Configuration
33 articles
- How To Link My POS SystemLink your Point of Sale system, such as Shopify, Saledock, Lightspeed R-Series, Lightspeed X-Series, Square, and Xero.
- Shopify Collection Tax Overrides – Mixed Rates & Workshop SyncHow to set up Shopify manual collection tax overrides and sync them to Workshop tax classes for mixed VAT rates (IE/EU). Includes Configuration → POS & Accounting Integrations → Shopify…
- How To Sync My Stock
- How To Sync My Customers
- How To Disable/Disconnect My POS System
- Connecting to and using Lightspeed R-SeriesThis article descibes how to connect Lightspeed R-Series and get started.
- Connecting to and using Lightspeed X-SeriesThis article descibes how to connect Lightspeed X-Series and get started.
- POS Integration Auto-Sync GuideKeep your BikeBook invoices in sync with your POS or accounting system automatically. No more manual sending after every change.
- Shopify Sync Failed – Tax Does Not MatchWhen you send an invoice to Shopify, Workshop checks that Shopify would calculate the same tax and total before creating the draft order. If Shopify’s figures differ, sync stops with…
- Shopify (US/Canada) – Manual Tax Setup for Workshop SyncWorkshop checks that Shopify would calculate the same tax and total before creating a draft order. If Shopify returns zero tax (or a different total), sync stops until Shopify’s tax…
- How to Connect Your SumUp Reader to Your Workshop Account
- How To Add My Payment Device
- Unboxing your SOLO card reader
- Setting up your SOLO card reader
- Accepting payments with your SOLO card reader
- SOLO and a printer - how to set it up
- SOLO on the go - how to attach the TO-GO case
- Step-by-step process to sign up for your SumUp account
- How to verify your SumUp account
- How to change your bank account in your SumUp profile
- How do payouts work
- SumUp SOLO help centre
- Getting Started: Bikebook
- How to Add the Bikebook Workshop Booking Widget to Your WebsiteThis guide explains how to integrate the bikebook Workshop Widget into your website with ease. The process is straightforward and designed to help you display your workshop information in a…
- How to change your timezoneUpdate your time zone to show the correct times for your opening hours and bookings
- Using custom fields for customers and jobsAdd optional fields for your workshop, choose where they belong, and save extra details on customer and job records.
- Tax Rates – Setup & Best PracticesTax rates let staff apply the right tax to each invoice line: a standard rate for parts, a zero or exempt rate for certain labour, and sensible defaults so nobody…