Introduction
In ProdSys, units of measurement play a crucial role in ensuring accurate data entry, calculation, and inventory management across various modules. Managing and assigning the correct units to products, articles, and orders ensures consistency in how quantities are handled throughout the system. This article provides a guide on how to manage units in ProdSys effectively and how to set default units for different types of measurements.
Purpose of the Units Page
The purpose of the Units page in ProdSys is to allow users to define, configure, and manage the units of measurement used throughout the system. These units apply to products, articles, and orders, ensuring that all items are measured consistently, whether in weight, length, volume, or quantity.
Accessing the Units Page
To manage units in ProdSys:
Login: Start by logging into your ProdSys account using your username and password.
Navigate to Units Settings: From the main menu, go to System > Settings > Units. This page will display a list of all units currently configured in the system.
ProdSys Unit Settings
Key Features of the Units Page
Unit: This column displays the unit of measurement, such as "kg" (kilograms) or "m²" (square meters). These units are applied to various items such as products, raw materials, and finished goods.
External Code: An optional field that links the unit with external systems or coding formats, allowing for seamless integration with third-party software.
Default: The default checkbox allows you to specify which unit will be used by default for any new entries unless another unit is specified.
How to Add a New Unit
Click the "+" Button: At the top-left of the page, click the "+" button to add a new unit.
Enter Unit Details: Fill in the unit’s name (e.g., "stk" for pieces or "kg" for kilograms). If necessary, you can also add an external code.
Set as Default (Optional): If this unit is commonly used for new products or articles, you can set it as the default by checking the "Default" box.
Save the Unit: After entering the required information, click "Save" to add the new unit to the system.
Editing an Existing Unit
To modify a unit:
Update the unit’s name, external code, or default status as needed.
Assigning Units to Products, Articles, and Orders
Once units are configured, they can be assigned to individual products, articles, and orders. This ensures that each item is accurately measured and tracked according to its specific unit of measurement.
Products: When creating or editing a product, select the appropriate unit from the dropdown list.
Articles: Similar to products, articles are assigned measurement units to track quantities in production and inventory.
Orders: Units are essential in orders to determine how much of each product or article is being purchased or manufactured.
Best Practices for Managing Units
Use Standard Units: Always use industry-standard units to avoid confusion. For example, use "kg" for kilograms, "m" for meters, and "ltr" for liters.
Set Default Units for Consistency: Setting default units for commonly used measurements ensures that new entries have a standard unit applied automatically.
Regularly Review Unit Settings: Periodically review the units in the system to ensure they meet current business needs, especially if you introduce new products or articles.
Conclusion
The Units feature in ProdSys is essential for managing the measurement of products, articles, and orders accurately. By setting up and maintaining a clear list of units, businesses can ensure consistency and precision in all operations, from inventory management to order fulfillment. Regular updates and reviews of the unit settings can streamline operations and reduce errors in quantity and measurement tracking.