Purchase orders can be added via the mobile application by tapping the + icon from 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 Show Details and Show Products sections.
- 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.
- Project - Assign project to create a project purchase order. Leave blank for a stock purchase order.
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.
- Expected Date - Defaults to current date.
- 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.
- Reporting Category - Assign Xero tracking category (if available)
- Billable - Flag purchase as billable if required.
Expand and enter the product lines to purchase:
- 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.
- 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).
- 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 Table 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.
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.