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Jim2® Business Engine Help File

Job Header


Jobs are an integral part of any business workflow. A job records each event used to sell products or services to your customers.


A job is designed to be invoiced to a customer, representing a sale of goods and/or services. A job can also be used to manufacture products to be included as stock on hand.


When working with jobs, the card file, stock, Item and user information combines to define the method (or rules) of producing a product or service that is sold to your customers.


For example, in a customer's card file you are able to specify the number of hours/days required to complete a job, or their payment terms. When adding a job for this customer, the due date of the job will automatically be determined by the card file details.


Similarly, if that customer attracts specific price levels or discounts set in stock records, Jim2 will apply that calculation to the stock if it is used in a job for that specific customer. This ensures the accurate and consistent application of customer pricing without the risk of user error.



Note that the price level on the customer record must match a price level on the stock record. Whilst a stock record may have more than one price level, it will pick the one that matches the card file price level.


Analysing the job reports uses a selection of information fields from jobs to calculate the performance, productivity and profitability of your business inputs (time and materials). As with all Jim2 objects, the job is tailored to your workflow by a series of predefined statuses and defaults.


Job preferences can be configured in the Options and Setups menus. Security can also be set to restrict/allow users.



It is strongly recommended that you create and define your Items, stock (including labour) and card files prior to entering and using jobs.



The Payment icon in the ribbon is specifically designed for taking prepayments against jobs only. Payments against invoices should be entered via the Debtor records.


payment icon


By default, when viewing a job the totals will be displayed in the currency that is set on the job. You can view its equivalent amount in home currency by selecting the Total By hyperlink next to the job’s total, if you are licensed for Multicurrency.


Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto-create POs from Jobs

Create a Job from a Similar or Previous Job

Create Back order

Credit an Overcharged Customer



Handle Part Delivery of Jobs


Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Retail Jobs


Return from Customer

Scan Stock into Jobs

Sales Register

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Taking Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job