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Solution home
Using WorkGuru
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
9
Managing Leads
Adding a Lead
Updating an Existing Lead
Adding a Quote to Lead
Adding a Lead Activity
View all 9
Quotes
13
Quote Overview
Managing Quotes
Adding a Quote
Adding Notes to Quotes
Adding Files to Quotes
View all 13
Purchasing
28
Purchasing Overview
Managing Purchase Orders
Landed Cost Overview
Raising a Stock Purchase Order
Raising a Project Purchase Order
View all 28
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
Projects
19
Projects Overview
Managing Projects
Tracking Realtime Project Profit and Progress.
Creating a Project in WorkGuru
Bulk Add Tasks and Products to Projects
View all 19
Recurring Projects
4
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
Invoicing
20
Invoicing Overview
Managing Invoices
Project Invoices
Stock Sale Invoices
Project Group Invoicing
View all 20
Products
8
Product Units of Measure
Alternate Suppliers
Product Pricing Tiers
Product Par Levels and Locations
Adding Files to a Product
View all 8
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
13
Timesheets Overview
Managing Timesheets
Options for Users to Submit Timesheets to WorkGuru
Daily Timesheets
Weekly Timesheets
View all 13
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
13
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 13
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
Scheduling and Assigning Staff
Capacity Planning
Reporting
4
Report Field Definitions - Projects
Renaming Custom Report Categories
Populating Content in Reports
Saving a Custom Report