Adding a Custom Item to a Purchase Order
You can add a tool or material to a Purchase Order (PO) that does not exist in your inventory. These items are not tracked in ToolWatch and are only included in the PO for purchasing purposes.
Add a Custom (Untracked) Item
In the open PO window, click + Add Item at the top.
In the Item Detail window, fill in the required fields:
Item Number
Item Description
Quantity
(Optional) Enter additional details:
Cost – Used to calculate the extended cost on the PO.
Unit of Measure – (e.g., each, feet, inches)
Cost Center/Cost Code – Select if using these modules.
SKU – Stock-keeping unit, for reference only.
Click OK to add the item to the Purchase Order.
✅ Finalize the Custom Item
Click Save to keep the PO changes.
When prompted with “Are you ready to Purchase?”:
Select Yes to change the PO status to Waiting for Receipts.
Select No to keep the PO in Draft status.
🔍 Custom items will appear in the PO, but they will not be added to inventory or tracked in ToolWatch after purchase.
