Tabs in the Footer

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Each stock record form has up to 11 tabs in the footer area, the exact number depending on the stock type (Labour, Applies, and Journal Stock display less tabs).

 

StockFooterTabs

 

The tabs that are common to many objects are explained below.

 

Tab

Explanation

Documentsicon

This tab displays any documents attached to this stock, eg. a signed delivery note.

watchoutsicon

This tab will display all watchouts related to this stock, and allows addition of new watchouts.

notesicon

This tab will display all notes related to the stock, including the contact that the note is related to. New notes can be added here.

taskicon

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this stock, as well as allowing adding new tasks.

promoicon

If this stock is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

 

cfpromo

 

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

 

promotypes

Not all fields are showing in these images

 

The number on the right side of the icon denotes the number of active promotions applicable to this stock.

 

promono

 

Field

Explanation

Promotion#

The promotion code number.

Description

The description as it appears on the promotion.

Notes

Displays the notes entered on the promotion.

Type

The Jim2 object type, ie. specific pricing.

Recipient

Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).

 

multiplerecipients

Our Ref

Our reference as appears on the promotion, if used.

Promo Break

Shows whether Promo Break is used or not.

Curr.

Shows the home currency.

Active

Ticked means that the promotion is currently active, unticked means the promotion has finished.

Date Start

Start date of the promotion.

Date End

End date of the promotion.

Vendor

Vendor supplying the stock.

The fields below show only when Display Promotion with all Stock is selected.

Branch

Branch (if branches are enabled).

Stock Code

Stock code related to the promotional pricing.

Qty +

The promotion quantity plus.

Price Ex.

Ex GST price for that stock code.

 

Further information

Stock Security

Consignment Stock

Consignment Stock for Customers

Kitting v Packaging v Manufacturing

Kitting

Packaging

Promotional Pricing

Stock Adjustments

Stock Attributes

Stock Flow

Stock List

Create a Stock List

Stock Preview Pane

Stock Pricing

Order of Pricing

Stock Procurement

Stock Reports

Stock Transfers

Stocktake

Tabs in the Header

Warehouse Management

Add Stock

Add Service Stock

Add a Document to Stock

Add Groups to Stock

Add Images to Stock

Add Multiple Stock Records

Add Vendor Codes

Backfill Stock Sold in Advance

Buy and Sell in Different Measures

Buying your own stock

Change a Serial Number on a Stock Record

Change Stock GL Group

Create Similar

Deactivate a Stock Code

Deactivate Stock in Bulk

Donations of Stock

Export a Stock Report to Spreadsheet

Generate Backdated Stock on Hand Report

Handle Warranty Stock

Import Vendor Pricing

Merge Stock Codes/Supersede

Move Stock from Depleting to Asset

Print Shelf Talkers

Print Stock Reports

Sell Stock in Advance

Set up Pricing

Stop Users From Giving Discounts

Track Serial Numbers

Unallocate Stock

Update Existing Stock Pricing

Update Existing Vendor Pricing

Update Lead Time on Vendor Tab

Update Stock Procurement Data

Update Stock Records

Use Stock Select

Use Your Own Inventory

View or Edit Stock

Write off Stock

Use Gift Card for Purchases