Customers and vehicles form the basis of repair order management in Perno Mechanics. One customer can have several vehicles, and each vehicle is assigned to a specific customer. Linking these records makes it easier to create orders, contact customers and review repair history.
How to add customers and vehicles in Perno Mechanics
1. Open the customer list
Go to Workshop operations → Customers and vehicles.
The list shows customer details, contact information and the number of assigned vehicles and orders.
Before adding a new customer, use Search name, email, phone or company. You can search by customer name, email address, phone number or company name. This helps prevent duplicate records.
2. Add a customer
Click + Add customer to open the Customer form, then complete the fields:
|
Field |
What to enter |
|
Customer name |
The customer’s full name or identifying name. Required field. |
|
|
The customer’s email address. |
|
Phone |
The customer’s phone number. |
|
Company name |
The company name, if applicable. |
|
Tax ID |
The tax identification number, such as a Polish NIP. |
|
Notes |
Additional information about the customer. |
All fields except Customer name are optional. However, it is worth adding an email address, as Perno can use it to send payment requests and order-related messages.
Check the details and click Save.
3. Open the customer profile
Click the customer’s name in the Customers and vehicles list.
Their profile contains two sections:
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Vehicles — vehicles assigned to the customer.
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Repair history — the history of repair orders.
Before adding a vehicle, check the Vehicles section to make sure it has not already been saved.
4. Add a vehicle
In the customer profile, click + Add vehicle. The Vehicle form will open.
The customer is assigned automatically and shown above the form under Customer. When adding a vehicle from a customer profile, you cannot accidentally change this assignment.
Complete the vehicle details:
|
Field |
What to enter |
|
Make |
The vehicle make. Required field. |
|
Model |
The vehicle model. Required field. |
|
VIN |
The vehicle identification number. Optional field. |
|
Production year |
The production year. Optional field. |
|
Mileage |
The current mileage. Optional field. |
|
Notes |
Additional information about the vehicle. Optional field. |
Click Save to save the vehicle. It will appear in the Vehicles section of the customer profile.
To add another vehicle for the same person or company, select + Add vehicle again.
5. Add customers and vehicles while creating an order
You can also add a customer and vehicle directly from the repair order form.
First, search for the customer in the Customer field. If no matching record exists, select Add customer to create one without leaving the order form.
After selecting the customer, choose their vehicle in the Vehicle field. If the vehicle is not listed, use + New vehicle.
The vehicle list includes only vehicles assigned to the selected customer.
6. Edit existing details
To update customer details, open their profile and click Edit customer. Make your changes and save the form.
To edit a vehicle, open the three-dot menu next to the relevant vehicle in the Vehicles section and select Edit.
The three-dot menus on customer and vehicle lists provide access to the available actions for each record.
7. Delete records while preserving history
The customer profile includes a Remove button, while the vehicle menu includes a Delete option.
Deleting a customer or vehicle may be blocked if the record is already linked to repair orders or payments. In that case, retain the data to preserve the history of repairs and payments.