Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to add products to a product group, helping you keep your product catalogue organised and up to date.
By adding products into groups you are then able to stocktake by group making it easier to stocktake groups more often or to keep track of smaller stock items. 1. To add a new or existing product to an existing product group click on into the Group field to bring up a list of existing product groups, select the correct one from the list;
2. To create a new product group to add the product to click on the green ‘+‘ icon next to the Group field and enter a name and description for the new Product Group, once done click on the green Save icon;
3. You can also add a product to an existing Product Group when entering it for the first time through a customer invoice. After clicking on the green +Add New Product icon in the customer invoice the New Product pop up appears, one of the options is Group, click into the field to bring up a list of existing groups to select from;
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Keeping your product list tidy helps your team find items quickly when building invoices and job cards.
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.