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Solution home
Using WorkGuru
Document Templates
19
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 19
Tasks
6
Task Overview
Managing Tasks
Adding a New Task
Task Statuses
Task Pricing Tiers
View all 6
Products
15
Products Overview
Managing Products
Adding a New Product
Editing Products
Review Product History
View all 15
Clients and Suppliers
5
Adding a Client from the Clients Dashboard
Adding a New Client and Contact from a Transaction
Adding a Supplier from the Supplier Dashboard
Adding a New Supplier and Contact from a Purchase Order
Updating Client and Supplier Data from Spreadsheet
CRM and Lead Management
12
Leads Overview
Managing Leads
Adding a Lead
Adding a Quote to Lead
Updating an Existing Lead
View all 12
Quotes
17
Quote Overview
Managing Quotes
Adding a Quote
Copying Quotes
Quote Options
View all 17
Projects
26
Projects Overview
Managing Projects
Project Kanban View
Tracking Realtime Project Profit and Progress.
Adding a New Project in WorkGuru
View all 26
Project and Production Templates
10
Project and Production Templates Overview
Managing Project and Production Templates.
Create a Project Template
Create a Production Template
Bulk Adding Products to Project and Production Templates
View all 10
Purchasing
30
Purchasing Overview
Landed Costs Overview
Managing Purchase Orders
Raising a Stock Purchase Order
Raising a Project Purchase Order
View all 30
Purchase Templates
3
Purchase Template Overview
Add Purchase Template
Edit Purchase Template
Invoicing
24
Invoicing Overview
Managing Invoices
Editing Invoices
Staff Rates Invoicing
Project Invoices
View all 24
Recurring Projects
5
Recurring Projects Overview
Managing Recurring Projects
Creating a Recurring Project
Editing Recurring Projects
Cancelling a Recurring Project
Project Groups
9
Project Group Overview
Managing Project Groups
New Project Groups
Edit or Delete Project Groups
Adding Projects to Project Groups
View all 9
Production Jobs
17
Production Job Overview
Managing Production Jobs
Create a Production Job
Raising a Production Job From a Project
Raising a Sub-Assembly Production Job
View all 17
Stock Sales
15
Stock Sales Overview
Managing Stock Sales
Creating a Stock Sale
Edit or Update a Stock Sale
Invoicing a Stock Sale
View all 15
Assets
18
Asset Overview
Managing Assets
Creating a New Asset
Creating Assets from Quotes or Projects
Assigning a Quote or Project to an Existing Asset
View all 18
Timesheets
15
Timesheets Overview
Managing Timesheets
Options for Users to Submit Timesheets to WorkGuru
Daily Timesheets
Weekly Timesheets
View all 15
Scheduling
6
Scheduling Overview
Gantt Project and Task Scheduling
Gantt Scheduling and Assigning Staff
Gantt Task Capacity Planning
Calendar Scheduling
View all 6
Stock Control & Inventory Management
13
Stock - Managing Stock on Hand
Stock - Tracking Stock Movements
Stocktakes - Managing Stocktakes
Stocktakes - Conducting a Full or Partial Stocktake.
Stock Adjustments - Managing Adjustments
View all 13
Client Credit Notes
9
Client Credit Note Overview
Managing Client Credit Notes
Raising a Client Credit Note from a Project
Raising a Credit Note from a Stock Sale
Create an Ad-Hoc Client Credit Note
View all 9
Supplier Credit Notes
8
Supplier Credit Note Overview
Managing Supplier Credit Notes
Raising a Supplier Credit Note from a Purchase Order
Create an Ad-Hoc Supplier Credit Note
Printing Supplier Credit Notes
View all 8
Forms
9
Forms Overview
Managing Form Template
Adding a Form Template
Creating a Form Document Template
Populating a Form
View all 9
Reporting
4
Using WorkGuru's Pivot Reports
Saving a Custom Report
Renaming Custom Report Categories
Report Field Definitions - Projects
Kiosk Web App
15
WorkGuru Kiosk Overview
Setting Up the WorkGuru Kiosk
Signing into the Kiosk
Kiosk Break Shortcut
Adding Timesheets with the Kiosk
View all 15