Stock Options

There are important and specific stock defaults set here. Each impacts globally on the function of stock, ie. every user accessing Stock is affected by the options set here. The significance of each is described below. These options are designed to increase accuracy when pricing stock, and reduce user input. These options impact on the calculation of prices and tax within Jim2.

Field

Explanation

Backfill Stock sold in advance

Backfill Stock Sold in Advance will automatically backfill any stock that has been sold in advance using stock being received on purchases, stock adjustments up, stock transferred from another location and stock that has been unallocated from jobs. This can be overridden at stock level, allowing a specific stock not to be backfilled, for example.

Backfill Stock sold in advance on RFC

If this option is ticked, when a return from customer is finished, and there is any of that stock sold in advance, Jim2 will automatically backfill those transactions. This would normally not be ticked for reasons such as doing a subsequent RTV or fixing an incorrect price.

Link Job to Purchase on Auto Order

Choose whether to link jobs and purchase orders by default when using the auto create purchase order functionality. If the company has a high volume of specific orders for jobs, select this option to track the stock and ensure it is supplied to the correct customer when it is received.

Auto Stock Select

If ticked, when a stock code is entered in the stock grid on jobs, it will open the Stock Select screen at that stock record when pressing Enter or Tab. If this option is not ticked, the cursor will move across to the Description field, which will automatically enter the description from the stock code.

Use kit header discount for kit contents

If this option is ticked, when adding a discount to a kit header, the same discount will automatically be reflected on the individual stock lines within the kit – saves changing each stock line.

Auto generate BarCode on Add

If ticked, whenever a new stock record is added, a barcode will automatically be generated for that stock.

Note: The barcode is not the stock code.

Default tab for viewing stock record

This determines which tab will be the default to view when opening or adding a stock record. The options are: Pricing, Stock on Hand, Stats, Buying, Vendors and Transactions, all in the footer of the record.

Exclude Committed Qty from Available Qty

Committed quantity is defined as the supplied quantity plus the back ordered quantity. If this option is selected, any stock allocated to jobs is effectively reserved, and therefore unavailable. A sales company would typically select this option, whereas a service company may require more flexibility. For example, a hard drive is allocated to a service job on a computer, however the job cannot be completed as it is waiting for other parts – this hard drive is required on a different job that can be completed now. In this case do not tick this box.

If this option is ticked, Auto Pick on a job list will consider all jobs in date due/date in order when allocating stock to jobs. Upon entering ordered or supplied quantity into jobs when this option is ticked, if the stock is not available, the Stock Availability screen will display. If Allow to sell committed stock is ticked, there will be an extra option to do so. The user must select Sell committed stock or Supply in advance to be able to enter an amount greater than the amount available into the supplied quantity column, for example:

Exclude Committed Qty from Available Qty (Stock Option)	Qty on Hand	Committed	Available
Ticked	12	10	2
Unticked	12	5	7

If by Date Due is selected, stock will be committed by that date. Any jobs with a due date prior to that date will steal the stock.

Exclude Committed Qty By

Choose either Date Due or Date In.

▪Date In is the date the job was added to Jim2.

▪Date Due can be determined according to customer requirements.

This provides the option to decide whether to use already committed stock (on another job) that could be replaced before it’s required.

This option is only available if Exclude Committed Qty from Available Qty is ticked.

Override FIFO for Consignment stock

This option allows overriding using the FIFO (first-in first-out) method with consignment stock, if the preference is to use what is already in stock first.

It is recommended not to tick this, as it can have profit and loss consequences.

Default Unit Measure

This default unit measure, ie. unit, each, etc. is what will appear when adding new stock records. This can be changed at the stock record level, where it is possible to select a unit, or enter a new unit type. Once a new unit type has been entered, it will be available for use when adding stock in the future.

Default Publish Price to

This provides options to push prices up to the company website or just to a price list, etc. Choose from:

▪Price List & Web

▪Price List

▪Web

▪Don't Publish.

These can be changed on the stock record.

Default Tax Codes when adding stock

When adding new stock to Jim2, specify the default tax codes for purchase and sale of that stock. Within this screen, choose the tax codes most commonly used in purchase and sale of stock as the default. This means, when adding new stock to Jim2, it will automatically show these defaults. For example, GST is currently 10% in Australia. This is the normal (default) tax – use tax code G for both purchase and sale of stock. These tax codes can be changed at stock level.

Packaging Default Method

The choices are Individual packaging or Batch packaging. Individual packaging will create one package at a time. Batch packaging will create all packages at once. However, if there are serial numbers required, only Individual packaging can be chosen to ensure the correct serial numbers are used. Serial numbers are limited to 50 characters.

Manufacturing

If manufacturing, select either or both of these settings. See Manufacturing for more information. Fixed cost manufacturing is multi-level manufacturing. If this is not ticked, only single level manufacturing can be performed.

Stock Select Form

Group Level sets the default Group Level (limited to 0 – 5 levels) view for the Stock Select form.

Default View by: select by Report Group or by Brand (non report group) for the Stock Select form. This will be the tab that will open when the Stock Select screen opens.

Default Qty On Hand > 0 (Jobs/Quotes): when adding stock to a job, this will only show stock on hand greater than zero.

Auto Stock Select: automatically shows the Stock Select screen when the stock code field in an object is empty or partially entered upon pressing Enter. It will come up on the stock code closest to what is partially entered as well.

Auto Stock Select on invalid Stock Code: If Auto Stock Select is turned off and this option is ticked, when entering an invalid stock code, the Stock Select form will display after receiving the invalid stock code warning and clicking OK.

Auto show Locations: When ticked, will show the Locations grid automatically when the stock form is displayed.

Auto show Attributes: When ticked, attributes will be displayed in the locations grid of the Stock Select form, as long as Auto show Locations is also ticked.

Stock Adjustment Details

Either use the purchase order number or the FIFO (first-in first-out) method for selecting stock on stock adjustments.

Option	Description
Specify Purchase Order	This option forces users to specify the purchase order that any stock adjustment down (Qty-) will use.
Use FIFO	This option allows Jim2 to automatically select the purchase order(s) used for stock adjustment down using FIFO. That is, the stock on the oldest purchase orders will be used (excluding stock specifically purchased for jobs).

Stocktake

Option	Description
Default Stocktake Method	Stocktake offers three unique methods to count stock. The method selected here is the default that will be used whenever a new stocktake session is created. However, this is only the default method and can be overridden on the session once it has been created. Refer to stocktake count modes for full details of the three methods.
Strict Serial Scan	This option forces counters to not only specify the number of stock counted but also verify the serial number of each piece. This is only applicable to stock that is marked as serial on purchase.
Show Qty Ordered in session	This option displays an additional column in the stocktake session list that displays the quantity of stock on order for that location. This is for reference purposes only. This figure is calculated whenever a session is open and the session is still active.
Show Qty Sold in Advance in session	This option displays an additional column in the stocktake session list that displays the quantity of stock sold in advance for that location (for reference purposes only). This figure is calculated whenever a session is open and the session is still active.

For more details, see Stocktake.

Other: Use WYSIWYG for Detailed Description

Tick to allow for WYSIWYG descriptions for use in web portal descriptions. Used mainly for web portal descriptions.