On the ribbon, go to Tools > Options > Job > Stock.
From this screen, the following options can be set, all of which will have a global impact, meaning that every user accessing quotes is affected by what is set up here.
Field |
Explanation |
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Default option in Sell in Advance field |
This sets the default option that will be highlighted in Jim2 if sufficient stock is not available. When adding stock to a job which results in that stock selling in advance, a screen will appear with six options (explained below). The option that is already highlighted (for quick entry) is determined by the choice made here. Regardless of the default option set here, any of these options can be chosen when entering/adding stock on a job.
Security can be set to allow/restrict users to sell stock in advance, via Tools > Security:
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When adding Stock, apply Qty Ordered to |
This allows setting whether the stock quantity ordered on a job defaults to quantity supplied or quantity back ordered when the stock is added to the job. |
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Default Stock Qty |
This relates to the quantities required to be entered into a job when the stock line is added, ie. if set to 1, when adding stock to a job the Order column will autofill with 1. This quantity can be changed when adding the stock. |
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Auto update available Qty when Stock is added to grid |
This allows Jim2 to automatically update the supplied and back ordered quantities using the stock's Stock in Advance setting when selecting multiple stock records. This will only work when Supply only available (back order the rest) or Supply only available (no back order) is selected at either a global level (see above) or at a stock record level. |
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On New Line |
This option defines what happens when moving to a new stock line in the job stock grid.
Note: This setting is station level by default, however it can be made global by ticking Global for all Stations. |
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Kitting |
This allows setting defaults for how kits are viewed on jobs.
If Auto Collapse Kit on add is selected, only the kit header will be visible on the job, not the kit contents.
Similarly, if Collapse Kits in View mode is selected, only the kit header will be visible in View mode, however the entire kit is visible in Edit mode. |
Further information