Stock Sales

Stock Sales Overview
Stock sales in WorkGuru are designed allow you to quickly invoice and dispatch products and services without having to create a new project.    Stock sales ...
Wed, 11 Jan, 2023 at 4:06 PM
Managing Stock Sales
You can manage your stock sales from the stock sale dashboard page.   From the dashboard you can search for the stock sale client and number and refine the ...
Wed, 11 Jan, 2023 at 5:05 PM
Creating a Stock Sale
From the stock sale dashboard, add a new sale by clicking +Add Stock Sale. Add the following information to complete the stock sale.  WorkGuru will prompt ...
Tue, 10 Jan, 2023 at 5:04 PM
Edit or Update a Stock Sale
The ability to edit or update a stock sale is dependant on what state it is in.   Draft stock sales can be edited directly, If the stock sale is Approved, y...
Wed, 13 Dec, 2023 at 11:32 AM
Invoicing a Stock Sale
Invoicing a stock sale is one of two components to complete a stock sale.  The other is dispatching the stock sale to draw down the stock on hand.  Invoicin...
Wed, 11 Jan, 2023 at 4:52 PM
Partially Invoicing a Stock Sale
In tandem with the ability to partially dispatch products from a stock sale, you also are able to invoice only what has been dispatched instead of the full ...
Wed, 11 Jan, 2023 at 4:53 PM
Dispatching a Stock Sale
Dispatching a stock sale is one of two components to complete a stock sale.  The other is invoicing the stock sale.  Invoicing and the stock movement happen...
Wed, 11 Jan, 2023 at 11:11 AM
Partially Dispatching a Stock Sale
Dispatching a stock sale is one of two components to complete a stock sale.  The other is invoicing the stock sale.  Invoicing and the stock movement happen...
Wed, 11 Jan, 2023 at 10:53 AM
Backordering a Stock Sale
WorkGuru's stock sales will let you invoice product lines you don't have in stock.  What it won't let you do is dispatch that sale.  This allows...
Wed, 11 Jan, 2023 at 11:04 AM
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 ...
Wed, 11 Jan, 2023 at 4:51 PM