Unallocate Stock From a Job

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Stock can be purchased specifically for a job by entering the job number on that stock line in a purchase order. If, for any reason after purchasing this stock, the customer doesn't want it, unallocate it before selling it on another job number.

 

There are two ways to unallocate stock from a job.

 

When viewing a job, right click on the stock line within the grid and select Unallocate Stock.

 

unallocatestock

 

Unallocate using the Unallocate icon on the Stock tab in the ribbon.

1.Go to the Stock tab in the Jim2 ribbon, then click Unallocate.

unallocate icon

The following screen will be displayed.

select unallocate stock
Info

Note: At the bottom of this screen there is a warning that the stock is linked to an invoiced or cancelled job. Sometimes a cancelled job will not automatically unallocate the stock. It is good practice to check this area regularly, and backfill stock every so often.

2.Put a tick in the Un. column next to the stock to be unallocated.

3.Now click Unallocate and a prompt to continue will appear.

unallocate stock

4.Click Yes and the stock will be unallocated and become available for other jobs.

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job