Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to platinum – head office products overview, helping you keep your product catalogue organised and up to date.
Head Office Products Overview
The Products tab is very similar to the layout of the Products tab in a normal branch.
1. You have the list of products that can be ordered by any of the columns ‘Item Code’, ‘Description’, ‘Brand’, ‘Retail Price’, ‘Cost’ or ‘Qty’.
2. There is also the Pen icon that will take you to the product to be edited.
3. You can look at inactive products by switching the ‘Active’ toggle:
4. You can add new products by pressing the ‘plus’ icon on the top right:
5. You can search for any of the products in the search bar using either Item Code, Description or Test.
Good to Know
- Use the product search bar to quickly locate the product you need by name or part number.
- 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 in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.
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