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Showing articles from supplier tag

How to record a credit against a supplier

If a customer wants to make pre-payment then a credit invoice can be created so that you can allocate this towards an invoice later down the track. 1. Click on the **'+'** icon located next to the main search bar in Workshop Software and select **'Supplier Invoice'** from the dropdown box. ![][1] 2. Search for the …

How do I record a supplier refund

**Situation: **You have ordered some parts, but they are incorrect or you no longer require them. The parts are going to be returned to the supplier and your supplier is going to refund you the cost of these parts. Currently, Workshop Software does not have a feature available for credit refunds against suppliers. We…

How to run a supplier balances report

1. Click on **'Reports'** from the menu options down the left hand side of the page and then **'Business Reports'**; ![][1] 2. Click on the blue arrow icon to the far right of the **Supplier Reports** bar to expand the menu; ![][2] 3. Run the **Supplier Balances** report. Select how you would like to filter the re…

How to add or edit a supplier

1. Click on Suppliers from the menu options on the left hand side of the screen; 2. Click on the '+' icon to the far right of the blue Suppliers menu bar at the top of the page to add a new supplier; ![][1] 3. Enter the details of the supplier, only the Company Name is a required field, Once all the details have be…

How to process a supplier stock order

1. Click on the **'+'** button at the top of the page and then select **'Supplier Stock Order'**; ![][1] 2. Type in the name of the supplier and then click on them from the dropdown list; ![][2] 3. Enter the details of the stock order; * Due date field can be left blank * Unit Cost field can be left blank *…

How to process a supplier invoice and payment

There is going to be 2 parts to this, firstly we will need to create/enter in the supplier invoice of what they are charging you. Once this is done, we will record/process the payment you'll be making towards this invoice. **_Part 1 - Enter Supplier Invoice_** 1. Click on the** ‘+’ **symbol located to the right of t…

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