Platinum - Head Office Products Overview

Products and JobsUpdated 20 Sep 20262 min read

In a Platinum multi-branch account, the product list is maintained by Head Office so every branch prices and describes parts the same way. This overview explains how Head Office products work and what branches can and cannot change.

Head Office Products Overview Workshop Software screen showing head office products overview   The Products tab is very similar to the layout of the Products tab in a normal branch.   1. You have the list of products that can be ordered by any of the columns 'Item Code', 'Description', 'Brand', 'Retail Price', 'Cost' or 'Qty'.   2. There is also the Pen icon that will take you to the product to be edited. Workshop Software screen showing there is also the pen icon that will take you to the product to be edited   3. You can look at inactive products by switching the 'Active' toggle: Workshop Software screen showing you can look at inactive products by switching the 'active' toggle   4. You can add new products by pressing the 'plus' icon on the top right:   Workshop Software screen showing you can add new products by pressing the 'plus' icon on the top right   5. You can search for any of the products in the search bar using either Item Code, Description or Test.

Good to Know

  • Use the product search bar to quickly locate the product you need by name or part number.
  • Keeping your product list tidy helps your team find items quickly when building invoices and job cards.

Frequently Asked Questions

Will this change affect existing invoices that already include this product?

No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.

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