Jim2 Step by Step Demos
The Happen team has put together these short videos just for you. Whether you’re new to Jim2, want to pick up some new skills, or just need a refresher, these quick demos show you how to handle everyday tasks like adding a customer, finding a stock code, or invoicing a job.
Each demo is a step by step walkthrough that you click through yourself. Follow the highlighted spot on each screen, read the short instruction, and move on when you are ready. You set the pace, and you can open any demo again whenever you need a refresher.
Every topic below starts with one demo that covers the whole group. The shorter demos are listed under it, so you can jump straight to the one you need.
New to Jim2?
If you’re new to Jim2 we recommend starting with our User Guide for New Users.
CardFiles
A CardFile holds the details of a customer, vendor or other contact. These demos show you how to add, find and update them.
- How to create a pinned CardFile list with filters: Keep the CardFiles you use most within easy reach.
- How to search CardFiles: Find the one you need.
- Add a CardFile using the quick add icon: The fastest way to add a new one.
- How to add, view and edit a CardFile: Create a CardFile, open it, and change it later.
- How to add contacts to a CardFile: Add the people who work at a business.
Stock
Every item you sell or use has a stock code. These demos show you how to find, add and list your stock.
- Auto-create a purchase order from a job: Turn a job into an order in a few clicks.
- How to add a purchase order: Make an order from scratch.
- Receive stock and finish a purchase order: Check in what arrived and close the order.
Jobs
A job is a piece of work for a customer. Set one up, add the stock it needs, and invoice it when it is done.
- Create a job list, add filters and publish: See all your jobs in one list.
- How to add a job with stock: Start a job and add the stock it uses.
- How to invoice a job: An invoice is a bill. This shows you how to send one.
Purchase Orders
A purchase order is how you order stock from a vendor. Create one yourself, or let Jim2 build it from a job, then check the stock in when it arrives.
- Auto-create a purchase order from a job: Turn a job into an order in a few clicks.
- How to add a purchase order: Make an order from scratch.
- Receive stock and finish a purchase order: Check in what arrived and close the order.
Advanced Learning
- Vendor Stock Feed: manual import: Bring in a vendor’s stock list by hand.
Need a hand?
Have a question, need help getting into a demo, or want us to make a new one? Email us at support@happen.biz.
