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Showing articles from multi-branch tag

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 …

Multi-Branch Transferring Stock

**Please note: **_The following article will show you how to transfer stock from one branch to another. This feature is for **Platinum Customers with Multi-Branch enabled ONLY**_ 1. Click on **"Products - Stock Transfer"** ![][1] 2. Select the **From Company** ![][2] 3. Select the **To Company** ![][3] 4. Sel…

Multi-branch - price matrix

**Please note: **_The following is a guide on how to set up your price matrix and then how to push this down to the other branches. Price Matrix is available for all customers with Gold or Platinum. However, this guide is specifically for anyone with Platinum and Multi-Branch._ **Please note:** for a step-by-step gui…

Multi-Branch Settings/Setup

**Please note:** _The following is a guide on what each of the settings do in the setup for Multi-Branch. This is for both the Branch Settings screen (available to ALL branches), and the Franchise Settings screen (available to Head Office branch ONLY). _**These screens are only available for Platinum customers with Mu…

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