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 Table to 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.

These two components can be shown and hidden to help assist entry on smaller screens.