A card file is a computerised method of recording details about a customer, vendor, employee (user) or other entity that your business deals with. A card file contains all relevant information for that entity, including how to contact them, their delivery address/addresses, contacts, etc.
Information contained in the card file is used in many areas of Jim2. For example, such information enables you to identify customers in jobs, show their debtor terms, affects the pricing they receive on sales and service jobs, and can influence the scheduling of work. Your vendors and users are similarly recorded. Card file records can be quickly accessed, eg. to check contact information, by using hyperlinks from within a job, purchase order, etc.
In Jim2, you only need one card file per entity, even if that entity has more than one relationship with your business (eg. they might be a customer and a vendor). In fact, a single card file can be set up as any or all of the following: customer, vendor, user, personal and ship – see CardFile Types. It's simply a matter of ticking the relevant tick boxes at top right of screen, then selecting the appropriate card file tabs and including the details that Jim2 will need in order to handle this card file as a customer and/or vendor, etc.
Card files include a Transactions tab displaying invoices, returns, recently purchased stock, recent jobs, quotes and purchase orders. In addition to the Transactions tab, there are also tabs for Notes and Tasks giving users a 360o view of all their dealings with that customer and/or supplier. See Card File Form Tabs for more information.
Further information: