Creating Sub-Contract Lines on Workshop Jobs

When outsourcing work to external suppliers, you can add sub-contract lines to a workshop job. Follow the steps below to ensure the sub-contract is correctly recorded and posted.

Adding a Sub-Contract Line to a Workshop Job

1. Open the Workshop Job

   • Navigate to the relevant workshop job and select Add Request.
   • Enter a description for the sub-contract work.

2. Go to the Sub-Contract Tab

   • After adding the request, go to the Sub-Contract tab.
   • Fill in the following details:
     • Description – Details of the sub-contract work.
     • Charge – The cost being charged to the customer.
     • Supplier – The external company performing the work.
     • Estimated Cost – The expected cost from the supplier.
     • VAT Rate – Set accordingly (e.g., MOT jobs are zero-rated VAT).

3. Confirm and Save

   • Press Add again and confirm to finalise the sub-contract entry.
   • This will attach the sub-contract to the workshop job.

Posting the Sub-Contract Value Once Work is Completed

1. Navigate to the Workshop Reception Screen

   • Go to Workshop Reception > Sub-Contract.

2. Locate the Sub-Contract Line

   • Double-click the relevant sub-contract line for the completed work.

3. Post the Sub-Contract Value

   • Ensure the details are correct and post the sub-contract value as required.

Please note that sub contract lines should ideally be added as separate request lines, and not against other request lines.