The Order Line Search Page in ProdSys is designed to give users an in-depth view of individual order lines across the system. This tool is highly useful for locating, analyzing, and managing specific line items in purchase orders, sales orders, or invoices. Below is a detailed step-by-step guide for effectively using the Order Line Search Page.
Step 1: Accessing the Order Line Search Page
Navigate to the Orders menu from the main menu on the left side.
Select Order Line Search.
This will open the page, displaying all order lines in the system based on the selected time range.
Step 3: Using Filters to Narrow Down Your Search
The table contains many columns such as Category, Order Number, Customer, Quantity, Price, and more.
Use the filter icons in each column to narrow down the search. For example, you can filter by:
Category: Choose between categories like orders, purchase orders, invoices, etc.
Customer: Type the name or number of a customer to see all related order lines.
Quantity: Specify the quantity range to locate specific order sizes.
Description: Type the name of a product to see all related order lines.
Article no: Type the number of a product to see all related order lines.
Step 4: Analyzing Order Line Details
Each line in the table provides specific information about the order lines, including:
Order Number: The reference number for each order.
Description: The item or service description for that line.
Quantity: The number of items in that order line.
Price: The price per unit and total cost for that line.
Notes: Additional comments or special instructions related to the order line.
If a specific order line needs further investigation, you can click on it for more details.
Step 5: Sorting Columns
You can sort any of the columns to quickly organize the data by:
Date: Organize from oldest to newest or vice versa.
Quantity: Sort by order size.
Customer: Sort alphabetically by customer name or number.
Simply click on the column headers to adjust the sorting order.
Step 6: Exporting Data
After filtering and sorting, you may want to export the data for further analysis or reporting.
Click on the Action Menu in the top-right corner and select Export.
Choose the desired file format, such as CSV or Excel, and download the data for sharing or archival.
Step 7: Grouping and Customizing View
For a more detailed analysis, you can group the data by dragging a column header to the top where it says "Drag a column header here to group by that column."
For example, you can group all order lines by Customer or Order Date to see aggregated information.
This allows you to tailor the view to your specific needs and analyze grouped data quickly.
Conclusion
The Order Line Search Page in ProdSys is an essential tool for managing and analyzing individual order lines across your system. With robust filtering, sorting, grouping, and export capabilities, this feature ensures you can easily locate specific order details, track inventory, and make informed decisions. By using the customizable options provided, you can effectively manage the vast data related to orders, ensuring accuracy and efficiency in order management.