Import Jobs |
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First, via the Jim2 Configuration Manager, right click on the server and select Configure.
If not already set up, click on B2Bin, then click Enable.
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.
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.
Select the correct columns in the Source Column fields.
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.
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.
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.
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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