Maximising efficiencies is the goal of any business wishing to increase profits. Linking Jobman to your manufacturing, accounting and even online shop software can;
Read this article in full before executing.
For versions CV8 and earlier. Please go to the notes at the bottom of this article.
Basically what we are trying to accomplish is the alignment of product codes between systems. Jobman only requires Qty and Product Codes for this to work. Currently, the Product code can be placed after the description after a # symbol. Eg; Blum CLIP Soft Close Hinge 110 #71B3550
One way to populate your “Availability Charts” from Cabinet Vision is achieved by firstly downloading the JOBMAN_V9_Material_Rpt package which will work in version 9 and onwards. This will require unzipping before packaging into CV. Enable the report in your report centre by going to Setup Reports and adding it to a report category. Go back to reports and select that report and let it run. It may take up to a minute to populate.
Another is to simply export the Material.CVM to a .csv and copy the required fields into Jobman’s Availability Chart items. Please read how to do this.
Then Export the report and select Text (CSV) Format
These are the settings to set in Cabinet Vision.
Save the file where you can retrieve it later.
Go to Jobman’s Availability Chart and go to the button Import CSV. This will present you with a drop-down option to select Cabinet Vision.
Select the path to where you saved your export (text.csv) and click upload.
This will now have all hardware items in Jobman.
SyncBack Pro can be downloaded here which is used for monitoring of specific files and can automatically populate in Jobman minutes after changes to mapped files are registered like the S2M centre in Cabinet Vision. To assist with setting up SyncBackPro you can download the profiles here. Unzip these and then go to Import profiles in your SyncBack Pro Software. For this to work, the Job Numbers need to be the same as in the manufacturing software.
When you import the Profiles there will be some settings that require changing. Right-clicking on a Profile will bring up a drop-down box which you should select the modify button. Go to the settings button and set the following.
Host Name to your Jobman software address. “companyname”.jobman.com.au
You will need to do this for each profile that you have. Contact support if your password has not been supplied.
With the import from CV material report into Jobman, the description field requires a product code after a # symbol because CV does not have a Product code field. Jobman then took any material in CV that had a Vendor ID greater than 0 to exclude Planit default materials and then imported the remaining materials assigned with a Vendor ID > 0 and then populated Jobman’s Availability Chart separating the Product Code after the # symbol to populate Jobman’s Product Code field.
The product code is the identifier between CV and Jobman.
If this a Vendors Code IE Blum is the one set in CV it must also be in one of the 3 additional Supplier codes. It will then use the Preferred Supplier Codes and Price for populating the Raw Materials that will then either deduct from stock or create a purchase order when the assigned source is clicked.
When setting up Syncback you can download the Syncback Profiles but an additional profile must be added. Copy the report profile and rename then which point it to the Material.cvm where it will link the part id to the report table.