Platinum Multi-Branch – 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 quick add on invoice and events/bookings.

1. Click on the ‘+’ icon next to the main search bar in Workshop Software, and select ‘Customer Invoice

2. Click on the ‘+’ to add a new customer.

3. Click on ‘Search Branches

4. A pop up box will appear and you can now search with any of the following details in the ‘Search By‘ field :

    • Mobile
    • Email
    • Registration/Plate Number
    • VIN

5. Enter the value in the field provided and click on ‘Apply‘. This will search for that item in all branches and provide a list.

6. Select the customer or vehicle that you want to use

7. Click on ‘Create & Add‘ to add the customer into your company system, and to add this also to the invoice or booking.

Please note: If you search by the mobile number or the email, only the customer will be added. HOWEVER, if you search by the Vehicle (VIN, Registration/Plate Number), it will bring BOTH the customer and the vehicle across to your branch.

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