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Showing articles from edit tag

What should I do with Workshop Software Logins when there is a change of staff

If you have a staff member that is leaving with a new member joining you do not need to delete the user login details for the staff member that is leaving. The best course of action is to edit the current user login details by following **[this guide][1].** You can change both username and password with the above pr…

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 edit a product

If you need to edit or add to the information you have entered about a stock item or labour/job code it is easy to change or update. 1. To bring up the details of the stock item or labour/job code you need to edit you can either; a) Type the** Item Code**, **Description** or **Searchable Tag** into the universal sea…

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 edit a booking in Workshop Software

Until a booking is started and turned in to a job card, changes can be made to it. 1. Go to **Booking Diary**. Open the job by clicking the day in the Booking Calendar and then click on the customer name, make sure to select the correct customer name on which Mechanic it is being assigned. ![][1] ![][2] You can ma…

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 edit a processed invoice using the copy button

There are two methods for editing a processed invoice, either using the edit button or copy button. The below items **_cannot_** be edited once an invoice has been processed: * Cash/Account Invoice Toggle * Invoice Type * Post Date * Product Changes * Price Changes * Customer Changes * Vehicle Changes …

How to edit a processed invoice using the edit button

There are two methods for editing a processed invoice. This depends on what field you would like edited. The below fields can all be adjusted with the **_Edit button method_** provided in this guide: * Order Number * Follow Up Date * Odometer * Hours * Next Service - Kms * Description * Invoice Notes …

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