Managing Suppliers in WorkPal

Adding Suppliers to WorkPal

You can add suppliers in one of two ways:

Option 1: Manually Add Suppliers via the Interface

Navigate to the Suppliers section within WorkPal.
Click “Add New Supplier”.
Fill in the relevant details such as:
- Supplier name
- Contact information
- Categories (if applicable)
- Notes or terms

This method is ideal for adding suppliers individually or as they are needed.

Option 2: Bulk Import Using Excel

If you have an existing list of suppliers, you can import them in bulk using WorkPal’s Data Import feature:

Go to Settings → Data Import.
Download the Supplier Import Template.
Fill in the template with your supplier data.
Re-upload the completed file into the system.

💡 Ensure the data follows the format outlined in the template to avoid upload errors and that all fields marked with an asterix are completed.

Navigating the Suppliers Section in WorkPal

The Suppliers section in WorkPal has a familiar layout—designed to match the Clients page—making it easy to manage and organise your supplier records efficiently.

Organising Suppliers by Category

To keep your suppliers structured and easy to manage, you can group them into Categories—for example: Electrical, Plumbing, or Consumables.

To move a supplier into a different category, use the “Move Supplier” button.

This allows you to update your supplier list as your business grows or changes.

Attaching Documents to Suppliers

Each supplier can have relevant documents stored against their profile—such as terms of service, certificates, or contracts.

To manage documents:

Click the “Documents” button beside the supplier’s name.
You can then:
- Add new documents
- View existing ones
- Remove outdated files

Keeping documents attached to suppliers ensures all related information is easily accessible for purchasing, compliance, or audit purposes.

To learn how to batch import multiple Suppliers, please see the Data Import guide here: Importing Data