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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Stock

Track Serial Numbers

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1.Select the method of unique serial tracking via Tools > Options > Stock > Serial/Attributes.

Serial no tracking

There are three choices:

serial tracking choices

Off – Users can duplicate serial numbers in various transactions.

Global – Users cannot duplicate serial numbers anywhere in Jim2.

Stock Level – Users cannot duplicate serial numbers within a particular stock record, however different stock codes can use the same serial number.

2.Add a stock record, then select the Serial# option.

serial no options

The three options are:

Not required – choose this if a serial number is not required to be used. This is the default setting.

On Purchase – choose this if a serial number is required to be entered for each stock on receipt of the purchase order, and a serial number to be selected for each stock on sale of the goods within the job.

On Sell – choose this if a serial number is required to be added for each stock on sale of the goods within a job.

Quality

Serial numbers can only be selected for depleting and special stock. Serial# on Purchase cannot be selected for stock where it has not been ticked I Buy or I Manufacture. Serial# on Sell cannot be selected for stock which is not ticked I Sell.

In most cases, if tracking of serial numbers is required, select On purchase. The following information assumes this is the case.

3.Jim2 will allow the user to raise a purchase order without adding a serial number, however the user will be forced to enter a serial number before moving the status to Received or Finish.

If any stock being added requires a serial number on purchase, this can be added to the purchase order. Once the stock is received, enter the serial number details before finishing the purchase order.

To enter serial numbers, click the ellipsis [...] within the Description field. This will open the Serial# entry form to select or create the serial numbers of the received stock.

Serial No plate

4.Use the Stats tab in the footer of the stock record to view the serial numbers of the stock on hand.

serial stats

5.When adding a Return to Vendor, Jim2 will require a serial number.

serial on RTV

6.When adding stock to a job that requires a serial number on purchase, before finishing the job, the serial number details must be entered.

serial no stock on job

7.When adding a Return from Customer, Jim2 will require the user to select the serial number (similar to the Return to Vendor scenario above).

8.Stocktake, stock adjustment, stock transfer – all transactions will require the user to select the serial number.

9.Users can change a serial number if entered incorrectly on a transaction.

change serial no

 

Finally, the best way to search for a serial number is via Jim2 Search.

 

As in this example, enter sn:1234, and Jim2 will return the search for that serial number.

 

search serial no

 

How to

Add a Document to Stock

Add Groups to Stock

Add Images to Stock

Add Multiple Stock Records

Add Service Stock

Add Vendor Codes

Apply a Credit Card Charge Using Stock

Backfill Stock Sold in Advance

Bulk Update Stock

Buy and Sell in Different Measures

Buying your own stock

Change a Serial Number on a Stock Record

Change Stock GL Group

Create Similar

Generate a Backdated Detailed Stock on Hand Report

Make Stock Inactive

Handle Warranty Stock

Import Vendor Pricing

 

 

Merge Stock Codes

Move Stock from Depleting to Asset

Print Shelf Talkers

Print Stock Reports

Rental Stock

Sell Stock in Advance

Set up Pricing

Stock

Stock Adjustments

Stop Users from Giving Discounts

Synchronise Stock

Track Serial Numbers

Unallocate Stock

Update Stock Prices

Use Stock Select

Use Your Own Inventory

View or Edit Stock

Write off Stock