Configuration

For a number of items, parts should be configured first before they can be used.

Procedure

• View articles, costs, assembled items, etc. in multiple modules

  Profit Order management is integrated with other Profit modules and this affects its configuration.

• Item authorisation

  You can therefore see the master data from Profit Order management items unfiltered in the Projects, Subscriptions and CRM modules if they occur there as well. Bear this in mind, for instance when you add custom fields and tabs. If you add a custom field at the item level, should it be visible in articles, work types and costs, or is the custom field so specific that it only applies to, for instance, work types?

• Use articles, costs, assembled items, etc.

  In Profit you use Items. Item is a generic term for articles, work types, costs, assembled items, serial and lot articles. Since these item types share many similarities, you can record them centrally in Profit.