Adding a stock purchase order:


  1. Raise a new purchase order from the WorkGuru menu.  Purchases -> New Purchase Order
  2. On the new purchase order page, fill out the fields as required:
    1. Number - Use your own PO reference or, if left blank, WorkGuru will assign its own.
    2. Description - Short name to describe the PO in WorkGuru
    3. Supplier - Select the supplier from the dropdown or if not in the current supplier list, click Add a New Supplier to add the new Supplier.
    4. Issue Date - Date the quote is issued, defaults to the current day but you can forward or back date.
    5. Expected Date - Date the stock is expected to be received
    6. Project for PO - Leave blank for a stock order.  If a project is selected, it will change this stock order into a project disbursement purchase order.
    7. PO to Attribute Costs - Leave blank for a stock order.  If a PO is selected, it will change this stock order into a landed cost purchase order.
    8. Delivery Address 1 - Address the order is to be delivered to (This is defaults to the selected warehouse address).
    9. Delivery Address 2 - Address the order is to be delivered to (This is defaults to the selected warehouse address).
    10. Suburb - Suburb the address the order is to be delivered to (This is defaults to the selected warehouse address).
    11. State - State of the address the order is to be delivered to (This is defaults to the selected warehouse address).
    12. Postcode - Postcode of the address the stock is to be delivered to (This is defaults to the selected warehouse address).
    13. Delivery Instructions - Any specific instructions for the supplier.  This prints on the purchase order template
    14. Warehouse - Which warehouse is the stock going to be delivered to and add to the stock on hand.
  3. Click the Add Products button to add a product line to the order. You can search for the products setup in the WorkGuru products database, using either the SKU or the product Name.  You also have the ability to add ad-hoc line items (not in the Product database), by not selecting a database item if all the basic fields are filled out when prompted.   You can add multiple products as required using the Add Product button.
    1. SKU - Stock Keeping Unit, or product code.
    2. Name - Product name
    3. Quantity - Number of products ordered
    4. Buy Price - Forecast supplier purchase price.
    5. Line Total - Billable total line item amount (Quantity x Sell Price)
    6. Supplier Code - The suppliers product SKU.  Displays on the PO when printed.
    7. Description - Product description/details. (Optional)
    8. Tax Type - Tax status of line item (defaults to the product setting or default sales tax mapping).
  4. Confirm the order by checking the product line item's SKU, quantity and buy price and then the totals.  If ok, click Save (to save the PO as a draft), or Save and Approve, to issue the PO.
  5. The stock purchase order is now sitting in the purchases dashboard under the relevant status:  Draft if saved and Approved, if Issued, ready to Issue and/or receive when the stock and the supplier invoice arrive.