Vendors Tab

The Vendors tab holds information relating to the stock and the vendors being purchased from. Within this tab, select vendor card codes and enter each vendor's stock code (this will be used when printing certain purchase order reports). That vendor's most recent cost and date of that cost can be entered here. As many vendors and vendor stock codes as required can be added here. You can also enter vendor price breaks here.

Area

Field

Explanation

Vendor Information

Rank

If you purchase the stock from more than one Vendor, you can rank each one in order of preference, by clicking and holding the on the left of the Vendor line (with the mouse button) to move the Vendor to the required position.

change vendor rank

Should you wish to remove a vendor rank from a number of stock codes, this can be done by exporting stock pricing data and adding a -1 in the Rank column of each vendor rank you wish to remove. See here for more information.

Vendor

This is the card code of the vendor.

Vendor Stock Code

This is the vendor's part number for this stock. It will print on purchase orders to this vendor.

Vendor RRP

This is the vendor's recommended selling price for this stock.

Note: This figure is shown as excluding GST.

Unit

This is the unit type that this stock is sold in, eg. UNIT, BOX, etc.

Vendor Pricing

Valid From

Enter the date the pricing is valid from for volume price breaks.

Valid To

Enter the date the pricing is valid to for volume price breaks.

Note: The valid from and to dates are reference only.

Qty >=

Enter the quantity at which the price comes into effect.

Vendor List Price

The actual price (not including discount) that the vendor publishes. This field will update if a vendor feed comes in with a different price.

Note: whenever a vendor list price is updated via import, the List Effective date will change to the date of import.

Vendor Disc %

This is the percentage discount offered by the vendor.

Last Cost

This field is calculated from the vendor list price less the vendor discount.

Extra %

It is possible to add a buffer, ie. against packaging, freight, etc. to each vendor stock line. When Jim2 calculates the selling price, it will use any percentage nominated here.

Extra Value

This is a nominal dollar value increase that can be applied to a vendor last cost, to accommodate on-costs.

Estimated Cost

You can enter an estimated cost on breaks and Jim2 will use those costs based on the breaks.

Note: Via Tools > Options > Job, tick to show Est. Cost Based on Buy Breaks to allow this field to appear.

Last Updated

This field is updated under the following circumstances:

1.If users manually change the Last Updated field, typically when they manually update the Vendor Last Cost field in the event of a price rise from the vendor.

2.If users do a stock sync to update the Last Cost field on multiple records.

3.This field is updated from a vendor feed.

Note: If this date is later than the last received purchase order or stock adjustment, it will update the Last Cost field on the Pricing tab. It can also be updated from a vendor feed.This field needs to be manually updated.

Due Days

This shows how many days before this stock will be available from the vendor (manual entry).

Qty in Stock

This shows the vendor's current stock on hand quantity (manual entry).

Lead Time in Days

Lead time in days is used in Stock Procurement in the calculation to determine what is required to be purchased, and when. For example, do I need to purchase this stock right now if it has a 6 week shipping time. It does not drive the due date on a purchase order.

List vendors in order of preference by ranking them. The Ranking and Cost fields are used by Jim2 for depleting and non depleting stock pricing/costing, depending on the stock. If there is none in stock the Last Cost, Avg Cost, Last COG, Avg COG and Max COG fields will be updated with this cost to help with the pricing structure. If there is some in stock, it will only update the Last COGS and Last Cost fields until the next purchase.

When Jim2 is calculating the pricing for jobs and price lists it will compare the dates of the last purchase and the last updated in the Vendors tab and use the most recent pricing. The Last Updated field is used when there is none in stock but is has been purchased previously.

If Auto Fill from Last Purchase with Same Vendor is set in Options > Purchase, it will use this vendor last cost if it is the most recent.

Right click in the grid in this tab and three options will become available. These are all available in Edit mode but, when in view mode only the View Vendor option is available.