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How to add more vehicle body types

Workshop Software gives you the ability to have a number of body types available to select from when entering the details of a vehicle. You can add different product groups as necessary to increase the number of types available. 1. Click on **'Settings'** from the menu options down the left hand side and then **'Com…

How to add a job code

Workshop Software allows you to distinguish between stock and labour items when entering your stock inventory so that you can enter labour lines on to an invoice, these labour lines can then have mechanic times clocked against them. 1. To add a new Job Code click on **Products** from the menu options down the left ha…

How to add or edit a supplier

1. Click on Suppliers from the menu options on the left hand side of the screen; 2. Click on the '+' icon to the far right of the blue Suppliers menu bar at the top of the page to add a new supplier; ![][1] 3. Enter the details of the supplier, only the Company Name is a required field, Once all the details have be…

How to add a mechanic in Workshop Software

1. Click on ‘**Mechanics**’ from the list of options on the left hand side of the screen. ![][1] 2. Select the ‘**+**’ symbol at the top right of the screen to add the details of the new mechanic. ![][2] 3. Enter the details of the new mechanic: * First Name (required) * Last Name (required) * Cost per hour…

How to add footers to a job card, customer invoice and customer statement

Workshop Software allows you to add a footer to a job card, customer invoice and also customer statement. These footers are a great way to communicate with your customers and once created will appear at the bottom of every job card, customer invoice or customer statement. 1. Click on **'Settings'** from the list of m…

How to add a product

There are **two **options when entering a new product, stock or labour item into Workshop Software. * _First Option - _You can enter the product item through the Products listing. * _Second option - _You can enter the product item directly onto a customer invoice, supplier stock order or supplier invoice using a…

How to add/create a product group

Products can be put into groups which then makes it easier to stocktake as you can filter your stocktake by group. 1. Click on **Settings** from the list of menu options down the left hand side of the screen and then click on **Company Lists**; ![][1] 2. Click on the green '**+**' icon to add a new product group, e…

How to add or edit payment methods available

Workshop Software gives you the ability to create your own payment methods for use when processing payment against a customer invoice. To add payment methods; 1. Click on **'Settings'** from the menu options on the left hand side of the page and then click on **'Company Lists'** ![][1] 2. Scroll down until you see…

How to add products to a product group

By adding products into groups you are then able to stocktake by group making it easier to stocktake groups more often or to keep track of smaller stock items. 1. To add a new or existing product to an existing product group click on into the **Group** field to bring up a list of existing product groups, select the c…

How to add my company logo to invoices

1. Click on Welcome! and your company name up the top right of Workshop Software and then select Profile from the dropdown menu; ![][1] 2. You can now upload a small logo to appear next to your company name at the top of Workshop Software and also a larger company logo to sit in the top left of your Workshop Softwar…

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