How supplier branches build up from receipts

Topic

A supplier is one trading entity — for example 'PB Tech' — even though it has many stores. WorkshopMax keeps the supplier as a single record and learns its branches from the receipts you scan, so your spend still consolidates to one supplier.

Instructions

1. 1
   Scan a receipt from a supplier you already have.

   If the receipt reads 'PB Tech Westgate', the expense is filed under the 'PB Tech' supplier and 'Westgate' is captured as the branch.

2. 2
   Let the branch file itself.

   When the supplier already exists, WorkshopMax records the branch (with its address and phone from the receipt) under that supplier automatically — deduped, so re-scanning the same branch won't create duplicates.

3. 3
   View the supplier's branches.

   Open the supplier to see its branch directory, plus the supplier's GST number, learned from receipts.

Additional Information