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In a Platinum multi-branch account you can bring a vehicle, along with its full service history, across from another branch instead of creating it from scratch. This article shows you how.
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. Select a customer.
3. Click "+" to add a new vehicle.
4. 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 :
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- Mobile
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- Registration/Plate Number
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- 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.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- This feature is also available on the Workshop Software mobile app if you have mobile access enabled on your account.
Related Articles
- How to Add a Customer, Vehicle and Vehicle History from another Branch
- Platinum Multi-Branch - add a customer from another branch
- Multi-Branch Settings/Setup
