
Understanding the table
Once you open the Article Calculation Form, you’ll see a table displaying various data fields for each article, including:
Article Number: A unique identifier for each article.
Description: A short description of the article.
Group: The category or group to which the article belongs.
Station: The production or work station associated with the article.
Supplier: The supplier of the article.
Material: The material used for the article.
Purchase Price: The cost at which the article is purchased.
Exchange Rate: The exchange rate used if the article is purchased in a foreign currency.
Inventory Price: The price of the article in inventory.
Cost Price: The total cost of producing or acquiring the article.
Sale Price: The price at which the article will be sold.
Gross Margin %: The gross margin percentage calculated based on the difference between the sale price and the cost price.
Discount: Any discount applied to the article.
Addition: Any additional cost or markup applied to the article.
Editing a single Article
If you need to edit details for any specific article:
Click on the Article number to open the article Edit menu. Click Back on the browser to return to the form.
Cascade update values in the calculation
NOTE: The cascade function will cascade update ALL article filtered out it the form. Be sure that you made the correct selection of article before starting updating. To filter use the filter field on each column to limit the amount of articles.
Click on Action Menu (three dots) located on the right side of the page.
This opens the menu where you can cascade update prices and values in the calculation.
Adjust Prices: You can use this option to adjust the prices for multiple articles at once
Adjust Price
The Adjust Price in ProdSys provides a convenient way to update the prices or times of selected articles in bulk. Here's an explanation of each option in the dialog:
Update Price Tab:
This tab allows you to adjust the price of the articles using various methods.
Increase in Percent: Select this option if you want to increase the price of the articles by a specific percentage. For example, entering a value of "10" will increase the price by 10%.
Increase in Currency: This option lets you increase the price by a fixed amount in the current currency. For instance, entering a value of "5" will add 5 units of the currency to the current price.
New Price in Currency: Use this option to set a new fixed price for the articles. The value you enter will replace the current price for the selected articles.
New Time in Minutes: If the article’s cost is time-based, you can update the time in minutes. For example, entering a value of "60" will set the new time to 60 minutes.
Enter Value: This field is where you input the specific value for the option you have chosen (percentage, currency, or time in minutes).
Update Values: Once you’ve entered the value and chosen the appropriate option, click
"Update Values" to apply the changes to the selected articles.
Close: Click "Close" if you wish to exit the dialog without making any changes.
This dialog helps you efficiently manage and update article prices or time in bulk, making it easier to adjust based on changes in costs, market prices, or other factors.
Mass Update
Mass Update: This allows you to update several fields across multiple articles in bulk.
The Mass Update Dialog in ProdSys allows users to select any field within an article calculation and apply a new value across multiple articles simultaneously. Here’s how this dialog functions:
Field Selection:
Field: This dropdown allows you to select which specific field within the article calculations you want to update. Examples of fields include Length, Width, Height, Cost, and others depending on the type of data used in the calculation.
New Value Input:
Input or select the new value for the field
Total Count: Total number of articles that will be affected
Save: Clicking the Save button will apply the new value to the selected field in all affected articles.
Cancel: If you decide not to apply any changes
This feature is especially useful for bulk updates, where changes need to be applied to multiple articles at once, such as updating dimensions, costs, or other critical data points efficiently across the system.
Managing Layout and Exporting Data
Click on Action Menu (three dots) located on the right side of the page.
Layout: You can customize and save your preferred layout for the Article Calculation Form. This allows you to save the specific column views you use regularly.
Column Chooser: Add or remove specific columns from the table.
Export: If you need to analyze the data further, click the “Export” button to download the data in formats such as Excel or CSV for reporting and further analysis.
Finalizing Calculations
Once you have reviewed or updated the necessary information:
Use the calculated gross margin and sales price to finalize pricing decisions for each article.
Conclusion
The Article Calculation Form in ProdSys offers a detailed and flexible way to manage, analyze, and update article-related costs and pricing. With customization options, price adjustments, and the ability to export data, this tool helps businesses maintain accurate and up-to-date pricing strategies.