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Jim2® Business Engine Help File

Before you can actually import stock into Jim2, you must first prepare the data. The following is a list of Jim2 stock fields.

 

Happen provides a spreadsheet template that you can use to import your data into Jim2, so please ask contact support@happen.biz to obtain it.

 

warning1

It's very important to get the data right at this stage – the way you want to spell it, the way you want it to look, all the records verified. It's a lot easier and quicker to amend it now in a spreadsheet than later when it's in database form.

 

The fields in red are mandatory in Jim2

Field

Description/Use

Data Type

# of Chars

Example

Stock Code

Unique stock code

String

24

LTO.99.6221.COMP

Characters that can be used are 0-9 A-Z '.' '/' '-'. Please ensure there are no spaces.

Stock Description

Description of stock

String

1000

LTO Ultrium 1 drive

Long Description

Longer description, which does not appear on system invoices

String

-

Longer description

Short Description

Shorter description, which does not appear on system invoices

String

-

Shorter description

Stock Type

Choose this from Jim2 stock types eg. dynamic kitting, static kitting, depleting, etc.

String

15

Depleting

GL Group

Indicates stock on hand, cost of goods sold, and income accounts to update

String

30

Electrical

Min. Sale Price

Minimum sale price

Decimal

21

$1800.00

Measure Unit 1

Smallest unit of measure purchased and sold

String

4

Each

Measure Qty 1

This field must equal 1

String

1

1

Measure Description 1

Additional description which will be added to stock description on jobs/invoices etc.

String

-

Single unit

Barcode 1

Use this field if you wish to use barcodes, ie. scan stock at point of sale

Decimal

24

9132323500017

Measure Unit 2

Smallest unit of measure purchased and sold

String

4

Pack

Measure Qty 2

This field must equal 1

String

1

3

Measure Description 2

Additional description which will be added to stock description on jobs/invoices etc

String

-

100Metre Roll

Barcode 2

Use this field to add a different barcode for a different type of packaging, ie. a pack of 2.

String

24

9132323500018

Measure Unit 3

Smallest unit of measure purchased and sold

String

4

Carton

Measure Qty 3

This field must equal 1

String

1

12

Measure Description 3

Additional description which will be added to stock description on jobs/invoices etc

String

-

100Metre Roll

Barcode 3

Use this field to add a different barcode for a different type of packaging, ie. box of 12

String

24

9132323500019

Buy Unit

This must appear exactly as one of the measure unit fields (see above)

String

4

Box

Sell Unit

This must appear exactly as one of the measure unit fields (see above)

String

4

Box

Qty Decimal Places

Number of decimal places allowed in Qty

Integer from 1-4

1

2

Tax Code on Purch

Tax code of stock on purchase

String

1

G

Tax Code on Sell

Tax code of stock on sell

String

1

G

This Stock I Buy This Stock

I buy this stock?

Boolean

T/F

T

This Stock I Sell This Stock

I sell this stock?

Boolean

T/F

T

Serial #

How to use serial numbers (on purchase/on sell/not required)

String

50

On Purchase

Warranty

Warranty (in months)

Decimal

-

24

Warranty Description

Enter warranty details

String

-

2 years warranty

Price Level 1

Price level 1

String

15

Retail

Price Calc Method 1

Price calculation method 1

String

20

Avg PO COGS + Markup

Percent 1 (%)

Percent 1 (%)

Decimal

-

10

Price Level 2

Price level 2

String

15

Government

Price Calc Method 2

Price calculation method 2

String

20

List - Percent

Percent 2 (%)

Percent 1 (%) – only if above two fields are populated

Decimal

-

10

List Price (ex GST)

List price excluding GST

Decimal

-

1900.00

List Price (inc GST)

List price including GST

Decimal

-

2090.00

Minimum Sale Price (ex GST)

Sale price tax free 1

Decimal

-

2000.00

Minimum Sale Price (incl GST)

Sale price tax paid 1

Decimal

-

2200.00

Price Calculation Min Sale

If above fields are not populated, enter the minimum sale price calculation method

String

-

List – Percent

Min Sale Pcnt

Based on minimum sale price calculation method chosen

String

-

40

Price Template

Price template already configured in database

String

-

Contract Toner

Vendor (Card Code)

Must appear exactly as entered in card file

String

10

ELEC.IMPorT

Vendor Stock Code

Vendor stock code

String

24

WE2CorE

Vendor List Price (Ex GST)

Vendor list price ex gst

Decimal

-

500.00

Vendor List Price (inc GST)

Vendor list price inc gst

Decimal

-

550.00

Vendor Currency Code

Currency according to vendor list price

String


AUD

Vendor Exchange Rate

Expressed in $ and cents in AUD

String

-

$1.25

Vendor Discount %

Vendor discount %

Decimal

-

10.00

Vendor Extra Percent

Use of on-costs associated with purchasing overseas (percent)

Decimal

-

5.00

Vendor Extra Dollars

Use of on-costs associated with purchasing overseas (dollars)

String

-

5.00

Vendor Unit

Way products are sold by vendor. Must choose one of the 3 unit measures specified above

String

-

Box

Vendor Last Cost

Enter last cost if vendor list price has not been entered

String

-

$12.00

Vendor Last Updated

Date vendor list price or last cost was effective from

String

-

Date

Report Level 1

Report level 1

String

30

Global

Report Level 2

Report level 2

String

30

ADIC

Report Level 3

Report level 3

String

30

Hardware

Report Level 4

Report level 4

String

30

Stand Alone Drive

Report Level 5

Report level 5

String

30

LTO

Brand

Enter brand name of stock

String

-

Sony

Publish Price

Do you want this record to appear in price list, web, etc., or don't publish

String

-

Price List and Web

Weight

Weight of stock

Decimal

-

0

Height

Height of stock

Decimal

-

0

Length

Length of stock

Decimal

-

0

Width

Width of stock

Decimal

-

0

Hide on Invoice

Allows for hiding stock code on invoice

Boolean

T/F

T

Primary Bin Location

Discuss with Happen Business




Min Qty

Discuss with Happen Business




Min Qty High

Discuss with Happen Business




Loc reorder Qty

Discuss with Happen Business




Primary Bin Name

Discuss with Happen Business




Primary Bin Name 2

Discuss with Happen Business




Non Report Group

Discuss with Happen Business




Vendor Quantity in Stock

Discuss with Happen Business




 

warning1

You cannot import Kits. You cannot change a vendor code from one to another. It will actually add a new vendor in the Vendor tab.

 

Further information:

Preparing CardFiles Data

Importing CardFiles

Importing Contacts

Importing Data

Import Non Report Groups

Importing Opening Balance PO

Importing Stock