Warehouse items are items that you currently have on the shop floor. These can be for
Populating Warehouse Items on the fly is best done from the Availability Chart with the Add Record To Stock so that the ID of the records are linked.
Stock Control and CNC Correction Forms can be downloaded and printed for manual purposes. You are free to edit and modify as required.
By default, replenishing stock levels will update the existing stock levels. This behaviour can be overridden to allow for newer stock with a different price to create a separate line item.
A level 5 admin user can activate this functionality by changing the value from N to Y.
Items that have been purchase ordered for a job will appear in your warehouse items assigned to that job. Assign stock items in your warehouse to a job is done through the Raw Materials tab in each Job. When an item is assigned to a job, you will see a picklist button appear when you double click on the item. (See below)
When you click on the picklist button, it will bring up a list of all the items that are assigned to that job. You can then tick off the items that you have removed and it will remove that item from the warehouse. (See below)
The picklist is available to access on a tablet device, you will require to use the following tablet web browser link: https://companyname.jobman.com.au/touchscreen/touchscreen. Search and enter the required Job#, then under General Controls area, scroll down to Picklist, click on this and the picklist window will open for the associated job.
In the picklist window, the items that are assigned as Stock or have been updated to “Delivered/Fully Received ” on the supplier purchase order, will show ready to be ticked removed on the picklist. Tick the check box for the items required to be removed from Warehouse items to be used on the job, then click save to update these records.
Note: You can also choose to print out this list to give to the workshop so they can manually tick off the items as they use them. You can then update the warehouse at a later time.
These changes can be reported on with the Stock Item Change Log that can be found here https://jobmanacademy.wpengine.com/lessons/reports-2