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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

Add Vendor Details

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The Vendor tab will be inactive, and you will not be able to add your Vendor details until you have ticked the Vendor box in the CardFile header (at top right).


vendor tickbox


add vendor details

1.Select the Vendor tab at the bottom of the card file form, then click Edit.

2.Add relevant information into the fields on the form. The purpose of each field is detailed in the table below.




This field is used to add vendor terms, eg. COD, Net 7 Days, etc. The drop-down options are your CardFile Payment Terms, as predefined in Tools > Setups > CardFiles > Payment Terms.

Account No

In this field, enter the account number (payment reference or creditor reference) that you have with this vendor (maximum of 15 characters), if applicable.

Credit Limit

If you have a credit limit with the vendor, enter it in this field. The credit limit shows in the creditor list, and the creditor record will show as red in the list if the amount that you owe them exceeds this amount.

Required Days


In the Required Days and Hours fields, record the number of days and/or hours that you would normally expect to receive an order after it's placed. Jim2 will automatically calculate the date due on any purchase orders to that vendor.


The Tax box should be ticked if the country is Australia, as you should be paying GST to the supplier on the majority of purchases. This can be altered on each purchase/expense order if required, as this is only a default setting.

Allow PO Part Ship

Tick to allow this vendor to ship only part of your order. If not ticked, part shipments will not be allowed.

Enable Electronic Send

Click to permit the electronic sending of purchase orders to this vendor. This is an optional (licensed) feature, that may not used in your version of Jim2. Select the Setup button beside this tick box to add parameters.

Button - Setup

If Enable Electronic Send is ticked, you should use this button to set up the electronic po parameters for this vendor.


Dynamic paramaters


This feature is to enable users to send POs electronically to vendors. To use this feature, you will need the eBusiness Connect feature, and a vendor that can handle receiving electronic POs.

Group PO By Project Method

Choose one of these options: <Default>, Consolidated, Single, or Master. This selection is only relevant for sites using Managed Print Services.

Default Currency

This will always be AUD, unless you have purchased the Multicurrency feature option as part of your Jim2 subscription.

3.You can click Save or Save & Close to save these details, or enter more details on any other applicable tabs, in order to complete this card file.


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types

CardFile Footer


CardFile Form Tabs

CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance

Create a CardFile List


Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile