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.

A stock profile must be unique. When an article with manual stock settings is added, Profit checks whether these settings match an existing stock profile. Profit then automatically enters that stock profile.

To add a stock profile:

1. Go to: Order Management / Item / Configuration / Stock profile.
2. Click on: New.
3. Enter a value in Profile with which you can identify the profile.
4. Enter a value in Description that clearly specifies the articles for which this stock profile can be used or instead what type of stock you wish to maintain.

   You now set whether and how Profit should check your stock.

5. Select a value for Stock check if you want Profit to check whether there is sufficient stock when a sales order and/or packing slip is added. If necessary, view the explanation of the various options for stock control. The default selection here is Check for available stock (sales order and packing slip); this is the strictest control.
6. Select a value for Delivery sequence if you want Profit to adhere to a specific sequence when issuing lot or serial number articles. This delivery sequence does not apply to normal articles and you cannot select it for normal articles.
7. You now set whether and how Profit should propose purchase orders to be placed via the order proposal.Select a value for Order proposal with sales if you want Profit to suggest the quantities you sell for the purchase orders. If necessary, view the explanation of the various options for the order proposal.
8. Select the Stock replenishment check box if you want Profit to automatically propose the placement of certain purchase orders to replenish the stock up to a certain level. If you select this check box, you must enter the level up to which Profit should replenish the stock when you set the article.

   You now set whether and how Profit should allocate sales orders to your purchase orders so that a link is created.

1. In Allocate in sales, select whether or not you want to allocate sales orders automatically to purchase orders and whether Profit should ask a question about this.
2. If you have opted for automatic allocation, in Allocate pending orders select whether you also want to allocate the pending orders.
3. Enter Comment. For example, if you want to provide an additional explanation concerning the background to the settings, such as ‘Long delivery times from Asia, so always an order proposal with the demand. Continue to monitor level via Stock replenishment until there is a good balance between the purchase delivery time and the sales delivery time.’
4. Click on: Next.

   If there are items that already have a stock profile that matches the settings in the new stock profile, then Profit will display these now. This also means that you cannot add the new stock profile. A stock profile must be unique. Change the settings in this new stock profile.

5. Click on: Finish.