Happen Business Blog

'Just in Time' Stock Control Keeps YOU in Control!

As you know, we’re constantly working on ways to improve your processes in Jim2^® Business Engine, and one thing we’ve done in Version 3.2 is to enhance Stock Procurement.

Stock Procurement allows you to manage your stock levels based on history, usage and fixed minimum quantity levels.

It works by first calculating which stock needs reordering, then automatically creates the purchase orders and stock transfers needed to meet those requirements. It also takes into account excess stock levels that are available in other locations, and could be ‘transferred’ rather than purchased.

A handy new feature we’ve added is time-based procurement and monitoring. For example, if you want to hold stock for a set period of time, you can see and control how much stock you have remaining, and know how long it will last. Not only that, you can also know when you have more stock than you want to hold for that period – so you can organise to sell it off. No more money tied up needlessly in excess stock.

Putting you in complete control of every aspect of your business is what Jim2® Business Engine is all about, and the new enhancements in Stock Procurement are just one of the ways we’re helping you grow your business.

Posted on Tuesday, 15 May 2012 in Happen Blog

Tags: Inventory Management Increase Productivity

with no comments

Customer Service

A major consideration when evaluating any software package is technical support – is it there when you need it?

Nobody wants to be on hold waiting in the queue, nor do they want to be speaking with someone who is not from the actual vendor company. One thing we pride ourselves on at Happen Business is our customer service and support.

Because we are 100% Australian owned and operated, when you call or email Happen Business you are talking with the right people to help with your problem immediately – there are no queues here!

Happen Business prides itself on having a 24 hour (or less) turnaround time on email requests, and all new customers receive one month direct telephone support at no charge. Happen Business runs on Jim2^® Business Engine: our support staff know the product inside out because we use the product – day in, day out.

We are very proud of our record with support and customer service, and our clients are also impressed:

Tracey Bell, Office Manager, Inter-Chillers (NSW & VIC): “We have found your service exemplary with ongoing support being immediate and cost effective. Our return on investment in Jim2^® was also immediate simply by having a system that could link purchases to Jobs that ensured all costs (labour and materials) were trapped and invoiced correctly on time and accurately.”

Nev Finch, Noeledge Systems: “A special thanks to Ian, Ros and John. Your support, guidance and general optimistic outlook was an immense help to me personally. I was more than a bit worried on Monday when we found my data to be far from perfect. The speed, and apparent ease with which this problem was rectified really proved that we made the right decision with Jim2^®.”

So don’t be afraid to call or email us any time during office hours, we’re here to help!

Posted on Tuesday, 1 May 2012 in Happen Blog

Tags: Customer Service Jim2 Customer Relationships Customer Satisfaction

with no comments

Jim2 Dashboards

It’s imperative for managers and owners to have a good handle on all aspects of their business. The best way to do this in Jim2^® Business Engine is with the Dashboard – a quick and easy way to keep you up-to-date at a glance.

The Dashboard can be used to monitor the health of your business in real time, help prepare for meetings, manage your operations, and keep an eye on productivity at a glance. Pie charts, reports, graphs and data on your business – all in real time, all in one place.

Every business is unique, so Dashboard is completely customisable to show you exactly the reports and information you want to see. Using the simple Dashboard Customisation controls you will have your own custom view set up in no time.

Use the Performance Dashboard 'Account Watch' in Jim2^® to see the balance in any account from your GL. Compare this year's sales to last year's, assets versus liabilities and plenty more.

One of the major keys to controlling cash flow is to manage your debtors and creditors: Jim2^® makes it quick and easy to see who owes you money, as well as what payments you have outgoing. Easily look up overdue accounts, invoices, analyse customers on credit hold and those who are over their credit limit.

Examine the status of your Jobs instantly: Dashboard shows you exactly where you are up to in terms of open jobs – absolutely essential for service based businesses. Display active jobs, or view job statistics over a period.

Never again be in a position of not knowing what’s happening in your business – be in total control, always!

Posted on Thursday, 19 April 2012 in Happen Blog

Tags: Dashboard Improve Productivity Improve Workflow

with no comments

Email Rules and Templates in Jim2

Email Rules and Templates are an extremely powerful and flexible method of formatting, automating and actioning emails received by your business in Jim2^®. For example, Rules can look at incoming emails and automatically:

Work out who an email is from and link it to the appropriate CardFile
Apply Email Tags to ‘steer’ an email into the correct area of your business (for example Support, or Sales)
Work out if it is related to a Project (such as a MS contract, machine)
Extract the customer’s reference number
Work out the nature of the email (onsite service required, for example)
Work out if the request is urgent
Create a Service Job for the Project
Make the Job’s priority ‘urgent’
Set the Job’s Customer Reference Number
Attach the Email to the Job
Tag the Email with ‘Service’

And the result of this...
An onsite service Job is automatically created, linked to a Project/Machine with the email attached, AND the unread email appears in your support email list. The Job also appears in your urgent Job List, flagged that it has an unread email. From then on, all email correspondence regarding that Job is automatically bundled together, including the final invoice and even the payment advice back from the customer.

Templates can also be set up to respond consistently to common email questions/requests, as well as emailing of statements, page requests, login details, and much more.

This is an example of the Happen default template. You can see we use the {{ System.User }} macro to put the Name in and the {{ System.User.JobTitle }} for the Job Title - this information is taken from the user's Cardfile. These and other macros can be found using the General Macros button in the Template Ribbon menu.

This is only a brief outline of the Email Rules functionality and how useful and time saving it can be.

For comprehensive information on all that you can do with the new Email Integration, please refer to the Release Notes for Jim2^® v3.2.

Posted on Tuesday, 20 March 2012 in Happen Blog

Tags: New Features Email Jim2 Version 3.2

with no comments

Email folders and lists in Jim2 Version 3.2

Continuing on with Email in Jim2^®, this time we’ll talk a bit about Email Folders and how much easier it becomes when you can group your emails in specific folders.

There are four standard global system email folders: Inbox, Outbox, Sent and Deleted, and all emails within Jim2^® appear in their appropriate system folder. For example, all emails sent from Jim2^® will appear in the System Sent folder, regardless of who sent them or who the email was sent to. However, security can be set at a user or group level, allowing you to control who sees what.

Outside of this standard four, you can create Custom email folders in Jim2^® to suit your own needs. For example, emails sent from or received by a particular email address (such as support@yourcompany.com.au) can be tagged as ‘Support’ and will show in the ‘Support’ folder.

Email lists work just like any other list within Jim2^® except that they must be based on an Email Folder. Having specific email lists allows staff members to concentrate on their particular areas and speed up response times. This also provides a method of enabling user security at an email folder level.

Unlike other email clients, email folders can display both incoming and outgoing emails, so you can easily follow the correspondence. It’s not necessary to create separate ‘Support Outbox’, ‘Support Inbox’ folders, unless you choose to.

Email just keeps on getting easier!

For much more comprehensive information on Email Folders please refer to the Jim2^® v3.2 Release Notes.

Posted on Tuesday, 13 March 2012 in Happen Blog

Tags: New Features Email Jim2 Version 3.2

with no comments