Introduction
In ProdSys, the Article Status feature allows businesses to manage and track the current condition and location of articles. By setting and adjusting the status of articles, users can ensure that items are properly categorized as available, rented, defective, or even being tested. This functionality helps businesses maintain clear visibility over inventory and product lifecycle management. This article explains how to use the Article Status feature in ProdSys to keep track of article conditions effectively.
Purpose of the Article Status Feature
The Article Status feature is used to categorize the current condition or state of articles within your system. Each status provides essential information about the availability or usability of a particular article. For example, it allows users to see if an item is in stock, rented out, defective, or currently being tested. This helps businesses avoid inventory mishaps, ensure that only functioning items are sold or rented, and improve overall asset management.
Accessing the Article Status Page
To access and manage article statuses in ProdSys:
Login: Start by logging into your ProdSys account using your credentials.
Navigate to Article Status: From the main menu, go to System > Settings > Status. Here, you will see a list of all the article statuses configured in the system.
Link to article status settings
Key Features of the Article Status Page
Status: This column displays the name of each status, such as "Inne" (In), "Utleid" (Rented), or "Defekt" (Defective). These statuses help identify the condition or availability of an article.
Add New Status: The "+" button at the top-left corner of the page allows you to create new statuses for articles as needed.
Edit or Delete: Clicking on the three dots next to a status allows you to edit the name of the status or delete it from the system if it is no longer needed.
How to Add a New Article Status
To create a new status for your articles, follow these steps:
Click the "+" Button: In the upper left corner of the screen, click on the "+" button to add a new status.
Enter the Status Name: Type the name of the status, such as "In Production," "For Inspection," or "Ready for Sale." Make sure the name clearly describes the current condition of the article.
Save the Status: Once the status name is entered, click Save to add the new status to your system.
Editing or Deleting an Existing Article Status
To manage an existing status:
Edit: Click on the three dots next to the status you want to change. From here, you can edit the name or description of the status to better reflect your business's current processes.
Delete: If a status is no longer needed, you can delete it by selecting the delete option from the action menu. Be cautious when deleting statuses that might be linked to existing articles.
Common Article Statuses
Some of the most common article statuses used in ProdSys include:
In: Indicates that the article is currently in stock and available for sale or use.
Rented: The article is currently rented out and not available in inventory.
Loaned: The article has been loaned out to a customer or another department.
Defective: The article is defective and not suitable for sale or rental until it is repaired.
Inactive: The article is not currently in use, but its information is kept in the system for record-keeping purposes.
Complaint) The article has been returned by a customer due to a complaint and may require further inspection or action.
Testing: The article is currently being tested and is not yet ready for sale or use.
Best Practices for Managing Article Statuses
Use Clear and Concise Status Names: Choose status names that clearly describe the article's condition, so that all team members can easily understand the status at a glance.
Regularly Update Statuses: Ensure that statuses are regularly updated as articles move through the production or sales cycle. For example, when an article is rented or returned, the status should be updated accordingly.
Delete Unnecessary Statuses: Periodically review the list of article statuses and remove any that are no longer applicable to your business operations. This keeps the system clean and easy to navigate.
Conclusion
The Article Status feature in ProdSys provides a simple yet powerful tool for tracking the condition and availability of articles. By properly managing article statuses, businesses can ensure that they have accurate and up-to-date information on all inventory items, preventing miscommunication and improving overall workflow.