Adding Purchase Orders with iOS Mobile App

Purchase orders can be added via the mobile application by tapping the Plus "+" icon in the footer of the following pages:

• Home
• Project details
• Purchases

Fill out the initial purchase order information. The rest of the purchase order can be added by expanding the Details, Products and Addresses sections.

• Number - Leave blank for next number in sequence
• Suppliers - Search or select the supplier.  Note:  Suppliers must exist in WorkGuru, new suppliers cannot be added from the mobile app.
• Project - Assign project to create a project purchase order.  Leave blank for a stock purchase order.
• Billable - Toggle checkbox if the new purchase order is a billable disbursement on the project.

Expand and enter additional purchase order Details as required:

• Phase - Select project phase (if available) to assign the purchase costs to.
• Issue Date - Defaults to current date, change if required.
• Expected Date - Defaults to current date, update to expected supplier delivery date.
• Warehouses - Select order warehouse.
• Description - Purchase order description.

Expand and enter the Product lines to add to the purchase order:

• Product Lines - Enter product details and tap Add Product to add to the order. Tap SHOW PRODUCT LIST to review the line items on the purchase order.
  • Product - Search for a keyword or SKU then tap Select a Product
  • SKU - Enter SKU when adding an adhoc product line (not in your product database)
  • Name - Enter a name when adding an adhoc product line (not in your product database)
  • Qty - Order quantity.
  • Buy Price - Update product pricing if required.
  • Line Total  - Displays product line total (Qty x Buy Price).
  • Stock on Hand - The product's current stock on hand in the selected warehouse will display in red.  NonStock items will display 0.
  • Tap + icon to expand line
    • Supplier Code - Update supplier code if required.
    • Tax Type - Update tax if required.
    • Description - Update product description if required
• Landed Costs - Tap Show Landed Cost to show landed cost entry fields. Tap Add Landed Cost to add landed cost to the order. Note: Not available on project purchases.
  • Product - Search or select landed cost if setup as an existing product.
  • Landed Cost - Enter description for ad-hoc landed cost.
  • Amount - Landed cost total
  • Tax Type - Select landed cost tax type.
• Repeat Add Product and Add Landed Costs as required to populate the purchase order.

Expand the Addresses and enter the delivery address details to the purchase order:

• Delivery Addresses - Search keywords and/or tap Addresses to select from the delivery address dropdown if required.
• Delivery Address Fields- Manually enter delivery address information.
  • Delivery Address 1
  • Delivery Address 2
  • Suburb
  • State
  • Postcode
• Delivery Instructions - Order delivery information if required.

When the PO details and products have been entered successfully, click Save to save as a draft or Save and Approve to issue the purchase order.