Add Stock to a Job |
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The stock grid is designed to record and calculate the selling price of all the labour, depleting, non depleting, special and applied (tests and checks) stock for each job relative to the customer's price level for stock used. Once all the codes are entered, they can be supplied, back ordered, priced and invoiced. 1.Open the required job in Edit mode. 2.Position the cursor in the Stock Code field, or use F4. To add a new line, use either the down arrow or the Insert key on the keyboard. 3.Enter the applicable stock code.
4.Press Enter to move along the stock grid to the Order field. 5.Enter the quantity of the stock code required for the job. If the stock code is available, Jim2 will then display the same quantity in the Supply field.
6.Press Enter to continue moving along the stock grid. 7.Edit pricing as required. 8.You can enter a discount percentage in the Disc% column if desired.
9.Press the Enter key to continue moving, eventually to a new line where add further required stock codes, quantities and pricing. 10.Click Save or Use F9.
Remembering that Jim2 is a live multi user environment, it should be made clear that calculations of available quantities of stock are affected by what is/has been received via purchases, and what has actually been sold (invoiced or specifically held for a job).
If stock has been purchased specifically for a job (the purchase order will show a Job#), that stock and a link to the purchase will automatically appear in the stock grid of the job, along with any comments in the Comment grid.
Select the stock grid by either: ▪Pressing the F4 function key, or ▪Clicking in the Stock Code field.
To add stock to a job move to the Stock Code field of the stock grid and select stock in one of the following ways: ▪Click the ellipsis [...](or use F5 whilst in the field), which brings up the Stock Select screen. The Stock Select screen helps to locate and select stock, and verify the quantity of each stock is in each stock location. ▪Start to enter the stock code. Jim2's intuitive type will begin to pre-empt the choice of stock codes from its database based on what is entered. ▪Scan the stock barcode to automatically add the correct stock code.
When entering the stock code the stock line will show with the stock code in red, indicating that this is special stock.
When purchasing stock specifically for a job, the stock line will show the purchase order and the job in a light blue colour.
Once the stock has been selected, the stock description will be defaulted to the Description field automatically.
If adding serialised stock, enter the serial numbers for the stock (if required) by selecting the ellipsis [...] within the Description field.
A default unit measure of the stock will be added to the Unit field. To select a different unit measure available for that stock, choose from the drop down list ().
Enter the quantity required for the job. The prices will default to those set up for that Price Level for that customer (provided the stock has been set up with prices and price levels – edit the prices at this point.
If the quantity entered is more than is available for sale on this job the Selling Stock in Advance screen will be displayed. This screen will have six options to choose from, and will default to the selection in Tools > Options > Job > Stock.
The history relating to stock can be found on the History tab, showing what stock has been sold to a customer in the last 365 days.
Within the stock grid, search all columns and rows by selecting Ctrl+S. This will bring up the Locate value screen, where select which field to search, enter the text to search for in the Value field.
When you have stock that is available but your are supplying 0 and is on back order, the following screen will pop up for you to decide what you would like to do:
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