How to Add a Customer, Vehicle and Vehicle History from another Branch
This guide explains how to manage your customers in Workshop Software’s Platinum Multi-Branch system. Below are the steps to add a customer who has used another branch.
Adding a Customer from Another Branch
Note: This feature is currently available only through the customer ‘quick add’ on Customer Invoices and Customer Bookings/Events.
1. Create Customer Invoice
:Click on the ‘+’ icon next to the main search bar in Workshop Software and your Company Name, then select ‘Customer Invoice‘.
2. Select a Customer
:Choose the customer from your list or click on the “+” to add the new customer to this branch:
3. Search for Customer or Vehicle
:A pop-up box will appear. Use the ‘Search By‘ field to search using any of the following details:
Customer Name
Mobile number
Email
Registration/Plate Number
VIN
Enter the value in the provided field and click ‘Apply’. This will search all branches and provide a list of matching results.
4.
Select Customer or Vehicle
:Choose the customer or vehicle you want to use from the search results.
5.
Add New Vehicle
:Since this customer has used another branch, click the “+” button to add a new vehicle then click on ‘Search Branches to search their vehicle across branches.6.
Add to Branch and Invoice/Booking
:Click on ‘Create & Add‘ to add the customer to your branch’s system and also to include them in the invoice or booking.Note:
If you search by mobile number or email, only the customer will be added.
If you search by Vehicle (VIN, Registration/Plate Number), both the customer and the vehicle will be added to your branch.
We greatly value your feedback and invite you to share any suggestions about this feature in our Feature/Change Suggestions Portal. You are welcome to vote for existing ideas and participate in discussions, helping us to continuously improve and better serve your needs.
6.