Add an article

Articles are tangible goods that you can keep in stock. It is not mandatory to track the stock. You can add as many articles as you want. When adding an article, you enter generic features that are also found in other item types (work type, costs, etc), such as code, description, prices, etc. In addition, an article has specific properties, such as stock data, weight, prices, etc.

To add an 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. If applicable, select a Location.
7. Select the Track stock check box if you want to track the stock of the article in your warehouse.

   You can only select this check box if in the article group linked the Contains stock items check box has been selected.

8. Enter the Number of decimals that is used to display quantities on an order or invoice line.

   Note:

   If stock is present and you change the number of decimal places, you cannot change it back!

9. 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.
10. 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.

11. Select the VAT rate group. Based on this, among other things, Profit determines the VAT for the invoice.
12. Click on: Next. 
13. In Article type, select the article type. If you cannot change this field, you have not selected the Track stock check box in the previous window.

    You can choose from Default article, Lot article, Serial number article and 1 or 2 article dimension article and other options. You typically select the default article.

14. Complete the remaining fields.
15. If applicable, select the Settlement price.

    The Settlement price is the default price at which the stock is valued in the administration.

16. If applicable, enter the Sales price that Profit must use in the sales order and elsewhere. You can still add and change this price and the other price types afterwards.
17. Click on: Next. 
18. In Purchase contact, select the default contact you order this article from. In the entry layout, you can set it so that only articles of the purchase contact can be selected in a purchase order for this purchase contact. You can still add other purchase contacts later on and then set the preferred purchase contact.
19. In Purchase contact item code, enter the code the purchase contact uses for this article.
20. Enter the description of the purchase contact in Description.
21. If necessary, complete the 'CBS' fields for the 'CBS' declaration.
22. Click on: Next.
23. 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.

24. If you did not select a stock profile, complete the fields for checking and replenishing the stock.

    If your settings match the settings in one of the default stock profiles, Profit automatically links the stock profile.

25. Select the Warehouse allocation check box if you have multiple warehouses and want to allocate this article to a specific warehouse after completing the wizard.
26. Complete the wizard.