Core Product

Inventory Requisition and Invoice Closeout

Inventory Requisition and Invoice Closeout automates the procurement process. It helps you maximize the use of your stock items so your liquidity remains high.

New to Inventory Requisition and Invoice Closeout? Start here Jump to key workflows

Setup

Inventory Requisition and Invoice Closeout automates the procurement process. It helps you maximize the use of your stock items so your liquidity remains high.

Setup checklist — What you need to get started

Inventory Module

Enable the Inventory module to simplify item tracking across multiple trucks and warehouses.

Pricebook

To maximize the benefits of the Inventory module, add purchased items and all items you want to track as inventory, including materials or equipment. For each item add real replenishment vendors, costs, part numbers, accounting information (GL accounts), and other relevant information.

Vendors

Add complete vendor details for each item in your pricebook. For more, see Set up vendors and Set up vendor list and primary vendor for pricebook items.

Trucks and Warehouses

Assign technicians and default warehouses to trucks. For more, see Set up trucks and warehouses.

Key workflows

Core workflows for using Inventory Requisition and Invoice Closeout.

Inventory requisition overview Invoice closeout Job transfers and install requisition

Inventory requisition overview

Create, procure, and manage requisitions for jobs and projects.

Install and Service Requisition

Requisition items for a job or project

Initiate requisition from a sold estimate

Procure items

Edit, download, and cancel inventory requisitions

Create Requisition for Service Jobs in the ServiceTitan mobile app

Requisition items for sold estimates in the ServiceTitan Mobile app

Invoice closeout

Review and confirm closeout, and return unused items from a requisition.

Review and confirm invoice closeout

Return unused items from a requisition

Job transfers and install requisition

Link transfers to jobs to simplify the workflows for Install Requisitions.

Job transfers and install requisition FAQ

Track and manage inventory items

Create and manage item requisitions

Create and track install requisitions

Manage install requisitions

Create transfers using the transfers to job feature

Generate transactions from sold estimates using item requisitions

FAQ

Answers to frequently asked questions.

Frequently Asked Questions

Common questions about Inventory Requisition and Invoice Closeout.

Why doesn't Maximize Quantity work in invoice closeout?

If the Maximize Quantity option doesn't work during invoice closeout, make sure there are materials added to the invoice. Materials must exist on the invoice for the Maximize Quantity option to work. Add materials directly to the invoice when needed.

Documentation Index

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