You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from How to tag

How to edit vehicle details

1. Search for the vehicle by typing in the REGO in the main search bar in Workshop Software, located at the top of the page. (Or the customer's name if you cannot remember the REGO). Then click on the correct search result. ![][1] 2. Enter any additional information you want to add about the vehicle or change any of…

How to hide prices of parts and labour on the customer invoice

Workshop Software gives you the ability to hide the line prices of your parts and labour on customer invoices. 1. Click on **'Settings'** from the menu options down the left hand side of the page and then click on **'Company Settings'**; ![][1] 2. Under the heading **'Invoice Settings'**, click on the button below …

How to integrate with TireConnect

**_IMPORTANT INFORMATION_** * Ensure you have an "In-Store" Account * Ensure your "Show Price" setting is turned on (if turned off the system will ask for a quote instead of bringing back prices to Workshop Software) _If you require the "Show Price" setting to be turned off for your website then you will need to…

How to run a Stock Status Report

This report requires a due date has been entered for each product on a stock order. To enter a due date for each product on a stock order please see our guide: [**How to track stock orders in Workshop Software**][1] 1. Click on '**Reports**' on the left hand navigation menu in Workshop Software, then click on '**Busi…

How to check an invoice/payment sync status

This guide shows how to check that an invoice/payment has synced over to the accounting software that is integrated with your Workshop Software account. 1. Navigate to **Reports -> Business Reports -> Log Reports** ![][1] ![][2] 2. Under **Invoice/Payment Status**, select whether the transaction is a **Customer In…

How to run a sales breakup report

A Sales Breakup is a more detailed version of the Sales Report and shows the individual product items on an invoice grouped by product type (consumable, stock, labour, sublet, accessories or tyres) and will show; * Invoice number * Date * Item Code * Description * Type - Invoice or credit * Customer * R…

How to search for a customer

There are a couple of different ways that you can search for a customer in Workshop Software. **_Using the main search bar_** Type the name or phone number of the customer in the search bar at the top of Workshop Software. When the customer comes up you can click on it to open the **Customer Details** page to view t…

Where do I enter by ABN

1. Click on **'Settings'** from the list of menu options down the left hand side of the page and then click on **'Company Settings'**; ![][1] 2. Under the heading **'Company Settings'**, enter your ABN into the Australian Business Number field: ![][2] 3. Once your ABN has been entered, scroll down to the bottom of…

How to change your customer from a cash account to an account customer

1. Find the customer that you want to edit by typing the customer name into the main search bar located at the top of the page and then double click on the name when it comes up: ![][1] 2. Toggle the **'Cash'** toggle, located in the top right hand corner of the customer profile, so that **'Account'** is shown ![][…

How to Hide the Line Prices on an Invoice

Workshop Software gives you the ability to hide the line prices of your parts and labour on customer invoices. 1. Click on Settings from the menu options down the left hand side of the page and then click on Company Settings; ![][1] 2. Under the heading Invoice Settings, click on the button below Hide Line Prices s…

scroll to top icon