All purchasing functions remain the same under Warehousing until the point of receiving stock.
1.On the ribbon go to Purchases > Add Purchase.
2.The Adding Purchase Order form is displayed. Jim2 automatically fills some fields in the purchase header, including the PO#, Status, the default Ship# (if set in Tools > Options > Purchases), Type, Date In, Orig. PO#, Tax Total, Freight to Cost, and Account Fee Tax Codes.
You will see some letters underlined in the field names within the header, eg. Vend#. Using Alt+ the underlined letter will jump you to the field beside that heading.
Jim2 is designed to prompt user input by placing the cursor at the appropriate fields that the user is required to complete. The Enter key will move the text cursor to the next user input field in the purchase order entry pattern.
The pattern follows:
▪Vendor Inv Date
▪Notes – shipping or payment notes
You may override some of this default information if required, simply by using the Tab key or mouse to move the cursor to that field, highlight and re-edit. The exception is that the PO# and Date In cannot be edited as they form part of the secure quality record for each purchase.
2.Select a vendor in one of the following ways:
▪Start to type the vendor code. Jim2 intuitive type will begin to (numerically/alphabetically) pre-empt your choice of names from the card file list as you type.
▪Click the ellipsis [...] beside the Vend# field to display the search screen.
▪By selecting the CardFile List tab you can access a full list of vendors and then choose from the list.
Jim2 uses information and calculations from the vendor card file records to automatically add default information into certain fields of the purchase order. To change any of these default values, move to the field you want to change and use the drop-down list active within that field, or highlight and change the entries.
3.You can select a date due by when the vendor has promised the goods are to be delivered, or use the required days information calculated using information from the vendor's card file.
4.If required, type a specific message in the Notes field in the Purchase header – any special delivery or payment messages (this message will appear only on this purchase order).
5.You can now add comments or stock to this purchase. The F3 function key will take you to the Comment grid and the F4 function key will take you to the stock grid.
6.Once you have received the stock and ticked it off against the purchase order, you should update any prices, and change the status of the purchase order to Received.
After changing the Status to Received (or Finish, if appropriate), the stock now needs to be packed to bins.
Pack Stock (add stock to warehouse)
1.On the ribbon, select the Pack icon.
2.The Stock Packing form will be displayed.
Note that the bin Max Qty is a guideline only and can be overridden when manually packing stock. This could be done in advance of a large order being packed, or an anticipated event that would temporarily halt Bin Replenishment.
The Add Bin button enables selection of other bins not already displayed. Use this function to pack stock to a different bin.
3.Pack stock – enter the quantity to be packed against each bin in the Qty Packed column. The progressive total will be displayed in blue text at the top of the column.
Click OK. A packing slip can then be printed.
Ticking the Mark all as packed box in the top left of the form enables the option to either not allocate to bins, or only partially allocate to bins.
Clicking OK with this box ticked will send any unallocated stock to the floor. It will then need to be transferred at a later date to bins.
Ticking the Packing Draft box and clicking OK enables printing of a draft packing slip that can be sent to the warehouse, allowing the pack to be confirmed after physical packing has been completed.