Service workshop
Wheel & Spoke Workshop
Company profile · Monthly journey in preparation
How it began
Kit opened a bicycle repair workshop and Robin keeps parts and payments organised. They distinguish parts owned by the workshop from customers' bicycles, which never become the workshop's inventory.
Kit Wheel
Business lead
Robin Spoke
Records and operations
Fictional background is storytelling. Only linked recorded events change the sample books. Amounts are illustrative base-currency units; no country tax rules are implied.
Keep customer property separate from workshop stock
Follow parts, labour, customer-owned property and settlement examples without treating a job card as a posted module.
- Review the opening workshop stock and the separate customer-owned bicycle reference.
- Trace a parts purchase and a labour/service sale through the ledger.
- Review the customer receipt, supplier payment and returned part.
- Confirm that customer-owned property does not enter the inventory valuation.
What this example does and does not show
- Customer-owned property is excluded from stock balances and valuation.
- The pack does not implement job cards, custody, scheduling or work-in-progress costing.
- Parts and service income remain distinguishable in the teaching scenario.
A practice event remains unposted
2026-09-12 · service-workshop-event-05 is staged for review.
The proposed outflow is 400.0000 and the recorded available balance is 200.0000, a shortfall of 200.0000 base-currency units.
No agreed overdraft facility is recorded. The permitted bank overdraft is 0.0000.
The authored payment exceeds the operational bank balance. No agreed overdraft facility is recorded, so its limit is zero. The supplier bill remains unpaid; the payment has no effect on the bank or the payable. No funding or credit facility has been invented.
Inspect the source evidence before choosing a correction. No funding or credit facility has been invented to make this practice event pass.
A practice event remains unposted
2026-09-20 · service-workshop-event-08 is staged for review.
The proposed outflow is 200.0000 and the recorded available balance is 155.0000, a shortfall of 45.0000 base-currency units.
The authored till deposit exceeds the cash recorded in this operational scenario. It remains unposted evidence; no funding has been invented.
Inspect the source evidence before choosing a correction. No funding or credit facility has been invented to make this practice event pass.
Monthly journey in preparation
Profile and existing teaching scenario available. Enriched monthly chapters are not yet complete.
The existing scenario below is available to inspect. It is not a completed month-by-month story.
Follow the story in your own books
This story accompanies sample pack 1.1.0. If your installed sample predates it, its guide explains which chapters require the newer pack. Keep an existing real company’s chart and history intact.
Open the demo, choose Wheel & Spoke Workshop, then open Sample guide. Your guide opens the matching entries and reports.
Open the demo Read the bookkeeping lessons
Workshop bookkeeping example; customer-owned property is not inventory, and job cards, parts custody and workshop scheduling are not implemented.