Select the Add Job icon. The Adding Service Job (or Sales Job, depending on what you have set up in Options) screen is displayed, showing a Job form made up of a header, Comment grid, stock grid and footer.
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The Job form will include the fields selected to show/hide (again, determined by choices selected in Options). As well as this, Jim2 will automatically convert or change job forms (from service to sales and vice versa) in relation to the Item you enter. |
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You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading. |
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Jim2 automatically adds a unique Job# and records the Date In. These fields cannot be edited by users. Jim2 also updates the fields of Status, Priority, Type, and the Date Due (using the information selected in Options) |
Jim2 places the cursor at the appropriate fields that the user is required to complete. The Enter key will move the text cursor to the next user input field in the job entry path. The path follows:
▪Customer Card Code#
▪Customer Ref#
▪Item#
▪Serial# (if required)
▪Fault Desc. as supplied by the customer (if it is a service job).
Select a customer in one of the following ways:
▪Start to type the customer name. Jim2 intuitive type will begin to pre-empt your choice of names from the card code as you type.
▪Click the ellipsis [...] beside the Cust# field to display the full list of customers, then choose from the list.
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When accessing the CardFile Select screen via the ellipsis, the Search tab will automatically be selected if current Cust# is the default as assigned by Tools > Options > Job > Cust#. This is useful in a retail situation, where you can quickly search for another customer. |
Jim2 provides you with the ability to use one customer contact for billing purposes and another customer contact for shipping purposes. You can select a billing card in the Cust# field and a different shipping card in the Ship# field. You can obtain a list of the Child (Ship) Cards for this parent customer.
Jim2 uses the information from that customer's card file to set the price level, From#, Ship #, due date and the tax paid information from that specific customer's card file. However, you may override this default information simply by using the Tab key or mouse to move the cursor to that field, highlight and edit.
Type a customer reference (for example, name of the person who requested the job, or a specific number the customer supplies) in the Customer Ref# field.
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This alpha/numeric reference should be supplied by the customer so that they can match this job with their own internal procedures, personnel, purchase orders or work orders. If multiple jobs are required for the same reference number (work order), you can use Job List to monitor the progress of the work order, and choose to invoice each job separately or all on one invoice – depending on your customer's requirements. |
Select the Item that is attached to this job (remember Item is the prime objective of a job) and the Desc. field will default to the text description as set up in that Item record.
Items can have stock (such as status sensitive tests or checks) apply to them. If you enter an Item where such stock applies, that stock (with a stock status) will automatically default into the stock grid for every job, unless the Auto Add box is not ticked on the stock record.
Enter the serial number (if required) in the Serial# field.
Enter the fault description as supplied by the customer (this informs the user about the problem) in the Fault Desc. field (in a service job only). If no fault description is supplied, you should select a generic term suited to the Item – for example, reset or upgrade to factory specification.
You can use the Ex.Job# field or the Quote# field to link to a quote (or a previous job to this particular job so that you form a link to the whole work history of that Item.
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Whether you see Ex.Job# or Quote# is governed by what you have selected in Tools > Options > Job. You can choose to show Quote# instead of Ex.Job# here. |
If an Item has accessories or inclusions, move to the Comment grid and tick the Inc box to add a description of those inclusions in the Comment field.
This job, as the status indicates (all new jobs default to Booked), is now booked in, and becomes part of the Jim2 workflow. You are now free to add comments or stock to this job. Click Save or Save and Close if you do not want to process it immediately. Once you have saved/closed, the job is available to other users.
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If you try to save your job and certain fields are not completed (Cust#, From#, Ship#, Cust Type, Item# and Item Desc.), Jim2 will prompt the user that These fields should not be left empty but do you want to save anyway? |
Add a Basic Service Job
1.Go to Jobs > Add Job in the ribbon. The cursor will be positioned in the Cust# field.
2.Select the Cust# ellipsis [...].
3.Enter a key word from the card file name or address. In this example, we use the keyword day. Press Enter of click on the magnifying glass at the end of the Search field.
4.Double click on the card file of choice or, if the required card file does not exist in the database, select Quick Add CardFile and complete the fields, then save.
5.Press Enter. Note the From# and Ship# fields will populate, and the cursor will move to the Cust Ref# field.
6.Enter Cust Ref# – customer order reference. Press Enter.
7.Select the Item# ellipsis [...].
8.Double click on the applicable item (service). Press Enter.
9.Edit the Description field, if applicable. Press Enter.
10.Enter a serial number in the Serial# field, if applicable. Press Enter.
11.Enter a Fault Description.
12.Move to the stock grid and, using the ellipsis [...] select the stock for the job, along with quantities required.
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If adding multiple stock lines to the grid, tab to the end of the line, then the Enter key will take you to the next line in the grid, ready to insert another stock code.
If you wish to add a stock line above another stock line, select the line then use the Insert key on your keyboard – this will insert a new line directly above the line you selected. |
13.Click Save.
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If you have cancelled a job accidentally, you can edit the job and change the status to whatever you wish.
If you enter a job and are still in Add mode, clicking on Create Similar will save the current job (but it will remain open in the Nav Tree) and present you with a new Add Job screen. This is particularly useful if you are entering a number of jobs for, say, the same stock but for different customers. |
Further information: