Adding Notes to Stock Sales

WorkGuru allows you to record notes against a stock sale that are available for other staff to view. To add the note, click on the Notes tab on the stock sale detail page.

Write a note in the text box provided and click Add Note. The note will then be displayed in a list organized by date and user. You can click the Delete button to remove the note.

You can also email notes directly to the stock sale by following the instructions in the email section. Emailing to [email protected] with the stock sale number in the subject-line. The body of the email will display in the Notes tab and any attachments will be added to the Files tab.