Overview
When you create a purchase order, you can check the real-time stock level and pricing with Full Procurement Integration suppliers.
Who uses this feature
Office employees, managers, owners, administrators, and purchasing managers
Primarily for Residential Service and Replacement
Feature configuration
This feature is available for the Full Procurement Integration suppliers and is subject to change.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
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 once you receive the order and invoice.
Note: This process is specific to the Full Procurement Integration.
If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
Check real-time availability and pricing of PO items
Go to the navigation bar and click Inventory or Purchasing.
In the side menu, click Purchase Orders.
On the Purchase Order screen that opens, click Create New. For instructions on how to create purchase orders, see Create purchase orders.
When you select the vendor linked to an active Full Procurement Integration supplier and add line items that include the supplier's part numbers, the Check Vendor Inventory button appears.
Click Check Vendor Inventory.
ServiceTitan checks if the quantity and unit cost of each line item match the vendor's stock level and price.
If the quantity needed is available and the price matches the vendor, you'll receive a confirmation. If you want to review vendor stock levels, click Review Stock Levels.
If the PO quantity is more than the vendor's available quantity, the Resolve Vendor Issues screen opens. You can do one of the following options:
Proceed with the desired quantity by clicking Continue, then Save Changes.
You can match the available quantity. For more, see Match available quantity.
If the PO cost or the item unit cost from your pricebook is different from the real-time vendor cost, you can either proceed with the cost from your pricebook or Match vendor cost.
Note: If you send a PO with a unit cost that differs from the vendor, the vendor will use the cost from ServiceTitan.
Match available quantity
If the PO quantity is more than the vendor's available quantity:
On the Resolve Vendor Issues screen that opens, select the item, then click Match Available Qty.
After ServiceTitan adjusts the PO quantity for that item to match the vendor's available quantity, click Continue.
Review changes and click Save Changes.
On the purchase order record screen that opens, you can see the quantity is updated.
To send the PO electronically, do one of the following options:
Click the Arrow icon, and select Create and Select as Electronic Delivery from the dropdown.
Click Create, then from the Send As dropdown, select Send as Electronic Delivery.
Note: If you choose not to match the vendor's available quantity, you can see the original quantity you entered. You can create a separate PO for the remaining quantity by selecting the item and clicking Create PO in New Window. For instructions on how to create purchase orders, see Create purchase orders.
Match vendor cost
If the PO cost or the item unit cost from your pricebook is different from the real-time vendor cost:
On the Resolve Vendor Issues screen that opens, select the item, then click Match Vendor Cost.
After ServiceTitan adjusts the item unit cost, click Continue.
Click the Update Cost tab.
Select the item and click Save Changes.
Tip: Turn on the Update Pricebook toggle, to update the item unit cost in Pricebook.
On the purchase order record screen that opens, you can see the item unit cost is updated. 
To send the PO electronically, do one of the following options:
Click the Arrow icon, and select Create and Select as Electronic Delivery from the dropdown.
Click Create, then from the Send As dropdown, select Send as Electronic Delivery.