Job list background colours
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Job#
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Yellow
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Stock is on back order.
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Cust#
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Red
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Customer is either on credit hold or payment is overdue.
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Full row
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Orange
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Based on status rules, the job has been on the same status for too long.
The row will change to orange after the period of time set here.
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Job list text colours
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Green
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Job is either still in progress or has been finished but not set to Ready.
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Red
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Job has been finished and set to Ready, waiting to be invoiced.
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Black
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Job has been finished and invoiced.
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Job text colours
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Stock Code
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Red
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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.
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B.Ord Column
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Red
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If the supply quantity does not equal the ordered quantity, figures will be displayed in red.
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Supply Column
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Green
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100% availability.
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Black
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Indicates the quantity entered can be supplied.
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Red
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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.
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Job and purchase stock grid price background colours
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Note: The yellow background in Status indicates there are choices to be made there.
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Hover over the coloured fields and Jim2 will pop up an explanation of the colour meaning:
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.
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Other 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
Price columns
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White
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Price level is being used (ie. Price Level 1).
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Lilac
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Contract price level.
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Green
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Customer-specific price level.
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Yellow
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Manual/overridden price level.
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Mustard
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Promotional pricing level.
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Orange
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Minimum sale price level.
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Blue
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This is a kit.
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Pale Blue
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Linked to a purchase order. See Stock Code below – can also be background for special stock.
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Red
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Stock is back ordered.
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Pink
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Different price level to that selected in the header.
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Light Grey
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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.
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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
Advanced Warehouse Management
Concepts
Setup
Dispatch List
Jobs
Purchasing
Add Stock to Bins in Bulk
View Stock in Bins
Stock Packaging
Transfers
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