AVAILABILITY CHART

Note: Before editing the Availability Chart CSV make sure you make a backup of this file for safe keeping as corrupting this file is easy to do in the learning process. The Availability Chart template can be found here; availability_chart_blank

• Tables that use Availability Charts copy the details only and create their own record/ID like warehouse items. Availability Charts, are not linked with other tables. This way you are free to edit and delete records in Availability Charts. Please be sure to make a copy before editing.
• The Availability Chart is a definable list of your supplier’s goods that you purchase.

Double clicking on an item in your availability chart will prompt the pop up box shown above, and allow you to edit that individual item.
You can add/modify multiple records at once by exporting the current list, then importing the updated spreadsheet (or a new one totally).

The import spreadsheet must contain the following columns;

Product Code
Stock Type (Required)
Brand (Required)
Finish
Preferred Supplier (Required)
Barcode
Colour
Length
Width
Thickness
Minimum Stock Level
Reorder Quantity
Unit Price
Sell Unit Price
Rate Type (Required)
Details
Range
Notes

*Repeat for as many additional suppliers as required.

Stock type: What stock type is the item related to. It is best to set up your stock types in Admin/Inventory/Stock Types first. This is a required field for filtering. (See Stock Types for more information)

Brand: The brand of the item. This needs to be set up in Specifications/Brands. This field is also required for filtering. (See Brands for more information)

Finish: The finish of the item eg, gloss, matt etc. This can be used as a filter but it is not required. (See Finishes for more information)

Preferred Supplier: The supplier you usually purchase the item from. This will need to be setup in contacts and in stock suppliers and is a required field. (See Stock Suppliers for more information)

Product Code: The product code of the item.

Barcode: Not required for availability charts.

Colour: The item colour.

Details: A description of the item.

Range: The item range.

Notes: A place to add any notes about the item.

Minimum Stock level and Reorder Quantity: Leave this at 0 unless you want to carry stock of this item. If this is populated, Jobman will add items for purchase ordering.

Unit Price: The price that you buy the item for.

Sell Price: The price that you sell the item for.

Rate Type: This is the unit of measurement that the item is priced at. This is a required field and rate types may need to be set up in Admin/Inventory. (See Rate Types for more information)

These headings must not be changed. Changing these headings can result in corrupting data in Jobman.

TIPS:

Once exported to .csv to update items it is best to filter the items and replace the items with your updated list. You can then save it and import the .CSV into Jobman.

Only tick the delete any entries not in this file box (as shown below), if you are re importing the whole availability chart. When editing the data do not use any units of measurement eg mm or $, as it will not import correctly. Make sure you keep a backup file of your availability chart before editing.

A confirmation box will show (as seen below) to check the changes you are going to make. This allows you to CANCEL if you do not want to finalise the upload. 

If an entry in the file does not exactly match the information within your Jobman site, an error such as the above where an ID is not found, will appear. Another example is that you may have a Stock Supplier in your file that either doesnt exist OR is name differently within your Jobman. You will need to retify this before proceeding with the import. 

Adding Availability Chart Items to Warehouse Items (Stock)

You can add records from your Availability Chart Items to your Warehouse Items (Stock in your warehouse). Navigate to the Mod Column in the Availability Chart screen and press the ‘Add Record to Stock’ button. 

 An ‘Assign stock to store’ window will open up for you to add the selected records to stock .

Note: The Quantity field must be filled in before you can assign or allocate the Availability Chart Items to stock. Once a quantity of the items has been entered you can press the  button to a allocate those items to stock.