Vendor & Supplier Relationship
Last updated
Last updated
The new Supplier feature in Workmate makes it easy to establish and manage relationships with your vendors. This feature allows you to set up suppliers and define which vendors they supply to, helping you streamline your procurement process and maintain clear, organized records.
1. Access the Purchase Order module
Navigate to Apps in the left sidebar and select WorkMate from the list of installed applications.
Click on the Purchase orders module from the main dashboard or sidebar menu.
2. Add a new Supplier
Once you're in the Purchase order module, click the Suppliers button.
You'll be directed to a page that displays your current suppliers.
To add a new supplier, click the New supplier button.
A dialogue box will appear, prompting you to enter the name of your new supplier and to select the vendors that this supplier will supply to.
Example: Name = Supplier Example, Vendors = Motoloa
After you're finished entering your details, click Create.
3. Add Supplier details
After creating your supplier, you'll be redirected to a detailed overview of the new supplier.
Here you can add an address for the supplier, additional vendors to associate with the supplier, and supplier-level custom fields.
4. Create a purchase order with the supplier
After creating your supplier, you can now use it in a purchase order.
Select the supplier from the Supplier field.
Example: Supplier Example
The Difference Between Vendors and Suppliers
Vendors and suppliers are treated as distinct entities in the Shopify environment.
A product can have one vendor but multiple suppliers.
Products can only have one price at the vendor level and multiple prices at the supplier level, but one price per supplier.
Workmate automatically links the vendors you’ve created in Shopify to Workmate. You can see this reflected when creating a new supplier for your purchase orders.
When you create a new supplier, you’ll be able to select which vendor to associate it with.
