Add Multiple Jobs

Back Top Previous Next

There are instances where multiple jobs need to be added. For example, when Jim2 is first installed, or if a large work order is received.

 

To speed up job entry and accuracy, Jim2 includes two specific features for adding multiple jobs:

 

Create Similar

When adding multiple jobs that are very similar, use this option rather than recreating each individual job.

 

jobcreatesimilarbutton

 

jobcreatesimilar

Continuously Adding

To add a large volume of jobs at once that are not very similar, by enabling Continuously adding in Job, after each save and close on a job, a fresh job form will appear automatically, ready to edit.

 

continuouslyaddjob

 

On the ribbon, go to Tools > Options > General

 

Tick Jobs in the Continuously Adding box and select OK. The new default will be saved, and will return to the previous active screen used. Now, when a job has been entered and Save or Save & Close has been selected, a new Add Job screen will appear.

 

When finished, untick the above setting in Options to revert to adding jobs individually.

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

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

Unallocate stock from a job

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