Managing your supplier records in Workshop Software helps you track purchase orders, supplier invoices, and stock costs. This guide walks you through how to add or edit a supplier.
1. Click on Suppliers from the menu options on the left hand side of the screen;
2. Click on the ‘+‘ icon to the far right of the Suppliers menu bar at the top of the page to add a new supplier;
3. Enter the details of the supplier, only the Company Name is a required field. Once all the details have been entered click on the green Save icon in the bottom right corner of the page;
4. To edit the details of a Supplier, click on the ‘Edit‘ button and make the necessary changes in the Supplier Details screen and click save.
5. You can delete a Supplier provided no stock orders, invoices or payments have been entered for them. To do this click on the red Delete icon on the left hand side below the Supplier information in the Supplier Details page;
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a supplier by name or account number using the search bar at the top of the suppliers page.
Frequently Asked Questions
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.
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