Jim2® Business Engine Help File

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Stock Reports

Jim2 Business Engine continually manages inventory records. The stock valuation reports, based on balance sheet information, can be seen for any date, however, stock on hand quantities cannot be backdated.

If a user would like to see a list of stock on hand for a given date, it is suggested that a backup is restored for that date and the stock on hand reports are then displayed from the restored database.

Please note, producing a stock on hand report in this manner will not necessarily balance with a backdated stock valuation report, as many accounting changes may have occurred between the time of the backup, and the day the stock valuation report is viewed.

Stock List Reports

Report

Explanation

Stock Activity List

Select dates based on the below criteria, and this will produce a list of all active stock in the list for the period.

Stock Activity List With Pricing

Using the same criteria as above will produce a list of all active stock for the period including pricing.

Stock Aging

Using filtering below will produce a list of stock based on the period selected, showing quantities and cost.

Stock Default Bins

Produces a report showing stock in bins for all locations. This is an Advanced Warehouse Management feature.

Stock List

Produces a list of all stock on hand, committed, available, ordered, and back ordered.

Stock List - 12 Month Sales

Produces a spreadsheet of all stock, showing on hand, on order, average COGS and quantity sold in each month.

Stock List - Export/Stock List - Export (Old)

Produces a spreadsheet of all stock.

Stock List Price Protection

Once filtered as below, produces a price protection report for the selected vendor, including stock on hand, unit cost and total cost.

Stock List - Unit Sales Over 12 months

Select a vendor and location (if applicable), then sort by either weeks supply or supplier.

This will produce a spreadsheet of stock sold monthly over a twelve month period.

Stock List Consignment Required

Select location and whether you wish to see PO numbers.

This will produce a report showing all consignment stock.

Stock List Kits

This will produce a report of all kit contents as at today's date.

Stock List Monthly Sales

Select a date range, and this will produce a spreadsheet of monthly sales by stock.

Stock List Shelf Talker No Price

This will produce A4 sheets (18-up) of shelf talkers, including barcodes.

Stock List Shelf Talker PL 1

Produces A4 sheets (18-up) of shelf talkers using price level 1.

Stock List with GL Groups

Produces a stock list including code, description, GL group and recommended retail price.

Stock Movement

After selecting a date range in the Advanced Stock List, you will need to select a report group level:

This will produce a comprehensive report on stock movement for the date range entered, including sale quantity and value, purchase quantity and value, RFC and RTV quantities and values, and transfers in and out.

Stock Movement Adjustments

After selecting a date range and a report group level (as above), this report will indicate all stock movement up and down for the date range.

Stock On Hand

After selecting appropriate filters, this will produce a full list of stock on hand, including costs.

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

Stock Prices

You must select a price level at a minimum to generate this report.

This will produce a stock price list of all items in the list. It will include your company logo and address details for issuing to your customers.

Stock Prices Compact

Select a price level and any other criteria, and this will produce a compact internal price guide as of today's date.

Stock Prices Internal

Select a price level and any other criteria, and this will produce a detailed internal price guide as of today's date.

Stock References

The Stock References report lists stock type, code, for job/project type, unit and quantity.

Stock Stats In List

Produces a comprehensive list of all stock on order, manufactured quantity, on hand, reserved, allocated, back ordered and available.

Stock Stats In List Value

Produces a list of stock code, description, on hand, reserved, cost, price and tax.

Stock Take (Portraid)(Old)/Stock Take (Old)

After selecting the appropriate criteria, this will produce a list of all stock, which locations and quantities.

Stock Reports

stock reports

Report	Explanation
Stock Activity	Produces a report listing all sales/purchase activity for the selected stock.
Stock Activity No Serial	Produces a report listing all sales/purchase activity for the selected stock, minus serial numbers.
Stock On Hand	Produces a detailed report of stock on hand by location, along with cost, price and total figures.
Stock Price Sticker	Produces a price sticker for placing on stock items.
Stock Record	Produces a printable copy of the complete stock record.
Stock References	The Stock References report lists stock type, code, unit and quantity.
Stock Stats	Produces a report detailing stock on hand, available, on order, allocated, reserved and stock value.
Stock Stats Value	Produces a report detailing stock cost, price and tax.

Further information:

Generate a Backdated Detailed Stock on Hand Report

Print Stock Reports