Help Center

To create a new project, navigate to the Projects section from the dashboard, click on "Create New Project", and fill in the required information including client details, vehicle information (make, model, year, registration number), and project status. You can also add additional information such as VIN, mileage, and engine number. If you're using the detailed booking form, you can include work requested, booking notes, and vehicle delivery information.

Vline's inventory management system allows you to track all parts and supplies with real-time stock levels. You can set restock alerts for items, manage supplier information, create purchase orders, and assign parts to specific projects. The system includes QR code integration for quick scanning, inventory forecasting with ABC analysis, and comprehensive reporting. You can also track inventory movements and approvals to maintain inventory accuracy.

To manage clients, go to the Clients section where you can add new clients, view and edit existing client information, and track client history. Each client profile shows active projects, total projects, and financial balance. You can also record notes for clients, view their invoices, quotes, payments, and job cards. The system allows you to export client data for external use and import client information from spreadsheets.

To create invoices, navigate to the invoice section or generate them directly from a project. You can add line items, apply taxes, and set payment terms. The system tracks unpaid and overdue invoices on your dashboard. You can record payments against invoices, which automatically updates the balance. The system also allows you to generate financial reports, track project profitability, and manage VAT rates for accurate tax calculations.

The Vehicle Stages feature allows you to track vehicles through your workflow. Go to the Vehicle Stages section to create and manage different stages. You can assign vehicles to stages, update their status as work progresses, and document with photos. This provides a visual representation of your workflow and helps identify bottlenecks. You can also mark vehicles as sold when they leave your garage.

The system offers comprehensive reporting capabilities. From the Reports section, you can generate financial reports, inventory analysis, project profitability reports, and staff productivity metrics. The dashboard displays key performance indicators including unpaid invoices, overdue invoices, active projects, and income trends. You can export reports to Excel or PDF for further analysis or presentation. The inventory forecasting tools help optimize stock levels and predict future needs.

To manage suppliers, go to the Suppliers section where you can add new suppliers, view and edit existing supplier information, and track supplier performance. You can create purchase orders directly from the system, selecting items from your inventory that need restocking. The system supports different currencies for international suppliers. You can export supplier data for external use and import supplier information from spreadsheets.