Customers
Customers are the companies your business sells Products to. Use the Customers module to manage your Customers, their contact details, their credit limit, and more.

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Navigate to Customers. |
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Use the Quick and Advanced Search to help you find the Customer you’re looking for. |
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By default, Customers are ordered by Company Name (A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order. |
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The Stop Credit, Credit Limit, Account Balance, and Internal Notes columns help you to keep track of your Customers and their financials at a glance. |
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Click Add New to add a new Customer. If you have a Xero integration, under Functions, you’ll see an option to sync Xero Customers, ensuring your Customer list is up to date across Workhorse and Xero. |
Note:
The Customers module is customisable so you can see the information that’s most important to you and your workflow.
Add a new Customer
Note:
To create a new Customer, you’ll need to have appropriate user access to the Customers module.
1. Go to Customers.
2. Click Add New in the top-right corner.

Tip:
Alternatively, you can add a Customer from a new Credit, Customer Order, Despatch Note, Invoice, Note/Task, Opportunity, Purchase Order, Quote, or Work Order using the shortcut button.
3. A new Customer entry page will be displayed. Start by selecting/entering the details as required in the Customers section.
Note:
You’ll need to complete all of the mandatory fields (marked with a *) before you can save the Customer.
Refer to Customer field explanations for more information on each field.

4. Once all of the required details have been selected/entered in the Customers section, scroll down and click Save before adding any other information on the right-hand side.

Add other information to a Customer
Use the other sections of the Customer entry page to do the following:

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Add Internal Notes for reference. Notes entered here can be viewed from the Customers module table view. |
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Configure if a Customer is Inactive. Once marked as inactive, you won’t be able to raise a Credit, Customer Order, Despatch Note, Invoice, Note/Task, Opportunity, Purchase Order, Quote, or Work Order for this Customer. |
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Add any additional Addresses for use in any of the Customer Journey modules. |
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Add any additional contacts under People. |
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Add Notes and Tasks associated with this Customer and assign them to you or a member of your team. |
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Configure Customer Discounts for individual Products or product categories (configurable in Lists). To apply a discount across all Quotes and Customer Orders for this Customer, use the Customer Discount field in the Customers section. |
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Configure Customer Pricing for individual Products or product categories (configurable in Lists). To apply a Price List to this Customer, use the Price List field in the Customers section. |
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Upload Files associated with the Customer under Files. |
Customer field explanations
Field | Mandatory? | Description |
Company Name | Y | Enter the company’s registered name. This will appear on Customer Journey paperwork such as Quotes and Customer Orders. |
Customer Type | Y | Select the applicable type from the drop-down list (configurable in Lists). |
Title, Contact First Name, Contact Last Name, Job Title | N | Enter the details for your primary contact at this company. Additional contacts can be entered in the Persons section on the right-hand side. |
Phone, Mobile, Email | N | Enter the contact details for your primary contact at this company. |
Address, Town, County, Postcode, Country | N | Enter the main address for this company. Additional addresses can be entered in the Addresses section on the right-hand side. |
Customer Discount | N | To apply a discount across all Quotes and Customer Orders for this Customer, enter a percentage between 0.01-100%. To configure discounts for individual products or product categories, use the Customer Discount section on the right-hand side. |
Stop Credit | Y | Defaults to No. If a Customer becomes a credit risk, select Yes to prevent further Customer Orders from being generated. |
Credit Limit | N | To set a Credit Limit, enter a value here. If a Credit Limit is set, Workhorse will check the Account Balance against this Credit Limit when a Customer Order is raised. If the Account Balance exceeds the Credit Limit, it will not be possible to raise an Order. |
Account Balance | Automatic | The total of unpaid Customer Orders. |
Price List | N | To apply a Price List to this Customer, select from the drop-down list. To configure pricing for individual Products or product categories, use the Customer Pricing section on the right-hand side. |
Default Currency | Y | If a Price List has been selected, the default currency will be auto-filled and cannot be changed. If no Price List has been selected, select the default currency for this Customer’s Quotes, Customer Orders, and Invoices. |
Default Tax Rate | Y | Select the default Tax Rate from the drop-down list for this Customer’s Quotes, Customer Orders, and Invoices. |
Tax Number | N | If this Customer is tax-registered, enter the number here. |
Payment Terms | Y | Select the default Payment Terms from the drop-down list. This sets the Due Date for this Customer’s Invoices from the Invoice Date and can be edited on the Invoice. |
Xero Ref | N | The reference number for this Customer in Xero. |
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