Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to add a product group, helping you keep your product catalogue organised and up to date.
Products can be put into groups which then makes it easier to stocktake as you can filter your stocktake by group. 1. Click on Settings from the list of menu options down the left hand side of the screen and then click on Company Lists;
2. Click on the green ‘+‘ icon to add a new product group, enter the name of the group and a description and then click on Save to save the group;
3. You can make changes to the name or description of the group by clicking on the blue Edit icon or delete the group altogether by click on the red rubbish bin icon;
For information on how to add products to product groups please see: https://staging.workshopsoftware.com/knowledge-base/products-jobs/how-to-add-products-to-a-product-group/
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
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.
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 above, check your current plan or contact the Workshop Software team.