Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to product price lookup, helping you keep your product catalogue organised and up to date.
Unlock Efficiency with Price Lookup! When importing catalogues of parts your stock list can easily become unwieldy and dilute your searches. To keep your growing stock list under control you can mark products as “Price Lookup”. This will remove the product from your general searches but keep it easily accessible when searching the whole Item Code. This feature is tailor-made for workshops dealing with extensive parts catalogues and ensures all of your product information is accessible when you need it. 1. Navigate to the product you wish to modify by going to Products > enter the part number in the search > select the item
3. Once saved, you’re all set! Now, simply search for the part, and the price will be readily available.
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.