Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to edit a product, helping you keep your product catalogue organised and up to date.
If you need to edit or add to the information you have entered about a stock item or labour/job code it is easy to change or update. 1. To bring up the details of the stock item or labour/job code you need to edit you can either; a) Type the Item Code, Description or Searchable Tag into the universal search bar at the top of the page, click on the part details when the come up;
b) Click on Products from the menu options down the left hand side of the page and then type the Item Code, Description or Searchable Tag in the filter field;
2. Enter any additional information or make changes to the existing information as required, once completed click on the green ‘Save’ button at the bottom of the page;
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Use the product search bar to quickly locate the product you need by name or part number.
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 in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.