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Jim2® Business Engine Help File

Job Header


Jobs are an integral part of any business workflow. A job records each time products or services are sold to customers.


A job is designed to be invoiced to a customer, representing a sale of goods and/or services. A job can also be used to manufacture products to be included as stock on hand.


When working with jobs, the cardfile, stock, Item and user information combines to define the method (or rules) of producing a product or service that is sold to customers.


In a customer's cardfile, specify the number of hours/days required to complete a job, or their payment terms. When adding a job for this customer, the due date of the job will automatically be determined by the cardfile details.


Similarly, if that customer attracts specific price levels or discounts set in stock records, Jim2 will apply that calculation to the stock if it is used in a job for that customer. This ensures the accurate and consistent application of customer pricing without the risk of user error.



Note: The price level on the customer record must match a price level on the stock record. Whilst a stock record may have more than one price level, it will pick the one that matches the cardfile price level.


Job reports use a selection of information fields from jobs to calculate the performance, productivity and profitability of the business inputs (time and materials). As with all Jim2 objects, the job is tailored to the company workflow by a series of predefined statuses and defaults.


Job preferences can be configured in the Options and Setups menus. Security can also be set to restrict/allow users to add/edit jobs, etc.



Create and define Items, stock (including labour) and cardfiles prior to entering and using jobs.



The Payment icon on the ribbon is specifically designed for taking prepayments (or refunding prepayments) against jobs only. Payments against invoices should be entered via the Debtor records.


payment icon


Further information

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Job Comment Grid

Job Footer

Job Header

Job List

Job Reports

Job Preview Pane

Job Stock Grid



Manufacturing Jobs

Progressive Payments and Claims

Return from Customer

Retail Jobs

Sales Register


How to

Add a Job

Add Comments to a Job

Add Document to 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 purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

Mark a Job as Ready

Print a Job




Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job