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Retail

Live Management Information

  • Live drill-down workflow overviews using Lists shows exactly what’s going on, for whom, being done by whom and when its due
  • Comprehensive drill-down Sales Register shows all completed invoices for any given period and their value
  • Detailed Stock Profit, Stock re-ordering (min qty on hand) and Stock Valuation reporting
  • Detailed productivity reporting for any given period
  • Live Profit & Loss by Branch, Sub-Branch and GL Department
  • Comparison reporting against Budgets by Branch, Sub-Branch and GL Department

Customer Detail Management

  • Jim2 lets you apply multiple identities to each CardFile – only one file is needed to identify an entity as a Customer and/or Vendor and/or User etc.
  • When selected to be a Customer and Vendor, separate trading terms for selling and purchasing can be selected
  • Each CardFile can contain multiple Contacts (eg: specific people within one organisation), each with their own multiple contact types (eg: phone, fax, email)
  • Jim2 can automate Contact Types recorded within a CardFile to direct specific documents to specific people. Example: Email Accounts = mary@vlc.com.au ensures Invoices and Debtor Statements automatically get addressed to Mary.
  • Use CardFile Lists to filter and sort CardFiles into meaningful lists that can be used to produce reports such as mailing labels, or exported for use in emails.
  • Customers are separated into broad “selling price” demographics
  • CardFiles can also be assigned (definable) Groups to sort, search and report logically. There are 2 different types of groups you can add to CardFiles – Report Level Groups and Non Level Groups.
  • Report Level Groups have a distinct relationship to each other, and are structured to form "ascending" levels (1 down to 5 levels) that can be used to create reports to "analyse" Customer and Vendor trends.
  • Non Level Groups are very general and very useful for gathering slightly more "fluid" information from your CardFiles. Non Level groups can include useful generalisations (level 0). Example: Customers can be flagged as enthusiasts, big spenders, belonging to social groups or organisations.
  • Customers can be assigned an ‘Account Manager’ from your team. Jim2 can use this to filter Lists and Reports.
  • Series of CardFiles can be setup for Billing always/shipping only address relationships. This caters for centrally billed customers (always the Debtor) who have multiple sites or stores.

Top “X” by Stock or Customer

‘At a Glance’ analysis of your Top X (any number) Stocks or Customers. The Top X Reports can be generated using any combination of:

  • Period
  • Ordered by Sold Value or Profit (or Quantity with Top X Stock)
  • Including all Stock, specific Stock, specified Stock Group/s
  • By Location
  • By Stock Type (labour, depleting, non-depleting, special, applies, kitting)

Quote Management

  • Jim2 is supplied with an assortment of Quote (report) layouts, suited to standard A4 paper. Using Report Designer, you can create your own layout if preferred.
  • Quotes can be printed/faxed/ emailed directly from your desktop. Emailed documents are automatically converted to a PDF attachment on a standard email, where you have the choice to add a general email body text.
  • Lists of Quotes ‘in progress’ (not yet accepted or rejected) can be monitored and followed up by Sales staff using Status change/ Status Due sorting.
  • Quote Lists sorted by Probability% and using ‘show total’ will produce an excellent Sales team meeting report, indicating up-coming Sales in a realistic way.
  • Rejected Quotes add to overall performance statistics – how or why Quotes are rejected provides valuable information to Management and Sales teams.
The investment was minimal considering the amount of time and money it has saved us at all levels
Pacstar the Computer Doctor