Workshop Management Software (WMS)

Project Details

Overview:

The "Workshop Management Software (WMS)" is designed to help businesses streamline and manage workshop operations. It integrates billing, inventory management, receivables, accounts, and customer relationship management, providing a comprehensive solution for workshop management and financial tracking.

Key Features:

• Dashboard:
  • Number of Jobs: View the total number of jobs currently being processed.
  • Billing Status: Track the status of ongoing billing tasks.
  • Inventory Status: Monitor the status of inventory items.
  • Stock Status: View the current stock levels in the workshop.
• Settings:
  • User: Manage user roles and access permissions.
  • Bill of Materials (BOM) Parts: Maintain a list of parts used in various services.
  • Parts: Manage parts inventory.
  • Service: Define and manage the services offered by the workshop.
  • Supplier: Manage supplier details and contacts.
• Inventory Management:
  • Inventory: Manage and track inventory items in the workshop.
  • Purchase: Record and manage purchases of inventory items.
  • Purchase Return: Handle returns of purchased items.
  • Issue: Track issued items for jobs and services.
  • Issue Return: Manage returns of issued items.
  • WIP Stock: Manage stock that is in the process of being used in jobs (Work In Progress).
• Receivable:
  • Cash Out: Track all cash payments made.
  • All Due Report: View a report of all due payments and amounts.
  • Accounts: Manage accounts for the workshop.
  • Decline Bank (POS): Track declined payments made through the point-of-sale system.
  • Transactions: Manage and track financial transactions.
• Account Management:
  • Accounts Group: Define and manage groups of accounts.
  • Accounts Head: Define the head categories for accounts.
  • Opening Balance: Set the opening balance for accounts.
  • Voucher Entry: Record voucher entries for financial transactions.
  • Auto Journal: Automatically create journal entries for transactions.
  • Accounts Report: Generate reports on the accounts of the workshop.
• Billing Management:
  • Create Billing: Generate new billing entries for services and parts.
  • Search Client: Search for clients by name or registration number.
  • Search by Registration No.: Search clients by their vehicle registration number.
  • Search by Chassis No.: Search clients by vehicle chassis number.
  • Add Parts: Add parts to the bill.
  • Add Service: Add services to the bill.
  • Make Payment by Card, Cheque, Online: Provide multiple payment options for clients.
• Estimate Management:
  • Create New Estimate: Generate a new estimate for services or repairs.
  • Modify: Modify an existing estimate.
  • Clone: Duplicate an existing estimate to create a new one.
  • Add Parts: Add parts to the estimate.
  • Add Service: Add services to the estimate.
• CRM:
  • Add New Customer: Add new customer details into the CRM system.
• Ledger Management:
  • Product Ledger: Track the financial transactions related to products.
  • Supplier Ledger: Maintain a ledger for suppliers.
  • Vehicle Ledger: Track the financial details of vehicles being serviced.
  • Job Ledger: Manage ledger entries for jobs completed in the workshop.
  • Advance Ledger: Track advance payments and balances.
• Reports:
  • Estimate List: View a list of all estimates created.
  • Draft Bills: View draft bills that are pending finalization.
  • Main Bills: View finalized main bills.
  • Receive: Generate reports on received payments.
  • AIT: Generate AIT reports for tax purposes.
  • VAT: Generate VAT reports for transactions.
  • Purchase: Generate reports on purchase activities.
  • Issue: Generate reports on issued items.
  • Gross Profit: View reports on the gross profit generated.
  • Due: Generate reports on due payments.
  • Gate Pass: View gate pass reports for inventory movement.
  • Accounting: Generate general accounting reports.
  • WIP: View reports on Work In Progress items.

Challenges Addressed:

• Centralized management of jobs, inventory, and financials in the workshop.
• Efficient billing and payment management, with multiple payment methods.
• Improved tracking of parts, services, and customer interactions.

Achievements:

• Simplified and automated billing and estimation processes.
• Streamlined inventory management and stock tracking.
• Enhanced financial tracking and reporting capabilities.