Explanation of Colours

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hmtoggle_arrow1Job list background colours
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Column/Row

Colour

Explanation

Job#

Yellow

Stock is on back order.

Cust#

Red

Customer is either on credit hold or payment is overdue.

Full row

Orange

Based on status rules, the job has been on the same status for too long.

 

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The row will change to orange after the period of time set here.

 

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Colour

Explanation

Green

Job is either still in progress or has been finished but not set to Ready.

Red

Job has been finished and set to Ready, waiting to be invoiced.

Black

Job has been finished and invoiced.

 

hmtoggle_arrow1Job text colours

Text

Colour

Explanation

Stock Code

Red

This indicates the stock being sold is special stock. It will show the stock code in red and the background of the line in light blue.

B.Ord Column

Red

If the supply quantity does not equal the ordered quantity, figures will be displayed in red.

Supply Column

Green

100% availability.

Black

Indicates the quantity entered can be supplied.

Red

Indicates that more information is required, ie. users need to click on the ellipsis [...] at the left of the Description field and select (or add) the serial number or attribute(s) relating to that stock.

 

hmtoggle_arrow1Job and purchase stock grid price background colours
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Info

Note: The yellow background in Status indicates there are choices to be made there.

 

Tip

Hover over the coloured fields and Jim2 will pop up an explanation of the colour meaning:

 

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Within the header field of a job, if the Cust# field iscoloured pale red, this means that the customer is on credit hold.

 

When adding a job, a warning will pop up and the Cust# field will turn pale red. If the customer is placed on credit hold after jobs have been created, the field will change colour, however no warning will pop up.

 

hmtoggle_arrow1Other colours in stock grid

The far left column background colour will change when you select Stock availability by right clicking in the field.

 

Green = stock is available

Red = there is no stock available

Orange = some stock is available, but not all

 

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Price columns

Colour

Explanation

White

Price level is being used (ie. Price Level 1).

Lilac

Contract price level.

Green

Customer-specific price level.

Yellow

Manual/overridden price level.

Mustard

Promotional pricing level.

Orange

Minimum sale price level.

Blue

This is a kit.

Pale Blue

Linked to a purchase order. See Stock Code below – can also be background for special stock.

Red

Stock is back ordered.

Pink

Different price level to that selected in the header.

Light Grey

If stock is reserved at a line level, the line will turn light grey. If the whole job is reserved, the entire stock grid will turn light grey.

 

Total $ Amount in Footer of Job or Purchase

The total in the footer will show the actual total based on quantity supplied. Click Total and it will change to green, which will change the total amount to match the quantity ordered.

 

Balance due amount in red indicates that the amount has not been paid.

 

Further information

Concepts

Setup

Dispatch List

Jobs

Purchasing

Add stock to Bins in Bulk

View Stock in Bins

Stock Packaging

Transfers in Advanced Warehouse Management