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Showing articles from run tag

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 …

How to run a follow up report

The follow up report is a list of any follow up notes you have entered using the **Follow Up Date** field when creating a customer invoice. he report shows the; * Invoice number the note was created against * Follow-up Date * Customer Name * Description of original invoice * Follow up note entered 1. To r…

How to run the customer open deposits report

The Customer Open Deposits Report will give you a list of all deposits taken on invoices that are still open, once the invoice has been processed or finalised the deposit will then show as a Customer Payment. 1. Click on **'Reports'** from the menu options on the left hand side and then click on **'Business Reports'*…

How to run a sales by payment method report

The Sales by Payment Methods report provides a list of all payments taken within a date range, grouped by the method of payment. The report shows the invoice number, payment date, customer name and payment amount. 1. To run the report, click on **'Reports'** from the menu options on the left hand side and then click …

How to run a supplier balances report

1. Click on **'Reports'** from the menu options down the left hand side of the page and then **'Business Reports'**; ![][1] 2. Click on the blue arrow icon to the far right of the **Supplier Reports** bar to expand the menu; ![][2] 3. Run the **Supplier Balances** report. Select how you would like to filter the re…

How to run a sales report

A Sales Report will give you a list of invoices processed in a date range and show you; * Invoice number * Date * Type - invoice or credit * Customer * Rego * Vehicle make & model * GST component of the invoice * Total of the invoice * Cost of the items on the invoice * Profit 1. To run the repor…

How to run a vehicle listing report

You are able to generate a list of the vehicles in Workshop Software and can filter the list by customer name, vehicle make or vehicle rego. The listing will show; * Vehicle rego * Vehicle make/model * Customer name * Customer phone * Customer mobile * Vehicle cylinders * Vehicle litres * Vehicle bui…

How to run a vehicle history report

The best way to outline the work previously done on a vehicle is to produce a Vehicle History Report. This guide will outline how this can be achieved within Workshop Software. 1. Find the vehicle you would like to produce this report for. ![][1] 2. Open the Action menu **'Star'** on the right-hand side of the vehi…

How to run a customer balances report

This report will show you any clients that have an outstanding balance due. 1. Click on **'Reports'** from the menu options on the left hand side and then click on **'Business Reports'**; ![][1] 2. Click on the blue arrow icon to the far right of the **Customer Reports** bar to expand the menu; ![][2] 3. Select h…

How to run a stock value report

The Stock Value report will give you a list of all the products you currently have in stock and the value of that stock. The report shows; * Item code * Product description * Qty on hand * Cost * Total cost 1. To run the report, click on **'Reports'** from the menu options on the left hand side and then c…

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