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Showing articles from customers tag

How to run an Outstanding Customer Balances report

1. Click on **Reports** > **Business Reports** from the left hand navigation bar in Workshop Software. ![][1] 2. Click on the arrow to expand out the **Customer Reports** section. ![][2] 3. Click on the green printer icon for the Outstanding Customer Balances report, if you want to you can also sort the report by …

Platinum - Head Office Customers Overview

![][1] The customers tab is very similar to the layout of the customers tab in a normal branch. 1. You have the list of customers that can be ordered by any of the columns 'Customer', 'Mobile' or 'Phone Number'. 2. There are also 4 icons next to each customer that you can use: Pen icon - Takes you to the customer …

How to run a report to get a full list of your customers

You are able to generate a list of your customers in Workshop Software and can choose to show it in order by contact name, customer name, state or suburb. The report will show you the customer name and address, contact name, mobile number and email address. 1. Click on **'Reports'** from the menu options on the left …

Platinum Multi-Branch - How to add a customer from another branch

The following is a guide on working with Customers in Workshop Software's Platinum Multi-branch system. This guide is specifically for anyone with Platinum Multi-Branch subscription. _**How to add a customer that has used another branch**_ **Please note:** At this time, this feature can only be used in the customer …

How to manage your customers who pay you via Capricorn

**Please note** that this feature is only available to customers on our Gold and Platinum packages. 1. Activate your integration by going into Integrations - Automotive Integrations - Capricorn: ![][1] 2. Activate your Capricorn integration by pressing '**Activate CAPRICORN**': ![][2] 3. Enter your Capricorn supp…

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…

How to edit a customer's details

1. Using the main search bar in Workshop Software, type in the name of the customer you want to make changes. Double click on the name in the search results: ![][1] 2. Enter an additional information you want to add about the customer or change any of the information you have entered already. Once you have finished …

How to merge duplicate customers

If one version of the customer doesn't have any transactional data attached, you should be able to delete that customer. If both instances of the customer have invoices against their name you will have to transfer them all over to one customer and then delete the other one. To do this: 1. Find the version of the …

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