--- title: "Edit, download, and cancel inventory requisitions" slug: "edit-download-and-cancel-inventory-requisitions" updated: 2026-10-15T00:47:05Z published: 2026-10-15T00:47:05Z canonical: "help.servicetitan.com/edit-download-and-cancel-inventory-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. # Edit, download, and cancel inventory requisitions ## Overview Before you fulfill a requisition, you can change item quantities and add items, procurement sources, and PO ship-to locations. You can also assign a procurement source and PO ship-to location to multiple items at once, mark multiple items as not required, and cancel a requisition when it is no longer needed or was added accidentally. --- ### #### Who uses this feature - Inventory managers - Applies to all business types #### 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**. - If you're using the *Inventory* module, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need are not in stock, ServiceTitan selects your primary vendor as the procurement source. - If you're using the *Purchasing* module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item. - When adding additional items to a requisition, if you select the inventory location as the procurement source, the system shows the available quantity for that item at the inventory location if it is an inventoried item. - If you cancel a completed requisition, all unused items are automatically returned to the available inventory. ## Edit an inventory requisition You can edit requisitions that are in the *Demand* or *In Progress* status. 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D). 2. From the side menu, click **Requisitions > Install** or **Service**. 3. On the *Requisition* screen that opens, click the **Demand** or **In Progress** tab. 4. Select the requisition you want to edit. 5. On the requisition record screen that opens, from the **Actions** dropdown, select *Edit*. 6. In the *Line Items* tab, you can update: 1. **Quantity Requested:** Enter a quantity of an item you want to procure. 2. **Procurement Source:** Select the warehouse, truck, or vendor where you want to procure the items. > [!NOTE] > **Note:** If the procurement source is an inventory location, the item quantity will not be reserved at that location. It indicates that you will use the item on the job or project from that location. 3. **PO Ship To:** If the procurement source is a vendor, select the location where you want the items shipped to.![Image showing fields you can edit on the requisition record.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-aj003kzh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D) > [!TIP] > **Tip:** You can update the **Procurement Source** and **PO Ship To** fields in bulk. ![Image showing how to update the Procurement Source and PO Ship To fields in bulk.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-0uqy9oa3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D)If you don't need an item, select the checkbox next to the item and then select **Mark as Not Required**. > [!NOTE] > **Note:** The Item Description field in the table shows you the items ordered. In the *Details* tab, you can update **Business Unit** and **Primary Technician**.![Image showing fields you can update in the Details tab of the requisition record.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-pyojlbp5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D)To add more items, click **Add Item**. For more information, see **Create an install requisition** in [Install and Service Requisition](/construction/docs/install-and-service-requisition). 7. When you're finished editing the requisition, click **Save and Confirm**. ## Download a requisition After you procure all items in a requisition, you can download a pick list of items for each inventory location. Each pick list on your requisition shows the procured items stocked at that location. You can collect these items using the pick list and place them in the staging area along with the pick list for your technician to pick up. > [!NOTE] > **Note:** Items in a requisition can be procured to different inventory locations. This means each requisition can have multiple pick lists depending on where the items are located. 1. Click the **In Progress** or **Fulfilled** tab. 2. Select the requisition you want to download. 3. On the requisition record screen that opens, click **Download Pick List**. 4. From the dropdown, select the location you want to pick up the items from.![A cursor selecting select the location to pick up the items from.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-1im6evgv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D) The pick list downloads to your device as a PDF file. ![The pick list downloaded to your device as a PDF file.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-t7b2g00n.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D) > [!NOTE] > **Note:** If your inventory is organized by bin location, the items in the pick list are listed in alpha-numeric order by bin location. ## Cancel a requisition You can cancel requisitions that are in the *In Demand*, *In Progress*, or *Fulfilled* status. > [!NOTE] > **Note:** You can't cancel a requisition record if it has at least one purchase order with a status of Received or Partially Received. 1. Click the **In Demand**, **In Progress**, or **Fulfilled** tab. 2. Select the requisition you want to cancel. 3. On the requisition record screen that opens, from the **Actions** dropdown, select *Cancel Requisition*.![A cursor selecting Cancel Requisition from the Actions dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-3vjy4qme.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D) 4. On the *Cancel Requisition* popup that opens, click **Cancel Requisition**.![Image showing the Cancel Requisition pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-download-and-cancel-inventory-requisitions-image-0i4w2ksu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A19Z&se=2026-10-31T02%3A43%3A19Z&sr=c&sp=r&sig=anb1pOlC1IM%2FX9IEGKMBlGdfC6JnUUMMPrykfGNsI2Q%3D) ## Want to learn more? - See [Install and Service Requisition](/construction/docs/install-and-service-requisition)