Suppliers
Suppliers are the companies your business buys Products from. Use the Suppliers module to manage your Suppliers, their contact details, your payment terms, and more.

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Navigate to Suppliers. |
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Use the Quick and Advanced Search to help you find the Supplier you’re looking for. |
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By default, Suppliers are ordered by Supplier 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 contact details and Internal Notes columns help you to find important information at a glance. |
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Click Add New to add a new Supplier. If you have a Xero integration, under Functions, you’ll see an option to sync Xero Suppliers, ensuring your Supplier list is up to date across Workhorse and Xero. |
Note:
The Suppliers module is customisable so you can see the information that’s most important to you and your workflow.
Add a new Supplier
Note:
To create a new Supplier, you’ll need to have appropriate user access to the Suppliers module.
1. Go to Suppliers.
2. Click Add New in the top-right corner.

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

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

Note:
Once you’ve created the Supplier, you’ll be able to add this Supplier to any Products you order from them. You’ll need to do this before you can issue a Purchase Order to this Supplier.
Add other information to a Supplier
Use the other sections of the Supplier entry page to do the following:

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Add Internal Notes for reference. Notes entered here can be viewed from the Suppliers module table view. |
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Configure if a Supplier is Inactive. Once marked as inactive, you won’t be able to enter a Bill or create a Note/Task or Purchase Order for this Supplier. |
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Add any additional Addresses for this Supplier. |
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Add any additional contacts under People. |
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Add Notes and Tasks associated with this Supplier and assign them to you or a member of your team. |
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Upload Files associated with this Supplier under Files. |
Supplier field explanations
Field | Mandatory? | Description |
Supplier Name | Y | Enter the company’s registered name. This will appear on all Purchase Orders for this Supplier. |
Contact First Name, Contact Last Name | N | Enter the details for your primary contact at this Supplier. 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 Supplier. |
Address, Town, County, Postcode, Country | N | Enter the main address for this Supplier. Additional addresses can be entered in the Addresses section on the right-hand side. |
Currency | Y | Select the default currency for use on Purchase Orders to and Bills from this Supplier. |
Payment Terms | Y | Select the default Payment Terms from the drop-down list. This sets the automatic Due Date for Bills from this Supplier based on the Bill Date but can be edited on the Bill. |
Default Tax Rate | Y | Select the default Tax Rate from the drop-down list for use on Purchase Orders to and Bills from this Supplier. |
Xero Ref | Automatic | If you have a Xero integration, the reference number will be auto-filled once the Supplier is saved and added to Xero |
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