Update Stock Records

There are a number of ways to update stock records, among which are the right-click choices below:

See these links for specific information on updating pricing and procurement data:

Price templates can be updated in bulk in two ways.

1.From a stock list filtered by the codes to be moved to a new price template, you can right click and select Apply Price Template to All. This will update the entire list with the price template selected:

You can also click on one stock code and select Apply Price Template to Current to change the price template for that one stock code.

2.You can also update price templates via exporting a stock list, changing the price template then importing the stock and synchronising. See here for more information on synchronising stock.

Add Stock to Price Group	Applies price group to all stock in the list.
Add Stock to Non Report Group	Adds all stock in the list to the non report group selected.

To export stock data for updating stock records including stock header, stock descriptions, stock location, attribute template, and report level groups, create a filtered stock list with all stock to be updated.

Whilst you can import Dynamic Kit Stock Codes, you cannot import the stock inside the kit.

On the ribbon, go to the Report menu and select Stock List – Export. This will export to a spreadsheet including all columns required for importing. See below for the next steps.

The following explains how to update specific stock record information such as vendor pricing, stock pricing, stock descriptions, stock location, procurement.

When you are importing back into Jim2, at Step 3/4 when you load the data you will receive errors. Ignore these errors and select Synchronise at bottom right. You will receive a message stating that it was successful and you can continue to import the data.

In all cases, keep the Stock Code column and remove any other columns that are not being changed. However, there may instances where other data needs to remain in the spreadsheet, ie. when importing vendor pricing data, the Vendor, Rank, Unit and Currency (if used) columns must remain in the spreadsheet.

To begin, go to Stock > Create Stock List on the ribbon and run a filtered list of the stock requiring updating. Export the data from Jim2, using one of the choices below:

▪Export Stock Header Data produces a spreadsheet for editing and reimporting that includes information in the header of the Stock, Details, Locations Descriptions, Attributes and Contracts (including macro descriptions) tabs, along with stock report level, brand and price groups, reorder and avg sold methods, avg days, extra qty pcnt, Exclude attributes in procurement.

When importing, select Stock (Header only) as the Import destination.

▪Export Attribute Template Data produces a spreadsheet for editing and reimporting with the following columns:

Stock Code, Attribute Template Code, Attribute Template Description, Attribute Name 1 and 2, Attribute Value 1 and 2, Barcode, Manuf. Part# and Vendor Code.

When importing, select Stock Attribute Templates as the Import destination.

Synchronising requires matching the current stock code, then importing the information that has changed, eg. altered list price, different report level groups, removed bins, etc.

When entering numbers that have a leading zero into columns, to ensure Excel does not trim off the zeroes, set the column format to Text.

Make the changes to the columns required, then re-import into Jim2 following the instructions below.

The difference between importing and synchronising is that all columns are removed except for the card code and the columns that are changing when synchronising.

The process of synchronising requires a mapping file. This file (.j2m) is a file that matches the column headings in the stock spreadsheet to the field names in Jim2. Numerous mapping files can be saved, then reused when synchronisation is required.

The best way to understand data synchronising is to practise. Using the Training database, synchronise stock records.

On the ribbon, go to Tools > Import Data. Select the Import destination (refer to the above for the correct Import destination to use) using the drop down to the right of the field.

Click Open source file and Jim2 will test the data.

Click Next.

If you receive a warning stating Too many columns, copy only populated cells into a new spreadsheet and try again.

Map the Source Field Name/Source Data to the Destination Field Name, click Save map file to reuse later, then click Next.

Click Load data.

In the example below, the import has failed as the data is for synchronising – it isn't new stock to be added. Importing new stock requires far more information, and the legend at the top of the Import Data screen indicates the issues with various columns and rows. Once satisfied the file correct, click OK, then Synchronise. This will ensure that everything is correct prior to importing.

There may be an error about too many cells or too much data. If this occurs, copy only the header cells and those with content from the spreadsheet, then paste into a new spreadsheet. Save that spreadsheet and try the import again.

Scroll across the row to view all fields.

In most circumstances, there will be no need to alter the Synchronise screen, so just click OK.

If the data test is successful, click OK.

The final screen will advise how many records it will update. Click Import data to complete.