Contents
Workshop Administration Desktop
Workshop Administrators are provided with a desktop (shown below) which should include all facilities they need during their normal working day.
Equipment Administration
The Equipment table is used to record details of all equipment items, be they trucks, trailers, contracting equipment and so on. The administration facility can be found in the following locations;
- Workshop Administration desktop
- Workshop Managers desktop
- Administration > Resources
When accessing or adding an equipment record the screen shown above will be used. There are a number of tabs in the Equipment Administration which have the following functions;
Details The initial screen as shown above. General grouping attributes, capacity information, descriptive details and a list of any attachments.
Purchase and Finance data relating to financial aspects. This is for memo purposes only.
Insurance & Warranty data recorded for memo purposes only.
Technical data relating to technical aspects of the item. This is for memo purposes only.
Equipment Hire data required for equipment hire transactions. This is required if you are using the Contract Management module only.
GL Defaults these fields are required if you are using the Fleet Management module
Details Tab
Purchase and Finance Tab
These fields are provided for memo purposes only.
Insurance and Warranty Tab
These fields are provided for memo purposes only.
Equipment Hire Tab
These fields are used when processing Equipment Hire transactions within the Contract Management module. All fields are required.
GL Defaults Tab
The fields in this tab are no longer used. The tab will be removed in a future upgrade.
Workshop Time Sheets
Time sheets are entered into TLP for use in various areas such as costing Workshop Jobs and recording Driver costs against equipment items. Overhead time (holidays, admin etc) can also be entered to ensure time entries are balanced although these are not used by TLP. All entries are exported for the payroll to process as required.
The time sheet shown above is for the Workshop. You will notice that all time has been recorded against Workshop Jobs and through these to the actual equipment items.
TLP allows for the Workshop to make a profit to recover Workshop overheads. Hence the financial transactions have a Workshop Cost and Workshop Revenue figure. The Workshop Revenue becomes the equipment cost for this work.
Workshop Suppliers Invoice
Supplier Invoices are entered into TLP for use of the Fleet Management system. These could relate to Workshop costs, Equipment costs or company overheads, the latter not being used by TLP. All invoices are exported to the accounting system for processing, payment and company financial reporting.
The invoice shown above is for petrol purchased. This is costed directly to the equipment items and is not allocated to a Workshop job.
Invoices can be for any of the following;
- Workshop jobs
- Equipment costs
- Stock purchases
- Tyre purchases
- Company overheads