Workshop repair orders

A workshop that takes in a customer’s equipment and returns it repaired: a printed receipt signed by both sides, an estimate approved before work starts, spare parts leaving stock with their accounting effect, and an invoice on delivery — or a warranty delivery with no invoice, charged to the warranty expense account.

Customer equipment

Path: Workshop → Customer equipment/wshop/equipment

What it does: A piece of equipment is a record belonging to the customer, not text retyped on every order: a vehicle by its plate, a device by its serial, a machine by its make and model. With it, «this machine’s history» becomes a screen rather than a search through paper.

FieldDescription
KindVehicle, device or machine — the kind decides what identifies it.
Plate / serialA vehicle by its plate, a device by its serial — or by make and model together.
Make, model, yearIts description.
CustomerIts owner — equipment does not exist without one.
Equipment historyEvery previous repair order on it.

The repair order and its status cycle

Path: Workshop → Repair orders/wshop/orders

What it does: The document that travels with the equipment from the workshop door and back: the customer’s complaint, then the technician’s diagnosis, then an estimate to approve, then parts issued and labour charged, through «ready» to delivery.

FieldDescription
Order number and receipt dateThe document and the moment the equipment came in.
Equipment and customerFrom the equipment register; the customer comes with it.
Meter on receiptThe meter reading — evidence in a dispute.
Customer complaintIn their own words.
Technician diagnosisWhat was actually found — which is not the complaint.
Order linesA line per part or labour, with its technician, price and VAT.
Approval channelPhone, in person or WhatsApp — recorded, because approval is a commitment.
Days in shopFrom receipt until today — the delay measure.
ℹ️ The statuses in order: received → estimated → approved → in progress → ready → delivered (or cancelled). Every transition is written into the order’s life log.
ℹ️ An issued part locks its line: item and quantity cannot be edited afterwards — because stock actually moved.
ℹ️ Warranty delivery releases the equipment with no invoice, and its cost is charged to the warranty expense account set under «Settings → Accounts».

The workshop board

Path: Workshop → Workshop board/wshop/board

What it does: Everything in the workshop right now, laid out by status: waiting for an estimate, waiting for approval, under repair, ready but not collected. A morning screen for whoever runs the floor, not for data entry.

ℹ️ The board is for reading and directing; entry stays on the repair orders screen.

Technicians

Path: Workshop → Technicians/wshop/technicians

What it does: The technician register — and a technician is assigned to an order line, not to the whole order, so an order two people worked on measures each one’s share.

FieldDescription
CodeGenerated automatically.
Name, Arabic and EnglishThe technician in both languages.

Workshop settings

Path: Settings → Workshop tab/maintaniance/Settings?tab=wshop

What it does: Three settings, fixed once, that govern every order afterwards.

FieldDescription
Approval mandatory aboveAbove the threshold, no parts are issued and no repair starts without the customer’s approval. Zero = not mandatory.
Default parts warehouseThe store parts are issued from.
Disclaimer textPrinted at the foot of the receipt.
ℹ️ The warranty expense account is set under «Settings → Accounts», workshop section — not here.
ℹ️ This module’s reports live in the report centre under its own group — not on a screen of their own.