Edit the PDF or xlsx form generated when a purchase order is sent

  • Updated on Mar 17, 2026
  • Published on Feb 19, 2026
  • 1 minute(s) read
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Problem

When you send a purchase order (PO), a PDF or xlsx form is generated and sent to the vendor. Users may wish to edit this form.

Solution

Edit the PDF or xlsx form generated when a purchase order is sent

The PDF or xlsx form generated with a PO in ServiceTitan is not editable. This is because the form's design is fixed (hard coded).

Related articles
  • Create purchase orders
    Product Areas > Inventory and Purchase Orders > Inventory module > Serialized inventory > Manage serialized inventory
  • Download purchase orders
    Product Areas > Inventory and Purchase Orders > Purchasing module > Purchase orders