This guide walks you through how to create dealership templates in Workshop Software. Follow the steps below to complete this task.
2. Click on the ‘+‘ at the top right of the Unit Templates Bar to create a new template;
3. Fill out the required information regarding the Units to be acquired, and add the sale description to the template in the ‘Sale Description‘ box then click ‘Save‘;
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.