Purchase orders can be added via the mobile application by tapping the + icon from the following pages:
- Home
- Project details
- Purchases
When adding the purchase order via the mobile app, the purchase order is broken down into two components:
- Purchase order details- Supplier and delivery information.
- Number - Leave blank for next number in sequence
- Description - Order description
- Suppliers - Search or select the supplier. Note: Suppliers must exist in WorkGuru, new suppliers cannot be added from the mobile app.
- Issue Date - Defaults to current date.
- Expected Date - Defaults to current date.
- Project - Assign project to create a project purchase order. Leave blank for a stock purchase order.
- Delivery Addresses - Search or 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.
- Warehouses - Select order warehouse.
- Purchase order products- Purchase line item information (quantity/pricing etc) and landed cost table.
- Product Lines - Enter product details and tap Add Product to add to the order. Tap + icon to expand line.
- Product - Search or select product Sku/Name.
- Qty - Order quantity.
- Buy Price - Update product pricing if required.
- Line Total - Displays product line total.
- 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 Tableto show landed cost entry fields. Tap Add Landed Cost to add landed cost to the order.
- 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.
- Product Lines - Enter product details and tap Add Product to add to the order. Tap + icon to expand line.
These two components can be shown and hidden to help assist entry on smaller screens.