Integrating Order parts through Covs/PROlink with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
1. Make sure the Covs integration is set up. (If not, please follow this guide): https://staging.workshopsoftware.com/knowledge-base/automotive-integrations/integrate-with-covs-prolink 2. Select an open job that you are needing to add parts to and scroll down to the products section. 3. Press on the ‘PROlink‘ icon:
4. Press ‘yes‘ when promoted to save the invoice:
5. Once you are in the PROlink/covs parts platform, choose the parts you are wanting to purchase/bring over for the invoice:
6. Once you are done selecting all the parts, press ‘Return Parts to WS‘
7. Once you are back in workshop Software, you will see the parts have been added to the invoice/job.
8. To order parts, press on the star next to where you would usually print/email the invoices:
9. It will prompt you to ‘add items to order‘ once this is pressed you can either create a new purchase order or add to an existing one (if there are no open orders, it will add one for you):
10. Once you are wanting to process the order, go up into the ‘star‘ again and press ‘send order‘:
11. Press ‘yes‘ when asked if you would like to save and send this order:
12. You will then be taken back into PROlink, where you can send the parts off to order:
13. Once this is done, your parts are on their way!
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.