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Stock profile

A stock profile is a collection of settings that you use to record how Profit should check and replenish the stock of an article.

Video

Description

Using a stock profile, you can specify in one go how Profit should check and replenish the stock of an article. This primarily concerns the settings for stock checking, stock replenishment, order proposals and allocation.

You can set a stock profile for large groups of articles. This speeds up the addition of new articles, standardises the stock administration and gives you quick insight into the flows of goods.

Profit supplies a number of stock profiles:

  • Always in stock
  • High turnover rate / Bulk purchase
  • Order in case of stock shortage
  • Small qty in stock, purch large orders immediately
  • Never in stock

These are the most common stock profiles. The settings per stock profile are:

Stock profile

Description

Stock check

Stock
replenishment

Order proposal

Allocation

Always in stock

No check during the sales process; purchase via stock replenishment

No

Yes

No

No

High turnover rate / Bulk purchase

Check for packing slip, purchase via stock replenishment

Check available stock (packing slip)

Yes

No

No

Order in case of stock shortage

Check for sales order and packing slip; supply from available stock, only purchase shortage of stock and allocate via order proposal

Check available stock (sales order and packing slip)

No

Yes, via the Remainder

Always automatically for sales, as well as pending orders

Small quantity in stock, purchase large orders immediately

Check for sales order and packing slip; for sales order option of delivery from available stock or purchase via order proposal with link to order

Check available stock (sales order and packing slip)

Yes (to be sure)

Yes, via Demand irrespective of shortage

Always automatically for sales, but not for pending orders

Never in stock

Check for sales order and packing slip; always purchase and link all sales orders via the order proposal.

Check available stock (sales order and packing slip)

No

Yes, always the entire order line

Always automatically for sales, but not for pending orders

You can also add stock profiles yourself.

Procedure

  • Add a stock profile

    You can add your own stock profiles in which you record how Profit should check and replenish the stock of an article.

  • View articles by stock profile

    For each stock profile you can view the articles and assembled items that are associated with the stock profile.

  • Change a stock profile

    You can change your own stock profiles. The change applies to all articles that are linked to the stock profile.

Also see

Process

Stock profile

Work area

item