Purchase Order Stock Grid

This section of the Purchase Order form contains a grid used to record any stock that will be purchased from the vendor. The stock grid contains a number of different fields, which can vary slightly depending on the type of stock being purchased.

The stock grid area can be expanded by clicking and dragging the horizontal dots up and down. Double clicking the dots will hide the stock grid completely. Double click again to show.

You can also expand/contract the stock grid by clicking on the solid arrow at left of the header row.

Within this grid is displayed information about the cost of the goods, the tax free and tax paid price of the goods, discount, the tax code and total of the stock.

The column showing Job# has two meanings:

1.This is automatically populated by a job when it creates a back order.

2.Entering a current job number into the stock grid will automatically add a stock line within the job for that particular stock.

Some fields are only active in Edit mode. You can click the right facing arrow at left of the headings and this will show/hide extra columns:

If stock is entered which has serial numbers on purchase in that stock record, these need to be entered before finishing the purchase order. The serial numbers entered here will be recorded within the stock record in Jim2 for use when selling that stock in a job. Once the stock is received, the serial number details must be entered before finishing the purchase order.

To enter serial numbers, select the ellipsis [...] within the Description field.

This will open the Serial# entry form where record the serial numbers of the received stock, or create other numbers. Serial numbers are limited to 50 characters.

The stock lines can be rearranged within the grid:

If the job is finished with missing serial numbers, a prompt will appear asking to back order those without serial numbers. For example, order 5 but only 3 serial numbers are entered. Jim2 will offer to back order the rest.

▪Click No and finish the job and Jim2 will only supply and invoice 3.

▪Click Yes and Jim2 will offer to create a new job for the two on back order and will only supply and invoice 3.

Either way, Jim will only dispatch/invoice the stock that has a serial number selected.

Field

Explanation

Date

The date that the stock line was added to the purchase order.

Initials

The initials of the user who added the stock.

Date Due

By default, this value will be empty, in which case the purchase order due date is as per the due date on the Purchase Order header. To set the due date for a specific line of stock, edit the purchase order and set the expected delivery date in the Due Date column.

PO due dates can be updated automatically via custom scripts, in the case where the vendor provides this information on a regular basis. Please contact support@happen.biz for more information on custom scripting to provide this automation.

Location

The location of the stock when purchased.

Job#

When entering a job number in this field, the background of the stock line within the purchase order will show in a pale blue colour and the stock line will be automatically added to the job upon saving. This number will autopopulate when a back order PO is auto created from a job.

Once a Job stock line is linked to a PO, the unit measure cannot be changed as the entire line of stock is tied to that job. To change the unit measure on the job, unallocate the stock first.

A job with a minus symbol (-) in front indicates that that the PO has since been unlinked.

Stock code

The stock code will identify the product or service being ordered. Choices can be made from the Stock Select form via the drop down list beside this field.

Description

The description of the stock from the stock record is automatically placed in this field. If there are multiple measures for this stock, it will use the description appropriate for that measure.

This field has a limit of 1,000 characters.

Vendor Stock Code

This field will be populated from the Vendors tab of the stock code, if entered.

Unit

Use the drop down list to choose the unit measure required to purchase that stock in, eg. Unit, Pack, Box, etc.

Ordered

The quantity ordered.

Received

The quantity received from the vendor.

Note: The total amount in the Price columns is dependant on the PO status. Once the Status is set to Received or FINISH, the total will be calculated based on the received quantity. Until that time the total is calculated on the ordered quantity.

Weight

The weight of each unit, if entered on the stock code.

Cost (COG)

This is the cost of the goods and will include any freight and/or expenses added.

List Price Ex

This is the list price of the goods excluding tax.

Price Ex

This is the price of the goods excluding tax.

Price Inc

This is the price of the goods including tax (the tax code as set up within the stock record).

Disc %

If global variable is set to True, the Disc % column will allow you to add a discount here.

Tax

The tax code to be used for this purchase.

Total

The total amount of that stock line (Qty Ordered X Price Inc).

Within the stock grid, you can search all columns and rows by selecting Ctrl+S. This will bring up the Locate value screen, where select which field to search and enter text to search for in the Value field

Total $ Amount in Footer of Purchase

The total in the footer will show the actual total based on quantity supplied. Click Total and it will change to green, which will change the total amount to match the quantity ordered.

Dropdown Option	Explanation
Add new	Adds a new row to the stock grid.
Delete	Deletes the current line, including any stock that has been added to the purchase.
View Job#	Opens the job for which this particular stock was ordered (if applicable).
View Stock	Will open to that particular stock form.
Add new Stock	Opens a new Adding Stock form for adding new stock on the fly.
Auto Update Qty Received	Updates the quantity received to match the quantity ordered.
Show Serial#	Displays or hides the serial numbers for that stock line (if applicable).
Show Attributes	Displays or hides the attributes for that stock line (if applicable).
Add Stock sold off Consign In	All stock sold on Consign. In for that vendor will automatically add to the purchase order.
Receive Stock	This will bring up the fast receive window, where you can enter the amount received for all lines either directly as below: or, you can enter a stock code or barcode (if serialised or attributed stock a further window will pop up to fill in these details first), add the quantity, and Jim2 will locate the stock and update the received quantity: You can also add new stock into the purchase order if it required:
Round to Unit Qty for Selected	Round up units on the selected line.
Round to Unit Qty for All	Round up units on all lines.
Recalculate Stock Prices	Restores any manually overridden stock prices to default values: ▪Leave blank will recalculate back to 0. ▪Auto fill from last purchase will recalculate back to last purchase price, regardless of vendor. ▪Auto fill from last purchase with same vendor will recalculate back to the last purchase price from the same vendor. ▪Autofill from vendor tab will recalculate back to what is on the vendor tab. If nothing on the vendor tab, it will remain the same.
Grid Columns...	This sets up the grid columns that will be displayed for this user or for all users. In expanded view, all grid columns are displayed by default. In collapsed view, the following columns are not shown: ▪Date ▪Initials ▪Location ▪Job# ▪Vendor Stock Code ▪Weight. Add or remove grid columns by ticking the box, then selecting Apply. Once OK is selected, a confirm message will appear asking if all users should be updated to the new layout as well. Upon saving, all columns will be shown. Click on the arrow at top left of the grid in either Edit or View mode to view only the columns required.