Before importing stock into Jim2, the data must be prepared first. The following is an explanation of Jim2 stock fields.
Happen Business provides a spreadsheet template that can be used to import data into Jim2 – please contact support@happen.biz to obtain it.
It is very important to get the data right at this stage – the correct spelling, the look required, all the records verified. It is a lot easier and quicker to amend it now in a spreadsheet than later when it is in database form. |
The fields in red are mandatory in Jim2
Field |
Description/Use |
Data Type |
# of Chars |
Example |
---|---|---|---|---|
Stock Code |
Unique stock code |
String |
24 |
LTO.99.6221.COMP Characters that can be used are 0-9 A-Z '.' '/' '-'. Please ensure there are no spaces. |
Stock Description |
Description of stock |
String |
1000 |
LTO Ultrium 1 drive |
Long Description |
Longer description, which does not appear on system invoices. |
String |
- |
Longer description |
Short Description |
Shorter description, which does not appear on system invoices. |
String |
- |
Shorter description |
Stock Type |
Choose this from Jim2 stock types eg. dynamic kitting, static kitting, depleting, etc.
Note: You cannot import manufacturing stock. |
String |
15 |
Depleting |
GL Group |
Indicates stock on hand, cost of goods sold, and income accounts to update. |
String |
30 |
Electrical |
Measure Unit 1 |
Smallest unit of measure purchased and sold. |
String |
4 |
Each |
Measure Qty 1 |
This field must equal 1 |
String |
1 |
1 |
Measure Description 1 |
Additional description which will be added to stock description on jobs/invoices etc. |
String |
- |
Single unit |
Barcode 1 |
Use this field if barcodes will be used, ie. scan stock at point of sale. |
Decimal |
24 |
9132323500017 |
Measure Unit 2 |
Smallest unit of measure purchased and sold. |
String |
4 |
Pack |
Measure Qty 2 |
This field must equal 1 |
String |
1 |
3 |
Measure Description 2 |
Additional description which will be added to stock description on jobs/invoice,s etc. |
String |
- |
100Metre Roll |
Barcode 2 |
Use this field to add a different barcode for a different type of packaging, ie. a pack of 2. |
String |
24 |
9132323500018 |
Measure Unit 3 |
Smallest unit of measure purchased and sold. |
String |
4 |
Carton |
Measure Qty 3 |
This field must equal 1 |
String |
1 |
12 |
Measure Description 3 |
Additional description which will be added to stock description on jobs/invoice,s etc. |
String |
- |
100Metre Roll |
Barcode 3 |
Use this field to add a different barcode for a different type of packaging, ie. box of 12. |
String |
24 |
9132323500019 |
Buy Unit |
This must appear exactly as one of the measure unit fields (see above). |
String |
4 |
Box |
Sell Unit |
This must appear exactly as one of the measure unit fields (see above). |
String |
4 |
Box |
Qty Decimal Places |
Number of decimal places allowed in Qty. |
Integer from 1-4 |
1 |
2 |
Tax Code on Purch |
Tax code of stock on purchase |
String |
1 |
G |
Tax Code on Sell |
Tax code of stock on sell |
String |
1 |
G |
I Buy This Stock |
I buy this stock? |
Boolean |
T/F |
T |
I Sell This Stock |
I sell this stock? |
Boolean |
T/F |
T |
Serial # |
Use serial numbers (on purchase/on sell/not required). |
String |
50 |
On Purchase |
Warranty |
Warranty (in months) |
Decimal |
- |
24 |
Warranty Description |
Enter warranty details |
String |
2 years warranty |
|
Price Level 1 |
String |
15 |
Retail |
|
Price Calc Method 1 |
Price calculation method 1 |
String |
20 |
Avg PO COGS + Markup |
Percent 1 (%) |
Percent 1 (%) |
Decimal |
- |
10 |
Price Level 2 |
Price level 2 |
String |
15 |
Government |
Price Calc Method 2 |
Price calculation method 2 |
String |
20 |
List Percent |
Percent 2 (%) |
Percent 1 (%) – only if above two fields are populated. |
Decimal |
- |
10 |
List Price (excluding GST) |
List price excluding GST |
Decimal |
- |
1900.00 |
List Price (including GST) |
List price including GST |
Decimal |
- |
2090.00 |
Minimum Sale Price (excluding GST) |
Sale price tax free 1 |
Decimal |
- |
2000.00 |
Minimum Sale Price (incl GST) |
Sale price tax paid 1 |
Decimal |
- |
2200.00 |
Price Calculation Min Sale |
If above fields are not populated, enter the minimum sale price calculation method. |
String |
- |
List – Percent |
Min Sale Pcnt |
Based on minimum sale price calculation method chosen. |
String |
- |
40 |
Price Template |
Price template already configured in database. |
String |
- |
Contract Toner |
Vendor (Card Code) |
Must appear exactly as entered in cardfile. |
String |
10 |
ELEC.IMPorT |
Vendor Stock Code |
Vendor stock code |
String |
24 |
WE2CorE |
Vendor List Price (Ex GST) |
Vendor list price ex gst |
Decimal |
- |
500.00 |
Vendor List Price (including GST) |
Vendor list price inc gst |
Decimal |
- |
550.00 |
Vendor Currency Code |
Currency according to vendor list price |
String |
AUD |
|
Vendor Exchange Rate |
Expressed in $ and cents in AUD |
String |
- |
$1.25 |
Vendor Discount % |
Vendor discount % |
Decimal |
- |
10.00 |
Vendor Extra Percent |
Use of on-costs associated with purchasing overseas (percent). |
Decimal |
- |
5.00 |
Vendor Extra Dollars |
Use of on-costs associated with purchasing overseas (dollars). |
String |
- |
5.00 |
Vendor Unit |
Way products are sold by vendor. Must choose one of the 3 unit measures specified above. |
String |
- |
Box |
Vendor Last Cost |
Enter last cost if vendor list price has not been entered. |
String |
- |
$12.00 |
Vendor Last Updated |
Date vendor list price or last cost was effective from. |
String |
- |
Date |
Report Level 1 |
Report level 1 |
String |
30 |
Global |
Report Level 2 |
Report level 2 |
String |
30 |
ADIC |
Report Level 3 |
Report level 3 |
String |
30 |
Hardware |
Report Level 4 |
Report level 4 |
String |
30 |
Stand Alone Drive |
Report Level 5 |
Report level 5 |
String |
30 |
LTO |
Brand |
Enter brand name of stock |
String |
- |
Sony |
Publish Price |
Is this record to appear in price list, web, etc. or don't publish. |
String |
- |
Price List and Web |
Weight |
Weight of stock |
Decimal |
- |
0 |
Height |
Height of stock |
Decimal |
- |
0 |
Length |
Length of stock |
Decimal |
- |
0 |
Width |
Width of stock |
Decimal |
- |
0 |
Hide on Invoice |
Allows for hiding stock code on invoice |
Boolean |
T/F |
T |
Primary Bin Location |
Discuss with Happen Business |
|||
Min Qty |
Discuss with Happen Business |
|||
Min Qty High |
Discuss with Happen Business |
|||
Loc reorder Qty |
Discuss with Happen Business |
|||
Primary Bin Name |
Discuss with Happen Business |
|||
Primary Bin Name 2 |
Discuss with Happen Business |
|||
Non Report Group |
Discuss with Happen Business |
|||
Vendor Quantity in Stock |
Discuss with Happen Business |
You can also added GTI Num and Mnf. Part Code to stock import.
When entering numbers that have a leading zero in some columns, to ensure Excel does not trim off the zeroes, set the column format to Text or add an apostrophe (') prior to the 0. |
Kits cannot be imported. Nor can a vendor code be changed from one to another. It will actually add a new vendor in the Vendor tab of the stock code. |
Further information