Onboarding guide: Ferguson Product and Pricing Integration for ServiceTitan customers

Overview

Activate your Ferguson supplier integration, set up your Ferguson catalog, and receive your customer-specific pricing.

Benefits

With the Ferguson Product and Pricing integration, you'll benefit from:

• Multi-account mapping: Support for multiple Ferguson Main accounts in your ServiceTitan account.

• Real-time pricebook updates: Automatically receive the most up-to-date product and vendor cost data directly from Ferguson, including contract pricing.

• Flexible catalog mapping: Easier linking of Ferguson catalog items to your pricebook, including flexible equipment and material categorization.

• Increased profitability: With access to up-to-date costs, price your services effectively and protect your margins.

Step 1: Map your ServiceTitan account with your supplier account

After requesting the integration with Ferguson and having it configured for your account, sign in to ServiceTitan to activate the integration.

1. Go to the navigation bar and click Settings > Integrations > Vendor Integrations.

2. On the Vendor Integrations screen that opens, click Full Procurement. 

3. Select Ferguson and follow the steps on the Integration Setup screen:        

   1. Link Vendors: Select and link Replenishment vendors for your Ferguson integration. For details, see Set up vendors.

   2. Enter Ferguson Account Number: Enter your Account Number and Zip Code.                

      Tip: You can locate these details on your Ferguson invoice or on Ferguson's official website. If you need help, reach out to technology.solutions@ferguson.com.

   3. Map Account: The Map Account screen shows your Ferguson Main Account Number. Map accounts to Business Units or Trucks & Warehouses.

4. When finished, click Activate.

If your business works across multiple trades and uses more than one Ferguson Main account, you can map each account directly within ServiceTitan:

1. In the Map Account step, review your existing Main Account. If you have additional Main Account Numbers, they'll appear in this step.

2. Map each account to the correct Business Units or Trucks & Warehouses.

3. When finished, click Activate.

Step 2: Set up your pricebook

Overview

ServiceTitan's new, more flexible catalog and contract pricing model ensures:

• Flexible mapping: Ferguson has duplicated certain items across Equipment and Material categories to give you full control over how you classify items in your pricebook.        

  • You'll now see some items added in both the Equipment and Material categories—each with its own SKU—so you can select which version aligns best with your pricebook structure.

  • This lets you map items you used to manage manually so they'll now automatically get content and cost updates.

• Contract pricing: If you have contractual pricing with Ferguson, the integration now provides your lowest contract price automatically, based on your Ferguson account credentials.        

  • Items you manually created to maintain contract pricing can now be mapped directly from the Ferguson catalog to your pricebook. When mapped, these items automatically receive your contract-specific pricing.

Caution: If you see inflated costs caused by unit of measure differences between the Ferguson catalog and your pricebook, continue managing those items manually. Only these specific items require manual cost management going forward.

Set up pricebook

After activation, add Ferguson catalog items to your ServiceTitan pricebook to view costs, add to estimates, and create purchase orders (POs). You can set up your pricebook in two ways:

Option 1: Upload purchase history

Get your purchase history file from the Ferguson eProcurement team when requesting access to the integration. If you need to request another purchase history, reach out to technology.solutions@ferguson.com or your local Ferguson POC for help.

To upload your purchase history:

1. Go to Pricebook > Pricebook Connect > Catalogs.

2. Select a provider and click Upload Purchase History.

3. Follow the Import Purchase History steps. 

   1. Import File: Download the template, add your supplier Product IDs, upload the file, then click Next.

   2. Supplier Match: Check which items match or don't match the supplier catalog, then click Next.

   3. Equipment Mapping: Match equipment to existing pricebook items or add them as new, then click Next. 

   4. Material Mapping: Match materials to existing pricebook items or add them as new, then click Map to confirm. 

If items between the Ferguson Catalog and your ServiceTitan pricebook are a match—based on Item Code and Vendor Part Number—review page by page and map to existing items. If items are not a match, you'll be prompted to add them as net new items.

Option 2: Add net new items

1. Go to Pricebook > Pricebook Connect > Catalogs, select a catalog to browse, and view categories (Services/Equipment or Materials).

2. Select items or categories. Hover over categories for subcategory items and click Show Details for more information.

3. Click Select All to choose all items or manually select specific items.

4. When finished, click Add to Pricebook. 

For more, see Add provider catalog items to your pricebook with Pricebook Connect.

Note: If an item is incorrectly mapped, you can unmap and remap it to the correct Ferguson catalog item. For more, see Unmap provider catalogs from your pricebook.

Step 3: Manage your pricebook

After items are mapped or added from the Ferguson catalog to your pricebook, vendor cost pricing flows through Pricebook > Pricebook Connect > Updates for you to apply. Prices update nightly and won't be immediately available.

You can Manually update items or enable Auto updates in Pricebook Connect > Updates section.

1. On the Updates screen, click the Provider dropdown and select Ferguson.

2. Click Auto to manage update settings.

3. Choose Auto Update for fields you want to update automatically and click Save to apply changes.        

   Tip: We recommend turning on Auto Update for costs to ensure accurate and up-to-date information. This automatically updates costs for both equipment and materials.

   

You can view automatic and manual updates/dismissals in the History Log. See Update your pricebook with Pricebook Connect for more information.

Step 4: Manage your purchase orders (POs)

After mapping your catalog and tracking updates, you can create POs and take full advantage of supply chain workflows. Ferguson integration supports the following purchasing processes:

Create and send POs

1. Go to the Inventory or Purchasing tab, click Purchase Orders, then click Create New.

2. Complete all required fields in the Order Details section.

3. In the Item List section, click Select an item to add items to your PO.

4. When you're finished adding information and items to the PO, do one of the following:        

   1. Click Create to create the PO in pending status.                

      Note: If the PO type is auto-receive, the PO moves to Received status. The corresponding bill and receipt are generated for the PO.

   2. From the Create dropdown menu, select the format you want to use to send the PO to the vendor.

   3. From the Create dropdown menu, select Create as Sent to update the PO status to Sent without sending it to the vendor. 

Tip: You can also send the PO to a specific vendor recipient. For more, see Create purchase orders.

Add items from Catalog to PO

Add catalog items directly to POs and optionally map or save them to your pricebook.

Note: The Add vendor catalog items to pricebook from purchase order and Search vendor catalog items in purchase order permissions are required to use this feature. Enable the template pricebook item feature to allow template items added with the Vendor Catalog toggle in POs.

To add items:

1. On the Create Purchase Order screen, select Ferguson as the Vendor and add line items with supplier part numbers.

2. In the Item List table, click Select an item > Vendor Catalog. 

3. Click the arrow next to the item you selected from the Vendor Catalog.

4. On the Item Details screen, click Add to Purchase Order.

5. When finished, click Save.

Note: When adding a catalog item to your PO, you can also add it to your pricebook or map it to an existing pricebook item. For more, see Search and add vendor catalog items directly to your PO.

FAQ

What if I get an error uploading my Ferguson Purchase History file?

Ensure the file is in the correct format. It must be a single column with ProductId as the header. You can reference the template provided on the Upload Purchase History screen.

What if an item in my purchase history doesn't exist in the Ferguson catalog or says No Match?

You can manually add this item  to your pricebook with a static price.

What if my costs show up as $0?

A $0 cost appears in the vendor catalog in Pricebook Connect until mapped or added to your pricebook. If you still don’t see the cost for these items:

• Make sure Ferguson is set as the default vendor for those items.

• Check Pricebook Connect > Updates > Settings to make sure the Update settings are set up correctly and not set to Auto Dismiss.

What causes a Zero Cost Warning?

A zero cost warning can appear for several reasons:

• The item has a $0 cost at primary location

• The wrong subaccount is selected — the item is not available to purchase based on your subaccount

• The item was added less than 24 hours ago — costs are retrieved nightly

• The item is not available at a branch

• The item has been deactivated/superseded

What about items affected by unit of measure (UoM)?

ServiceTitan and Ferguson are working on a solution for unit-of-measure items. For now, you’ll need to manage these items manually to keep your pricing accurate.

You can still use product details from the Ferguson catalog, but you’ll need to update pricing and costs yourself. To do this, request a price sheet from your Ferguson sales representative.

What happens to inactive or discontinued Ferguson items?

Ferguson updates its catalog every two months. The ServiceTitan catalog includes thousands of commonly used products based on recent sales, helping keep it relevant without becoming too large.

If a product is no longer in the Ferguson catalog, it can still stay in your pricebook with its current (static) price.

Additional resources

• Use ServiceTitan Help Center or contact Technical Support for assistance

• Learn more about ServiceTitan's Full Procurement Integration

• Email technology.solutions@ferguson.com for Ferguson-specific support.