How to Add a New Article/Resource

How to Add a New Article/Resource

Goal

This article explains how to add a new article in the system for purchasing. You will create the article record, complete key fields, and add pricing and settings.

Procedure

Step 1: Open the articles overview

In the Purchase area, click Article to open the overview page. You can also open articles directly.


Step 2: Start a new article

Click "Add new" in the upper-right corner.


Step 3: Enter mandatory fields and save

On the article page, fill in all required fields:

• Article number
• Name
• Article type
• Supplier

Click "Save" (bottom-right). After saving, more fields will appear in the footer.


Idea
For details about each form field, see Purchase - Article form fields.

Step 4: Complete the remaining fields

Enter the rest of the information. The system saves changes automatically after the initial save.


Step 5: Fill in Settings

Enter the values in the Settings area.

Warning
The Thickness value can affect cutting calculations and other calculations based on paper pile height. Enter it carefully if your process requires it.

Step 6: Add a description

Use the Description field for any custom notes. This information is only visible here.


Step 7: Set the pricing unit

In the pricing section, choose the unit that the price is based on (select from the drop-down list).


Step 8: Enter quantity per unit and supplier price

Type the number of sheets/items in one unit. Then enter the supplier’s price (price per sales unit).


Step 9: Set a price limit (optional)

Enter a Price limit if your process requires it.


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