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Jim2® Business Engine Help File

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.

 

Quality

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

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.

 

Tip

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.

 

warning1

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

Import Data

Import CardFiles

Import Contacts

Import Items

Import Non Report Groups

Import Opening Balance PO

Preparing CardFiles Data

Import Stock

Synchronise Stock