Create Dealership Templates

Dealership UnitsUpdated 20 Sep 20261 min read

Unit templates save you re-entering the same make, model and specification details every time you acquire a similar unit. This article explains how to create and manage dealership unit templates.

Workshop Software create dealership templates showing ' dealership ' and ' templates '

2. Click on the '+' at the top right of the Unit Templates Bar to create a new template;

Workshop Software create dealership templates showing ' + ' at the top right of the unit templates bar to create a new tem...

3. Fill out the required information regarding the Units to be acquired, and add the sale description to the template in the 'Sale Description' box then click 'Save';

Workshop Software screen showing fill out the required information regarding the units to be acquired, and add...

Good to Know

  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.

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