Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to process a supplier stock order, helping you keep your product catalogue organised and up to date.
1. Click on the ‘+’ button at the top of the page and then select ‘Supplier Stock Order’;
2. Type in the name of the supplier and then click on them from the dropdown list;
3. Enter the details of the stock order;
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- Due date field can be left blank
- Unit Cost field can be left blank
- Enter any notes for the supplier to see regarding the order
- Once the order is entered click on Process or if you want to add to it and process later then click ‘Save’
4. Once the order is processed you can either print and fax or email the order to your supplier by clicking on the blue icon to the right of the amount;
Please note that a stock order cannot be deleted or removed once processed, unless it is matched to a supplier invoice it will stay in the system as On Order;
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- 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.
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.
Related Articles
- Invoice an existing supplier order
- Process a supplier invoice and payment
- Use the auto create stock order function