Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to filter stocktake by location, helping you keep your product catalogue organised and up to date.
Handling stocktake can be a bit of a challenge, but we’ve got a solution to make it more manageable. We’ve introduced a feature that lets you sort items by location. Once you’ve set a location, you can generate a stocktake report that specifically lists products assigned to that location. Simplifying the process, one location at a time.
Here’s how to do a stocktake by location
Note: The ability to view stock by location requires the location to be entered for the product. Please see below for more information on how to enter a location.
1. Go to Products > Stock Take > Location
3. Choose whether you want to view the details on the screen or print
Good to Know
- 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.