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Jim2® Business Engine Help File

Stock Select is available by selecting the ellipsis [...] from within the job stock grid, or the purchase stock grid, as well as from the View/Edit Stock icon. It will help you to search and narrow choices for inclusion in either stock grid. It will show the available quantity of each stock at each stock location, which may affect your decision about exactly which stock you choose to supply.

 

Filtering Stock in the Stock Select Window

1.Type a few letters into the Stock Code field or the Desc. field.

Info

You can include text within stock detailed descriptions when searching. To include detailed descriptions in search results, tick Include Detailed Desc.

2.By default, the Location will default to where the user is, eg. NSW. You can select another location if you prefer.

3.Click Run to display search results.

stock lookup1

 

Viewing Stock in all Locations

The default view is to show stock in one location only, but if you click Show all Locations, an extra screen pane will open at the bottom of the screen. This pane will show stock quantities in each location, for the currently highlighted stock code. Note that while this pane is open, Show all Locations will be highlighted in blue. Click this button again to close the locations pane.

 

stock lookup

 

In the above example, it can be seen that as well as the 3 units in NSW, there is additional stock in QLD and VIC. So, for instance, if you needed 4 units for a job, this would give you the opportunity to transfer 1 unit from another location, rather than order in more stock from your supplier.

 

Info

Once you've decided on the stock you want to use, clicking OK will add your selection to the stock grid.

 

Multiple Stock Select

When in the Stock Select screen, you can enter select multiple stock codes by entering an amount in each stock code under Select Qty.

 

multiple stock select

 

Info

Stock Select includes the quantity of stock being manufactured in the On PO column.

 

Further information:

Stock Security

Add Groups to Stock

Add Images to Stock

Add Multiple Stock Records

Add Service Stock

Add Stock

Add Vendor Codes

Applies Stock

Apply a Credit Card Charge Using Stock

Backfill Stock Sold in Advance

Browse for a Stock Code

Bulk Update Stock

Buy and Sell in Different Measures

Change a Serial Number on a Stock Record

Change Stock GL Group

Consignment Stock

 

Create Similar

Generate a Backdated Detailed Stock on Hand Report

Handle Warranty Stock

Kitting

Kitting v Packaging v Manufacturing

Manufacturing

Make Stock Inactive

Merge Stock Codes

Move Stock from Depleting to Asset

Packaging

Print Shelf Talkers

Print Stock Reports

Promotional Pricing

Sell Stock in Advance

Set up Pricing

 

Stock

Stock Adjustments

Stock List

Stock Procurement

Stock Pricing

Stock Reports

Stock Transfers

Stocktake

Synchronise Stock

Tabs on Stock Record Forms

Track Serial Numbers

Unallocate Stock

Use Your Own Inventory

View or Edit Stock

Warehouse Management