Add the dossier item type for lots

If you want to set up a dossier per lot, you must first add a dossier item type with the destination Item + lot.

Because a lot does not have to be unique, Profit does not accept the lot on its own as a destination. That is why the destination is always a combination of item and lot and you must also make the Item destination optional or mandatory.

The Lots functionality must be activated.

To add the dossier item type for lots:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Perform the procedure described in Add a dossier item type.
3. Open the properties of the new dossier item type.
4. Go to the tab: Additional destination.
5. Select Item as the destination.
6. Click on the action: Mandatory or Optional.
7. Select Item + lot as the destination if you want to be able to add the new dossier item type to a lot.
8. Click on the action: Mandatory.
9. Click on: OK. 
10. You can now add a dossier item to a lot.

See also:

• Change/set the destination of a dossier item type