Tables

Tables represent records within JobBOSS2 that store information about a single topic in a consistent and recognizable format. Once stored, that information can be passed along to help create business related transactions within JobBOSS2 or used to help provide information for other Table Items. As an example, consider the Customer Table and the Salesmen Table. The Customer Table is used to uniquely identify each business or person to which products and / or services are sold, provides various fields to track information about each customer such as phone numbers and addresses, and then passes this information along to transactions such as Quotes, Orders, and Customer Invoices. The Salesmen Table, on the other hand, tracks information about the individuals that sell those products and / or services and is included in the details of a Customer.

Tables included in JobBOSS2 are:

  • Bank Codes: Used to reconcile bank accounts
  • Customers: Entities to which products and / or services are sold
  • Employees: Individuals that perform the work in a shop
  • GL Codes: Used to track financial transactions for bookkeeping purposes
  • Salesmen: Individuals that sell your products and / or services
  • Vendors: Entities from which goods and services are purchased
  • Work Centers: Areas in your shop where work is performed

Taking the time to provide and review table related details is very important for the efficient use of JobBOSS2 and to help ensure accurate information throughout the system.

Base Tables

JobBOSS2 also comes with several "secondary" tables, referred to as Base Tables, that provide details used in the creation of the Tables listed above.

For more information see Base Tables.

Order of Creation

For those in the process of implementing JobBOSS2, the order in which Tables and Base Tables are created is important and can impact the process of setting the software up. A checklist of Table Items and a suggested order of creation can be found in JobBOSS2 Implementation Guide (along with lots of other useful information about implementing the system) as well as in the help topic Suggested Order of Table Creation.