Job Footer Tabs

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The bottom section of the job form contains the following buttons and tabs, as well as information showing the totals of the job.

 

jobfooter

 

The fields within the footer are described below.

 

Field

Explanation

SubTotal $

Shows the stock total excluding the tax component.

Tax

This field shows the tax component of this job.

Total

The total of this job including the tax component.

Prepaid $

Amount that has been made as a prepayment on the job.

 

Info

Note: Whilst you can enter an amount here, it won't change the Balance due, nor will it apply any payment to the invoice. This amount is prepopulated by Jim2 upon entering a prepayment against the job.

Balance Due $

Balance owing on the job.

 

Info

Note: When the Balance Due $ is coloured red, this indicates that the job has either not yet been invoiced or, if invoiced, the invoice has not been paid. Once the invoice is paid this figure will change to black.

 

Info

Total $ (AUD) shows green, meaning the amount in that field is the total of the job based on quantity ordered. Clicking Total will change it to black, meaning the amount in that field is the total of the job based on the quantity supplied.

 

If Balance Due amount is coloured red, this means that the amount has not been paid.

 

The tabs within the footer section are described in detail in the following pages. The tabs that are common to many objects are explained below.

 

Tab

Explanation

Documentsicon

This tab displays any documents attached to this job, eg. a signed delivery note. This tab will also display any documents linked to the customer cardfile as well.

watchoutsicon

This tab will display all watchouts related to this job, and allows addition of new watchouts.

notesicon

This tab will display all notes related to the job, including the contact that the note is related to. New notes can be added here.

taskicon

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this job, as well as allowing adding new tasks.

promoicon

If this job is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

 

cfpromo

 

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

 

promotypes

Not all fields are showing in these images

 

The number on the right side of the icon denotes the number of active promotions applicable to this job.

 

promono

 

Field

Explanation

Promotion#

The promotion code number.

Description

The description as it appears on the promotion.

Notes

Displays the notes entered on the promotion.

Type

The Jim2 object type, ie. specific pricing.

Recipient

Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).

 

multiplerecipients

Our Ref

Our reference as appears on the promotion, if used.

Promo Break

Shows whether Promo Break is used or not.

Curr.

Shows the home currency.

Active

Ticked means that the promotion is currently active, unticked means the promotion has finished.

Date Start

Start date of the promotion.

Date End

End date of the promotion.

Vendor

Vendor supplying the stock.

The fields below show only when Display Promotion with all Stock is selected.

Branch

Branch (if branches are enabled).

Stock Code

Stock code related to the promotional pricing.

Qty +

The promotion quantity plus.

Price Ex.

Ex GST price for that stock code.


Qty Count and Order Weight (if applicable) will display at the bottom.

 

jobfooter

 

Further information

Cost Tab

Invoice Details Tab

Job Tab

Labour Tab

Linked Jobs/Quotes Tab

Promotional Pricing Tab

Stats Tab

Tasks Tab