--- title: "Create and manage item requisitions" slug: "create-and-manage-item-requisitions" updated: 2026-10-15T00:47:11Z published: 2026-10-15T00:47:11Z canonical: "help.servicetitan.com/create-and-manage-item-requisitions" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and manage item requisitions Generate inventory transactions for materials and equipment on the *Inventory > Item Requisitions* screen for Service Agreement visits and Membership recurring service appointments. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - If you only have the **Purchasing** module enabled, the *Inventory* section in the navigation bar is renamed *Purchasing*. ## Item Requisitions screen overview The *Item Requisitions* screen includes detailed information about item requisitions. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-0vng2dqv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) To efficiently navigate and manage the table, follow these steps: - Filter the list using the filtering options above the table. For more, see [Filter the items on the table](/construction/docs/create-and-manage-item-requisitions-2#filter-the-items-on-the-table) later in this topic. - Use the *Search* field to find a specific item. - Organize the table by clicking on a column header. ![Table displaying items, sources, and procurement details for inventory management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-io89lxdg.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) - Click **Quantity to Order**, the *Items Overview > Item* screen opens showing item details. ![Table displaying item details for Honeywell propane conversion kit and order information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-dd9acptb.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) ## Filter the items on the table The *Item Requisitions* screen includes a number of pre-made filters. These let you search by **Date Needed By**, **Type**, or **Job**. Click a filter type, enter your filter, and click **Apply**. ![User interface for item requisitions with options for filtering and applying selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-s1gty4ut.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) For more detailed targeting, you can create your filter: 1. Click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D). 2. On the *Filters* pop-up window that opens, use the dropdowns and fields to set your table filters. 3. When finished, click **Apply**. ![Filter options for selecting items, dates, and job types in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-sqrtkeou.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D)To remove the filter, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D). On the *Filters* pop-up window that opens, click **Reset All**. ## Manage Item Requisitions To procure items from the *Items Requisition* screen: 1. Go to the navigation bar and click **Purchasing** or **Inventory** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D). 2. In the side menu, click **Requisition > Item**. 3. On the *Item Requisition* screen that opens, select the item you want to procure and click **Create**. ![Item requisitions table showing details for two propane conversion kits and actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-hqrygmx8.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) 4. On the *Create Transaction* screen that opens, do one of the following: 1. **Create:** To create a Purchase Order in a *Pending* status. 2. **Create and Send POs:** To create a Purchase Order in a *Pending* status and send it to vendors. ![Prompt to create a pending purchase order with action buttons for user confirmation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-zpbula8p.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) If you select *Create and Send POs*, on the *Send Purchase Order* screen that opens: 1. From the **Format** dropdown, select the format you want to use to send the PO to vendors, then click **Next**. ![Select the format for sending purchase orders to Cooper Supplies in the dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-9i9qtyg5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) 2. From the **Vendor Receipts** dropdown field, select the vendor you want to send the PO to. 3. (Optional) From the **Internal Recipients** dropdown field, select the internal recipient you want. 4. When finished, click **Send**. ![Interface for sending purchase orders, highlighting vendor selection and send button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-kbkir9x1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) To edit items: 1. Go to the navigation bar and click **Purchasing** or **Inventory** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) . 2. In the side menu, click **Requisition > Item**. 3. On the *Item Requisition* screen that opens, select the item you want to edit and click **Edit**. 4. You can update *Inventory Location*, *Procurement Source,* and *Business Unit*. 5. Make necessary updates and click **Confirm ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-checkbox-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D)**. ![Table displaying item details, including quantity, source, and procurement information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-item-requisitions-image-nsrpxqd5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A57Z&se=2026-10-31T03%3A36%3A57Z&sr=c&sp=r&sig=pEydLXiMO%2F4TaIpLHQvgN87yUrB94umShSmy%2FdaYmig%3D) ## Want to learn more? - See [Inventory and Purchase Orders](/construction/docs/inventory-and-purchase-orders-home)