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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Handle Part Delivery of Jobs

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There are times when you might deliver only part of a customer order. At other times, your customer might require a single line item on their invoice from you, ie. Parts delivered and the amount.

 

The best way to handle this is via Stock Kitting.

 

Create your stock, and select Dynamic Kit.

 

dynamic kit

 

Go to the Details tab, and select Summary Kit. This allows you to add any stock you require.

 

summary kit

 

Go to Items > Add Item, and create a new Item for each of the customers you need this process for. Use their card file as the Item Code. Add a description and ensure the job type is Sales. Tick Display Invoice description and Invoice description required. Go to the Stock tab on the bottom and add the new kit stock code, then click Save.

 

cust item

 

Add a job for the customer. Enter the Item#. You will receive a warning that the Item contains stock – click Yes, and the kit will drop into the stock grid.

 

part del job

 

At this point, add the stock required for the job. Click in the area shown below and drag up into the kit (individually).

 

drag into kit

 

Print the Delivery note. Tick the Hide boxes within the kit if you wish to only have one line on the invoice.

 

hide on kit

 

Invoice the job and click Yes to create a back order job for anything that was not supplied. The back order job created will contain all stock not supplied, plus the kit header.

 

Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto-create POs from Jobs

Create a Job from a Similar or Previous Job

Create Back order

Credit an Overcharged Customer

Dispatch

 

Invoicing

Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Jobs

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Retail Jobs

 

Return from Customer

Scan Stock into Jobs

Sales Register

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Taking Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job