Quoting Software with Integrated Point of Sale (POS)

Manage your customers more effectively, before, during and after the sales process.

Managing quotes through Jim2's Job Costing Software is simple, making the sale is even easier. Jim2 Business Engine Retail Point of Sale feature links your cash drawers/tills, barcode and serial number scanning, integrated docket printers, retail security and till reconciliation.

Jim2 Business Engine lets you simplify and streamline your sales processes so you concentrate on what really matters for your business - making the sales!

More about Service Management Software here.

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Point-of-Sale

No need for a separate POS program or daily ‘upload’ to your GL – just Identify which workstation(s) are to be used in your retail area to Jim2.
You can 'link' specific workstations to your Cash Drawer/ Till(s).
The Point-of-Sale docket report can activate the cash drawer once the Payment has been entered for each Invoice. This feature can be restricted with security.
Scan products and take payment. The 'fast invoice' function and keyboard shortcut (F6) to FINISH and INVOICE in one move.
A Docket printer can be setup as an 'Extra Printer' linked to POS workstation(s). The Point-of-Sale docket report is designed to suit 76mm impact or 80mm thermal printers. You can of course choose to print/reprint to any of your other network printers using the standard A4 format Invoice reports.
You can reconcile the amounts from each Till as part of your end-of-day routine and make minor adjustments to cater for unders/overs prior to doing a normal Banking Session.

Other Sales

Convert accepted Quotes into a Job with the click of a button
Use ‘real time’ measurements to monitor the entire Sales process
Sales jobs can have their own status table to suit your selling cycle
Sales staff can see the status of linked purchases within the Job form
Use ‘actual labour’ records on Sales to help measure your true profitability

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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.

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Sales Performance Reporting

Live Stock Profit reporting by Stock, Account Manager or Sales person, Customer, GL group - filtered by any combination of product & customer grouping, sales & servicing, stock location, supplier, kitted product by ‘kit’ or ‘content’, filtering by date range – even filtering by margin!
Individual Job Profit reporting summarises all inputs and reports Job Detail, Stock Profit and Time Analysis by Status.
Total Sales for any given period can be shown in summary via the Sales Register.
Live Profit & Loss can be analysed by Branch, Sub-Branch and/or GL Department
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.