Preparing Stock

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Before importing stock into Jim2, the data must be prepared first. The following is an explanation of Jim2 stock fields.

 

Info

Whilst you can import Dynamic Kit Stock Codes, you cannot import the stock inside the kit. If this is required, please contact support@happen.biz to obtain an import template.

 

warning1

A vendor code cannot be changed from one to another. It will actually add a new vendor in the Vendor tab of the stock code.

 

Happen Business provides a spreadsheet template that can be used to import data into Jim2 – please contact support@happen.biz to obtain it.

 

Quality

It is very important to get the data right at this stage – the correct spelling, the look required, all the records verified. It is a lot easier and quicker to amend it now in a spreadsheet than later when it is in database form.

 

hmtoggle_arrow1The fields in red are mandatory in Jim2

 

You can also added GTI Num and Mnf. Part Code to stock import.

 

Tip

When entering numbers that have a leading zero in some columns, to ensure Excel does not trim off the zeroes, set the column format to Text or add an apostrophe (') prior to the 0.

 

Further information

Preparing CardFiles

Import CardFiles

Import Stock

Import Contacts

Import Items

Import Non Report Groups

Import Opening Balances