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Showing articles from transfer 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…

How to transfer vehicle ownership

**How to Move Vehicle Ownership** Workshop Software gives you the ability to move a vehicle and it's history from one customer to another. **Please note:** the new owner of the vehicle will need to be set up in Workshop Software before following the below steps. **[How to create a customer profile][1]** 1. Search f…

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