Using the Sales Register

The Sales Register allows combinations of filtering criteria to create lists of invoiced jobs, as well as finished RFC's:

▪Search for any sale documents using any combination of available list search criteria (as below).

▪View the total $ figures for the list generated – using the Show Total button.

▪Access the jobs making up invoices/dockets showing in the list – using the Show Jobs button.

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

Field	Explanation
Invoice#	Enter the invoice number required. Left blank will produce a list of all invoices based on other criteria entered.
Cust Ref#	Enter the customer reference number, if known.
Ship Via	Enter the ship via method to locate invoices that only used that method.
Groups	Select cardfile groups to refine the search.
Cust#	Enter the customer card code to bring up only invoices, etc. relating to that customer.
Status	Choose the status of the invoice, either Finish or Cancel.
Ship Ref#	Enter a ship reference number to locate an invoice that was sent on that reference number.
Date>	Enter a date to select invoices created after the date entered.
Date<	Enter a date to select invoices created before the date entered.
Currency	Select currency (usually the home currency, unless Multi-Currency is enabled in the Jim2 licence key).
Tax Paid	Tick this box for invoices that are tax paid. Leave blank for invoices that are tax free.
Show	Invoices, Dockets or Returns. Invoices and Returns will be ticked by default.
All drop down	Show all, show those with a balance greater than 0 or show those overdue.
Grid Fields (not all fields are showing in the above image)
Type	The type of document in the list – invoice, docket or return.
Ref#	The document reference number – invoice number, etc.
Status	The status of the document – Finish or Cancel.
Date	Date of the document.
Cust#	The customer card code.
Cust Ref#	Customer reference number (this is the customer reference on the job/invoice).
Total Inc.	The total dollar value including GST.
Curr.	Lists currency used (usually the home currency unless Multi-Currency is enabled in the Jim2 licence key).
Total (AUD)	Total in Australian dollars (usually the home currency unless Multi-Currency is enabled in the Jim2 licence key).
Balance Due	The amount remaining on that invoice (this field is blank for returns and dockets).
Ship	The ship via method used.
Ship Ref#	Shipping reference number, if there is one.
Freight	The freight dollar value.
Acc Fee	The account fee dollar value.
Tax	The tax dollar value.
Total Ex.	Total excluding GST.
Cust Attn	The customer contact for that document.
Invoiced By	The user who created the invoice.
Name	The customer cardfile name.
Branch	Branch where job originated from, if branches are enabled.
Sub-Branch	Sub-Branch where job originated from, if branches are enabled.
Exch. Rate	Exchange rate applicable for each currency (usually 1.00 unless Multi-Currency is enabled in the Jim2 licence key).
Buttons
Show Jobs	Displays jobs relating to the highlighted entry.
Show Total	Displays the totals of the invoices in the list.
Run	Runs the list.
Cancel	Closes the list.

1.Locate the invoice/return/docket within the list – right mouse click to display the following options:

2.Depending on the document, if there is a one-to-one relationship, ie. one job for one invoice, double click on the invoice/docket to display the related job.

Double click on a customer return (these can only ever have a one-to-one relationship) and the return from customer will be displayed.

If the invoice or docket has more than one job associated with it, select the Show Jobs buttons and double click on the individual jobs to view them.