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.