Branch Options

Default Branch

Branches are used to separate transactions between different sections of the business, and are usually used where there are different geographical locations. These can also be linked to stock locations to guide users when purchasing and selling stock. See below for more information.

Default Sub-Branch

Sub-Branches are used to separate transactions between different areas of the business. This field can be renamed (ie. Department), and the new name will be displayed throughout Jim2. See below for more information.

Default GL Department

GL departments are mainly used for cheques and expenses to flag they belong to a particular section, area or project within the business. See below for more information.

Required checkbox (beside each field heading)

If ticked, this will force users to always enter a value into this field within Jim2 objects.

Ticking Required should be mandatory, ie. transactions must be tagged to a branch.

Company Logo

Choose which logo to use based on Branch, Sub-Branch. See here for how to set up branch logos.

Default Branches in Lists

Allows users to see their branch transactions in lists.

Use Ship Branch for Default Branch/Sub-Branch/GL Department

Allows using the Ship# instead of Cust# for Default Branch. See below for more information.

Allow invoice jobs from multiple branches

Allows invoicing from more than one branch. If using tills at branches, each retail workstation should also have a default cardfile (ie. CASHSALE) set up to ensure there are no invoicing locks when more than one workstation is trying to invoice the same customer.

Allow invoicing jobs from multiple sub-branches/GL Departments

Allows invoicing from more than one sub-branch/GL Department.

Set default Stock Location from

Choose the default stock location as set up previously, based on the selection chosen here. For example, if Ship Branch is selected, there must be locations linked to branches. Adding a job/quote or purchase order where Ship# is selected which has a branch on it (and the branch is linked to a location different to the default location selected in the stock grid), when you expand stock grid, location doesn't change to Ship branch location.

This Workstation is in (Branch and Location)

Assists where a specific workstation is in a branch, and a user from another branch logs in to Jim2 on that workstation.

Default Branches in Lists

If Default Branches in Lists is ticked, any list will default to show the information relevant to the specific branch. As an example, there is a branch in NSW and a branch in QLD, and users are assigned to branches – any list run by a QLD user will only include QLD information by default.

Use Customer Branch for default Stock location

Ignores the user's default stock location in a job.

Use Ship Branch for Default Branch/Sub-Branch/GL Department

Option to use the Ship# instead of Cust# for Default Branch.

Allow invoicing Jobs from multiple Sub-Branch/GL Department

If Allow invoicing Jobs from multiple Sub-Branch/GL Departments is ticked, a customer can be invoiced from a job list which includes jobs from more than one sub-branch or GL department, producing one invoice containing many jobs. Invoicing from a branch is not permitted, as it is tied to stock locations, where sub-branch and GL departments are not.

This workstation is in

Workstations can be assigned to a specific branch and location. This is extremely useful if there are multiple branches/locations and staff rotate between branches/locations. If the branch default is By Logged User, the workstation setting will override the default on the user's cardfile – especially important in an environment where commission is being paid on sales. This default setting ensures that sales are credited to the correct person.