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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

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Purchasing 15

• Purchasing Overview
• Landed Cost Overview
• Raising a Stock Purchase Order
• Raising a Project Purchase Order
• Purchasing in other Currencies

See all 15 articles

Quotes 10

• Quote Overview
• Adding a Quote
• Bulk Add Products to Quotes
• Editing a Quote
• Email and Printing a Quote

See all 10 articles

Projects 13

• Creating a Project in WorkGuru
• Viewing Project Details
• Editing a project
• Applying Project Templates
• Adding Timesheets on a Project

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Invoicing 12

• Invoicing Overview
• Project Invoices
• Stock Sale Invoices
• Project Group Invoicing
• Invoice Workflow Example - Invoice Full or Deposit of Forecast.

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Stock Sales 3

• Creating a Stock Sale
• Invoicing a Stock Sale
• Dispatching a Stock Sale

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

See all 8 articles

Project Groups 6

• New Project Groups
• Edit or Delete Project Groups
• Adding Projects to Project Groups
• Adding Quotes to Project Groups
• Invoicing a Project Group

See all 6 articles

Timesheets 4

• Daily Timesheets
• Entering Timesheets on Behalf of Staff
• Sending Timesheets to Xero
• Weekly Timesheets

Stock Control 6

• Stock Adjustments - New Adjustment
• Warehouses - Setting Up the Default Stock Location
• Warehouses - Adding additional Stock Locations
• Warehouses - Editing Existing Stock Location
• Warehouses - De-activate Stock Locations

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Kiosk 4

• Accessing the WorkGuru Kiosk
• Adding Timesheets in the Kiosk
• Using Materials in the Kiosk
• Adding Project Notes in the Kiosk

Credit Notes 1

• Credit Notes in WorkGuru