stock
The Stock List is a very powerful search function within Jim2. Lists are also one of the easiest features to master, and the most practical way of searching for information in Jim2. Users can define their own responsibilities by creating lists that apply to their function.
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The Stock List can collate information from your jobs, purchase orders, stock movements in real time for cross reference, and use archived data if required. Jim2 provides for searches on active and inactive stock by ticking the Active field (top right of form). You can then monitor current and historic trends in relation to customers, users, stock and status. |
The Stock List includes the ability to flag stock as active or inactive, provided your Security allows it. Simply generate a stock list based on any selection criteria, right click in the grid, and select Flag Stock as Active or Flag Stock as Inactive from the pop-up menu.
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This will mark all the stock in the grid as active or inactive, so do be careful! |
Any stock which is not marked as active will show in this list without a tick in the box under the Active column.
Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid you wish to sort, then drag it to the Group By area to group.
How to use this list, and the purpose of each of the fields is explained in detail in How Do I Create a List of Stock.
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When viewing stock from a list, click the arrow in the quick access toolbar to move to the next/previous job in that list:
Shortcut keys:
Ctrl+. moves to the next object in the list Ctrl+, Moves to the previous object in the list |
When you are in a stock list, right click on a stock line and you will see that you can apply price templates to selected or all stock codes.
Right-Click Options in the Stock List
Right Click Option |
Function |
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View |
View the highlighted stock. |
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Edit |
Edit the highlighted stock. |
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Delete Current Stock |
Delete the highlighted stock. |
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Delete All Stock In List |
Delete all the stock in the list. |
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Flag All Stock as Active |
Change all stock in the list to Active. |
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Flag All Stock as InActive |
Change all stock in the list to Inactive. |
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Apply Price Template to Current |
Allows you to change the price template used for the highlighted stock. |
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Apply Price Template to All |
Allows you to change the price template used for all the stock in the list. |
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Add Stock to Price Group |
Applies price group to all stock in the list. |
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Add Stock to Non Report Group |
Adds all stock in the list to the non report group you choose. |
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Export Procurement Data |
Exports procurement data for the list to a spreadsheet. |
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Export Vendor Pricing Data |
Exports vendor pricing for the list to a spreadsheet. |
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Export Pricing Data |
Exports pricing information for the list to a spreadsheet. |
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Export Data |
Exports data from the grid to a spreadsheet file. |
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Export Grid |
Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows. |
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Print the list. |
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Print Preview |
Preview the list to be printed. |
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Copy Cell |
Copy the cell you have clicked on. |
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Copy Row |
Copy the entire row you have clicked on. |
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Copy All |
Copy all, which can then be pasted into a spreadsheet |
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Show Find panel |
Opens the Find panel: 
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Grid Columns... |
Allows you to select more columns to add to the grid. |
Right Click Options in the Nav Tree
After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Stock tab, except for the last tab, which will Reset to Default all tabs.
Further information: