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.