Import Jobs

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importjobs

 

First, via the Jim2 Configuration Manager, right click on the server and select Configure.

 

Info

For Jim2 Cloud clients, please contact support@happen.biz to ensure this is set up.

 

If not already set up, click on B2Bin, then click Enable.

 

enableb2bin

 

Upon Save, Jes will need to be restarted.

 

Jobs can be imported to Jim2 from spreadsheets via the Jobs > Import Jobs icon in the ribbon. Locate the file and select to bring up the screen below. Jim2 can import both .csv and Excel files.

 

Jobimporter

 

If row 1 is headings, tick First Row is heading.

 

If there are other rows above the headings, you can skip them by adding the number of rows to Skip Row field.

 

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Note: If there is no Item field in the source file, the Default Value must have something selected, otherwise the import will fail.

 

importjob1

 

Also, in the Stock section, there are two fields which require explanation:

 

jobimp

 

The Stock Unit Price will be for either Tax Ex or Tax Inc, depending on the Stock Price Tax Inc Default Value shows. Ticked means the stock unit price will be including tax, so you need to ensure you map the Tax Inc column in the Source column. Unticked means the stock unit price will be excluding tax, so you need to ensure you map the Tax Ex column in the Source column. A solid or clear box means it will be based on what is set up in Job Options.

 

Select the correct columns in the Source Column fields.

 

Jobimporter1

 

You will need to map the Source Columns to the Destination Field Name first, then you can click Generate Preview to view the Default Values. You can then save the Mapping fields, to use next time.

 

The Source column fields will show the headings in the spreadsheet to allow matching to the Destination Fields. The Default Value field allows you to choose from something already in Jim2, if required.

 

jobimporter2

 

For clarification, the Stock Unit Price column is the one that brings the pricing onto jobs, and the Stock Price Tax Inc column value should be True or False to indicate if unit price is tax free or tax paid.

 

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Note: There are more fields in the grid than can be seen here. Scroll down using your mouse wheel to reveal the other fields.

 

To add multiple stock lines to a job using the import process, you will need to duplicate each line but change the stock code, description, pricing and anything else necessary first. To add multiple jobs for the same customer, again you can duplicate each line, but this time change any other field, ie. Cust Ref or Our Ref, for instance.

 

Once the above is done, click Generate Preview. If there are any errors, the preview screen will show the error areas in red.

 

importjob2

 

Click Import at bottom right.

 

Information can then be found via eBusiness Transactions. Here, you will see that the job has been processed, including the job number, or any errors will appear here for you to address.

 

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Note: If the import fails, you will need to fix the file and rename it before importing again, as the eBusiness Transactions queue does not allow duplicates.

 

jobimporter3

 

 

How to

Add a Job

Add Comments to a Job

Add Discount 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

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

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