Inventory requisition and invoice closeout Home

Inventory Requisition automates the procurement process. It helps you maximize the use of your stock items so your liquidity remains high.

Setup

What you need to get started

• Inventory Module: Enable the Inventory module to simplify item tracking across multiple trucks and warehouses.

• Pricebook: To maximize the benefits of the Inventory module, add purchased items and all items you want to track as inventory, including materials or equipment to your Pricebook. For each item add real replenishment vendors (not the default ones), costs, part numbers, accounting information (GL accounts), and other relevant information in your Pricebook.

• Vendors: Add complete vendor details for each item in your pricebook. For more, see Set up vendors and Set up vendor list and primary vendor for pricebook items.

• Trucks and Warehouses: Assign technicians and default warehouses to trucks. For more, see Set up trucks and warehouses.

Key workflows

Inventory requisition overview

• Install and Service Requisition

• Requisition items for a job or project

• Initiate requisition from a sold estimate

• Procure items

• Edit, download, and cancel inventory requisitions

• Create Requisition for Service Jobs in the ServiceTitan mobile app

• Requisition items for sold estimates in the ServiceTitan Mobile app

Invoice closeout

• Review and confirm invoice closeout

• Return unused items from a requisition

Job transfers and install requisition

Link transfers to jobs to simplify the workflows for Install Requisitions.

• Job transfers and install requisition FAQ

• Track and manage inventory items

• Create and manage item requisitions

• Create and track install requisitions

• Manage install requisitions

• Create transfers using the transfers to job feature

• Generate transactions from sold estimates using item requisitions