PDRX Knowledge Base

Help Centre

Practical self-help for workshop staff, supervisors, and admins using PDRX online. This guide focuses on the real day-to-day flows inside the client portal: jobs, stock, suppliers, ordering, receiving, reports, email, print, settings, and TMS sync.

Workshop App Client Portal Windows TMS Bridge
13 Core help topics
3 Connected products
1 Hosted operating model
PDRX logo
PDRX Online Workshop control, hosted sync, reporting, email, print, and stock visibility.
Jobs Stock Reports System
Mail Composer

PDF attached automatically

TMS Bridge

Timed sync supported

Reports

Print and email-ready outputs

Updated 05 Jul 2026

Branded hosted help pack for help.pdrx.com.na.

Start Here

Quick Start

  1. Sign in with your PDRX user account.
  2. Check that company details, logo, and email settings are correct in `System -> Settings`.
  3. Load or sync open jobs before booking stock out to workers.
  4. Keep suppliers and items current before raising purchase orders.
  5. Use reports daily to monitor stock movement, job costing, and low-stock action items.

Visual Guide

Screen Tour

These are the real client-facing screens your team uses every day. Each image below matches one of the step-by-step help sections further down the page.

PDRX jobs register showing job list, ceiling values, and action buttons. Click to enlarge
Use this area to monitor open work and cost pressure before and during booking.
PDRX job capture screen showing barcode entry, worker selection, and captured items. Click to enlarge
Job capture is where staff scan a job, confirm the worker, and save booked stock lines.
PDRX item maintenance screen showing searchable stock items and edit actions. Click to enlarge
Item maintenance helps you find, review, and edit live stock records quickly.
PDRX active orders screen showing supplier orders with edit, print, email, and receive actions. Click to enlarge
Active orders stay here until they are received and completed through stock receiving.
PDRX receive stock screen showing invoice totals, receipt lines, and post receipt action. Click to enlarge
Receiving converts supplier deliveries into live stock and records the receipt values.
PDRX workshop reports screen showing date filters and print or email options. Click to enlarge
Reports can be filtered, printed, or emailed directly from the client portal.
PDRX system settings screen showing company details and branding fields. Click to enlarge
System settings is where client admins keep business details and branding current.
PDRX email composer window showing recipients, subject, message, and attachment name. Click to enlarge
The email composer gives staff a final review step before documents are sent.
PDRX order stock detail page showing supplier information and order quantities. Click to enlarge
Order detail is where you review quantities, costs, and the exact lines going to the supplier.

Users

Roles And Access

Clerk

Best for stock issue capture, barcode entry, worker allocation, and normal processing.

Supervisor

Can manage jobs, stock, orders, receiving, reports, and operational review.

Admin

Can manage settings, users, thresholds, company branding, and full workshop controls.

Workshop Flow

Jobs Workflow

View open jobs

  1. Open the `Jobs` menu.
  2. Review the open job list and use search to find the correct job number or client.
  3. Check the status, supervisor, and ceiling display before booking stock.

Book stock to a job

  1. Open the job you want to work on.
  2. Select the correct worker or clerk if prompted.
  3. Scan or search the stock item and confirm the quantity before saving.

Close a job

  1. Make sure all legitimate stock bookings are complete.
  2. Use the close action in the `Jobs` area.
  3. Only re-open a job if more valid work still needs to be captured.

Understand ceiling values

  1. Watch the ceiling display in the job list or job costing views.
  2. Green means the job is healthy against the allowed value.
  3. Yellow or red means the current cost is approaching or exceeding the limit.
Watch Job status, worker assignment, and ceiling colour
Avoid Booking stock to the wrong worker or to jobs that should already be closed
Jobs register screenshot. Click to enlarge
The jobs list is the main control view for finding open work and checking ceiling values.
Job capture screenshot. Click to enlarge
Job capture shows the worker, stock search, captured items, and the final save action.

Inventory

Stock Workflow

Add or update an item

  1. Go to `Stock` and open the items area.
  2. Create a new item or edit an existing one.
  3. Confirm supplier, unit, cost, sell value, and receive-pack settings before saving.

Issue stock correctly

  1. Confirm the correct job and worker first.
  2. Select the exact stock item and enter the quantity carefully.
  3. Save the line and check that the booking appears on the job record.

Check stock on hand

  1. Open the stock or item reports area.
  2. Run the stock on hand or low stock report.
  3. Use the result to decide whether you must order or investigate shortages.

Run stocktake

  1. Open the stocktake function from the stock module.
  2. Count the real stock physically before entering values.
  3. Review variances and save only once the count is correct.
Item maintenance screenshot. Click to enlarge
Use item maintenance to search stock records, watch low-stock flags, and open items for editing.

Master Data

Suppliers And Workers

Add a supplier

  1. Open the supplier area under `Stock`.
  2. Capture the supplier name and contact details.
  3. Save the record so orders can be linked correctly.

Update supplier email

  1. Open the supplier record.
  2. Enter the correct email address for orders.
  3. Save the change so the mail composer can pre-fill it later.

Add a worker

  1. Open the workers area.
  2. Create the worker record with the correct name.
  3. Use that worker name consistently for all future bookings.

Why this matters

  1. Suppliers drive purchase orders and receiving history.
  2. Workers drive job costing and usage reporting.
  3. Clean master data means cleaner reports and fewer mistakes.
Active orders screenshot. Click to enlarge
Active orders shows each current supplier order together with edit, print, email, and receive actions.
Order stock detail screenshot. Click to enlarge
Order detail is where quantities and supplier-facing line information are reviewed before sending.
Receive stock screenshot. Click to enlarge
Receiving is completed here after the invoice total and receipt line values are confirmed.

Purchasing

Orders And Receiving

Create a purchase order

  1. Open `Order Stock` from the stock module.
  2. Choose the correct supplier and add the required lines.
  3. Review pack quantities and totals, then save the order.

Email the order

  1. Click the order `Email` button.
  2. Confirm the supplier email, subject, and message in the composer.
  3. Send the email with the PDF attachment once everything looks correct.

Receive an order

  1. Open the saved order and choose `Receive`.
  2. Confirm the delivered quantities and pack costs.
  3. Save the receipt so on-hand stock is updated properly.

Check cost variance

  1. Watch for price or pack-cost changes during receiving.
  2. Confirm the new cost before final save.
  3. Use stock movement and item history reports if you need to investigate later.
Workshop reports screenshot. Click to enlarge
Choose the report type, set your dates and filters, then print or email the result.

Visibility

Reports

Workshop Reports

Open vs closed jobs, job costing, stock movement, and operational summaries.

Worker Reports

Items booked per worker, jobs per worker, and worker register output.

Item Reports

Stock on hand, low stock, item history, stocktake, and variance reports.

Output

Most reports support browser print and email with PDF attachment in the hosted version.

Run a report

  1. Open the `Reports` menu and choose the right report group.
  2. Set the date range or filters.
  3. Run the report and review the totals before printing or emailing.

Use reports daily

  1. Use workshop reports to watch costing and open work.
  2. Use item reports to watch stock levels and movement.
  3. Use worker reports to review usage patterns and accountability.
System settings screenshot. Click to enlarge
Keep company details, logo, phone, and email current so documents identify the client correctly.

Configuration

System Settings

Update company details

  1. Open `System -> Settings`.
  2. Update the company name, phone, email, and other business details.
  3. Save and test by opening a print preview or email composer.

Update company logo

  1. Open the company or branding settings.
  2. Upload the correct client logo.
  3. Print an order or jobcard to confirm it displays properly.

Set stock rules

  1. Review whether negative stock should be allowed.
  2. Review ceiling warning percentages if your rollout uses ceiling values.
  3. Save the settings and monitor live use after the change.

Email defaults

  1. Open the email settings area.
  2. Review sender name, reply-to behavior, and delivery mode.
  3. Send a test order or report email after saving changes.
Email composer screenshot. Click to enlarge
Before sending, review the recipients, subject, message, attachment name, and delivery mode.

Documents

Email And Print

  • Print output opens in the browser and uses the hosted PDF layout.
  • Email opens a composer window first so the user can confirm `To`, `CC`, subject, and message.
  • The PDF attachment is included automatically for document-based emails.
  • Replies can go back to the client company email even when the sender is a central PDRX mailbox.
  • Orders and jobcards can use the client logo, while general reports can stay clean and logo-free.
Recommended default

Use a central sender such as documents@pdrx.com.na and let replies route back to the tenant company email unless the client has approved custom SMTP details.

Print a document

  1. Click the `Print` button on the order, report, or document you need.
  2. Wait for the PDF or browser print view to open.
  3. Choose your printer or save to PDF.

Send a document by email

  1. Click `Email` on the document.
  2. Confirm `To`, `CC`, subject, and message in the composer window.
  3. Send the message and verify the success confirmation.

Integration

TMS Bridge

What the bridge does

The Windows TMS Bridge runs on the client PC, reads open jobs from the local TMS source, and pushes them into the online PDRX tenant.

Credentials

The bridge should use the generated sync username and password supplied for that client setup, not a normal portal login.

Auto sync

The bridge can run on a timed interval so open jobs continue refreshing without needing a manual button press each time.

Expected mapping

The client query should expose the agreed job columns, including the ceiling-related value where the client setup supports it.

Test the connection

  1. Open the bridge on the client PC.
  2. Enter the generated sync username and password.
  3. Use the test buttons for PDRX and the local TMS before syncing.

Enable auto sync

  1. Save the bridge settings first.
  2. Enable timed sync and choose the interval.
  3. Leave the bridge running so the schedule continues to work.

Support

Troubleshooting

Email button opens nothing or falls back

Confirm the hosted mail composer is available and the tenant email settings are saved. If fallback appears, refresh the page and test again.

Email sends but no PDF arrives

Check the hosted PDF generation path, sender configuration, and mail helper/service configuration. Confirm the message is being sent through the intended delivery mode.

TMS connection test succeeds but sync fails

Review the log for mapping issues, API permission issues, or server-side validation failures. A valid token test does not always mean the push payload is accepted.

Ceiling value not showing

Check whether the local TMS query is returning the agreed source field and whether the tenant’s job mapping still matches the current view headers.