Warehouse items are items that you currently have on the shop floor. These can be for 

  • Received Purchase Orders.
  • Items purchased in bulk that you draw down from.

Populating Warehouse Items on the fly is best done from the Availability Chart with the Add Record To Stock icon. Shown below from with the availability chart items, you can apply the stock type, brand, and even finish filters to drill down into the items you require to add in as stock, then click  under modify column, so that the ID of the records are linked.

Add in your stock items via Warehouse Items:

To perform this, you will need to be under General/Inventory/Warehouse Items. As shown below, click on Add Record for the stock item window to open, select the stock type, brand, and or type in the product code, then click in another blank field for the filter options to apply. The listed availability chart items will show, then click this for all other details to populate. Add in the qty you have counted on hand, then assigned the bay location (where it will be stored). Note: If adding stock item as a material off-cut, you will need to change the Length/Width of the item, as the actual availability chart will be referencing the full sheet size . 

  • If you want to order items for stock put “Stock” in the Job Number from the Purchase Order screen.
  • We also cater for orders not delivered complete. (Back Order)
  • Stock Items can have a Bay Location, and this should be applied when adding the item in as stock on hand via the Warehouse items.
  • To search the Warehouse Items you can use the lower right search field or use the filters.
  • Sometimes the storeman is not present and people still need to remove stock. A manual system will allow people to remove stock so that the database can remain accurate for later data entry. The link provided below can be edited and used for such occasions.

Stock Control and CNC Correction Forms  can be downloaded and printed for manual purposes. You are free to edit and modify as required. 

Note: There isn’t an export .csv option available with Warehouse Items as this would be dangerous in deleting items in bulk, that have records attached to them.

Separating warehouse line items based on price

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.

Amending Stock Levels

  • Adding stock back into the warehouse so that records are correct can be done from the Availability Chart item as mentioned previously or editing the Warehouse Item.
  • If the warehouse item was removed completely, you can add record of the item again in either Warehouse items or via adding a stock record again through Availability chart items.
  • For leftover materials ordered in for the Job, these can be added in as a new record to Warehouse items or via adding a stock record using the Availability Chart items. Note: For board or benchtop material offcuts, best recommended to add a record in Warehouse items, apply the availability chart item, however you will be able to apply the correct length and width of the offcut item.
  • Removing Stock from the Warehouse for a Job is best done via the Job/Raw Materials and assigning the Stock Item to the Job.
  • If you make a change to your Warehouse Items the following box will appear, where you can enter the reason for the change in stock. This may be size, qty or other.

These changes can be reported on with the Stock Item Change Log that can be found here https://jobmanacademy.wpengine.com/lessons/reports-2