---
title: "Generate transactions from sold estimates using item requisitions"
slug: "generate-transactions-from-sold-estimates-using-item-requisitions"
updated: 2026-10-15T00:47:17Z
published: 2026-10-15T00:47:17Z
canonical: "help.servicetitan.com/generate-transactions-from-sold-estimates-using-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.

# Generate transactions from sold estimates using item requisitions

## Overview

Warehouse managers streamline Inventory Management by generating purchase and transfer transactions directly from Sold estimates using *Item Requisitions*. This ensures timely material availability and improves operational efficiency.

---

### 

#### Who uses this feature

- Warehouse 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

- Go to **Settings > Inventory > Configuration**, click the **Purchasing** tab, and set up the requisition for sold estimates. Select whether to generate install requisitions or item requisitions for sold estimates from each business unit.![Image showing the Requisitions for Sold Estimates screen in Settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-jx3emm7a.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)

> [!NOTE]
> **Note:**
> 
> - Install Requisitions are recommended for Business Units where the Sold Estimate generates multiple transactions for Purchasing or Inventory.
> - Item Requisitions are recommended for Business Units where the Sold Estimate only generates a singular Purchasing or Inventory transaction.

> [!TIP]
> **Tip**: Click the **Business Unit** dropdown field, enter your filter, and click **Apply** to find a business unit you want.
- When you add a template pricebook item from an estimate to a requisition, the name, description, and cost now carry over automatically. For more see, [Manage template pricebook items](/construction/docs/manage-template-pricebook-items).

## Initiate requisition from a sold estimate using item requisition

1. [Search for and open](/construction/docs/use-search-in-servicetitan) the estimate for which you want to initiate the requisition.

> [!NOTE]
> **Note:** If the estimate isn't sold, [sell the open estimate](/construction/docs/follow-up-on-opportunities-1) to begin the requisition.
2. Click **Initiate Requisition**.
3. Select or deselect the items you want to requisition and click **Start Requisition**. The *Start Requisition* pop-up opens.![A cursor clicking the Sold Estimates button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-ean732gn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)
4. From the *Job #* dropdown, select the job for which the items are used, then click **Next**.![A cursor selecting a job from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-ub8uozzv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)The *Item Requisition* screen opens with the list of the generated requisitions for the items you selected.
5. Select the items you want to work with and click **Update Items**.![A cursor clicking the Update Items button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-5lq8d1f5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)
6. On the *Update Items* pop-up that opens:
  1. From the **Inventory Location** dropdown, select the location where you want to ship the item.
  2. From the **Procurement Source** dropdown, select the vendor where you want to procure the items.

> [!TIP]
> **Tip:** Click **Truck**, **Warehouses**, **Mobile Storages**, or **Vendors**, to select the procurement source from the relevant list.

> [!NOTE]
> **Note:** If you select **Default Warehouse** as the procurement source, ServiceTitan creates transfers. If you choose **Truck**, **Vendor**, or **Mobile Storage**, it creates a purchase order.
  3. From the **Business Unit** dropdown select the business unit related to the items.![Image showing the Update Items screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-sgj4iriz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)
7. When finished, click **Update**.

If you selected *Truck*, *Vendor*, or *Mobile Storage* as a procurement source, see [Create a purchase order using requisition items](/construction/docs/generate-transactions-from-sold-estimates-using-item-requisitions#create-a-purchase-order-using-requisition-items). If you selected *Default Warehouse* as the procurement source, see [Create a transfer using requisition items](/construction/docs/generate-transactions-from-sold-estimates-using-item-requisitions#create-a-transfer-using-requisition-items).

## Create a purchase order using requisition items

1. On the *Items Requisition* screen, select the items and click **Create Transactions**.![A cursor clicking the Generate Transaction button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-9n6w1kn2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)
2. On the *Create Transaction* pop-up that opens:
  1. Click **Create** to create purchase orders.
  2. Click **Create and Send POs** to create and send POs to vendors.![Image showing the Create Transaction pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-ync58emp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)If you select *Create and Send POs*, the *Send Purchase Order* pop-up window opens.
3. From the **Format** dropdown, select **Mark as Sent**, then click **Send**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-stgm7e5t.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)ServiceTitan creates a *Purchase Order* in *Pending* status.
4. Click **View**.![A cursor clicking the View button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-xuhs3w40.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)
5. On the purchase order record screen that opens, click **Receive**. The *Receive a Shipment* screen opens.
6. In the **Vendor Document Number** field, enter the vendor document number and click **Save**.![A cursor clicking Save after entering the vendor document number.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-gnszg0bb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)

ServiceTitan creates the recipient with the attached PO. For more, see [Manage receipts](/construction/docs/manage-receipts).

![Image showing the created the recipient with the attached PO.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-vku6r2vh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)

## Create a transfer using requisition items

1. On the *Items Requisition* screen, select the items and click **Create Transactions**.
2. On the *Create Transaction* pop-up that opens, click **Create**.![A cursor clicking Create to create a transfer using requisition items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-transactions-from-sold-estimates-using-item-requisitions-image-b80ucr0k.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)ServiceTitan creates *Transfer* in *Pending* status.
3. Click **View**.
4. On the transfer record screen that opens, click **Mark as Picked**.

ServiceTitan automatically performs the invoice closeout action.

## Want to learn more?

- See [Manage Install Requisitions](/construction/docs/manage-install-requisitions-1)

Tracking of parts, materials, and equipment across warehouse locations and technician trucks.

**What it does:** Reduces material costs and job delays by giving managers real-time visibility into stock levels and enabling reorder automation.

**Also called:** Parts management, Stock tracking

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)