Introduction
In ProdSys, order groups are used to categorize and organize different types of orders. By creating and managing order groups, businesses can streamline their workflow, making it easier to filter, track, and process orders. Each group represents a specific type of order, such as service orders, claims, or rental orders, providing a structured approach to order management.
This article outlines how to set up, manage, and use order groups in ProdSys.
Purpose of Order Groups
The main purpose of order groups is to organize and categorize various orders within the system. By assigning orders to specific groups, businesses can ensure that related orders are managed consistently and can easily be filtered for reporting, processing, or monitoring. This helps improve efficiency and organization in managing different types of operations.
How to Access the Order Groups Settings
Login: Start by logging into your ProdSys account.
Navigate to Order Groups: From the main menu, go to System > Settings > Orders Groups. This will display a list of all order groups that have been created in the system.
Key Features of the Order Groups Page
Name: The name of the order group, which represents the type of order being managed (e.g., "Building order," "Claims," "Service Orders").
Add New Group: You can create new order groups by clicking the "+" button and entering the desired group name.
Edit or Delete: Existing order groups can be edited or deleted as needed by selecting the options next to each group.
How to Set Up an Order Group
Click the "+" Button: Located at the top-left of the page, this button allows you to add a new order group.
Enter Group Name: Input a name that clearly defines the order type (e.g., "Claims," "Service Orders").
Save the Group: Click "Save" to add the new order group to the system.
Using Order Groups in ProdSys
Once order groups are set up, they can be assigned to specific orders during order creation. This ensures that orders are grouped correctly, making it easier to manage and track them in the system.
Best Practices for Managing Order Groups
Use Clear and Consistent Names: Ensure that order groups are named consistently to avoid confusion when categorizing orders.
Regularly Review Groups: Periodically review your order groups to ensure they align with your business processes. Remove any outdated or unnecessary groups.
Streamline Reporting: Use order groups to filter and generate reports, ensuring that orders are processed efficiently.
Conclusion
Managing order groups in ProdSys provides businesses with a structured way to organize and categorize different types of orders. By creating clear and concise groups, companies can streamline their workflow and ensure that orders are processed consistently. Regularly updating and maintaining order groups helps keep operations organized and efficient.