Difference between revisions of "Getting started - Workshop"

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== Summary ==
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== Summary ==
 
The following article explains how to get started in the {{WS}}.
 
The following article explains how to get started in the {{WS}}.
  
 
== More Information ==
 
== More Information ==
 
=== Creating Technicians ===
 
=== Creating Technicians ===
First of all you need to create your technicians and available hours in the workshop.  
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First of all you need to create your technicians and available hours in the workshop.
*See [[How do I create Technicians?]] to do this.
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*See [[How do I create technicians?]] to do this.
  
 
=== Creating Workshop Jobs ===
 
=== Creating Workshop Jobs ===
Now you have all your technicians and available hours setup, you need to create a Workshop Job.  
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Now you have all your technicians and available hours setup, you need to create a Workshop Job.
*See [[Creating Workshop Jobs]] to show you how.
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*See [[Creating workshop jobs]] to show you how.
  
 
=== Adding Parts and Labour to a Workshop Job ===
 
=== Adding Parts and Labour to a Workshop Job ===
 
Now you have your workshop job created, the next thing you need to do is add parts and labour to it.
 
Now you have your workshop job created, the next thing you need to do is add parts and labour to it.
*See [[How do I add Parts to a Workshop Job?]] to show you how to add parts.
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*See [[How do I add parts to a workshop job?]] to show you how to add parts.
*See [[How do I add Labour to a Workshop Job?]] to show you how to add labour.
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*See [[How do I add labour to a workshop job?]] to show you how to add labour.
  
 
=== Invoicing a Workshop Job ===
 
=== Invoicing a Workshop Job ===
Now you have all your parts and labour added to the job you need to invoice it off and take payment.  
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Now you have all your parts and labour added to the job you need to invoice it off and take payment.
*See [[How do I Invoice a Workshop Job]] to show you how.
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*See [[How do I invoice a workshop job?]] to show you how.
  
 
=== Crediting a Workshop Job ===
 
=== Crediting a Workshop Job ===
 
Should you need to refund or credit Platinum can do this automatically.
 
Should you need to refund or credit Platinum can do this automatically.
*See [[How do I Credit a Workshop Invoice?]] to show you how.
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*See [[How do I credit a workshop invoice?]] to show you how.
  
 
=== Reports ===
 
=== Reports ===
  
 
=== Regular Tasks ===
 
=== Regular Tasks ===
For regular tasks that need to be done, please see [[Recommended Workshop Routines]].
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For regular tasks that need to be done, please see [[Recommended workshop routines]].
  
== See Also ==
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== See also ==
* [[:Category:Getting Started|Getting Started]]
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* [[Recommended workshop routines]]
* [[Getting Started - Vehicle Sales]]
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* [[How do I create technicians?]]
* [[Getting Started - Stock Control]]
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* [[How do I make a technician leave?]]
* [[Getting Started - Order Processing]]
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* [[Creating workshop jobs]]
* [[Recommended Workshop Routines]]
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* [[How do I add parts to a workshop job?]]
* [[How do I create Technicians?]]
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* [[How do I add labour to a workshop job?]]
* [[Creating Workshop Jobs]]
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* [[How do I invoice a workshop job?]]
* [[How do I add Parts to a Workshop Job?]]
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* [[How do I credit a workshop invoice?]]
* [[How do I add Labour to a Workshop Job?]]
 
* [[How do I Invoice a Workshop Job]]
 
* [[How do I Credit a Workshop Invoice?]]
 
* [[How do I Stop Vehicle Health Check Sheets from Printing Automatically?]]
 
* [[How do I Stop Workshop Advisory Work Report from Printing Automatically?]]
 
* [[Useful Keys]]
 
  
{{KB_Tags|Get, start, Getting, Started, Getting Started, jobs, workshop, logging, repairs, labour}}
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{{KB_Tags|get, start, getting, started, getting started, jobs, workshop, logging, repairs, labour}}
{{GStart}} {{FAQ}} {{KB_WS}} {{ZN_WorkshopManager}}
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{{GStart}}{{KB_WS}}

Latest revision as of 06:28, 9 January 2019

Summary

The following article explains how to get started in the Workshop.

More Information

Creating Technicians

First of all you need to create your technicians and available hours in the workshop.

Creating Workshop Jobs

Now you have all your technicians and available hours setup, you need to create a Workshop Job.

Adding Parts and Labour to a Workshop Job

Now you have your workshop job created, the next thing you need to do is add parts and labour to it.

Invoicing a Workshop Job

Now you have all your parts and labour added to the job you need to invoice it off and take payment.

Crediting a Workshop Job

Should you need to refund or credit Platinum can do this automatically.

Reports

Regular Tasks

For regular tasks that need to be done, please see Recommended workshop routines.

See also


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Keywords AND Misspellings
get, start, getting, started, getting started, jobs, workshop, logging, repairs, labour