Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Reserve Stock for a Job

Scroll Prev Top Next More

Once stock has been added to a job, it is possible to reserve that stock, effectively stopping other users from selling any of the stock (and the quantity nominated) already in the stock grid of that job.

 

Tip

Stock can also be reserved at a line level (see below for more information).

 

There are two ways to reserve stock against a job:

1.Make the job Ready to invoice, effectively preparing for immediate sale, or

2.Mark the stock as Reserve (see below), and allowing the job to be processed further

 

Info

Jim2 regards stock as on hand until the job is invoiced.

 

There are three distinct ways reserve stock.
 

Committed

Committed can be thought of as a soft level reserve. Committed stock is stock that is allocated to jobs prior to the current job. Under Tools > Options > Stock choose to exclude committed from the amount of stock available.

 

exclude committed

 

For example, there are 10 in stock, with 6 on prior jobs, so the total stock available to sell is 4. The committed quantity can be excluded by either the job's due date or the date in, meaning either by when a job is required to ship, or by the order that jobs are entered. Users can sell stock that is committed on prior jobs if they have the appropriate security: Tools > Security > Jobs > Stock on Jobs > Sell committed stock.

 

Line level reserving

Line level reserve can be though of as a medium level reserve. Line level reserve allows reserving stock for a job, and will not allow anyone else to sell that stock on any other job, regardless of whether it has been committed. In the above example, there would only be 4 available to sell. Line level reserve does not remove the stock from the purchase order, but does exclusively reserve the stock for that job, and that job alone.

 

line level reserve

 

When reserving stock in this manner, the background of the stock line will turn light grey.

 

reserve line

 

Job reserve

Job reserve can be though of as a hard level reserve. This reserves the entire stock on a job, and allocates the stock from the purchase order. When reserving stock in this way, the entire stock grid background will turn light grey.

 

job reserve

 

If the stock is serialised, the serial numbers must be selected prior to reserving the job. This is similar to marking a job as Ready, however, unlike Ready the job can still be edited except for the stock grid.

 

reserve stock info

 

Quality

Jim2 is not a passive environment when it comes to stock control. Jim2 can calculate stock quantity available on the fly using information on stock measures, stock locations, stock transfers, returns from customers, returns to vendors and purchase order status. Jim2 will prompt users to create back orders for part supply/receipt of stock on jobs and purchases.

 

Info

If stock has been purchased specifically for a job, it is automatically unavailable to invoice to any other job. If the sale does not go through, or the stock is needed for another job, unallocate (from that job) the stock in question – freeing it up for sale, but of course reorder.

If the job involves the immediate sale of stock, and no further processing or input is required, select the job as Ready to invoice. This will lock the whole job (including its stock) from further edit, and Jim2 will reduce the available stock quantity count.

If the job requires more processing or input prior to invoicing, use the Reserve Stock function to effectively hold the stock in question until the job is ready to invoice. This allows further edits on the job, but Jim2 will reduce the available stock quantity availableunt.

 

How to

Add a Job

Add Comments 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

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

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

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