Interactive Learning Walkthrough

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The following links provide interactive instructions on basic how to functions in Jim2

 

hmtoggle_arrow1Cardfile management

How to create a pinned cardfile list with filters

How to search cardfiles

Add a cardfile using the quick add icon

How to add, view, and edit a cardfile

How to add contacts to a cardfile

 

hmtoggle_arrow1Cardfile import

The basic cardfile import template for customers

The basic cardfile import template for vendors

The basic cardfile import template for ship cards  

 

hmtoggle_arrow1Stock management

How to search for a stock code

How to create a live stock list, add filters, and publish

How to add, view, and edit a stock code

 

hmtoggle_arrow1Job management

Create a job list, add filters, and publish

How to add a job with stock

How to invoice a job

 

hmtoggle_arrow1Purchase order management

Autocreate a purchase order from a job

How to add a purchase order

Receive stock and finish a purchase order

 

hmtoggle_arrow1Vendor stock feeds

Manual import

 

See here for more indepth information on all Jim2 functions.

See here for more indepth information on all Jim2 functions.