Doing a Stock Adjustment
Sometimes your recorded stock and your actual shelf count drift apart — a part gets damaged, lost, or was miscounted. Use Stock Adjustment t...
Transferring Stock Between Locations
If you run more than one branch, you can move spare parts from one location to another using Stock Transfers. Select the source and destinat...
Managing Customers and Suppliers
Under Contacts, you can maintain full records for both customers and suppliers — contact details, repair history, credit limits, and outstan...
Using Customer Groups
Customer Groups let you apply different pricing to different types of customers — for example, a discounted rate for regulars or bulk/corpor...
Viewing a Customer's Repair and Payment History
Open any customer's contact record to see their full history in one place — every repair they've brought in, every invoice raised, and every...
Importing Contacts from Excel
If you're moving from a spreadsheet or another system, you don't need to re-type every customer by hand. Go to Contacts → Import Contacts, d...
Adding Staff Accounts and Setting Roles
Go to User Management → Users to add a staff account. Each staff member gets their own login, so you can see who did what — who created a jo...
Managing Multiple Business Locations
If you run more than one repair shop branch, add each one under Settings → Business Locations. You can then assign staff to specific locatio...
Roles vs. Individual Permissions, Explained
A Role is a reusable bundle of permissions — like "Technician" or "Counter Staff" — that you assign to one or more staff members at once, so...