How Do I Account For Workshop Labour

To keep track of all of the hours a staff member works in a day, non chargeable work needs to be accounted for. Each Staff member must have their own individual labour codes setup. These need to be of Job Management Type Staff.              

Each Staff member must also have their own Product Group with each of their Staff Codes being set to this Group.eg  Group Code: 9999.1, Group Description: John Smith – Labour. Group Code: 9999.2, Group Description: Labour Alice Sanders

Each Staff member must have a set of Labour Codes Set up

Code JS              Description Labour John Smith Chargeable

Code JSN            Description Labour John Smith Non Chargeable

Code JSA            Description Labour John Smith Adjusted

Each code should be Set to Not Track Quantities and have the Product Type set as Staff

in the Service Workshop module two recurring Jobs need to be set up:

WS                   Workshop Administration                      

SR                    Showroom

You may add additional jobs for Annual leave, Training or other types as required if you wish to break down your Labour to a very fine level.

To account for 8 hours of each day for the Staff member they need to either:

1. Add time against a Customer’s workshop Job using their chargeable code
2. Add time against the Workshop Administration or Showroom Jobs using the Non Chargeable Code

At the end of the day each Staff member’s time must add up to 8 hours. This can be checked by viewing the Staff timesheet analysis report

How do we adjust the labour charges on the invoice without effecting the timesheet report

If our Staff member John Smith has allocated 5.5 hours to a job but we can only charge the customer for 4 hours then we need to add an adjustment of -1.5 hours as per below:

If John had taken 4 hours to complete the job but we wanted to charge for 5.5 hours then we can use the Adjustment code but with a positive quantity to increase the value of the Job.

As labour is totalled on the Invoice the Customer will only see the total amount of labour, not that written off or added to the Job.