Transcript
Checking in a repair, adding parts and labour, and taking payment at pick-up.
0:00 Introduction
If your shop repairs things, the register tracks that work too. In this episode we check in a bike for repair, add a part and some labour, and take payment when the customer comes to collect.
0:13 The work orders list
Tap Work orders at the top of the sell screen.
This is the list of open jobs. Each one shows its number, the item, the customer, the problem reported, its status, when it is due, and the estimate so far. You can search by number, item, serial number or customer.
0:33 Checking in a repair
Walt has brought in a bike. Tap New work order.
First, choose the customer. Tap Choose and search for Walt.
Now describe the item. Walt's bike is a red Trek city bike. Add the serial number too, so there is no doubt later about whose bike is whose.
Write down the problem as the customer tells it. You can also add a technician, and a due date, so the customer knows when to come back. Then tap Create.
The work order has its own number, and its own page. On the left are the customer and the details of the job, and the status. The status moves from open, to in progress, to ready, as the work goes along.
1:19 Parts and labour
On the right go the parts and the labour. First a part. Tap Part, and search for the inner tube.
The part is added to the job, at its normal price. Next, labour. Tap Labour.
Choose a standard labour item from your list, such as the flat repair, and type the hours it took. An hour and a half. Then tap Add.
For work that is not on the list, tap Labour again and choose Custom labour. Give it a description, the hours, and your own rate. Chain clean, half an hour, at forty dollars an hour.
The page now lists every part and labour line. At the bottom are the total hours of labour, and the estimate before tax.
2:05 Pick-up and payment
Later, Walt comes to collect the bike. Open the work order, and when the job is done, tap Check out.
All the lines move to the sell screen as one sale, with the customer attached, and tax added to each line. It is an ordinary sale from here.
Tap Pay and take the money, as always. We use cash.
The receipt lists the part, and the labour with its hours and rate. The work order is marked as picked up, and the part comes out of your stock.
In the next episode, we look after the cash drawer: money in, money out, and opening it without a sale.