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Jim2® Business Engine Help File

Serial # Requirements

serial req

 

For quality control and recall purposes you may want to track the serial numbers of your stock. The following choices are available on each stock record.

 

Not Required

Choose this if you do not require a stock serial# to be used. This is the default setting.

On Purchase

This option will require a serial# to be entered for each stock item on receipt of the purchase order and a serial# to be selected for each stock item on sale of the goods within a job. In most cases, you would choose On Purchase if you require tracking of serial number.

On Sell

This option will require a serial# to be added for each stock item on sale of the goods within a job.

 

Info

You can only select serial numbers for Depleting and Special stock. You cannot select Serial# on Purchase for a stock item where you have not indicated that you buy or manufacture it. You cannot select Serial# On Sell for a stock item which is not ticked as This Stock I Sell.

 

Note: Once stock has transactions against it, you cannot change the Serial# settings.

 

Attribute Requirements

attrib req

 

For reporting, control and recall purposes, you may want to categorise your stock using attributes. The following choices are available to each stock record via these choices.

 

Not Required

To be used if you do not require stock attributes to be recorded. This is the default setting.

On Purchase

This option will require attributes to be entered for each stock item on receipt of the purchase order, and attributes to be selected for each stock item on sale of the goods within a job.

On Sell

This option will require attributes to be added for each stock item on sale of the goods within a job.

 

Info

You can have Attributes on Sell for all stock types, but you cannot have Attributes on Purchase for stock types that you do not purchase (for example, non depleting, kits, labour, applies stock).

 

Further information:

Attributes Tab on Stock

Stock Attributes

Enter Serial Numbers

How to Change a Serial Number on a Stock Record

Serial/Attributes Options

Track Serial Numbers