View or Edit Stock

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view edit stock icon

 

Select the view/edit stock function in a couple of ways:

On the ribbon, go to Stock > View/Edit Stock, or

In the Nav Tree, right click on Stock and click View/Edit Stock.

view stock2

 

Tip

If the stock code is unknown, use the search features of the Stock List in Jim2 to find the stock. Double click the stock to view/edit from the resulting list. This will bring the stock into View mode.

 

A screen will appear where enter the stock code. Click either View or Edit, depending on what function to be performed.

 

Clicking the ellipsis [...] will also open the Stock Select screen.

 

stock lookup

 

The stock lookup list is displayed in a tree fashion based on stock report level groups. Specify the default number of levels to display in Tools > Options >Stock, or change the default on the fly from the Stock Select screen.

 

stock select1

 

Pricing and the full stock description of the current stock are displayed in the lower part of the Stock Select screen. Either set the lookup to default to a particular level via Tools > Options > Stock, or just use the group level up/down arrow each time.

 

Once the Stock Select screen is activated, move up/down using the arrow keys. Use left/right arrow to collapse/expand a branch. Simply start typing to locate the required stock.

 

stocklookup1

 

Info

The Stock Select functionality works particularly well with the Kitting Configurator. To add stock on the fly to dynamic kits, browse to products in the Stock Groups.

 

Quality

Once there are transactions against a stock record, it is not possible to change the following:

Stock GL Group

Serial number tracking.

Attribute tracking.

Stock Type.

 

Info

Note: If you have serialised stock, once it has had transactions against it, you will not be able to edit it and add further measure units.

 

To change any of the above, create a new stock record (using Create Similar) and make the original stock record inactive.

 

It is suggested to change the original stock code (ie. put a Z. at the beginning) and untick Active, then use the original stock code on the new stock record.

 

The history is held against the old record, so always find the information.

 

If there is any stock on hand against the old stock code, use a Stock Adjustment Down against that code, and a Stock Adjustment Up against the new code before making the old stock code inactive.

 

How to

Add a Document to Stock

Add Groups to Stock

Add Images to Stock

Add Multiple Stock Records

Add Service Stock

Add Vendor Codes

Apply a Credit Card Charge Using Stock

Backfill Stock Sold in Advance

Bulk Update Stock

Buy and Sell in Different Measures

Buying your own stock

Change a Serial Number on a Stock Record

Change Stock GL Group

Create Similar

Generate a Backdated Detailed Stock on Hand Report

Make Stock Inactive

Handle Warranty Stock

Import Vendor Pricing

 

 

Merge Stock Codes

Move Stock from Depleting to Asset

Print Shelf Talkers

Print Stock Reports

Rental Stock

Sell Stock in Advance

Set up Pricing

Stock

Stock Adjustments

Stop Users from Giving Discounts

Synchronise Stock

Track Serial Numbers

Unallocate Stock

Update Stock Prices

Use Stock Select

Use Your Own Inventory

View or Edit Stock

Write off Stock