Clients and Suppliers : WorkGuru Support Portal

Clients and Suppliers

Adding a Client from the Clients Dashboard

You can add clients directly to WorkGuru by clicking on New Client in the Actions menu from the client dashboard. When adding a client, only the client nam...

Fri, 21 Jul, 2023 at 1:35 PM

Adding a New Client and Contact from a Transaction

You can add clients and contacts directly to WorkGuru via a new transaction (Lead, Quote, Project or Stock Sale). This simplifies the workflow in that you ...

Tue, 13 Dec, 2022 at 9:49 AM

Adding a Supplier from the Supplier Dashboard

You can add suppliers directly to WorkGuru by clicking on Add Supplier in the Actions menu from the supplier dashboard. When adding a supplier, only the ...

Tue, 13 Dec, 2022 at 9:20 AM

Adding a New Supplier and Contact from a Purchase Order

You can add supplier and contacts directly to WorkGuru via new Purchase Orders. This simplifies the workflow in that you don't have to create your supp...

Tue, 13 Dec, 2022 at 9:48 AM

Updating Client and Supplier Data from Spreadsheet

WorkGuru allows you to import and update your client and suppliers in bulk from a csv spreadsheet import template. The update function matches on the client...

Mon, 12 Dec, 2022 at 11:09 AM