How to Search for a Product

How to Search for a Product

The powerful search capabilities of Workshop Software make it easy to search for information on a stock item/labour code whether it is to add it to an invoice or to make changes to the information.

1. When entering the details of a stock item/labour code there are three fields that are searchable throughout Workshop Software; Item Code, Description and Searchable Tags;

2. To search for a stock item/labour code so that you can make additions or changes to the information you have there are two options;

a) Enter the Item Code, Description or Searchable Tag into the search bar at the top of the page.  Please note that if the same description is used for a large number of parts only the first few options will appear so it is best to search by Item Code or Searchable Tag.  Once your stock item/labour code has come up click on it to open the Product Details Screen;

b) Click on Products from the menu options down the left hand side of the page and then in the filter field to the far right of the blue products bar enter the Item Code, Description or Searchable Tag of the stock item/labour code.  Once the product is on the screen click on the blue pencil icon to the right of the screen to open up the Product Detail screen;

3. To enter a stock item/labour code onto a customer invoice, enter either the Item Code, Description or Searchable Tag into the Product Field and then select the stock item/labour code when it appears;

4. To enter a stock item/labour code onto a supplier stock order or invoice, enter either the Item Code, Description or Searchable Tag into the Product Field and then select the stock item/labour code when it appears;

Supplier Stock Order

Supplier Invoice