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Jim2® Business Engine Help File

The Cost tab is located at the foot of the job screen.

 

Info

The cost is only estimated until the job is invoiced, unless a PO is linked to a job and the PO is finished.

 

job cost tab

 

Selecting the Cost tab adds three extra fields to thejob tab's expanded parts grid view. These extra fields relate to the cost price of goods and/or services. In the footer area the Tax $ and Total $ amounts are replaced with fields which show the total cost price and profit related to the job.

 

job cost field extras

 

The Cost tab's additional parts grid fields are explained below.

 

Parts Grid

Description

Markup %/Margin %

The difference between the cost price (purchase price) of a specific stock or service and its selling price, displayed as a percentage. Choice as set up in Tools >Options > Jobs.

 

markup

Cost

The cost price of one unit measure of a specific stock or service, excluding tax.

Cost Total

The total cost price of one or multiple units of a specific stock or service, excluding tax.

Comm Floor

Used when calculating commission based on profit. If a commission floor cost is entered, profit calculations will use this value rather than the actual cost. For example, cost $1,000, actual cost $945, profit based on $1,000 floor cost.

Comm %

Percent of commission to be paid, depending on commission method: price inc, price ex, or profit.

Comm Amt

A flat dollar amount paid per stock sold. For example, $100 for every XYZ sold.

Note: All three commission components can be combined. For example 10% commission of profit based on floor cost plus an extra $10.

 

The fields displayed in the footer of the Cost tab, which are different to those in the Job tab, are explained here.

 

Footer

Description

Cost Total $

The total cost price paid for all of the goods and/or services used, excluding tax.

Profit $ (--.--%)

The profit made on the goods and/or services supplied to your customer, displayed as a dollar value as well as a percentage.

 

Info

In Jim2, cost prices are always displayed to four decimal places.

 

Purchase Details

Purchase details are in the stock grid under the Cost tab, and are either manually added to a quote, automatically added, or updated via a promotion.

 

purchase details

 

The two values that make up purchase details are:

 

Field

Description

Vendor

The vendor the cost price was sourced from, and who a purchase will be created for when using Auto Create PO .

Manual Cost

The cost price that is used in job profit calculations, and will be used when using Auto Create PO.

 

The purchase details are used when creating a purchase order using the Auto Create PO function, and allow for pre-setting both the preferred vendor and cost (buy price). The Cost value is also used for calculating the quote profit figures. When a job is invoiced, the actual cost values are used.

 

The purchase details show the source of the details (promotion, manually entered, etc.) and the source reference. The cost price is colour coded to indicate the source, and hovering your cursor over the coloured cell will display the details.

 

Purchase Source

Colour

Description

Manually Entered

Yellow

Cost price has been manually entered.

Promotion

Orange

Cost price based on a promotion.

 

Purchase details can flow through the entire sale process as follows:

Added to a quote when quoting the customer and sourcing buy details from your vendor.

Added to a job once the quote is accepted by the customer using Create Job (in the footer).

Added to the purchase order from the job via Auto Create PO (right click in the grid).

 

Commission Details

Commission details are in the stock grid under the Cost tab, and are either manually added to a job/quote or automatically added or updated via a promotion.

 

commission details

 

The values that make up Commission Details are:

 

Field

Description

Comm Floor

If entered, this is the cost that commission calculations will be based on.

Comm %

The percent of commission to paid based on the commission calculation method used.

Comm Amt

This is an additional amount or a flat $ figure that will be paid as commission.

 

The commission details, if entered, allow for pre-setting the commission values to use in a Commission Session, and are entirely optional.

 

The commission details show the source of the details (promotion, manually entered, etc.) and the source reference. The commission details are colour coded to indicate the source, and hovering your cursor over the cell will display the details.

 

Purchase Source

Colour

Description

Manually Entered

Yellow

Commission details have been manually entered .

Promotion

Orange

Commission details are based on a promotion.

Stock

Grey


Commission Session

White


 

Commission Details can flow through the entire sale process as follows:

Added to a quote when quoting the customer.

Added to a job once the quote is accepted by the customer using Create Job (bottom left of screen).

Used in Commission Sessions when the job is invoiced.

 

Within the stock grid, you can search all columns and rows by selecting Ctrl+S. This will bring up the Locate value screen, where you can select which field to search, enter the text to search for in the Value field.

 

locate value screen

 

Further information:

Documents Tab

Invoice Details Tab

Job Footer

Job Tab

Labour Tab

Linked Jobs/Quotes Tab

Promotional Pricing Tab

Stats Tab

Tasks Tab