Export Data

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There are a number of ways to export data from Jim2 objects. As an example, the following explains how to export stock data.

1.To export stock data, create a stock list. On the ribbon, go to the Report menu and select Stock List – Export. This will export to a spreadsheet.

stocklistexport1

2.Export data from the stock grid. To begin, run a list of the stock, right click an export the data from Jim2, using one of the choices below:

exportstockdata

Export Procurement Data produces a spreadsheet with the relevant procurement columns, such as change bin numbers, change Min Qty, etc.

Export Vendor Pricing Data produces a spreadsheet with the relevant vendor columns, such as currency, vendor list price, etc.

Export Pricing Data produces a spreadsheet with all relevant pricing information, such as price calculation method, price level, etc.

 

Exporting data is also possible from most Jim2 objects, and functions similarly to the above.

 

Further information

Accounts

Assets

Banking

CardFiles

Copy Move Merge

Dashboard

Documents

Documents Tab in Footers

Donations of Stock

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

Jobs

Labour

Management

Manufacturing

Notes

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Reassign Account Managers

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock

Use Gift Card for Purchases

Watchouts