CardFile Header

Card Code

This is a free type field. Enter a unique card code of up to 10 alphanumeric characters, including any of 0-9 A-Z . / – (excluding other special characters). Spaces will always be replaced by a full stop (.).

Click on the Card Code wording, which is a hyperlink, allowing viewing of the customer's debtor record, vendor's creditor record, creating a quote for a prospect, or creating a list of their objects.

If the cardfile is ticked as both a customer and a vendor, Creditors can also be viewed from here.

Card Code can be changed at any time, and this will flow through to all current Jim2 objects.

ABN

The customer or vendor's ABN number.

Contact

Whilst a contact name can be entered here, it is also possible to choose a name from the drop down list of contacts that have been added in the Contacts tab in the footer.

Name

The customer, vendor, etc. name (maximum 200 characters).

Name can be changed at any time, and this will flow through to all current Jim2 objects.

Residential

Tick if the address is residential. Assists freight companies in their deliveries.

Ticked signifies it is residential. Unticked signifies it is not residential. Solid black box indicates it is unknown.

Address

The postal address of the customer, vendor or user (ie. a post office box address, if they have one).

Suburb

The suburb. This is a free type field, so you can enter a suburb that is not listed.

Note: When entering a suburb, there may be more than one per state. Choose the correct one by either state or postcode.

State

The state.

Postcode

The postcode. This is a free type field, so you can enter a polstcode that is not listed.

Note: There may be more than one postcode per suburb, ie. a post office may have a different code to the actual suburb.

Country

This will be the default country, but can be changed by simply typing in the field.

Delivery Address

The delivery (physical) address, suburb, state, postcode and country. If the delivery address is the same as the postal address, use the to copy the relevant data across to the corresponding delivery address fields.

Acc Mgr

The account manager assigned to the customer if account managers are being used. This is usually the sales person responsible for the customer.

Ship Via

Enter Ship Via information, ie. FedEx.

Ship Amt.

Enter an amount here, which will automatically be added to a job for this customer. Primarily used for Dispatch.

Groups

Any Groups attached to this cardfile.

Branch/Sub-Branch/GL Dept

If Branches, Sub-Branches and/or GL Departments are enabled, choose from the drop down options.

Type

Ticked box signifies the cardfile is a customer, vendor, user, ship and/or prospect cardfile. Cardfiles can have multiples ticked here, ie. can be a customer and vendor, etc.

Active checkbox

Unticked box will not show that cardfile type. See below.

Will only return results for what has been ticked.

Will not return results for any unticked boxes.

Will return results for either.

Parent Card#

Click the ellipsis [...] to choose the parent card of this ship card if Ship# is ticked.