Add Stock to Job When Insufficient Stock

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When editing a job and adding stock codes, quantities and pricing, Jim2 will indicate if there is insufficient quantity of stock to meet the job requirements.

 

As a job progresses, stock codes are included to ensure all stock, labour, tests and checks are included in the finished job. Once all the codes are entered, they can be supplied or back ordered, priced and invoiced. Where there is insufficient stock quantity available, Jim2 can then report this information and ask the user for a specific response. There is a process of purchasing to meet the back ordered stock quantity requirements.

 

Info

There is a setting in Tools > Options > Stock > Serial/Attributes that allows you to run stock availability without attributes, if required.

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 the down arrow or the Insert key on the keyboard.

3.Enter the applicable stock code.

4.Use Enter or the Tab key to move along the stock grid. Jim2 will display a screen detailing available stock. It will provide options including supply in advance, supply from committed on earlier jobs, supply only available (back order the rest).

Info

Set security to stop users from being able to supply in advance via Tools > Security > Jobs > Stock on Jobs, and untick Sell stock in advance.

5.Select Supply Only Available (back order the rest). Use Enter.

insufficientstock

6.If the quantity required by the customer is greater than 1, enter the quantity of the stock code required for the job. Use Enter.

7.If the quantity required of the stock code is not available, Jim2 will then display the screens as noted in point 4. Again, choose Supply Only Available (back order the rest).

8.Press Enter to move further along the stock grid.

9.Edit pricing as required.

10.Press Enter to continue to move which will lead eventually to a new line, and add required stock codes, quantities and pricing.

11.Click Save or use F9.

 

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job