Suppliers and Contacts

Supplier and Contact Overview
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
Managing Suppliers and Contacts
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
Adding a New Supplier
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
Adding a New Supplier Contacts
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
Adding a New Supplier and Contact from a Transaction
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
Editing Suppliers and Contacts
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
Updating Details in Multiple Suppliers
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
Deleting Suppliers and Contacts
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
Adding Supplier Files
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
Merging Suppliers
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