Overview
Using the Fergus Go App makes it simpler to add purchase orders while on the move. This feature helps track all purchase orders accurately, ensuring that all costs are captured correctly for each job.
Purchase Orders
To create a Purchase Order in Fergus Go navigate to a Job or Job Phase, scroll down to the Tools section and select Purchase Orders.
From this screen you can see any previously added Purchase Orders, tapping on one will allow you to make changes to it, or you can tap the +Add button to create a new order.
You can select whether this is for a pricing request, pick-up, or delivery. An order number will be automatically generated for your purchase order and can be edited if needed.
You'll then need to select a supplier and fill out any of the remaining optional fields.
Adding Line Items
Line items can be added to the purchase order by tapping the Add a line item button at the bottom of the screen.
If you have already set up Price Books in the desktop version of Fergus you can use the search bar to find an item from your Price Books, or you can add it to the Purchase Order as a custom item.
After selecting a search result or tapping add a custom item, you'll then be able to adjust the name, account code, quantity, cost, & price of the item.
Once you're finished, tap Add in the top right corner to save the item to the Purchase Order. You'll then be taken back to the search screen so you can continue adding additional items.
Using Favourites
From the Add Line Item screen, tap the Favourites tab to browse your favourites.
Favourites are displayed in the folder structure you've set up. From here you can:
Browse folders to find the items you need
Add an entire section - tap on a folder, adjust the quantities of each line item if needed, then tap Add All
Add individual items - tap the Add button next to any item to add it on its own
Saving Your Purchase Order
Tap Save in the top right corner to finish the Purchase Order, you'll be prompted to choose whether to email the Purchase order or just save. If you choose to email the order, you'll be able to edit the recipients as well as the subject of the email before sending it.
Create invoice to come
Pick-up & Delivery Purchase Orders can be converted to Invoices to Come. From the Purchase Orders screen, tap on a saved Purchase Order and scroll to the bottom of the page.
Tap on Create an invoice to come to automatically create a Supplier Document for this order.
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