CABINET VISION

Cabinet Vision Integration

Maximising efficiencies is the goal of any business wishing to increase profits. Linking Jobman to your manufacturing, accounting and even online shop software can;

  • Reduced double data input.
  • Minimise human error.
  • Minimise time wasted.
  • Move processes along faster.
  • Highlight other inefficiencies.

Read this article in full before executing.

For versions CV8 and earlier. Please go to the notes at the bottom of this article.

Material Import

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.

  1. Change the extension to a .csv.
  2. Check the file and delete anything thing you don’t want coming into Jobman.

 Note: Jobman will only import materials with a Vendor ID and will separate anything after the # symbol and make it a Product code.

 

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.

Note:
  • Stock Types will have to align with those of Cabinet Vision if you don’t want to create more stock types.
  • Only items with a Vendor ID and product code in Cabinet Vision will import. Having these populated for you can be purchased and downloaded from www.solidsetup.com  App Store.
  • This feature is for Cabinet Vision version 9 and above.

 SyncBack Pro

  1. 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.

  2. 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

    • Username to “companyname”_cab_vision

You will need to do this for each profile that you have. Contact support if your password has not been supplied.

Populating the Availability Charts from CV. (How Jobman is populated from CV?)

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.

Note: 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. 

CV8 Notes

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.

Materials CSV.File Import:

 There is also an option for Cabinet Vision users to create a material summary report group, listing the materials/items required for a drawn Job, and save the report in an excel format, this will also require to be saved again once exported into a CSV.file to be able to import this into Jobman under the Job Raw Material.

Below image shows how the material set up is required in Cabinet Vision with each item listed with a #product code in the description field. Note: the exact same item and product code will require to be listed in your availability chart items in Jobman for the items to import successfully in the Job Raw Materials. Note: This Material Summary report may not be available for all versions of Cabinet Vision, if you need assistance to create the report, you will require to speak with Cabinet Vision support. 

When ready to assign the Job Raw Materials, open the job card, click the raw materials tab, then click the import icon, select the Cabinet vision CSV for the import type, then the final step is to click browse to add the saved csv.file and click on upload.

Once the upload of materials has completed, and as long as the items reference the exact same in both software, the raw materials will be populated as per below. All that is required to do is click on Assign Source icon, this will label any items as Stock or Purchase Order. Note: For more instructions on creating purchase orders, click here: Purchase Orders

Sample csv.file for the Materials Summary report: