--- title: "Procure items" slug: "procure-items" updated: 2026-10-15T00:47:06Z published: 2026-10-15T00:47:06Z canonical: "help.servicetitan.com/procure-items" --- > ## 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. # Procure items ## Overview Procure the items you requisitioned from an inventory location or vendor. --- ### #### Who uses this feature - Inventory and procurement 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**. - You need specific employee permissions to use the requisition workflow. Contact your administrator to ensure you have the following permissions enabled: - **View Requisition:** View requisitions - **Edit Requisition Demand:** Initiate a requisition and fulfillment from an estimate - **Edit Requisition Fulfillment:** Edit a requisition and procure items For more information on permissions, see [Understanding employee and technician permission roles](/construction/docs/understanding-employee-and-technician-permission-roles) and [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role). - You can edit items in a requisition before you procure them. For more, see **Edit an inventory requisition** in [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions). ## Procure items from an inventory location 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=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D). 2. From the side menu, click **Requisition > Install** or **Service**. 3. In the *Demand* tab, click the **Requisition Name** to open the requisition that you want to procure.![A cursor clicking Requisition Name to open requisition for procurement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-15lmzm0j.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) > [!TIP] > **Tip:** To find a requisition you want, click the **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D)icon next to the **Requisition Name**, **Customer Name**, **Business Unit**, **Created By**, or **Date Created**. > [!TIP] > **Tip:** To see all requisitions that have items on hold, select the **Only show Requisitions with On Hold items** checkbox. > [!WARNING] > **Caution:** When you click the **Requisition Name** under the Demand tab, you can also be redirected to the Estimate screen. This happens when you create and sell an estimate from the Project screen. As it's not an actual requisition yet, you should decide whether you want to book a job or initiate a requisition. For more, see [Initiate requisition for a Sold estimate](/v1/docs/initiate-requisition-from-a-sold-estimate). 4. On the requisition record screen that opens, from the **Actions** dropdown, select *Edit*. For more, see **Edit an inventory requisition** in [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions). 5. In the *Line Item* tab, select the items you want to procure. 6. From the **Procurement Source** dropdown, select the warehouse or truck where you want to procure the items.![A cursor selecting a procurement source from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-ydc09xpn.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) 7. When you're done, click **Save and Confirm**. When you confirm that you will procure an item from an inventory location, an item's quantity will be reserved at that location. The requisition status is set to *Procured* and the item status is set to *Fulfilled*. > [!NOTE] > **Note:** If some items are procured from inventory locations and others from vendors, the items procured from the inventory location will be marked as **Fulfilled**, and the items procured from vendors will be marked as **In Progress**. The requisition itself will be marked **In fulfillment** as there are items that are still pending and need to be procured from the vendor through PO. ![Image showing the statuses of the item and requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-6qshdko7.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) The system auto-generates accurate invoice costs based on SKU quantities in Service Requisitions. The requisition is under the *Fulfilled* tab and the item is placed on hold until you complete the invoice closeout for the item or you cancel the requisition. To cancel the requisition, see **Cancel a requisition** in [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions). ## Procure items from vendors If an inventory location is your procurement source, save and confirm the requisition to procure the items. 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=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D). 2. From the side menu, click **Requisition > Install** or **Service**. 3. In the *Demand* tab, click the **Requisition Name** to open the requisition that you want to procure. > [!TIP] > **Tip:** To find a requisition you want, click the **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D)icon next to the **Requisition Name**, **Customer Name**, **Business Unit**, **Created By**, or **Date Created**. > [!TIP] > **Tip:** To see all requisitions that have items on hold, select the **Only show Requisitions with On Hold items** checkbox. 4. On the requisition record screen that opens, from the **Actions** dropdown, select *Edit*. For more, see **Edit an inventory requisition** in [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions). 5. In the *Line Item* tab, select the items you want to procure. 6. From the **Procurement Source** dropdown, select the vendor where you want to procure the items. 7. From the **PO Ship To** dropdown, select the location where you want to ship the item.![A cursor selecting the location where to ship the item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-8cvr9e57.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) 8. When you're done, click **Save and Confirm**. When you confirm that you will procure an item from a vendor, ServiceTitan creates a purchase order (PO) which you can send to your vendor. The POs appear in the *Transactions* tab in the requisition. 1. Click the **Transactions** tab, then click the **PO number**. 2. On the PO record screen that opens in a new tab, from the **Send As** dropdown, select *Mark as Sent*.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-0pwgglvx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D)The POs status is set to *Sent*. 3. Click **Receive** to receive the PO. For more, see [Receive purchase orders](/construction/docs/receive-purchase-orders). The requisition status is set to *Procured*, the item status is set to *Fulfilled*, and the PO status is set to *Received*. ![Image showing the statuses of the requisition, item, and PO.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-3w0pyffx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) The requisition is under the *Fulfilled* tab and the item is placed on hold until you complete the invoice closeout for the item or you cancel the requisition. To cancel the requisition, see **Cancel a requisition** in [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions). ## Notify technicians when a requisition is complete When a requisition is complete, send a text message to the technician listed on the requisition to notify them about shipment pick-up details. 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=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D). 2. From the side menu, click **Requisition > Install** or **Service**. 3. On the *Requisition* screen that opens, on the *In Progress* or *Fulfilled* tab, select the requisition for which you want to send a notification to the technician. 4. On the requisition record screen that opens, from the **Actions** dropdown, select *Notify Technician*. 5. On the *Notify Technician* pop-up that opens, in the **Message** field, enter the text message you want your technician to receive.![Image showing the Notify Technician screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/procure-items-image-2vnegxgd.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A01Z&se=2026-10-31T04%3A20%3A01Z&sr=c&sp=r&sig=NWojjEPQMh%2F5pkHVSBbagwgGAJqdrl6fzag15FCX%2F0U%3D) > [!TIP] > **Tip:** If you want to attach your notification to the technician's current job, select the **Attach this message to the technician's current job** box. 6. When you're done, click **Send Notification**. --- ### FAQ #### Are purchase orders (POs) attached to an appointment? No. Purchase orders are attached to jobs, not individual appointments. ## Want to learn more? - See [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions) 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)