Introduction
Grouping in ProdSys provides a flexible way to organize and categorize different entities such as products, articles, and equipment. By utilizing grouping levels, businesses can structure their data more effectively, allowing for easier tracking, reporting, and management of resources. This article will explain how to use grouping levels in ProdSys for products, articles, and equipment, and how these groupings can enhance your business processes.
Purpose of Grouping Levels
The main purpose of grouping levels is to create logical categories for products, articles, and equipment, allowing for a more organized system. Groupings simplify inventory management, pricing, and reporting, enabling businesses to sort and filter items according to their category. Grouping also plays a key role in applying coverage percentages, which can impact cost and profit calculations.
Accessing the Grouping Settings
To manage groupings for products, articles, and equipment in ProdSys:
Login: Start by logging into your ProdSys account using your credentials.
Navigate to Group Settings: From the main menu, go to System > Settings > Groups. Here, you will see three main tabs: Products, Articles, and Equipment. Each tab allows you to manage groupings for that specific entity.
Link to Group Settings
Key Features of the Grouping Page
Name: This column displays the name of the group. Each group can have a unique name that reflects its category or purpose, such as "Electro" for electrical items or "Plant" for plant-related products.
Type: Displays whether the grouping applies to a product, article, or equipment. It helps differentiate between the different group levels within the system.
Coverage: Coverage percentages are shown for each group, indicating the mark-up or cost coverage applied to items within that group. For example, a 30% coverage indicates that costs related to the items in this group are marked up by 30% for pricing purposes. This is the default value for and Article in this group.
Subgroups: Each main group can have its own subgroups. For example, within the "Elektro" group, subgroups like "EL Cable" or "EL Socket" can be defined to further organize articles or products.
Add New Group: Clicking the "+" button at the top-left corner allows you to create a new group for products, articles, or equipment.
How to Add a New Group
Click the "+" Button: Select the appropriate tab (Products, Articles, Equipment) and click the "+" button to add a new group.
Enter Group Details: Fill in the name of the group, and specify the coverage percentage if applicable.
Save the Group: Once the details are filled in, click Save to add the new group to the system.
Connecting Groups to Products, Articles, and Equipment
Once groups are defined, they can be associated with specific products, articles, or equipment. This ensures that each item is properly categorized and any group-specific settings, like coverage percentages, are applied automatically.
Open the Product/Article/Equipment Page: Navigate to the product, article, or equipment you wish to group.
Select the Group: From the dropdown list, select the group that applies to the item.
Save the Changes: After assigning the group, save the changes to ensure that the item is now categorized correctly.
Benefits of Using Grouping Levels
Organized Inventory: Grouping helps in creating an organized structure for managing inventory. Businesses can quickly find products, articles, or equipment by their group.
Efficient Reporting: Grouping simplifies the generation of reports based on categories, allowing businesses to analyze sales, stock levels, and profitability more efficiently.
Consistent Pricing: By setting coverage percentages for groups, businesses can ensure consistent pricing models across similar items.
Enhanced Filtering and Sorting: The grouping feature enables better filtering and sorting options, which can be particularly useful for large inventories or extensive product catalogs.
Best Practices for Managing Grouping Levels
Standardize Group Names: Use consistent naming conventions across groups to make it easier to manage and recognize categories.
Regularly Review Groupings: Periodically review the groups to ensure they align with your current business structure and product offerings.
Leverage Subgroups: Use subgroups for more granular organization within a broader category. For instance, if your main group is "Elektro", you can create subgroups for specific items like cables, motors, and switches.
Conclusion
The grouping feature in ProdSys is a powerful tool for organizing products, articles, and equipment, making it easier to manage, track, and report on items in your system. By taking advantage of groupings and coverage percentages, businesses can streamline operations, improve data organization, and ensure consistency across their product lines. Regularly reviewing and updating groupings ensures that your system remains efficient and relevant to your business needs.