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Add a lot article

A lot article is a regular article with specific features. A lot article is a regular article that you regularly purchase per lot. With lot articles, it is important that you can trace where and when each lot was purchased and where and to whom it was sold. (Thus not per article as is the case with serial articles).

In contrast with other article types, you can make entering an expiry date mandatory for a lot article.

To add a lot article:

  1. Go to: Order Management / Item / Article.
  2. Click on: New
  3. Enter an Item code and a Description.
  4. Select the Changeable description check box if, for example, you still want to be able to change the description when adding an order.
  5. Select the Article group the article belongs to. Per article group, you record how Profit should process purchases and sales in Profit Financieel.
  6. Select the Track stock check box because you always want to track the stock of lot articles.
  7. Select the Basic unit. You can record order lines in this basic unit and it is used for the stock valuation. You can later on deviate from the basic unit, if necessary.
  8. If applicable, enter a Price factor other than 1. The price factor determines whether the price is for one article or for several; so if the price factor is 100, the price is divided by 100 if you only sell 1 article.

    You might use a price factor, for example, if you are selling small articles in large packaging. The actual price for a paperclip could be € 0.0001, but you sell them per 1000 at a price of 10 euro cents. In that case you enter 1000 as the price factor.

  9. Select the VAT rate group. Based on this, among other things, Profit determines the VAT for the invoice.
  10. Click on: Next
  11. Select Lot article in Article type.
  12. You can select the Expiration date obligatory check box. If you have set up the integration with barcode scanners, this field also becomes mandatory on the barcode scanner when you scan a goods receipt.
  13. Click on: Next.
  14. If necessary, complete the 'CBS' fields for the 'CBS' declaration.
  15. Click on: Next
  16. In Stock profile, select a combination of settings for the stock check and replenishment, and the order proposal and allocation.

    By default, Profit supplies a number of common stock profiles. You can also add your own stock profiles.

    If you are using the stock replenishment stock profile to keep the stock at the correct level, enter the minimum stock and the level up to which Profit should replenish the stock.

  17. If you did not select a stock profile, complete the fields for checking and replenishing the stock.
  18. If your settings match the settings in one of the default stock profiles, Profit automatically links the stock profile.
  19. Click on: Finish

Directly to

  1. Lot article
  2. Configure lots
  3. Add a lot article
  4. View a lot article
  5. Add a lot
  6. View a lot
  7. Add a dossier item to a lot
  8. Change a lot number
  9. Lot article in a goods receipt
  10. Lot article in a sales order
  11. Enter/write off lot article stock

Process

Lot article

Work area

item