A workshop is the facility record for a physical workshop — the place, tied to one warehouse, where work orders are carried out. This is different from a work order, which is a piece of work.
Before you start
Workshop is not governed by permission groups. Any member of an organization with the Workshop module enabled can create and view workshops.
Set up at least one warehouse before registering a workshop, since a workshop is tied to one.
The Workshops list
Open Workshop > Workshops.
| Column | Notes |
|---|---|
| Name | The workshop's name. Links to its profile. |
| Warehouse | The warehouse the workshop belongs to. |
| Status | The workshop's status. |
Sort defaults to the Name column, ascending. The toolbar shows a Create icon.
Create a workshop
- From the Workshops list, select the Create icon.
- Complete the fields below.
- Select Create workshop.
| Field | Required | What to enter |
|---|---|---|
| Workshop name | Yes | The workshop's name. |
| Workshop code | No | Free text. |
| Legal name | No | The workshop's legal entity name. |
| Warehouse | No | The warehouse this workshop belongs to. |
| Description | No | Free text. |
A toast confirms "Workshop created successfully" and you're taken to the new workshop's profile.
The workshop profile
Opening a workshop shows its Name and an Edit button, then Legal name (if set), Warehouse, Status, and Description (if set).
Edit a workshop
- Open the workshop's profile.
- Select Edit.
- Update the Workshop name, Workshop code, or Description.
- Select Save changes.
A toast confirms "Workshop updated successfully" and you're returned to the profile.
Current limitations
- Legal name and Warehouse can only be set when the workshop is created — the Edit form does not offer either field, so neither can be changed afterwards from the UI.
- There is no Delete control for a workshop.