How to add a product
There are two options when entering a new product, stock or labour item into Workshop Software. * _First Option - _You can enter the product item through the Products listing . . * _Second option - _You can enter the product item directly onto a customer invoice, supplier stock order or supplier invoice using a q…
Setting up your franchise/group in Dealership Software
When setting up your Dealership Software's franchises/ groups. it is important to set your accounts correctly. Your franchise/ groups assets account must be set up in your accounting program as an inventory account. This can be done by going to Units, and to Franchises/ Groups; ![][1] Open the Groups settings; _C…
Product Types
Update the product types to have the below letters for the product type: Stock S Labour (Labor) J Sublet Repair A Consumable W Accessories X Tyres T
How to create a workshop customer invoice
1. Click on the ‘+’ icon at the top right hand side of the page next to your company name and logo and select Customer Invoice from the drop down box. ![][1] 2. If the invoice is for an existing customer then search and double click on their details or click on the ‘+’ icon at the top of the page, next to the search…
How to acquire units
This Guide will show you how to acquire new units for your dealership, for example, ordering new cars for your dealership. You'll need to begin by adding your Suppliers to your Suppliers list. To learn how to do this, follow THIS guide. 1. Click on the '+' icon at the top right of the page and select **Supplier Invo…
How to allocate a part payment against a customer or supplier invoice
This guide will show you how allocate a part payment against an invoice, for instances where a customer is wanting to pay off an invoice over time. If the customer is a cash customer (Account Info is CASH), the invoice type will need to be changed to ACCOUNT. This enables the invoice to be processed with a balance du…
How to print a job card
If you are using Workshop Software on a PC, Mac or laptop you will want to print off job cards for each car as it is worked on but if you are running a paperless workshop and using a tablet then you do not need to actually print the job card off. This guide will show you both options; 1. Click on ‘Job Centre’ from th…
