Understanding the Order Line Page in ProdSys
The Order Line Page in ProdSys is a comprehensive tool that allows users to create, review, and analyze detailed information about individual line items within an order. This page is an essential part of order management, giving users a breakdown of products, services, costs, and other key metrics associated with each order. Below is an overview of what this page is used for and what it contains.
Purpose of the Order Line Page
The Order Line Page is designed to help businesses efficiently manage their orders by providing a detailed breakdown of every item or service included in a specific order. It ensures that users can:
Product Information: View and manage individual products or services included in an order.
Manage Costs and Prices: Track both unit prices and total costs for each item.
Manage Order Fulfillment: Monitor the status of production, delivery dates, and progress.
Enhance Financial Control: Analyze gross margin percentages (GM%) and overall profitability for each item.
Order Line Table
The core of the page is a table that displays a detailed breakdown of each item included in the order. Here are some key fields used in the table:
Line No: Identifies each line item in the order.
Article No: The unique identifier or SKU (Stock Keeping Unit) for the product or service.
Description: A brief description of the product or service.
Quantity (Qty): The number of units ordered.
Unit Price: The price per individual unit.
Net Total: The total price before any taxes or discounts are applied.
Discount: Any discounts applied to the line item.
Total Cost: The total cost of producing or delivering the product or service.
GM% (Gross Margin): A percentage that shows the profitability of the line item by calculating the difference between the selling price and the cost price.
Location: The physical or virtual location of the product, typically in a warehouse or storage area.
Order Articles:
The Heart of Order Management in ProdSys
The Order Articles section is a critical component within the ProdSys Order Line Page, often referred to as the "heart of the operation". It is here that all the essential elements of an order come together, making it the central hub for managing materials, labor, and costs associated with production and order fulfillment. Every aspect of the manufacturing process revolves around the items listed in this section, from the initial material requirements to time allocation and additional costs.
Articles have a white background on article number.
Products have a green background on article number.
Equipment has a yellow background on article number.
Key Elements of the Order Articles Section
Materials Used for Manufacturing:
The Order Articles section lists all the raw materials, components, and resources required for manufacturing a product or completing a service. This ensures that all necessary items are accounted for, helping streamline the supply chain and inventory management process.
Each material is detailed with fields like Article Number, Description, Quantity, Unit Price, and Total Cost Price, giving a clear picture of what is needed to manufacture the product.
Time Calculation for Manufacturing:
Besides material tracking, this section also includes time-based items such as labor and machine hours. It allows users to specify the time units (e.g., minutes, hours) required to manufacture a product, ensuring that the workforce and machines are properly allocated.
Time entries, such as CNC machining or assembly time, are crucial for calculating labor costs and ensuring that the production process stays on schedule.
Other Cost Items:
Additional costs related to the order—such as subcontracting services, shipping, and overhead—are also included in the Order Articles section. These costs are important for determining the total cost of production and final pricing.
By accounting for all relevant expenses, this section provides a comprehensive overview of the financial impact of manufacturing and delivering the product.
Why Order Articles is the "Heart of the Operation"
Comprehensive Overview: The Order Articles section consolidates all the necessary materials, time, and cost components required to complete an order. From raw materials to finished goods, every part of the process is outlined in this section, making it the foundation for successful order management.
Start to Finish Management: All production activities, from planning the materials needed to calculating labor time and managing additional costs, are handled through Order Articles. This section ensures that the entire lifecycle of a product—from initial planning to final delivery—is efficiently managed and tracked.
Cost Control: With all material costs, time calculations, and other expenses centralized here, the Order Articles section provides a detailed breakdown of both production costs and profit margins. This allows businesses to monitor and adjust costs in real time, ensuring profitability and efficient resource usage.
Production Efficiency: As the central hub, the Order Articles section plays a crucial role in ensuring that production runs smoothly. It provides teams with the information they need to manage materials and labor effectively, ensuring that production schedules are met and resources are allocated correctly.
Detailed Order Line Information
The page is further divided into tabs below the main order line table, providing more detailed information for each item. Some of the key tabs include:
Specifications: Contains the dimensions and technical specifications of the item, such as length, width, height, and weight.
Progress: Tracks the progress of the order in terms of production or fulfillment, including start and end dates.
Documents: Stores related documents such as invoices, shipping documents, or product specifications.
Time Registration: Allows tracking of time spent on production or services related to the item.
Storages: Manages storage locations for items that are part of inventory management.
Image: Allows uploading of images related to the specific item in the order.
Benefits of Using the Order Line Page
Increased Accuracy: By breaking down every order into its individual components, the system ensures that no item is overlooked and that all associated costs are accounted for.
Streamlined Communication: The ability to add notes and documentation ensures that all team members and stakeholders have access to up-to-date information regarding the order.
Improved Financial Control: With real-time visibility into costs, pricing, and profitability, businesses can make informed decisions and adjust orders as necessary.
Enhanced Project Management: By tracking progress, start/end dates, and time registration, the Order Line Page helps ensure that orders are completed on schedule and within budget.
Conclusion
The Order Line Page in ProdSys is a powerful tool for managing the details of any order, whether it involves products, services, or both. With its detailed breakdown of costs, progress tracking, and document management features, this page is essential for businesses looking to maintain accuracy and control over their order fulfillment process. By using this page effectively, teams can ensure that every aspect of an order is handled efficiently, from pricing and production to delivery and invoicing.