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Jim2® Business Engine Help File

On the ribbon, go to Tools > Options > Job > Stock.

 

options job stock

 

Field

Explanation

Default option in Sell in Advance field

This sets the default option that will be highlighted in Jim2 if you don't have sufficient stock available. If you add stock to a job that results in that stock selling in advance, a screen will pop up with six options (explained in the table below). The option that is already highlighted (for quick entry) is determined by the choice you make here. Regardless of the default option set here, you can choose from any of them when entering/adding stock on a job.

 

available stock

 

You can set Security to allow/disallow users to sell stock in advance, via Tools > Security:

 

stock in advance security

 

Option

Explanation

Supply in advance

No changes will be made to the quantities entered, however this can be overridden at a stock level.

Supply from committed on earlier

The supply quantity will be changed to the quantity available from stock committed to earlier jobs not invoiced.

Supply only available (back order the rest)

The supply quantity will be changed to the quantity available in stock and the balance will be back ordered.

Supply only available (no back order)

The Qty Ordered and Supplied fields will both be changed to the quantity that is currently in stock only.

Back order all

Qty Supplied will be zero, and Qty Ordered will equal Qty Back ordered.

None of the above

You will have to decide what to do on a job-by-job basis if this default is selected.

When adding Stock, apply Qty Ordered to

This allows you to set whether the stock quantity ordered on a job defaults to Qty Supplied or Qty Back order when the stock is added to the job.

Default Stock Qty

This relates to the quantities you want entered into a job when you add the stock line.

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 if you have selected Supply only available (back order the rest) or Supply only available (no back order) at either a global level (see above) or at a stock record level.

On New Line

global options

 

This option defines what happens when moving to a new stock line in the job stock grid.

 

Option

Explanation

Standard mode

Classic Jim2 mode (default). Pressing the Enter or Tab key moves the cursor to the next field, then eventually to a new line. This new line is blank, awaiting input of stock code.

 

If you are in the Tax Code field, you will need to press enter twice to go to a new line.

 

You can also right click in any field of the stock line and select Add New to add a new line.

 

click add new

Auto fill stock code

In this mode, the stock code from the line above is automatically entered when moving to a new line. Useful in high distribution sites where you are entering the same stock code (but with different attributes, for example) on multiple lines. By default, the code from the line above is highlighted, so you can simply press Enter to accept that code, or enter a new stock code if preferred.

Scanner mode

A mode specifically for Retail. Upon entering a stock code (or scanning it in) Jim2 will automatically add the rest of the line, then add a new line and move to the Stock Code field, ready for adding additional stock.

 

Note: This setting is station level by default but can be made global by ticking Global for all Stations.

Kitting

Kitting defaults

 

This allows you to set defaults for how kits are viewed on jobs.

 

If you select Auto Collapse Kit on add, only the kit header will be visible on the job, and not the kit contents.

 

Similarly, if you select Collapse Kits in View mode, only the kit header will be visible in View mode, however the entire kit is visible in Edit mode.

Further information:

Set up Stock

Stock