Overview

Workshop Settings is where administrators configure module-level behaviour for the Workshop module.

Navigate to Workshop → Configuration → Workshop Settings.

User permissions

Editing requires the Administrator role. Other users with access to the Workshop module can view the page, but the Edit option is not available to them.

kb-workshop-settings-page.png

Workshop kiosk settings

Setting Description
Workshop Kiosk Change Depot Pin The PIN required to change the depot the Mechanic Kiosk is viewing. Digits only, maximum 4.

Markup settings

Setting Description
Parts Markup Percentage (%) The percentage applied to parts costs when generating an External Work Order Report. Accepts up to 100, to two decimal places.

Fuel parts

Fuel is recorded against a part, and each fuel type has its own.

Setting Description
Diesel Part The part record diesel is recorded against.
AdBlue Part The part record AdBlue is recorded against.

Start typing a part number or description to search the parts list.

❕Note: Neither the diesel nor the AdBlue part can be added to a job task. Fuel is consumed only by fills, so these parts are deliberately excluded from task part lines.

Email settings

Setting Description
Workshop Email Address The email address printed on PDFs and reports generated by the Workshop module, for example purchase orders and external work order reports. One address only.

Supplier attachment settings

When an attachment is added to a supplier's file, an expiration date can be set against it. These settings control the automated monthly email that reports supplier attachments approaching expiry.

This email is sent on the first day of each month.

Setting Description
Send Emails? Set to Yes to enable the monthly expiry notification email, or No to switch it off.
Recipients One or more email addresses, separated by a semicolon (;) with no spaces. For example: [email protected];[email protected] Maximum 200 characters.
Attachments Expiring Within (Days) The number of days notice required. Attachments due to expire within this many days are included in the email.

What to expect once the notification is enabled

Fuel consumption report columns

Choose which tech specs appear as columns on the fuel consumption report, and in what order.

  1. Click the Edit icon ✏️ in the header.
  2. Click Add Column.
  3. Select a Tech Spec from the dropdown.
  4. Repeat for each column you want on the report.
  5. Use the up ⌃ and down ⌄ arrows to set the order the columns appear in.
  6. Click Submit.

To remove a column, click the delete icon 🗑 beside it.

❕Note: A tech spec already used as a column is not offered again in the dropdown, so each tech spec can appear only once.

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Print settings

These settings control how job order sheets and checklists are formatted when printed.

Show or hide sections on job order sheets

Option What prints
Show Tasks and Parts Both the task list and the parts list are included on the printed sheet.
Show Tasks Only Only the task list is printed. The parts section is hidden.
Show Parts Only Only the parts list is printed. The task section is hidden.
Don't Show Tasks and Parts Neither section is printed. Use this if your job order sheets are used for sign-off only.

Checklist layout

Option Description
Initials The original layout. A single column for mechanics to initial each checklist item.
Initials and Checkbox Adds a second checkbox column alongside the initials column. Each printed page includes a key explaining the marking conventions for the two columns.

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In This Topic

Related Topics

Getting Started With Workshop

Suppliers

Invoicing Workshop Work