- Welcome Email
- Confirm link in email
- Setup WorkGuru admin user.
- Administration -> Users
- Reset default admin password
- Change the default admin first and last name.
- Set your PIN, default warehouse and default hourly rate.
- Administration -> Users
- Global Settings
- Administration -> Settings
- General - Set timezone.
- General - Set timesheet type
- General - Set Week Starts On
- Email Defaults - Email Defaults
- Appearance - Upload Logo/Brand.
- Invoice - Enter company details (used for default document template fields).
- Administration -> Document Settings
- Administration -> Settings
- Warehouse Setup
- Stock -> Warehouses. NOTE: Even if you are NOT planning to use WorkGuru's stock control functionality, you are still required to setup a default warehouse as non-stock and disbursement purchase orders require it to display the default delivery address.
- Primary warehouse - Update the primary warehouse listed with the correct address information.
- Add additional warehouse addresses if you track or purchase stock into more than one location if required.
- Stock -> Warehouses. NOTE: Even if you are NOT planning to use WorkGuru's stock control functionality, you are still required to setup a default warehouse as non-stock and disbursement purchase orders require it to display the default delivery address.
- Staff Setup
- Administration -> Roles
- Administration -> User
- Accounting Integration Setup
- Connect to Xero
- Setup payments (if required)
- Suppliers
- Pricing Tiers
- Setup pricing tiers to be used for tasks and costs.
- Product Setup
- Administration -> Products
- Add Products and/or Import Products to add Products in bulk.
- Setup UoMs if required.
- Setup kit products if required.
- Upload reorder levels and locations if available.
- Administration -> Products
- Task Setup
- Administration -> Tasks
- Add Tasks and/or Import Tasks to add Tasks in bulk.
- Administration -> Tasks
- Custom Fields Setup
- Administration -> Custom Fields
- Document Setup
- Administration -> Document Templates
- Edit the included default document templates. At minimum, all that is required is replacing the default logo with your own.
- WorkGuru also provides additional templates ready to use to suit specific workflows. These can be added as required
- A list of available fields you can use when customising your own documentation, including custom fields is available in the WorkGuru Merge field reference Guide.
- Administration -> Document Templates
- Clients
- Assets Setup
- Project Templates Setup
- Create a Project Template.
- Reset Test/Demo Data
- Remove all the demo and your test transactional data to prepare WorkGuru for your live transactions. Note: - this will not remove any of the setup data (products/tasks/templates etc)
- Setup Your Work In Progress (WIP) Transactions. These are open/active transactions at the time of the go live date:
- Leads.
- Quotes.
- Projects.
- Stock Sales not dispatched.
- Purchase Orders not received.
- Stocktake(if using stock control)
- Conduct a full stocktake at all your warehouse locations.
- Apply an initial Stocktake to set an initial SOH value in your accounting system. If your workflow is using stock control in WorkGuru, DO NOT SKIP THIS STEP.
- Setup Your Devices(If required)
Setting Up WorkGuru - The End to End Workflow. Print
Modified on: Tue, 23 Nov, 2021 at 1:35 PM
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