Vendor & Supplier Relationship

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 add 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