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Item management

In Profit you use Items. Item is a generic term for articles, work types, costs, assembled items, serial and lot articles. Since these item types share many similarities, you can record them centrally in Profit.

Description

Similarities exist between articles, costs and work types, meaning their use is largely similar as well. The main difference is that you can track the stock of articles, but not of costs and work types. In addition, for articles you have to record a lot of additional information for the order process on the purchase and sales sides.

You use articles, costs, units and work types in the order and invoicing process. Use text articles, in short Text, for fixed texts that you want to include on invoices. Texts do not have stock or a price.

Preparation

  • Configuration

    For a number of items, parts should be configured first before they can be used.

Procedure

  • Article

    Articles are tangible goods that you can keep in stock. It is not mandatory to track the stock; you decide per article whether or not to track the stock. You specify for each article group if articles for which the stock is tracked are permitted.

  • Work type

    You use work types for activities that you perform at a specific rate such as an hourly rate or a job rate.

  • Assembled item

    An assembled item is an article that consists of multiple parts.

  • Packagings and returnable packaging

    In Profit, you can use packagings. You link packaging articles to normal articles after which the packaging articles are always entered together with the linked article in the order process.

  • Costs

    Costs are things you want to charge to your customers. Examples include kilometres, drawings, reports, lunches, contributions to shipping costs, etc. You can track costs for purchases and sales, but you cannot track their stock. You can of course invoice them and include them in quotations.

  • Text

    Texts are used in various Profit components.

  • Unit

    Each item is linked to a unit. When you add a unit you specify whether a calculation is required for the unit. This way you specify that a unit is an area measure or a volume measure.

  • Serial article

    A serial article is an article of which each example has a unique serial number.

  • Lot article

    You record lot articles to identify purchased and/or sold articles. To create a lot, you link multiple articles to the same lot.

  • Cumulative entry

    A cumulative entry is an administration method for an order in which the quantity to be delivered on the order line is determined on the basis of the sum of the quantities on one or more underlying lines.

  • Groupings

    You use groupings to set fields for a group. This saves you from having to maintain settings at a low-level.

Also see

  • Article dimensions

    In addition to the levels at which you can track stock for an article, you can also track stock based on the article dimension which you can add yourself.

  • Integration group

Process

Item management

Work area

item