Jim2® Business Engine Help File

Sub Total

Stock total minus the tax component.

Tax

Tax component of the quote.

Total

Total of the quote including the tax component.

Create Job

Once a quote has been accepted by a customer, automatically create a job from the quote information. The information from the quote will be added to the job, including customer, date (the job is being entered), Item, quote number and stock. See below for more information.

Create Similar

When adding multiple quotes that are very similar, use this option rather than recreating each individual quote. This feature allows creation of quotes with duplicate information on certain fields from similar quotes

Edit

Puts the Quote form into Edit mode. If already in Edit mode, the buttons shown will be Save, Save & Close, and Cancel.

Close

Closes the Quote form.

Quote

This tab will bring up the Comment grid and the stock grid – where users record their relevant comments to the quote record, and record stock to be quoted to the customer. When opening any quote, this is the active tab.

Cost

This tab shows the expected costs of the stock being quoted on. Stock cost and vendor information will be added to this quote automatically. See detailed topic on Cost tab.

Text

Jim2 allows to pre-define specific text, such as company terms and conditions, to appear on every quote. This can be performed through Tools > Options > Quote, accessed via the Jim2 menu. If default header and footer text have been set up in the Quote Options, that will be displayed here.

This will allow consistent quoting procedures in the business. From this information, relevant quote reports can be provided to customers. Quotes add vital statistical data to the Jim2 database to help manage the sales pipeline, forecasting and productivity.

Users can also add personalised messages to a quote in the Text tab.

Linked Jobs

This tab shows any job number created from this quote.

Invoice Details

This tab allows entry of delivery details to be copied across to a job.

This tab displays any documents attached to this job, eg. a signed delivery note.

This tab will display all watchouts related to this quote, and allows addition of new watchouts.

This tab will display all notes related to the quote, including the contact that the note is related to. New notes can be added here.

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this quote, as well as allowing adding new tasks.

Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:

If this quote is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

Not all fields are showing in these images

The number on the right side of the icon denotes the number of active promotions applicable to this quote.

Field	Explanation
Promotion#	The promotion code number.
Description	The description as it appears on the promotion.
Notes	Displays the notes entered on the promotion.
Type	The Jim2 object type, ie. specific pricing.
Recipient	Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).
Our Ref	Our reference as appears on the promotion, if used.
Promo Break	Shows whether Promo Break is used or not.
Curr.	Shows the home currency.
Active	Ticked means that the promotion is currently active, unticked means the promotion has finished.
Date Start	Start date of the promotion.
Date End	End date of the promotion.
Vendor	Vendor supplying the stock.
The fields below show only when Display Promotion with all Stock is selected.
Branch	Branch (if branches are enabled).
Stock Code	Stock code related to the promotional pricing.
Qty +	The promotion quantity plus.
Price Ex.	Ex GST price for that stock code.

Order Weight and Qty Count will display in the footer area.