Creating and Completing a Purchase Order
This article explains how to create a new Purchase Order (PO) in ToolWatch, fill out required and optional fields, attach documents, and add tools, materials, or custom items. All steps in this article are part of the standard PO workflow.
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Start and Fill Out a New Purchase Order
From the Navigation sidebar, select Purchasing.
Click Purchase Orders — the Purchase Order Browser opens.
Click the + Create Purchase Order link in the top-left corner.
Verify or update the Purchase Order Number by clicking the pencil icon.
Enter a vendor name in the Vendor field, or click Browse from the dropdown to select a vendor from the list.
Vendors must be set up in Lists > Vendors.
Choose a Ship To location — either a Stock Location or a Non-Stock Location such as a project.
Enter any of the following optional fields:
Cost Center
Cost Code
Ordered By
Requisition
Shipping Method
Order Date
Expected Date
Document Number
Notes
💡 Some Step 7 fields may auto-fill based on your List setup. For example, a shipping method can auto-fill when linked to a vendor.
