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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Items

Item Stock Selection Grid

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The Stock tab on the footer of an Item will bring the stock selection grid to view for that Item. When setting up an Item, this is the area to assign or apply certain stock to that Item automatically. Stock of any type can be linked to Items via this tab, including tests and checks. This stock grid allows to automatically add multi-part stock to Items. As an example: a sales Item may need to include accessories that are (or can be) sold separately, but need to belong to this Item.

 

Quality

Tests and checks to be performed every time this Item is processed are applied to the Item as stock – the stock type must be Applies. Apply a stock status to these tests and checks, ensuring jobs containing Applies stock cannot be finished until users have completed these tests/checks.

 

Service or sale Item stock grid

item stock grid

 

The fields within the stock grid for a service or sales Item are:

 

Field

Explanation

Auto Add

Tick to auto add. This will automatically add the stock any time this Item is used, ie. to every job. Unticking will not add the stock, however it will show this stock in the Stock Select screen.

 

Note: It is recommended to leave this unticked – it is better to opt to add stock when creating a job, etc.

PL

The price level entered here will be the price that is shown when entering the stock code on a job, etc. – wholesale, retail, etc. Either use this pricing or enter a different price for this Item when entering the stock code.

Stock Code

The stock code.

Unit

The unit measure.

Description

The stock description.

Qty

The quantity of stock attached to this Item.

Price Ex

The price tax free.

Price Inc

The price tax paid.

Use Price

Tick this box to use the pricing entered into the Item record instead of using the price level within the stock record.

Total

Total dollar value of this stock line.

 

Manufacturing Item stock grid

Item mfg stock grid

 

The fields within the stock grid for a manufacturing Item are:

 

Field

Explanation

Note

Fixed Qty

Tick to keep the stock quantity the same, regardless of the quantity of stock being manufactured.

Fixed Qty means that this is the quantity required to manufacture one product.

Stock Code

The stock code.


Description

The stock description.


Unit

The unit measure.


Qty

The quantity of the stock attached to this Item.


Avg Cost

The average cost of this stock (excluding GST).


Total

Total dollar value of this stock line.


 

Right click options in the stock selection grid

right click item stock grid

 

Field

Explanation

Add new

This will place the cursor in the Stock Code field ready to enter a stock code.

Delete

This will delete the entire line of stock.

View stock

This will open the stock record of the stock code entered.

Copy stock from another Item

This will bring up the View or Edit Item screen to enter an Item number. The Select button will populate the stock grid with the stock from the Item entered.

 

copy stock from item

Show Attributes

Tick to show attributes on stock lines. Untick to hide attributes.