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Knowledge Base
Workhorse User Setup & User Access

User Setup & Access Rights

  • User Access
  • User Settings
  • Users
Workhorse Navigation & System Settings

Navigation & System Settings

  • Dashboard
  • Notes and Tasks
  • Quick and Advanced Search
  • System Settings
  • System Settings

    • Exchange Rates
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    • Lists
    • Stock Locations
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    • Users
Workhorse Products & Pricing

Products & Pricing

  • Pricing

    • Price Lists
  • Products

    • Kits
    • Products
Workhorse Purchasing & Inventory

Purchasing & Inventory

  • Purchasing

    • Create a new Purchase Order
    • Manage existing Purchase Orders
    • Purchase Orders
    • Record a Delivery (Receive Products)
    • Suppliers
  • Inventory

    • Product Activity
    • Stock Adjustments
    • Stock Locations
    • Stock Transfer
Workhorse Manufacturing

Manufacturing

  • Work Orders
Workhorse Customer Journey

Customer Journey

  • Credits
  • Customer Orders
  • Customers
  • Despatch Notes
  • Invoices
  • Quotes
Workhorse Integrations

Integrations

  • Xero
Workhorse Reports & KPIs

Reports & KPIs

  • Order Reports
  • Product Activity
  • Stock Reports
Workhorse Processes - Explained

Processes — Explained

  • Batch Controlled Items
  • Buying and selling different Pack Sizes
  • Serial Number Controlled Items
Workhorse FAQs

FAQs

  • Am I locked into a contract?
  • Can you integrate with my accounting system?
  • How do I cancel?
  • How much will it cost?
  • Is it easy to make changes if our business processes change?
  • Will my data be safe?

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