Overview
Specify and associate the catalogs with the right vendors in ServiceTitan. Once you've set up the vendor catalogs in settings, you can directly search for and add catalog items to purchase orders without including them in your pricebook first, providing you with greater control and convenience in the process. For more, see Search and add catalog items to your purchase orders.
Who uses this feature
Office employees, managers, owners, administrators, and purchasing managers
Applies to all business types
Feature configuration
This feature is currently in Private Preview/Limited Release and available for specific accounts. To update your account, please contact Technical Support for details.
Things to know
You can only select the vendor catalogs available for your account. To enable new catalogs, reach out to your success manager or implementation specialist for account configuration.
If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
Select a catalog in vendor settings
You can associate catalogs with the right vendors in the vendor settings and when creating a purchase order.
To select a catalog in vendor settings:
Go to the top bar and click Settings
.In the side panel, click Inventory or Purchasing > Vendors.
On the Vendors screen that opens, create a new vendor or select an existing one and click Edit.
Go to the Purchase Order Details section and select a Catalog from the dropdown.
Note: You can only view the vendor catalogs available for your account.
When you're finished, click Save.
Select a catalog when creating a purchase order
When no catalog is selected in Settings, the system prompts you to select a catalog right when creating a purchase order.
Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Purchase Orders.
On the Purchase Orders screen that opens, click Create New.
Fill in the Order Details.
In the Item List table, click the Select an item dropdown.
In the pop-up that opens, select Vendor Catalog > Select Catalog. Select Catalog screen opens.
From the Catalog dropdown, choose the catalog you want to associate with the Vendor you selected.
Note: Selecting the catalog from the purchase order page updates the catalog information in the vendor settings.
When you're finished, click Save.
