Using Workshop Management System

Workshop System Guide

Click on the 'workshop' icon again and
login with your details.

Workshop System Guide

The interface of the Workshop System.

Contacts Feature

Adding New Contacts and Viewing Contact List
Workshop System Guide

A. Go to 'Contacts' > 'New Contact' to add new customer details.

Workshop System Guide

B. After adding 'New Contact', go to the 'Contact list' to view the full list.

Workshop System Guide

C. There is a 'Debtor Terms' feature as well.

Client Relationship Management Feature

Recording Tasks and Services
Workshop System Guide

A. Go to 'CRM' > 'New Task' for incoming workshop jobs.

Workshop System Guide

a. Fill in the new incoming task details in the required fields.

Workshop System Guide

B. Go to 'CRM' > 'Tasks List' to view all on-going tasks.

Workshop System Guide

C. Go to 'CRM' > 'New Service History' to update task statuses.

Workshop System Guide

D. Go to 'CRM' > 'Service History List' to view the full list.

Receivables Feature

Issuing Invoices and Recording Receipts as well as Shipping Methods
Workshop System Guide

A. Go to 'Receivables' > 'New Invoice' to issue invoices for customers.

Workshop System Guide

B. Go to 'Receivables' > 'Invoice List' to view recorded invoices.

Workshop System Guide

C. Go to 'Receivables' > 'New Receipt' after clients have paid.

Workshop System Guide

D. Go to 'Receivables' > 'Receipt List' to view all receipts.

Workshop System Guide

E. You can key in courier methods under the 'Shipping Method' feature.

Inventory Feature

Inventory Recording and Tracking
Workshop System Guide

A. Go to 'Inventory' > 'Inventory List' > 'Item Setup' to set up all the necessities for your items.

Workshop System Guide

B. Go to 'Inventory' > 'New Item' to enter new items into your inventory.

Workshop System Guide

C. To view all items, go to 'Inventory' > 'Inventory List'.

Vehicle Feature

Adding New Vehicles and Viewing Full Vehicle List
Workshop System Guide

A. Go to 'Vehicle' > 'New Vehicle' to add the client's vehicle.

Workshop System Guide

29. Go to 'Vehicle' > 'Vehicle List' to view the clients' vehicle list.

Vendor Feature

Adding New Vendor and Viewing Vendor List as well as Vendor Terms
Workshop System Guide

A. To insert new Vendors, go to 'Vendor' > 'New Vendor'.

Workshop System Guide

B. Go to 'Vendor' > 'Vendor List' to view all recorded vendors.

Workshop System Guide

C. Workshop System also includes the 'Vendor Terms' feature.