1. Open the the stock sale dashboard by clicking on Stock Sales from the WorkGuru menu.
  2. Click +Add Stock Sale from the stock sale dashboard to add a new stock sale.
  3. Add the following information to complete the stock sale:
    1. Number - Stock sale number, recommended to leave blank to auto assign.
    2. Client - Stock sale/invoice client.  Add Client if new
    3. Date - Sale date
    4. 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.
    5. Client Contact - Stock sale/invoice contact.  Add Contact if new.
    6. Client Purchase Order - Client order reference if supplied.
    7. Description - Sale description (if required).
    8. Search and add product line items - Click Add Product to add lines as required.
      1. SKU - product code
      2. Name - product name
      3. Cost - product unit cost
      4. Quantity - product quantity sold
      5. Sell Price - product sell price, change if required.
      6. Billable - invoice the line?
  4. Confirm the stock sale totals and forecast profitability and click Save
  5. If the stock sale is correct and needs no further editing, click Approve.   Note:  product lines that are not in stock are highlighted red.  You can raise a backorder purchase order to full-fill this order by click Raise Purchase Order
  6. Once approved you have a number of options available depending on the workflow required.  To finalise 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.
    1. Complete Sale - Shortcut to dispatch and fully invoice the stock sale.
    2. Revert to Draft - Un-approve the stock sale if you need to edit it further.
    3. Dispatch - draw down stock on hand if products delivered to client. 
    4. Create Approved Invoice - Raise an approved invoice for the stock sale.  This will issue an invoice number.
    5. 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.
    6. Delete - Delete stock sale.
    7. Raise Purchase Order - Product lines that are not in stock are highlighted red.  You can raise a backorder purchase order to full-fill this order
    8. Back to List - Back to the stock sale dashboard.