Vendor Stock Feeds

Please email support@happen.biz to find out which vendors are supported, as these can change from time to time.

First, create an email rule for the stock feed. On the ribbon, go to Email > Email Rules.

Click New, then Via Specific Account and enter the email account as set up via Jim2 Config Manager.

Click Next, then double click Process Stock Feed and enter the name as it appears in the StockFeed module in Jim2 Configuration manager.

Click Next and name the email rule, tick Stop other rules if this rule is run, then select Finish.

Links are created during vendor feed processing based on the following from the feed:

▪vendor stock code and vendor – vendor stock code and vendor on vendor stock code of Jim2 stock (Vendors tab in the stock footer).

Directly above the Product Tree is the Search Stock field. To search vendor stock, enter text into the Search Stock field and select the Search icon , or press Enter. The stock grid will display the results of the search. By default, all search results will be displayed – drill down by clicking within the stock grouping displayed within the Product Tree.

To clear the search, select the Clear icon or enter new search text and select the Search icon.

Across the top of the form there are several tabs: My Stock, All Suppliers, Selected Stock and a tab for each vendor a stock feed is received from.

To show the Vendor tab at the top, go to the Suppliers tab at the bottom, select the supplier, right click and select Open Supplier.

There are several other selections available in the pop-up menu, including tick/untick choices, as well as the ability to delete a supplier from the feeds.

From this screen, search for stock, pricing and availability for both the company's stock and stock provided in feeds from one or more of the vendors (via the highlighted tabs below).

Sorting, searching and grouping is available as per other lists in Jim2. Select the column header in the grid to sort, then drag it to the Group By area to group.

A useful feature here is the ability to see the company's own internal stock (existing stock in Jim2 – lines coloured in blue text in the grid), stock from a specific vendor, or stock from multiple vendors in a consistent manner.

This allows searching both the company's own stock and the suppliers' stock at the same time. Availability across multiple vendors can also be seen, for example. company inventory displays a quantity of five in stock on hand (on the Availability tab), Vendor A has 100 and Vendor B has 50, and at what price.

Jim2 can handle feeds from hundreds of vendors, and it is easy to link unknown vendors to cardfiles.

The All Suppliers tab includes a Suppliers tab. Going to the tab displays My Stock and a list of vendors that provide feeds. Choose which suppliers to include by ticking/unticking the box to the left of each supplier.

When importing a feed, it is possible that a supplier code in the feed doesn’t match an existing vendor cardfile, especially one that contains multiple suppliers. For example, the feed contains Hewlett Packard, whereas the vendor is called HP in the Jim2 database. In this case, the feed will still be processed, and the suppliers that were unable to be linked will be displayed as <UNKNOWN> XXXX, where XXXX is the unmatched supplier name (ie. HP). To link the unknown supplier, from the Suppliers tab located in All Suppliers, right click on the supplier, and select Link to Jim2 CardFile.

It is also advisable to add the brand when adding stock to Jim2 manually to ensure it is picked up correctly.

Column	Purpose
Select	Allows selecting stock of interest. Once ticked, the stock line background will change to green and the selected stock will appear in the Selected Stock tab (in the header). Select stock from several vendors at the same time, with all selections shown in the Selected Stock tab.
Age	The Age column shows how many days since that particular line of stock has been updated by a vendor stock feed. For example, 1 indicates that this stock information is one day old, or was updated yesterday.
Vendor	Vendor displays the card code of the vendor this information is from (All Suppliers and Selected Stock tabs only).
Brand	The brand or manufacturer of the product.
Stock Code	The stock code that the vendor uses to identify this product.
Short Description	The vendor's stock description.
Manufacturers#	The manufacturer's stock code for this product.
Buy Price Ex.	The vendor buy price excluding tax.
Vendor Disc.	The vendor discount.
Vendor Cost Price	The vendor's cost price
List Price Inc.	The vendor list price including tax.
GP%	The gross profit percentage margin (Buy ex. vs List ex.).
Group Code	This is only applicable when a stock feed is for a buying group, in which case this is the stock code used within that buying group.
Qty Avail.	Displays how many units (or pieces) the vendor has in stock, per warehouse.

Directly beneath the stock grid are the details for the currently active stock:

Tab	Description
	Displays description, long description, warranty details and a picture of the stock (if supplied by the vendor feed).
	Displays the stock availability for all vendors and warehouses, as well as the company stock (the stock in the company's warehouse or storage area).
	Displays any related stock (if supplied by the vendor feed), ie. a laptop would display related stock of power cord, battery, etc.
	Displays current and previous buy and list prices (ex. or inc., as set via Options) and effective date. Effective date is the date that this current buy/list price came into effect. This tab also displays GP% and promotional start/end dates

If user security allows it, right click within the list grid, select Export Data and save the list information as an XLSX file.