See Vendor Costs Flow from Quote to Job to PO
Tags: Development   Features   v4.3   Quotes   Jobs   Vendors   Stock   UI  
15/02/2019 2:28 PM

The latest release, Jim2 Version 4.3 welcomes exciting new efficiencies to the sales workflow, particularly when sourcing and capturing buy details from your vendor in Jim2 Business Engine.

Vendor purchase costs now flow through the entire sales process in Jim2.


Users can select the vendor card code on the cost tab of a quote and enter in the buy price from the vendor.



Jim2 carries the vendor details and costs from its entry on a quote to a job, using the Create Job function, with the option to transfer purchase details. The vendor cost also flows through to purchasing when opting to auto-create purchase order, ready to email to the vendor from Jim2.

For customers that have upgraded to the latest release, try out the new feature by following the Jim2 Online Help.




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