Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to track stock orders in workshop software, helping you keep your product catalogue organised and up to date.
When creating a stock order in Workshop Software you can enter the estimated due date (per product ) that you expect this order to be received on. 1) At the time of entering product items in your stock order there is a “Due Date” column next to each product, simply click on the calendar icon to enter in the expected due date of this item
This can be entered in at anytime prior to processing the order.
2) When the stock arrives to your store, you now need to create a Supplier invoice linked to this stock order. Click here for our guide on how to invoice an existing supplier order. This step will mark the products/stock order as being received.
You can also run a Stock Status Report to see which parts have been received, on order or suggested (where a stock order has been created but not yet processed/sent to supplier)
Click here for our guide on how to run the Stock Status Report.
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.
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.