Adding Tools or Materials to a Purchase Order
You can add tools or materials from your inventory directly to a Purchase Order (PO). This process ensures items are properly tracked and associated with the correct vendor and quantity.
Add Tool or Material Records to a Purchase Order
In the open PO window, click + Add Tool Record or + Add Material Record at the top.
In the PO Detail window, choose how you want to view items:
All Items — shows all inventory items across vendors.
Only items for this vendor — filters to only the selected vendor’s items.
Use the Categories list to narrow down the inventory view.
Select the item(s) you want to include in the Purchase Order.
Click Add Models to add the selected items to the order.
Click the Checkout Cart icon to review added items.
Adjust the quantity of each item:
Use the +/- keys or type a number directly into the quantity field.
Quantities can also be changed later in the PO line item table
Click Purchase Order.
📦 ToolWatch will default each item’s cost to the Last Purchase Cost for the selected Ship To location. If the cost is $0, you must update it manually.
