TW Purchasing

27 articles

Adding a Custom Item to a Purchase Order

Adding Tools or Materials to a Purchase Order

Adding a Template to a Purchase OrderYou can quickly populate a Purchase Order with tools and materials by adding a predefined template.

Approving or Rejecting a Purchase Request (Pro & Enterprise)Learn how to review pending requests, provide rejection reasons, and finalize approvals to generate draft Purchase Orders.

Attaching Files or URLs to a Purchase Order

Configuring Purchase Request Approval Thresholds (Pro & Enterprise)Administrator guide for setting dollar amount limits for auto-approvals and Tier 1 or Tier 2 approval requirements.

Configuring User Roles for Purchase Request Permissions (Pro & Enterprise)Administrator guide to granting specific users permission to view, edit, or approve purchase requests.

Creating and Completing a Purchase Order

Create a Purchase Order from the Low Level Browser

Creating a Purchase Request (Pro & Enterprise)Follow these steps to request tools or materials internally for review before a formal order is placed with a vendor.

Create a Template for Pick Tickets, Requisitions, or Purchase Orders

Import Line Items for Bulk or Large Purchase OrdersImport items from a template to quickly create bulk or large POs using the Purchase Order Import feature.

Managing Purchase Request Notifications (Pro & Enterprise)Set up and customize your in-app, email, and SMS alerts for request submissions and status changes.

Navigating the Purchase Request Browser (Pro & Enterprise)Use the central hub to view, filter, and track all your organization’s internal purchase requests in real-time.

Print a Receiving Ticket

Print or Delete an Existing Purchase Order

Purchase Order ExplainedIn Align, a Purchase Order is an interactive form that allows you to order tools and materials quickly from desired vendors.

Purchase Order Headers Explained

Purchasing & Receiving Explained

Receive Items from a Purchase Order and Assign Tool NumbersYou can receive purchased items against a Purchase Order and assign permanent tool numbers to newly received tools in ToolWatch Purchasing.

Understanding the Purchase Order Browser

Understanding Purchase Request Statuses (Pro & Enterprise)A quick reference for request lifecycle stages, from initial Draft and Submission to final Approval or Rejection.

Understanding Receiving Tickets

Viewing a Receiving Ticket

What Are Purchase Requests? (Pro & Enterprise)Learn how Purchase Requests add spending control and visibility to your procurement workflow before creating a Purchase Order.

Modifying Line Items and Tools on a Purchase OrderLearn how to edit line items and add tools to a ToolWatch purchase order while it is in Draft status.

Deleting Line Items from a Purchase OrderLearn how to permanently remove individual line items from a ToolWatch purchase order while it is in Draft status.