Knowledge Base


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. 

Navigate to Suppliers.
Use the Quick and Advanced Search to help you find the Supplier you’re looking for.
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.
The contact details and Internal Notes columns help you to find important information at a glance.

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. 


The Suppliers module is customisable so you can see the information that’s most important to you and your workflow. 

Add a new Supplier


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.


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. 


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:

Add Internal Notes for reference. Notes entered here can be viewed from the Suppliers module table view.
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.
Add any additional Addresses for this Supplier.
Add any additional contacts under People.
Add Notes and Tasks associated with this Supplier and assign them to you or a member of your team.
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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