Configure packagings

If you want to use regular packaging articles or specific packaging articles such as returnable packagings or disposal fees, you must first configure this.

Note:

In Profit Subscriptions, you cannot use articles and assembled items to which packagings are linked. In Profit Projecten, you also do not have the option to register the use of packagings.

Description

You use the same activation for all types of packaging. You add regular packagings as articles that you then link to a 'real' article. In this way, an entry is automatically created if, for example, an order line is added. Please note that it is also possible to invoice packagings without a link to another article. In this case, you always add the packaging manually to the order.

Besides the regular packaging, you can also use returnable packagings. These are packagings for which a deposit is charged.

In Profit, a disposal fee is also considered to be a packaging article because it is linked to a regular article although, strictly speaking, it is a reservation.

The configuration of a returnable packaging and a disposal fee differs from that for regular packaging articles. The difference is that you also need to configure the integration with Financial.

Procedure

  • Activate the packaging, returnable packaging and disposal fee functionality

    Before you can use Packagings, you must first activate the Wrapping/packaging/disposal fee functionality.

  • Authorise packaging

    If you want to enter a packaging or returnable packaging in a sales order, you must first authorise this.

  • Add regular packaging

    You add a normal packaging as an article for which you set the Packaging indication.

  • Link packaging to an article

    You must link a packaging to 'real' (normal) articles (or assembled items). When a linked article is used on a line in the order, the packaging/returnable packaging or disposal fee for that line is also calculated.

  • Configure returnable packaging

    The configuration for returnable packaging consists of activating the functionality, setting the ledger account for the integration with Profit Financieel, adding the article and, finally, linking the returnable packaging article to a regular article.

  • Configure the disposal fee

    You link a disposal fee to an article so that it is charged directly when an entry is made for an order line for the article. You add disposal fees as a regular article with Packaging set. To charge the fee, you have to set up a number of things, including the integration with Profit Financieel.

  • Configure multiple packagings

    You can link various packagings and returnable packagings to the same article. You do this for the unit. You can also link various packagings and returnable packagings per unit. What is important in this, is the Factor that determines how much of the packaging is used for the unit selected. You can link up to five different packagings per article per unit.

Also see