What is the process for adding a discount to a purchase order?

Problem

ServiceTitan does not allow adding a negative amount or discount directly to a purchase order.

Solution

Follow these steps to include a discount in your purchase order indirectly:

1. Receive the Purchase Order: Confirm the receipt of the items listed in the purchase order.

2. Add Discounted Prices to the Bill:        

   1. After receiving the purchase order, a bill will populate.

   2. Go to this bill.

   3. Adjust the prices of the items to reflect the discount. This means you will manually reduce the item prices by the discount amount.

3. Review and Save:        

   1. Double-check the adjusted prices and the total amount of the bill.

   2. Save the changes to the bill.

By following these steps, you can effectively apply a discount to items in a purchase order through the bill that is generated upon receiving the order. This workaround allows you to account for discounts from your supply houses without directly altering the purchase order amount in ServiceTitan.