FAQs

How are prices and discounts applied to an order? There are several places in Workhorse where prices and discounts can be set. The Workhorse system always choses the price that will apply first and then applies any discount set to that price.   Price The default...

Quotes

The Quotes module displays all quotes that have been generated which have status New, Quoted and Lost. In this module quotes can be generated and edited. When quote status is set to Won it will move from the Quotes to the Orders Module.  New quotes can be created by...

Orders

In the Orders module you can view, add and amend customer orders. New Orders can be created in two ways, first by changing the status of a quote to “Won” and probably more often by adding an order in the Customer Order area. To add an order in Customer Orders select...

Despatch

The Despatch Notes display page shows all despatch notes and their status. You might use this page if you were looking for Despatch Notes which were stuck in the system at status of Draft or Ready for Despatch, but normally you’ll come to this are via a particular...

Invoices

The invoice module has two subsections: Invoices and Credits. Credits are described in a separate section.   Invoices This is the Module you will come to to invoice customers and record payments against invoices. The first screen you will see shows all invoices...