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.