Warehouse Management

Use Warehouse Management

After installing the licence key file, tick this box to use the warehouse management options in Jim2, then log off and log on to activate it.

Picking Order

Jim2 allows automatic picking of stock from two defined bins, as well as from a bulk area. These three selections determine that picking order. Jim2 defines two primary bins. Depending on the type of business, these could be, for example, the shop and a quick-pick holding area located in the dispatch area adjacent to the outwards packing table. Other businesses that typically sell bulk stock may change the order.

First Pick from

Defines the primary location from which parts will be picked to fulfil orders, workshop use, etc. If this location is empty, Jim2 will pick the parts from the Second Pick from location, and so on.

Primary 1 Bin Replenish Order, Primary 2 Bin Replenish Order

Part of the automated warehousing process is the replenishment of the primary picking bins. The selection here determines where stock will come from, and in what order when replenishing primary bins.

Example: Primary 1 Bin Replenish Order:

▪First pick from Primary Bin 2

▪Second pick from Bulk/Other Bins

Replenish Percent

This determines the percentage of holding left in bins that will trigger a replenishment process.

Check Stock availability prior to Picking

If ticked, stock availability will be checked before the picking process.

Auto pick stock when Reserving/Ready/Invoicing

If ticked, once any of these statuses is selected, Jim2 will auto pick the stock. When Auto picking, Jim2 will select the oldest stock on hand, taking into consideration any attributes.

Picking Reports

Select the default reports for each of the listed processes: jobs, job reports, return to vendor, stock transfer.

Jobs, Job List

Defines the report to use, ie. Picking Slip.

Return to Vendor

Defines the report to use, ie. Picking Slip – RTV.

Stock Transfer

Defines the report to use, ie. Picking Slip – Stock Transfer.

Comments can be hidden on the Job – Picking Slip Report by entering the following Global Variable:

Print Picking Slip after picking

Tick to print a picking slip automatically after picking the stock.

Packing Reports

Select the default reports for each of the processes listed.

Purchase Order

Defines the report to use, ie. Purchase Order – Packing Slip.

Stock transfer

Defines the report to use, ie. Pack Slip – Stock Transfer.

Print Packing Slip after packing

Tick to print a packing slip automatically once stock is packed.

Check stock availability prior to Picking

Tick to check stock availability prior to picking stock.

Auto pick stock when Reserving/READY/Invoicing

Tick to auto pick stock under these circumstances.

Set stock bin to 'Packing' when Purchase Order is Received/FINISH

Tick to automatically change to Packing on receive/finish of PO. If this is ticked and you receive stock, it will not be available to sell until you pack it first. Bin will show as unpacked.

Hide non Primary/Secondary Bins in Picking

Tick to hide non primary/secondary bins in Picking.

Enable serial number scanning in Picking

Tick to allow serial number scanning after bin is scanned. Alternatively, user can scan bin, then stock, then serial after.

Scan Job # when picking from Job List

This option works if scanning from a job list, ie. multi-job scanning. Scanning sequence is Bin > Stock > Job #. If this option is not enabled, after scanning bin and stock, quantity picked will be increased for matching bin and stock. If this option is enabled, quantity will be increased for scanned job, bin and stock, respectively.

Scan Job# – Allows to scan the job number after stock.

Clear Stock for each Job – After scanning the job, the user needs to scan the stock code again.

When picking update Job Status to

Choose which Status the job should be changed to when picking. Jim2 will automatically change the status.