Completing a Stock Sale

While WorkGuru allows you to dispatch and invoice a stock sale separately to suit your specific workflow requirements, the quickest way to finalise a stock sale is via the the complete sale option.  The complete sale option is only available if the following is true:

• ALL product lines are in stock and available to dispatch.
• The Allow Payment from Add Stock Screen setting is not enabled.

When the client has physically received the products and you want to invoice them immediately, open the stock sale detail page and click Complete Sale.

This will combine the dispatch and approved invoice process by doing both immediately and updating the stock sale with the dispatch date and invoice reference. Add a payment to the approved invoice if required.