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Jim2® Business Engine Help File

Not only can you add card files using the method detailed in Add a CardFile, you can also use a faster method via the Quick Add CardFile icon. Quick Add is intended to be used in a retail environment when the customer is standing in front of you and you need to set them up in Jim2 as quickly as possible. It needs the absolute minimum information required in order to add a card file so you can invoice the customer.

 

quickadd cardfile

1.Go to CardFiles > Quick Add CardFile. The following form will appear.

autogen cardcode
Info

Note that you can only enter vendor, customer, or shipping card files using Quick Add CardFile. Upon opening the form,  Customer is preselected but you can choose any combination that you like. The Company/Individual radio buttons determine the format of the auto-generated card code. For example, if the Company is Guy Rich, the card code would be GUY.RICH; if it's an Individual, the card code would be RICH.GUY. You can enter your own card code if desired.

2.Choose whether the new card file is a Company or Individual.

3.Choose whether the new card file is a customer, vendor (to be invoiced) or ship (ship means is not invoiced).

4.Tab to the Name field, and enter the card file name. In the example below the name is Guy Rich.

cardfile entry

3.Tab to the Address field and enter the address, suburb, state and postcode information.

4.Tab to the Contact Name field and enter a contact name.

5.Tab to any other fields and enter the appropriate information.

6.Click Save.

 

Info

Since Quick Add CardFile records only the bare minimum needed to set up a card file, as soon as practicable you should edit that card file, and add any additional information, such as other contacts, phone numbers, email addresses, etc.

 

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

Add Vendor 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

CardFiles at a Glance

 

Create a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles

Prepayments/Refunds

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