Suppliers and Contacts
Suppliers and Contacts in WorkGuru are the suppliers you purchase goods and services from. Though not mandatory - the supplier is generally the company, whi...
Thu, 8 Aug, 2024 at 1:01 PM
Supplier and Contacts can be managed from the supplier dashboard. Supplier Dashboard Supplier Details Supplier Dashboard You can Search for any suppli...
Thu, 8 Aug, 2024 at 1:14 PM
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 t...
Thu, 8 Aug, 2024 at 1:20 PM
Supplier contacts allow you to track multiple people or departments against a particular supplier. A supplier can have multiple contacts, which can be sele...
Thu, 8 Aug, 2024 at 1:22 PM
You can add supplier and contacts directly to WorkGuru via new Purchase Orders. New Supplier New Supplier Contact This simplifies the workflow in that ...
Thu, 8 Aug, 2024 at 1:38 PM
You can update supplier and contact details from the supplier details page. Update Supplier Details Update Contact Details Update Supplier Details On ...
Thu, 8 Aug, 2024 at 1:28 PM
WorkGuru allows you to import and update your supplier information in bulk from a csv spreadsheet import template. NOTE: The update feature is only val...
Thu, 8 Aug, 2024 at 1:32 PM
Suppliers in WorkGuru can only be deleted if they do not have any transaction history. Suppliers with transaction history have to be made inactive. Delet...
Thu, 8 Aug, 2024 at 1:34 PM
You can save supplier specific files in the Overview section of the Supplier Details page. Click on the Files tab, click Select Files to choose the file on ...
Thu, 8 Aug, 2024 at 1:38 PM
If you notice duplicate suppliers appearing on your purchase orders, you can merge them together to retain information and transaction history. Warning!...
Thu, 8 Aug, 2024 at 1:36 PM