Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to do a stocktake in workshop software, helping you keep your product catalogue organised and up to date.
Workshop Software has a simple, easy to use stocktake feature that allows you to stocktake all of your inventory of just a select group of products.
1. Click on ‘Products’ from the left hand navigation menu, then select ‘Stock Take’:
2. If you are wanting to print the stock take with all of your inventory counts then click on the printer icon in the top right of the screen;
3. Enter the correct/new quantity of the product into the Count field on the sheet as you walk around the workshop doing the stock take;
4. Enter the new quantity for any products where the quantity has changed into the Count field in Workshop Software. You can save the Stock take as you go by clicking on the green ‘Save Draft’ button at the bottom of the page;
5. When you have completed the stock take, click on the ‘Process’ icon at the bottom of the page and it will then finalise and update quantities to match those you have entered from your count;
6. If you only want to stock take a particular product type then you are able to do so, select the product type you want to stock take from the drop down box at the top of the page and then proceed as above;
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.