Add a CardFile |
Back Top Previous Next |
Many objects in Jim2 require a cardfile to be entered. Add CardFile allows users to create cardfiles of all types, including customer, vendor and ship type.
1.On the ribbon, go to CardFiles > Add CardFile. The Adding CardFile form is displayed showing the cardfile header. 2.Enter a card code. The code can be up to 10 characters long, and any spaces entered will show as a full stop (.). This code can be changed at any time. 3.Press Enter to move to the Contact field. Enter a contact name for this cardfile.
4.Press Enter to move to the Name field. Enter a name for the cardfile. This is the name that will appear on the customer's invoice, or on the purchase order to the supplier. 5.Press Enter to move to the Address field. This field is the mailing address information (ie. PO box). Enter the address information. 6.Press Enter to add additional lines within the Address field. 7.Tab to the Suburb field. Enter the suburb, then press Enter. Jim2 will populate the State and Postcode fields (the Country field defaults to the default country, but can be changed by using the drop down options or just typing within the field.) The drop down options for the State and Country fields become populated over time, as cardfiles are added with new state and/or country details.
8.If the address information for mailing is the same as the delivery address, click the double arrows between the Address and Delivery Address fields to copy it across. 9.Choose what type of cardfile it is (Customer, Vendor, User, Prospect, etc. or any combination) by ticking the applicable boxes.
•Tick Customer if the company sells to this entity. •Tick Vendor if the company buys from this entity. •Tick User if this entity is a Jim2 user within the company. •Tick Prospect if this is for a prospect you are quoting, and has not yet become a customer.. •Tick Ship if this cardfile is for ship (delivery) addresses only. This is not necessarily a customer or vendor, but is usually linked to one. After ticking Ship, an extra field will appear allowing to link to an existing parent card (linking is optional). A cardfile can be both a Customer and a Ship. This would be where most goods and services are billed to the parent card, but sometimes the ship will require to be invoiced instead. In this case, tick Customer as well to allow for entry of terms and price levels, etc. Similarly Vendor and Ship. In the case of a buying group, most purchases will be made through the buying group, but sometimes they may purchase directly from the supplier.
10.If branches, sub-branches or GL Departments are enabled, the Branch field will show. Choose from the drop down options. Depending on what type of cardfile is created, go to the applicable tab in the form's footer in order to complete this cardfile. See below for adding information in the cardfile footer tabs.
There may be situations where one or more staff (users) may purchase from the company, and/or the company may purchase from them. If so, as well as selecting User as their CardFile Type, select Customer and/or Vendor.
|