You can reset your WorkGuru transactional and product data if required.   Useful when removing test or training data from a trial or sandbox account before going live.


NOTE:   THIS FUNCTION IS NOT REVERSIBLE - EITHER BY YOU OR THE WORKGURU TEAM.


Reset my Data

This function resets all transactional data:

  • Leads
  • Quotes
  • Purchase Orders
  • Projects
  • Stock Sales
  • Production Jobs
  • Invoices
  • Stock Transfers
  • Stock Adjustments
  • Stock Takes
  • Credit Notes (Supplier and Client)

It will retain the following:

  • Project Templates
  • Document Templates
  • Products
  • Tasks
  • Clients and contacts
  • Suppliers and contacts
  • Users
  • Administrative settings
  • Warehouses
  • Saved Reports

Clear My Products List

This function will delete ALL FIFO and Non Stock products in your products list (Administration -> Products).   To remove your products, you must have run the Reset my Data function first.  You cannot clear products without doing this.


Clear My Recurring Projects List

This function will clear ALL the recurring projects (Projects -> Recurring Projects).