---
title: "Send purchase order alerts and notifications"
slug: "send-purchase-order-alerts-and-notifications"
updated: 2026-10-15T00:45:00Z
published: 2026-10-15T00:45:00Z
canonical: "help.servicetitan.com/send-purchase-order-alerts-and-notifications"
---

> ## 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 purchase order alerts and notifications

## Overview

Use purchase order (PO) alerts to keep your team updated on PO statuses and shipment activity. Send notifications through text message or email to communicate important information about POs without the need to be physically present at the office or warehouse, or on repeated phone calls and messages.

---

### 

#### Who uses this feature

- Managers, purchasing team, and technicians

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

> [!NOTE]
> **Note:** If these instructions don't work for you, you may still be using the previous version of this feature. For more information about that version, see [Overview: Send PO alerts and notifications](/construction/docs/overview-send-po-alerts-and-notifications).

## Set up alerts based on purchase order type

1. Go to the top toolbar and click **Settings**![](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%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D).
2. From the side menu, click **Inventory > Purchase Order Types**. The *Purchase Order Types* page opens.
3. Select the PO type you want to add PO alerts then click **Edit**.![A cursor selecting the PO type you want to add PO alerts then clicking Edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-zat7vhjb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
4. On the *Edit Purchase Order Type* page that opens, select the PO alerts you want to enable:
  1. Send Email alerts to technician when PO moved to Send status
  2. Send Email alerts to technician when PO moved to Received/Partially Received status
  3. Send Email alerts to Purchasing team when PO moved to Send status
  4. Send Email alerts to Purchasing team when PO moved to Received/Partially Received status![Image showing the PO alerts options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-d1cu0odh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
5. When you're finished, click **Save Changes**.

For example, if you select the first option and a PO #12345 updates to *Sent*, the technician assigned to the PO receives the following email: "Hello, The PO #12345 is now in Sent status. Please find the PO attached to this email for reference".

## Send PO notifications to technicians

1. Go to the navigation bar and click **Inventory**![](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%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D).
2. From the side menu, click **Purchase Orders**. The *Purchase Orders* page opens.
3. Click the **Partially Received** or **Received** tab. The *Partially Received* or *Received* page opens.![A cursor clicking the Received tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-91he1e10.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
4. Select the PO record you want to send to the technician. The PO record opens.
5. From the **Actions** dropdown field, select *Notify Technicians*.![A cursor selecting the Notify Technician option from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-evk7z9qp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
6. In the *Notify Technician* pop-up window that opens, select how you want to notify your technician:
  1. Send Text
  2. Send Email with copy of PO![Image showing the Notify Technician pop-up window with notification options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-xy37q3l2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
7. In the **Instructions for Technicians** field, enter additional information you want your technician to know.
8. When you're finished, click **Send Notification**.

To view an Audit Trail of notifications you sent for a PO:

1. In the **Partially Received** or **Received** tab, select the PO for which you want to see an audit trail.
2. Do one of the following options:
  1. Click the **Comment![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-mi06j2oa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)**icon.![A cursor clicking the Comment icon.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-2dfsx59s.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)
  2. Select the PO record for which you want to view an audit trail of notifications, and on the PO record that opens, click the **Comment![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-p6nt5ias.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)**icon.

The *Comments* page opens listing the notifications sent out for this PO. In the **Live a comment** field, you can add a reply to a comment.

![Image showing the Comments screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-order-alerts-and-notifications-image-whdvixlq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A00Z&se=2026-10-31T02%3A43%3A00Z&sr=c&sp=r&sig=%2Fe%2F3mK0UQID2z4KSx0XwAD7ucUytJxYkNmzJs4%2BBzqQ%3D)

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

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