Receive purchase orders in the inventory mobile app

Overview

When an office employee creates a PO and marks it as sent in ServiceTitan, the technician can mark the item as arrived in the Inventory Mobile app and begin the receiving process for the PO.

Things to know

• The Marked as Arrived status is specific to purchase orders only in the Inventory Mobile app.

• You can receive items with less or more quantity than you ordered in the PO. In this case, the PO is marked as either Missing Qty or Extra Qty. You get a notification about the issue in ServiceTitan. You can always go back and continue receiving the items. For more about receiving items with less quantity, see Partially receive a purchase order.

Mark the item as arrived

1. Select the PO you want to work with and tap Mark as Arrived.

   Note: The tag on the PO record shows if the PO has been received and whether it was received fully or partially.

2. On the Mark As Arrived screen that opens, attach a photo of the current PO.

   Note: You are required to attach at least one photo. Otherwise an error message displays.

3. To attach a photo, you can do one of the following:

   1. Tap the Camera to take a picture of the item.

   2. Tap Gallery to upload the picture of the item from your mobile.

      Note: You can retake, view, and delete the attached photos.

4. After you attach a photo, tap Next.

   Note: You can attach more than one photo.

5. In the Vendor Document Number field, add the vendor document number.

   Note: The vendor document number doesn't need to be unique.

6. When finished, tap Submit.

After the item is marked as arrived, you can do one of the following:

• Return to POs

• Start Receiving

Fully receive a purchase order

1. Select the PO you want to receive, and tap Start Receiving. The PO record opens showing available items.

2. In the Uncounted tab, enter the number of items you ordered in the PO and tap Confirm to fully receive the PO.

   Tip: Tap Moreto edit the quantity of the item you want to receive or return the item back to Uncounted.

   

   Tip: Tap the item image > See More to see the larger image and detailed information about the item.

   

3. To receive the item, go to the Counted tab and tap Done.

4. Review the PO Summary, and tap Finish & Receive PO.

   Tip: To edit the current vendor document number, tap Edit, update the vendor document number as needed, then tap Done.

   

   Tip: To attach more photos, tap Add.

   

Partially receive a purchase order

1. Select the PO you want to partially receive, and tap Start Receiving.

   Note: If you want to continue receiving a partially received PO, tap Mark as Arrived and follow the steps in the Fully receive a purchase order section.

   

2. In the Uncounted tab, enter the number of items you want to receive and tap Confirm.

3. Go to the Counted tab and tap Done.

4. Review the PO Summary, and tap Partially Receive PO.

   Tip: To edit the current vendor document number, tap Edit, update the vendor document number as needed, then tap Done.

   Tip: To attach more photos, tap Add.

5. On the confirmation pop-up that opens, tap Partially Receive.

   Note: Make sure you count all items in the shipment as you can't change the quantity once you've received some of them.

Receive a serialized item

Note: For more information about the serialized items, see Serialized Inventory.

1. Select the PO you want to receive, and tap Start Receiving. The PO record opens showing available items.

   Note: If the item is serialized, it is marked as Serialization Incomplete.

   

2. Enter the number of items you want to receive and tap Confirm.

3. On the Serial Numbers screen that opens, enter the serial numbers of all items you want to receive.

4. To enter the serial numbers of items, do one of the following:

   1. Enter manually.

   2. Tap Scanand scan the item barcode.

5. When finished, tap Finish and Receive Item.

6. Review the PO summary, and tap Submit.

Want to learn more?

• See Receive purchase orders