Introduction
Order line specifications in ProdSys enable users to define and assign specific types of information to order lines, improving clarity and consistency in orders. Users can create specification types and pre-defined values for each type, streamlining the process of attaching necessary details to individual order lines. This feature ensures that all necessary specifications are present and correctly formatted for use in orders.
Purpose of Order Line Specifications
The main purpose of order line specifications is to standardize important details that need to be applied to products or services in an order. By creating predefined values for specification types, users can ensure consistency across orders, prevent miscommunication, and improve efficiency in the ordering process.
How to Access the Order Line Specification Settings
Login: Begin by logging into your ProdSys account.
Navigate to Specifications: From the main menu, go to System > Settings > Specifications. This will display the list of available specification types and their corresponding pre-defined values.
Key Features of the Order Line Specifications Page
Specification Types: This section allows you to define different types of specifications such as voltage, capacity, pressure, and more.
Pre-defined Values: Once a specification type is selected, you can create pre-defined values that can be attached to order lines. For example, for "Capacity", you can have values like 150 m²/h, 160 m²/h, and so on.
Edit and Manage Specifications: Users can add new specification types, edit existing ones, and modify the pre-defined values for each type.
How to Set Up Order Line Specifications
Create a New Specification Type:
Click on the "+" button to create a new specification type.
Enter the name of the specification (e.g., "Capacity", "Pressure").
Select the appropriate language for the specification type.
Click Save to add the new specification type.
Add Pre-defined Values for Specification Types:
After creating the specification type, navigate to the lower section of the page to add pre-defined values.
Click the "+" button next to the specification type to enter a new value.
Provide the value (e.g., 150 m²/h) and save it.
You can add multiple pre-defined values for each specification type.
Using Specifications on Order Lines
Once specification types and their pre-defined values are set up, they can be applied to order lines. When creating or editing an order, users can select the appropriate specification from the available list, ensuring that all necessary details are attached to the order line.
Best Practices for Managing Order Line Specifications
Standardize Specifications: Ensure that your specification types and values are standardized across your system to avoid confusion.
Use Pre-defined Values: Leverage pre-defined values for each specification to maintain consistency across different orders.
Review Regularly: Periodically review your specification types and values to ensure they align with your current business processes.
Conclusion
Order line specifications in ProdSys offer a structured and efficient way to manage important details for products or services in orders. By defining specification types and pre-defined values, businesses can ensure clarity and consistency in their order lines, leading to more efficient order management and improved communication. Regularly updating and reviewing these specifications helps to keep the ordering process streamlined and error-free.