Using the Fergus Go App makes it simpler to add supplier documents and purchase orders while on the move. This feature helps track all purchases and returns accurately, ensuring that all costs are captured correctly for a job.

While viewing a Job Phase in the app, scroll down to the Tools section and select Supplier Documents.

From this screen you can see any previously added Supplier Documents, tapping on one will allow you to make changes to it, or you can tap the +Add button to create a new Document.

Here you can add details such as whether this is for an Invoice or Credit (purchase or return), which supplier it relates to, etc.

You can also choose to upload an image of the receipt/packing slip by tapping the + button under the Photos heading.

Tap Save in the top right corner once you're done. The Supplier Document will be uploaded to Fergus and ready to reconcile.

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 and can be edited if needed.

You'll then need to select a supplier and fill out any of the remaining optional fields.

Line items can be added to the 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.

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.

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.