How to Edit a Product

Products and JobsUpdated 23 Sep 20262 min read

Prices, descriptions, suppliers and stock levels change, and keeping products current means accurate invoices and margins. This article shows you how to find and edit a product's details.

This guide explains how to edit or add new information to a product, helping you keep your product catalogue organised and up to date.

To bring up the details of the stock item or labour/job code you need to edit you can either;

  • Type a portion of the Item Code, Description or Searchable Tag into the universal search bar at the top of the page then click on the Product to open it.
A screenshot of Workshop Software's universal search bar, showing a search for a product. A cursor indicates clicking the product entry.

  • Alternatively click on Products in the left hand side bar menu to access your complete Products list.
A screenshot of a portion of the left hand sidebar menu, the Products link is highlighted.

  • Then type the beginning of the Item Code, Description or Searchable Tag in the filter field (A), clicking the Pencil icon or double clicking the Product to open it from the list.
A cropped screenshot of the Products list, a product is highlighted and a cursor indicates to click the pencil icon.

  • Enter any additional information or make changes to the existing information as required, our article on how to Add a Product explains every option in detail.
  • Once completed click on the green Save button at the bottom of the card before leaving.
A screenshot of a Product's detail card. The Save button is highlighted.

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