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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Handle Part Delivery of Jobs

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There are times when only part of a customer order is being delivered. At other times, the customer might require a single line to appear on their invoice, ie. Parts delivered and the amount.

 

The best way to handle this is via Stock Kitting.

 

Create the stock, and select Dynamic Kit.

 

dynamic kit

 

Go to the Details tab, and select Summary Kit. This allows addition any stock required.

 

summary kit

 

On the ribbon, go to Items > Add Item, and create a new Item for each of the customers this process is required for. Use their cardfile as the Item Code. Add a description and ensure the job type is Sales. Tick Display Invoice description and Invoice description required. Go to the Stock tab on the bottom and add the new kit stock code, then select Save.

 

cust item

 

Add a job for the customer. Enter the Item#. A warning will appear informing that the Item contains stock – select Yes, and the kit will drop into the stock grid.

 

part del job

 

At this point, add the stock required for the job. Position the cursor in the area shown below and drag up into the kit (individually).

 

drag into kit

 

Print the Delivery note. Tick Hide within the kit to only show one line on the invoice.

 

hide on kit

 

Invoice the job and select Yes to create a back order job for anything that was not supplied. The back order job created will contain all stock not supplied, plus the kit header.

 

How to

Add a Job

Add Comments to a Job

Add Document to 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 purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Job/Order Prepayments/Refunds

Mark a Job as Ready

 

 

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job