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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Add Stock to a Job

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The stock grid is designed to record and calculate the selling price of all the labour, depleting, non depleting, special and applied (tests and checks) stock for each job relative to the customer's price level for stock used.

Once all the codes are entered, they can be supplied, back ordered, priced and invoiced.

1.Open the required job in Edit mode.

view edit job icon

2.Position the cursor in the Stock Code field, or use F4. To add a new line, use either the down arrow or the Insert key on the keyboard.

3.Enter the applicable stock code.

add stock code to job

Tip

Some letters in the field names within the header are underlined, eg. Cust#. Using Alt+ the underlined letter will jump to the field beside that heading.

4.Press Enter to move along the stock grid to the Order field.

5.Enter the quantity of the stock code required for the job. If the stock code is available, Jim2 will then display the same quantity in the Supply field.

Info

If the supply quantity is coloured red, this indicates that there is an action to be taken.

6.Press Enter to continue moving along the stock grid.

7.Edit pricing as required.

8.Press the Enter key to continue moving, eventually to a new line where add further required stock codes, quantities and pricing.

9.Click Save or Use F9.

 

Info

Note: The price level on the customer record must match a price level on the stock record. Whilst a stock record may have more than one price level, it will pick the one that matches the cardfile price level.

 

Remembering that Jim2 is a live multi user environment, it should be made clear that calculations of available quantities of stock are affected by what is/has been received via purchases, and what has actually been sold (invoiced or specifically held for a job).

 

Info

Certain Items can have stock (such as tests and checks) apply to them. The Applied Stock will automatically appear in the grid – it does not need to be added manually.

 

If stock has been purchased specifically for a job (the purchase order will show a Job#), that stock and a link to the purchase will automatically appear in the stock grid of the job, along with any comments in the Comment grid.

 

PO showing job

 

Info

It is also possible to copy/move/merge stock from other jobs, quotes or project templates.

 

Select the stock grid by either:

Pressing the F4 function key, or

Clicking in the Stock Code field.

Tip

If adding multiple stock lines to the grid, there are two ways to accomplish this:

1.Tab to the end of the line, the Enter key will move to the next line in the grid, ready to insert another stock code.

2.From within any field, use the down arrow on the keyboard to add a new line.

 

To add a stock line above another stock line, select the line, then use the Insert key on the keyboard – this will insert a new line directly above the line selected.

 

To add stock to a job move to the Stock Code field of the stock grid and select stock in one of the following ways:

Click the ellipsis [...](or use F5 whilst in the field), which brings up the Stock Select screen. The Stock Select screen helps to locate and select stock, and verify the quantity of each stock is in each stock location.

Start to enter the stock code. Jim2's intuitive type will begin to pre-empt the choice of stock codes from its database based on what is entered.

Scan the stock barcode to automatically add the correct stock code.

 

Info

If special stock has been purchased for a job add it to a job by either:

entering the stock code and selecting the ellipsis [...] in the Description field. Select which special stock to add to this job, or

adding the job number to the purchase order (this will automatically add the stock to the job).

 

When entering the stock code the stock line will show with the stock code in red, indicating that this is special stock.

 

Add stock

 

When purchasing stock specifically for a job, the stock line will show the purchase order and the job in a light blue colour.

 

job linked to po

 

Once the stock has been selected, the stock description will be defaulted to the Description field automatically.

 

If adding serialised stock, enter the serial numbers for the stock (if required) by selecting the ellipsis [...] within the Description field.

 

add serial no

 

Tip

Expand or reduce the number of fields viewed in the stock grid by selecting the arrow symbol on the top left-hand corner of the stock grid. This feature allows viewing all defaults for that stock, including the stock location defaulted to the user. By expanding the grid to show all fields, override these defaults.

 

expand stock grid1

 

A default unit measure of the stock will be added to the Unit field. To select a different unit measure available for that stock, choose from the dropdown list (down arrow).

 

unit measure

 

Enter the quantity required for the job. The prices will default to those set up for that Price Level for that customer (provided the stock has been set up with prices and price levels – edit the prices at this point.

 

Info

If the stock being added to this job is set up as either Serial on purchase order or Serial on Sell, enter serial numbers once the quantities have been entered. This job cannot be invoiced without the correct serial numbers having been entered or selected.

 

add serial no

 

If the quantity entered is more than is available for sale on this job the Selling Stock in Advance screen will be displayed. This screen will have six options to choose from, and will default to the selection in Tools > Options > Job > Stock.

 

Stock Availability screen

 

Info

The warning at the top of the screen above relates to what has been nominated on the customer's back order setting on their cardfile.

 

Options

Explanation

Supply in advance

No changes will be made to the quantities entered.

 

Note: Set security to stop users from being able to supply in advance via Tools > Security > Jobs > Stock on Jobs, and untick Sell stock in advance.

Supply from committed on earlier Jobs

Will allow taking stock from other jobs, if security allows this.

Supply only available (back order the rest)        

The Supply Qty will be changed to the quantity available in stock and back order the rest.

Supply only available (no back order)

The Qty Ordered and Supplied fields will both be changed to the quantity available in stock.

Back order all

Back order all if the customer wants the entire order supplied together.

None of the above

Will force a decision on a job by job basis.

 

Tip

A number of functions are available when right clicking within the stock grid – for more information see the Job stock grid section.

 

The history relating to stock can be found on the History tab, showing what stock has been sold to a customer in the last 365 days.

 

Stock Select History

 

Within the stock grid, search all columns and rows by selecting Ctrl+S. This will bring up the Locate value screen, where select which field to search, enter the text to search for in the Value field.

 

locate value screen

 

Info

Set security on adding stock, ie. a user should not be able to sell stock for less than a minimum price. This will produce a warning to the user:

 

security on min sale price

 

Tip

If you have a large amount of different stock codes to add to a job, you can create a Non Report Group and add all stock to that group. When using the Stock Select screen, choose that Non Report Group to bring up all that stock:

 

for specific job

 

How to

Add a Job

Add Comments to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

Mark a Job as Ready

 

 

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job