--- title: "Send a purchase order electronically" slug: "send-a-purchase-order-electronically" updated: 2026-10-15T00:43:42Z published: 2026-10-15T00:43:42Z canonical: "help.servicetitan.com/send-a-purchase-order-electronically" --- > ## 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. # Send a purchase order electronically ## Overview After you set up your account for the [Full Procurement Integration](/construction/docs/full-procurement-integration-home), you can send purchase orders electronically to vendors. --- ### #### Who uses this feature - Office employees, managers, owners, administrators, and purchasing managers - Primarily for Residential/Commercial Service and Replacement #### Feature configuration - This feature is available for the Full Procurement Integration (formerly Procure-to-Pay) suppliers and is subject to change. - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - After you set up the Full Procurement Integration, the default PO delivery method is set to *Electronic Delivery*. - When adding line items to a PO, the information pulled from your pricebook includes vendor-specific information—such as cost and part number—which was obtained when the items were added or mapped from the vendor's catalog. This improves cost accuracy and reduces reconciliation time after you receive the order and invoice. > [!NOTE] > **Note:** This process is specific to the Full Procurement Integration. - When adding unlinked items to your purchase orders, ServiceTitan will help you correctly map them to vendor part numbers, reducing purchase order errors. For more, see [Link pricebook items to vendor's catalog when creating purchase orders](/construction/docs/link-pricebook-items-to-a-vendor-s-catalog-when-creating-purchase-orders). - Set up SMS and/or email alerts to receive notifications regarding the acceptance or rejection of electronic purchase orders by suppliers. To learn how to set up alerts in ServiceTitan, see [Use Alerts](/v1/docs/use-alerts). ![electronic POs alerts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-maggucgn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) > [!TIP] > **Tip:** For *Accepted* and *Rejected* electronic POs, select **Notify the creator automatically** to instantly inform the PO creator. - If you only have the *Purchasing* module enabled, the **Inventory** section in the navigation bar is renamed **Purchasing**. ## Send purchase orders electronically After integrating with a vendor, you can send purchase orders (POs) directly to the vendor. 1. Go to the navigation bar and click **Inventory** or **Purchasing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-cp1kfshy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D)**. 2. In the side menu, click **Purchase Orders**. 3. On the *Purchase Order* screen that opens, click **Create New**. For instructions on how to create purchase orders, see [Create purchase orders](/construction/docs/create-purchase-orders-2). ![Create a new purchase order](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-y7umpzr3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) > [!NOTE] > **Note:** To send a purchase order (PO) by electronic delivery, you need to select a vendor that was used to activate the vendor integration, and the line items on the PO should include a vendor part number. 4. After completing all required fields and adding line items, you can create and send the PO as electronic delivery through one of the following options: 1. Click the **Arrow** icon and select **Create and Send as Electronic Delivery** from the dropdown. ![Cursor create and send as electronic delivery](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-e73huea0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 2. Click **Create**, then click **Send as Electronic Delivery**. ![Cursor send as electronic delivery](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-1bpzvtdl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) > [!NOTE] > **Note:** If the line items don't have a vendor part number, then the PO will not be created and you'll receive an error message. ![Missing vendor part number](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-434746lw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) ServiceTitan checks if the quantity and unit cost of each line item match the vendor's stock level and price. If it matches, the PO is sent electronically. After the PO is sent electronically, the vendor receives a confirmation. You can click **Review Stock Levels**, to see the stock level that is reported by the vendor. ![Vendor inventory checkup](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-mgt00v2x.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) You can perform Real-time pricing and availability checks for line items on a purchase order for multiple branches. For more, see [Send purchase orders electronically for multiple branches](/construction/docs/send-a-purchase-order-electronically#send-purchase-orders-electronically-for-multiple-branches). You can also set your default PO delivery method to *Electronic* delivery. For more, see [Check Real-time availability and pricing of PO items](/construction/docs/check-real-time-availability-and-pricing-of-po-items-1). ## Send purchase orders electronically for multiple branches > [!NOTE] > **Note:** This feature is available only for Johnstone Supply Full Procurement Integration. 1. Go to the navigation bar and click **Inventory** or **Purchasing**. 2. In the side menu, click **Purchase Orders**. 3. On the *Purchase Orders* screen that opens, in the *Pending* tab select the POs you want to send electronically. 4. Click **Send PO**. ![Bulk select POs](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-hcdir1jc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 5. On the *Send Purchase Orders* pop-up that opens, make sure that the delivery format for the *Johnstone Supply* vendor is set to *Electronic Delivery* and click **Send**. ![Send Purchase Orders pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-6h1vz7iy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) If the quantity needed is available and the price matches with the vendor, you receive a confirmation. If the item quantity needed or the unit cost is different from the vendor information, the *Resolve Vendor Issues* screen opens. You can click **Continue** to send the purchase order electronically without resolving discrepancies. Or you can match the available quantity. For more, see [Check real-time availability and pricing of PO items](/construction/docs/check-real-time-availability-and-pricing-of-po-items-1). ## Send replenishment purchase orders electronically for multiple branches > [!NOTE] > **Note:** This feature is available only for Johnstone Supply Full Procurement Integration. 1. Go to the navigation bar and click **Inventory** or **Purchasing**. 2. In the side menu, click **Replenishment**. 3. On the *Replenishment* screen that opens, select the replenishment records you want to send electronically. 4. Click the **Arrow** icon, then select **Create and Send** from the dropdown. ![Cursor Create and send](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-iioydkd6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 5. On the *Send Purchase Orders* pop-up that opens, make sure that the delivery format for the *Johnstone Supply* vendor is set to *Electronic Delivery* and click **Next**. ![Send Purchase Orders pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-9bs2fa9u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 6. On the *Please select the PO recipients* pop-up that opens, select the vendor recipient you want from the **Vendor Recipient** dropdown. 7. From the **Internal Recipient** dropdown, select the internal recipient. 8. When finished, click **Send**. If the quantity needed is available and the price matches with the vendor, you receive a confirmation. If the item quantity needed or the unit cost is different from the vendor information, the *Resolve Vendor Issues* screen opens. You can click **Continue** to send the purchase order electronically without resolving discrepancies. Or you can match the available quantity. For more, see [Check real-time availability and pricing of PO items](/construction/docs/check-real-time-availability-and-pricing-of-po-items-1). ## Check purchase order status in real-time With Full Procurement Integration, you can easily check the status of the sent electronic purchase orders (*Accepted* or *Rejected*) in the *Purchase Orders* tab. ## View and manage rejected purchase orders 1. In the *Pending* tab of the *Purchase Orders* screen, look for the POs marked as *Rejected*. ![Hover to know the rejection reason](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-ow5zkezw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 2. Click **Rejected.** The *Purchase Order* screen opens with the rejection reason and date. ![PO Rejection reason](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-q7p3wbld.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 3. To fix the issues, go to **Actions > Edit**, make the necessary corrections, and resubmit. ![Cursor Edit PO](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-ehhful1z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) ## View accepted purchase orders 1. In the *Sent* tab of the *Purchase Orders* screen, look for the POs marked as *Accepted*. ![View accepted purchase orders](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-h1nf7mtv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) 2. Select the PO to view all the relevant details on the *Purchase Order* screen. ![View accepted purchase orders](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-a-purchase-order-electronically-image-l8j160rj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A53Z&se=2026-10-31T02%3A35%3A53Z&sr=c&sp=r&sig=QXQe%2BuNzITSgE5dD1yxkSXVfLQwbfEtCvNKo6zYoSlY%3D) ## FAQ --- ### #### What are Electronic Purchase Orders? Electronic purchase orders allow a ServiceTitan customer to send a purchase order from ServiceTitan to the vendor’s system. The vendor then receives and reviews the PO and sends back a status (approved/rejected) through the API. ## Want to learn more? - See [Check real-time availability and pricing of PO items](/construction/docs/check-real-time-availability-and-pricing-of-po-items-1) - See [Download vendor costs from provider catalogs](/construction/docs/view-vendor-costs-from-provider-catalogs) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns Used to retrieve up-to-date costs from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)