Sales Management Software & Sales Tracking Software
Manage your customers more effectively, before, during and after the sales process.
Managing quotes through the Jim2® Job Costing Software is simple, making the sale process even easier. The 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!
for a separate POS software
or daily ‘upload’ of your sales data – Jim2®
sales tracking software includes a fully featured point of sale module including bar code scanning, sales docket printing and till reconciliation. Read more at POS Retail Software
Sales Tracking Reporting
Sales Tracking Software features put sales analysis at your fingertips:
Stock Profit reporting by Stock, Account Manager or Sales person,
Customer, GL group – filtered by any combination of product and
customer grouping, sales and 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
- 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
Lists sorted by Probability % and using ‘show total’ will produce an
excellent Sales team meeting report, indicating upcoming Sales in a
Customer Relationship Management
incorporates a fully featured CRM Solution
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
- When selected to be a Customer and Vendor, separate
trading terms for selling and purchasing can be selected
CardFile can contain multiple Contacts (eg. specific people within one
organisation), each with their own multiple contact types (eg. phone,
- Jim2® can automate Contact Types recorded within a
CardFile to direct specific documents to specific people. Example:
Email Accounts = firstname.lastname@example.org 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.
are separated into broad 'selling price' demographics
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 Report Level Groups.
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 Report
Groups are very general and very useful for gathering slightly
more 'fluid' information from your CardFiles. Non Report Level groups can
include useful generalisations (level 0). Example: Customers can be
flagged as enthusiasts, big spenders, belonging to social groups or
- Customers can be assigned an ‘Account Manager’
from your team. Jim2® can use this to filter Lists and Reports.
CardFiles can be set up for Billing always/shipping only address
relationships. This caters for centrally billed customers (always the
Debtor) who have multiple sites or stores.
Quote to Sales Cycle Management
- Convert accepted Quotes into a Job with the click
of a button
- Use ‘real time’ measurements to monitor the entire
- 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 Tracking form
- Use ‘actual labour’
records on Sales to help measure your true profitability
Top 'X' by Stock or Customer
Glance’ analysis of your Top X (any number) Stocks or Customers. The
Top X Reports can be generated using any combination of:
- Ordered by Sold Value or Profit (or Quantity with Top X Stock)
- Including all Stock, specific Stock, specified Stock Group/s
- By Stock Type (labour, depleting, non-depleting,
special, applies, kitting)