Overview
The Creating Mobile Purchase Requests feature in the ToolWatch mobile application enables field and warehouse personnel to request equipment and materials, manage drafts, and submit purchase requests directly from iOS or Android devices.
Creating Mobile Purchase Requests
Tap Purchase Requests under the Warehouse or Field menu section.
Tap the + (Plus) icon in the top-right corner.
Tap Requesting For and select the target project or stock location.
Tap Vendor and select a vendor. (Note: Selecting a vendor is optional.)
Under Request Items, tap Search to find model items by keyword or tap Scan to scan item barcodes.
Note: The Search Models screen automatically pre-populates your 5 most recently searched and selected items.
Enter keywords into the search bar to dynamically filter models across categories, descriptions, models, or manufacturers.
Tap an item from the list to select it.
Enter the quantity in the Quantity field.
Verify or enter the cost per item in the Price Per Unit field.
(Note: This field automatically populates if a default cost is configured on the item's model record.)
Tap Submit to attach the item to the request.
Tap Cancel to go back to the Purchase Request.
Tap the item summary row (e.g., 1 Selected) under Request Items if you need to add additional items to the request.
Tap Add Item or Scan.
Search for the model item by keyword or scan the item barcode.
Tap the item to select it.
Enter the quantity in the Quantity field and verify or enter the cost in the Price Per Unit field.
Tap Submit to attach the additional item. (Note: Repeat steps 13 through 17 for any additional items.)
Tap Cancel to return to the Request Items list.
Tap Done in the top-left corner to return to the Purchase Request screen.
Tap Show More to expand additional fields. Tap Cancel to go back to the Purchase Request.
Tap Cost Center and select a cost center.
Tap Cost Code and select a cost code.
Tap Deliver By and select a target delivery date.
Tap Shipping Charges and enter the shipping cost.
Tap Tax Charges and enter the tax cost.
Tap Submit to send the purchase request, or tap Save Draft to store it for later editing under the OPEN tab.
(Optional) Tap the Collaborate (speech bubble) icon in the top-right corner to send a chat message regarding the request. (Note: Collaborate chat threads persist between Mobile and Cloud and automatically carry over into generated Purchase Orders.)