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How To Add A New Stock Item

Add stock and reuse Brand, Vendor and Location values when creating, editing or bulk updating items.


  1. Go to ‘STOCK’ on the left hand menu.

  2. In the top right you will see the ‘New Stock Item’.

  3. Click this button to add stock.

or

  1. Go to the Job Report in the Job card.

  2. Within the Job report. Click on part.

  3. Within the stock list, you can add a new part via the ‘Add Part’ button in the bottom left of the Job Card.

Reuse Brand, Vendor and Location

When creating or editing a stock item in Workshop on the web, the Brand, Vendor and Location fields suggest values already used in your business’s stock.

  1. Click a field to see suggestions.

  2. Start typing to narrow the list, then select the value you want.

  3. If you need a new value, type it and save the stock item. You do not have to select a suggestion.

For example, choose an existing shelf location to keep your wording consistent, or type a new shelf name. If the list shows no results, you can still use the text you entered.

Change several items together

  1. Select the stock items you want to update.

  2. Open Actions and choose Change brand..., Change vendor... or Change location....

  3. Select a suggested value or type a new one, then review and confirm the change.

The value is applied to the selected items. Changing one item or a selected group does not rename the value on all other stock items.

See Bulk select and bulk actions for help selecting items.

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