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Solution home
Using WorkGuru
CRM and Lead Management
7
Adding a Lead
Updating an Existing Lead
Adding a Quote to Lead
Adding a Lead Activity
Adding a Lead Note
View all 7
Purchasing
21
Purchasing Overview
Landed Cost Overview
Costing a PO before Receiving Stock
Raising a Stock Purchase Order
Raising a Project Purchase Order
View all 21
Quotes
10
Quote Overview
Adding a Quote
Bulk Add Products to Quotes
Editing a Quote
Email and Printing a Quote
View all 10
Projects
13
Creating a Project in WorkGuru
Viewing Project Details
Editing a Project
Applying Project Templates
Adding Timesheets on a Project
View all 13
Project Groups
7
New Project Groups
Edit or Delete Project Groups
Adding Projects to Project Groups
Adding Quotes to Project Groups
Invoicing a Project Group
View all 7
Project Templates
5
Project Templates Overview
Create a Project Template
Bulk Adding Products to Project Templates
Editing and Deleting Project Templates
Recost Line Items in Project Templates
Production
4
Production Job Templates
Create a Production Job
Managing Production Jobs
Completing a Production Job
Invoicing
14
Invoicing Overview
Project Invoices
Stock Sale Invoices
Project Group Invoicing
Rounding when Invoicing in WorkGuru
View all 14
Stock Sales
6
Creating a Stock Sale
Invoicing a Stock Sale
Dispatching a Stock Sale
Completing a Stock Sale
Backordering a Stock Sale
View all 6
Products
8
Creating or Importing Product Units of Measure
Adding a UoM to an Existing Product
Creating a Kit Product in WorkGuru
Editing Kit Bill of Materials
Importing Bill of Materials.
View all 8
Assets
8
Adding a New Asset
How do I edit an existing Asset?
Raising a Quote or Project From an Asset
Reviewing Asset Details
Raising a Project Group from an Asset
View all 8
Timesheets
6
Daily Timesheets
Entering Timesheets on Behalf of Staff
Sending Timesheets to Xero
Weekly Timesheets
Importing Timesheets
View all 6
Stock Control
7
Stock Adjustments - New Adjustment
Conducting a Stocktake In WorkGuru
Warehouses - Setting Up the Default Stock Location
Warehouses - Adding additional Stock Locations
Warehouses - Editing Existing Stock Location
View all 7
Kiosk
7
Accessing the WorkGuru Kiosk
Adding Timesheets in the Kiosk
Using Materials in the Kiosk
Adding Project Notes in the Kiosk
Reviewing Your Timesheet Entries on the Kiosk
View all 7
Credit Notes
2
Raising a Client Credit Note from a Project
Raising a Supplier Credit Note from a Purchase Order
Document Templates
12
Document Template Overview
Document Template Field Library
Create a New Document Template
Table Field Setup in WorkGuru Document Templates
Edit an Existing Document Template
View all 12
Forms
4
Adding a Form
Populating a Form
Creating a Form Template
Timesheet Forms
Notifications
2
Email Notifications in WorkGuru
Enabling Notifications
Scheduling
3
Project Scheduling
Staff Scheduling
Capacity Planning
Report Builder
2
Building a Custom Report
Report Builder Default Field Library