Jim2® Business Engine Help File

Date

The date the stock line was added to the job.

Initials

Initials of the user that added the stock to the job.

Status

Status allows you to record a unique status for each stock line. The type of status available will change depending on the type of stock, and uses statuses already set up in Jim2. In this example labour stock has different statuses to depleting stock.

Note: You will be asked if you wish to update the status of the job itself – you can update, or leave it as is.

PO#

The purchase order number related to this line of stock. This will show when you have auto-created a PO from the job.

Note: You cannot add a purchase order number to a job – it will automatically populate on auto create.

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

PO Due

This displays the due date of the linked purchase order at line level or purchase order header due date, if not set at line level.

Location

The location of the stock you are selling – this will default to the location set in the user card file. You can change the location using the drop-down list.

Stock Code

The user adding stock must select a stock code to identify the product or service being tracked by this job. Selections can be made from the stock records via the ellipsis [...] at the end of this field, which will bring up the Stock Select screen. If the stock code is coloured red, this means that the stock is either special stock or a customer-specific order.

Description

The description of the stock code from the stock records is automatically placed in this field. You can add or change information in this field. If you have set up multiple measures for this stock, it will use the description appropriate for that measure.

If the stock you are selling requires a serial number either on purchase or sale, the Description field in the stock grid will include an ellipsis [...]. If the stock requires a serial number on sale, you will be able to add the stock to the job, but you will be unable to invoice the job until you have added or selected a serial number. To complete the details, select the ellipsis [...] and record the appropriate serial numbers. If you try to finish a job with missing serial numbers you will receive an option to back order. If you say no, your invoice will only be for the stock that has serial numbers against them, and the others will not be back ordered.

Unit

The unit measure for that stock code is entered here. You are able to change the unit measure type by selecting the down arrow beside the Unit field.

Order

Number of units ordered by the customer.

Supply

Number of units actually supplied to the customer.

B. Ord

Displays the quantity on back order.

Qty Pick

Displays quantity picked – only with Advanced Warehouse Management.

Price Ex.

Actual selling price excluding tax.

Price Inc.

Actual selling price including tax.

Disc %

Allows you to enter a discount percentage.

Tax

Tax code applicable to that stock.

Hide

Ticking this box will hide that particular stock code information.

Total

Line total (Supply Qty x price including GST).

Sell Source

Colour

Description

Price Level

White

Sell price is as per price level set on the Job header.

Different Price Level

Pink

Sell price is based on a price level different to the price level set on Job header.

Customer Specific

Green

Sell price is as per the customer-specific price on the related stock.

Manually Entered

Yellow

Sell price has been manually entered.

Promotion

Orange

Sell price based on a promotion.

Project

Purple

Sell price is based on the price level of the related project (only if you are licensed for Managed Services or Managed Print Services editions.

Min Sale

Red

Sell price is set to the stock’s min sell price level.

Add New

Adds a new stock line.

Delete

Deletes the line including the stock that has been added to the job.

View Purchase#

Is a hyperlink and will take you to the purchase order that was used to order the specific stock for this job.

View Stock

Is a hyperlink and will take you to that stock form. Available in Edit and View mode.

Stock Availability

This setting gives you the ability to override committed stock (ie. stock allocated to other jobs).

Auto Create Purchase Orders

This setting allows you to automatically create a purchase order. Note that linked stock is excluded from this list.

Reserve Stock

Reserving stock means that stock is exclusively held for that job and can't be sold, picked or reserved on other jobs.

Recalculate:

Recalculate current Stock price

Recalculate the line of stock. For instance, you have changed the original amount, or expenses may have been applied.

Note: If you have manually entered a price, select Recalculate and it will be replaced by the original price from the stock record. We recommend that you change the quantity first, then enter prices.

Recalculate current Stock price to

This will recalculate the pricing for the stock line you have selected to another price level you have set up.

Recalculate all Stock prices

Allows you to automatically recalculate stock prices to match a certain figure. For example, you have several lines of stock on a job with the total price being $2019.25. Recalculating all stock prices to match job total allows you to enter a price of, say, $1999. Jim2 will automatically adjust all prices based on their selling price so that the job total equals $1999.

Recalculate all Stock Prices to match Job total

This will recalculate all stock prices in the grid – useful if you have applied an expense to a line of stock on a particular job.

Show Serial#

In the Description field you can choose to show the serial number of the stock item.

Show Attributes

Displays stock attributes within the stock line, if applicable.

Grid Columns...

This sets up the grid columns that will be displayed in the stock grid. In expanded view, all grid columns are displayed by default.

In collapsed view, the following columns are not shown:

▪Date

▪Initials

▪PO#

▪Location

▪Qty Pick

▪Disc %.

You can add or remove grid columns by ticking the box, then clicking Apply. Once you click OK you will be asked if you wish to update all users to the new layout as well.