Go to Tools > Options > Stock > Warehouse Management
You will need to log off and back on to Jim2 for these to take effect.
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Station Level Settings Text in Option groups coloured blue mean that the settings apply only to the specific workstation from which they are set, whereas options in black are global settings, ie. all workstations. This provides considerable flexibility in that different functions within the business can define priorities for the picking of stock and replenishment of bins. This same functionality flows throughout Jim2. |
Field |
Explanation |
Use Warehouse Management |
After installing the licence key file, tick this box to use the warehouse management options in Jim2. |
Picking Order |
Jim2 allows automatic picking of stock from two defined bins, as well as from a bulk area. These three selections determine that picking order. Jim2 defines two primary bins. Depending on the type of business, these could be, for example, the shop and a quick-pick holding area located in the dispatch area adjacent to the outwards packing table. Other businesses that typically sell bulk stock may change the order.
First Pick from Defines the primary location from which parts will be picked to fulfil orders, workshop use, etc. If this location is empty, Jim2 will pick the parts from the Second Pick from location, and so on. |
Primary 1 Bin Replenish Order, Primary 2 Bin Replenish Order |
Part of the automated warehousing process is the replenishment of the primary picking bins. The selection here determines where stock will come from, and in what order when replenishing primary bins.
Example: Primary 1 Bin Replenish Order First Pick from Primary Bin 2 Second Pick from Bulk/Other Bins |
Replenish Percent |
This determines the percentage of holding in bins that will trigger a replenishment process. |
Check Stock availability prior to Picking |
If ticked, stock availability will be checked before the picking process. |
Auto pick stock when Reserving/Ready/Invoicing |
If ticked, once any of these statuses is selected Jim2 will auto pick the stock. |
Picking Reports |
Select the default reports for each of the listed processes: jobs, job reports, return to vendor, stock transfer.
Jobs, Job List Defines the report to use, ie. Picking Slip.
Return to Vendor Defines the report to use, ie. Picking Slip – RTV.
Stock Transfer Defines the report to use, ie. Picking Slip – Stock Transfer.
You can also hide comments on the Job – Picking Slip Report by entering the following Global Variable:
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Print Picking Slip after picking |
Tick if you want to print a picking slip automatically after picking the stock. |
Packing Reports |
Select the default reports for each of the processes listed.
Purchase Order Defines the report to use, ie. Purchase Order – Packing Slip.
Stock transfer Defines the report to use, ie. Pack Slip – Stock Transfer. |
Print Packing Slip after packing |
Tick if you want to print a packing slip automatically once stock is packed. |
Set up Stock Locations
On the ribbon, go to Tools > Setups > Stock > Stock Locations
Field |
Explanation |
Location |
Location name. |
Description |
Description of the location. |
Branch |
Branch, if Branches are used. |
Branch Default |
Stock locations can be linked to branches (if using branches) to ensure stock is purchased and sold to and from the correct locations. |
Bulk Location |
Bulk Location is used stock procurement is utilised to supply stock to a particular stock location from another stock location. For example, there are 5 warehouses, however, only one of these warehouses supplies the other warehouses with stock. The other warehouses never supply each other under the stock procurement procedures. |
Exclude from Procurement |
Exclude from Procurement is used to never use stock procurement to supply to this stock location. This is good for stock locations that deal with damaged stock or sample stock only. |
Warehouse Management |
Tick for each location that is to use stock picking. |
Active |
Tick to make this location active. |
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BULK location is used when you have multiple locations, so users can nominate the BULK location to use in stock transfers or stock procurement. For example, all locations may not directly purchase from the supplier, but simply get their stock from the BULK location. Used where operations have various interstate locations, but one main purchasing warehouse, for example. |
After turning on Warehouse Management, an additional column is activated in the Setups > Stock Locations screen > Warehouse Management.
Edit and tick Warehouse Management for each location that is to use stock picking.
See Also: