You don’t always need to raise a project to sell your stock. If you handle off-the-shelf sales, WorkGuru’s stock sale features help you manage stock sales efficiently while keeping inventory records up to date.
With WorkGuru’s stock sale tools, you can track stock movements, raise invoices quickly, and avoid delays in dispatching orders—all without the complexity of traditional job costing software.
Let’s look at five ways WorkGuru makes the stock sale process faster and easier.
Skip the Project Stage and Sell Directly
Not every sale needs additional tasks or labour. Sometimes, a customer just walks in needing a spare part or an off-the-shelf product. In these cases, setting up an entire project is unnecessary.
Instead of raising a project, you can create a stock sale instantly. Enter:
- Customer details
- Date and warehouse location
- Products being sold
Before finalising the sale, you’ll still get a profitability forecast and stock level check. Once confirmed, you can dispatch and invoice immediately, making the process quick and efficient.
Generate Invoices Instantly
Need to sell a product or kit straight from stock? WorkGuru lets you generate an invoice instantly, ensuring a smooth transaction.
- Approve invoices immediately for faster payments.
- Create draft invoices for approval later, depending on your process.
This flexibility ensures that your stock sales are processed quickly, with invoices ready when needed.
Track Stock Movements in Real Time
Keeping stock levels accurate is critical for inventory management. WorkGuru lets you dispatch stock with one click, ensuring records reflect real-time stock movements.
- Stock is drawn from your available inventory
- The system alerts you if stock is insufficient
- Prevents accidental dispatch of out-of-stock items
This feature makes it easier to manage stock efficiently while avoiding inventory discrepancies.
Handle Backorders for Stock Sales
Running low on stock? No problem. WorkGuru ensures that when an item is out of stock, the dispatch option is disabled, preventing incomplete orders.
Instead, you can raise a purchase order directly from the stock sale overview to restock missing items. Once approved and received, you can dispatch the order seamlessly.
This foolproof backorder system smooths your stock sale process while ensuring you never sell items you don’t have.
Invoice and dispatch in one click
For faster order processing, WorkGuru allows you to invoice and dispatch stock sales simultaneously.
- If the sale is approved and stock is available, just hit “Complete Sale”.
- Instantly generate an invoice and update inventory.
- Reduce manual steps and speed up transactions.
This feature is handy when customers need their orders fulfilled immediately.
Why WorkGuru is the Best Solution for Managing Stock Sales
Many job costing software solutions add unnecessary steps to off-the-shelf sales, making them inefficient. WorkGuru simplifies the stock sale process, allowing businesses to:
- Sell stock quickly without project-based workflows.
- Automate stock movement tracking and invoicing.
- Manage stock sales efficiently, reducing manual errors.
- Easily handle backorders and avoid overselling.
WorkGuru in Action: How Businesses Benefit from Stock Sales Features
Companies using WorkGuru’s stock sale features have streamlined their sales workflows significantly. Instead of spending time setting up full project-based invoicing, they can sell stock directly, invoice in seconds, and track real-time inventory levels.
Businesses in manufacturing, fabrication, and construction benefit from:
- Faster invoicing and payments
- More accurate inventory tracking
- Better control over stock movement
If you’re juggling stock sales manually or struggling with inefficient processes, WorkGuru can help.
Final Thoughts: Stock Sales Matter
Book a demo today if you’d like to see how WorkGuru can simplify your stock sales. Our team will take you through a personalized training session so you can explore the features that will help your business.