This software application is used for the management of a workshop environment.
STOCK RECORD & BILL OF MATERIALS MODULE
The stock record consists of nine different selling price levels (which are calculated automatically!) and allows you to allocate four different article numbers to each stock item. You can set re-order levels & draw a re-order report. The system allows four different suppliers per stock item and keeps a record of the last price paid at each of the four suppliers. The program has a facility for the manufacturing side of a business by means of a BILL OF MATERIALS.
ACCOUNT SALES MODULE
For customers buying on account you can have a preset selling price that they pay (eg. Cost price plus 15%), every time that you process an invoice the selling price for the customer will automatically be selected, it is not necessary for the operator to calculate the price. For customers buying on account, a statement can be printed at the end of each month. The system makes provision for a Debtor’s Analysis as well as a Creditor’s Analysis, Cash Book , Petty Cash & V.A.T
INVOICING MODULE
Every invoice has the facility to enter the customer’s name, make of vehicle, VIN No, registration number of the vehicle and the mileage. If the client were to come back for a warranty claim, any of the above-mentioned criteria can be used to search and track what work has been done to a vehicle, on which date and by whom.
An inspection list can be printed which can be used to inspect the condition of the vehicle and to compile a list of possible problems which may occur on the vehicle in the near future. The system makes provision for a service history (per vehicle) of all work that has been done to each vehicle that has been repaired at your workshop. The service history for each vehicle can be kept and updated for as long as you like.
APPOINTMENTS MODULE
Should customers phone to book in their vehicles for work to be carried out, the vehicle can be booked and a report can be drawn of all vehicles booked for s specific date. Once the vehicle arrives, the details of the booking can be drawn into a job card and thus the details of the customer and the vehicle does not have to be re-entered on the job card.
JOB CARD & WORKSHOP ORDER MODULE
Stock items used on a job card can be allocated to a workshop order and can be directly invoiced without re-doing the invoice but by simply loading the workshop order into the invoice. Should stock be ordered for a specific job for a specific vehicle, the items can be allocated to a workshop order directly from your supplier invoice. Once you’ve put the items into stock, you are asked whether you want to allocate the items to a workshop order and once you’ve said yes it will be allocated to the workshop order and it can be drawn into an invoice from there.
REPORTS
You can draw and print reports on cash sales, account sales, cars booked for repairs on dates selected by you, a report on all outstanding job cards, report on work carried out per technician as well as a report on labour costs, cashbook expenses, V.A.T reports, stock reports and numerous other reports.
INSPECTION LIST, SERVICE HISTORY & OUTSTANDING ORDERS
An inspection list can be printed for a vehicle. A service history for each vehicle worked on is created and updated by the system. You can view outstanding workshop orders and job cards, link supplier orders and repair orders to a job card, so that when processing an invoice and a supplier order or repair order is outstanding the system will warn you about the outstanding orders.
USERS & USER RIGHTS
Users that work on the system each have their own password as well as specific security rights that determine to which functions in the program the user has access to.
TAKE NOTE the program has numerous other facilities and reports which have due to the length of it, not been discussed in this web page. The program also includes a Salaries & Wages module (Salaries & Wages).