Creating a Stock Sale

From the stock sale dashboard, add a new sale by clicking +Add Stock Sale.

Add the following information to complete the stock sale. WorkGuru will prompt if any required fields are missed.

• Number - Stock sale number, recommended to leave blank to auto assign.
• Description - Sale description (if required).
• Sale Date - Date of the sale
• Expected Delivery Date - Estimated date the products are to be dispatched.
• Client - Stock sale client. Add Client if new. Click Set Delivery Address if this client's address is to be used for delivery.
• Client Contact - Stock sale contact.  Add Contact if new.  
• Billing Client - Stock sale invoice client. Client must exist in the WorkGuru client list. Click Set Delivery Address if this client's address is to be used for delivery. (Note: if a client tax rate is set on the client details page, it will automatically apply this tax to line items for the stock sale - mirroring the behaviour on projects)
• Owner - Select staff member responsible for sale.
• Client Purchase Order - Client order reference if supplied.
• Source Warehouse - Select the stock location you want to draw stock from. Note: you can't add product line items until you select a warehouse.
• Set Delivery Address - Click to display delivery details.  Delivery address will default to the selected Client: 
  • Delivery Address - Select delivery address from list. Add Delivery Address to list if new. If adhoc address required enter  the address in the following fields:
  • Delivery Address 1 - Street address
  • Delivery Address 2 - Street address
  • Suburb - Delivery suburb
  • City - Delivery city
  • State - Delivery state
  • Postcode - Delivery postcode
  • Delivery Instructions - Specific delivery instructions for the address.
• Search and add product line items - Click Add Product to add lines as required (Supports FIFO, Batch, Serial:
  • SKU - Product code
  • Name - Product name
  • Cost - Product unit cost
  • Quantity - Product quantity sold
  • Discount - Product line discount percentage
  • Sell Price - Product sell price, change if required
  • Billable - Show line on invoice
  • Description - Product description

If payments are enabled, once a product is added to the stock sale, you will then be prompted to select the sale's payment type.

Confirm the stock sale totals and forecast profitability and click Save. If the stock sale is correct and needs no further editing, click Approve. Note: product lines that are not in stock in the selected warehouse are highlighted red. You can raise a back-order purchase order to full-fill this order by click Raise Purchase Order

Once approved, you have a number of options available depending on the workflow required. To finalize the stock sale, it needs to be dispatched and invoiced. The invoice and dispatch process adds respective dates to the order and can be completed at any time or at the same time. An example workflow would be the client makes the order and pays for it now (invoiced) and picks it up tomorrow (dispatched). If the client pays and takes the products immediately you would do both right now via the complete sale.

• Complete Sale - Raises an approved invoice and fully dispatches all products completing the sale in one click. Only available to use when:
  • Approved sales where ALL product lines are in stock and available to dispatch. 
  • The Allow Payment from Add Stock Screen setting is not enabled.
• Revert to Draft - Un-approve the stock sale if you need to edit it further.
• Partial Dispatch - Manually select which products delivered to client to reduce stock on hand.
• Create Approved Invoice - Raise an approved invoice for the stock sale. This will issue an invoice number.
• Create Draft Invoice - Raise a draft. invoice for the stock sale. This will note issue an invoice number, and can be reviewed and approved separately.
• Purchase Stock - Product lines that are not in stock are highlighted red. You can raise a backorder purchase order to full-fill this order
• Create Related Cost PO - Create a PO for stock sale related expenses that will impact the sale's profitability such as delivery costs etc.
• Delete - Delete stock sale.
• Print - Print stock sale
• New Stock Sale - Create a new stock sale 
• Convert to Project - Convert the stock sale to a project