Set up vendors

Overview

Add your vendors to procure items for your inventory. Use these vendors to create purchase orders (POs) and replenish items.

Note: These instructions may not work for you if you are still using the previous version of this feature. See Create vendor list for inventory items and designate primary vendor for more information about that version.

Things to know

• If you have Payables and need to add or update remittance vendors, see Set up remittance vendors.

• If you haven't enabled the Inventory feature, the main menu and settings menu display an option for Purchasing. If it is enabled, it displays as Inventory.

• When setting up vendors, you cannot, at any point, merge them.

Add purchasing and replenishment vendor

1. Go to the top toolbar and click Settings.

2. From the side menu, select Purchasing or Inventory > Vendors.

3. On the Vendors screen that opens, click Add Purchasing Vendor.
   The New Purchasing Vendor Setup screen opens.

4. In the Vendor Details section, select the vendor type:

   1. Replenishment: Select this option if a replenishment vendor is a supplier or manufacturer you typically source items from.

      Note: When adding material and equipment to Pricebook, you need to select a replenishment vendor for each item.

   2. Consignment: Select this option if the vendor provides items on consignment.

      Note: You can select both options.

5. From the Assign as Default Vendor For dropdown, select the business units associated with this vendor.

   Note: Each selected business unit has this vendor set as its default, and a business unit can have only one primary vendor. This field is available only for the replenishment vendor type.

   Tip: Click Removeto delete the business unit.

6. Select the Restrict PO Creation in Mobile option if you want to prevent technicians from selecting the new vendor when they create a purchase order in ServiceTitan Mobile.

7. Enter the vendor's address and contact information.

   Note: Make sure to enter the vendor's Email if you send POs by email.

   

8. In the Purchase Order Details section, enter the following information:

   1. Default Delivery Method: Select a delivery method for the PO.

   2. Catalog: From the Catalog dropdown field, select vendors who will receive POs.

   3. Vendor Payment Terms: Select a payment term for the vendor. To set up payment terms, see Use, view, edit, and deactivate payment terms.

   4. Default Tax Rate: Enter a default tax rate for the vendor. Each time this vendor is used when creating a PO, the tax rate on the PO will be auto-populated to what is set in this field.

      Note: This field is available only if you have activated Payables and applies to all POs, receipts, and returns for this vendor unless a business unit-specific tax rate is set.

   5. Click Add Tax Rate to add tax rates for specific businesses:

      1. In the Tax Rate field, enter a tax rate specific to the business unit.

      2. From the Business Unit dropdown, select the business unit you want to apply the tax rate to.

         Tip: Click Add Tax Rate to add more tax rates. Click Deleteto remove a tax rate.

   6. Email Recipients: Enter the Name and Email Address for each person to receive POs.

9. In the Associated Remittance Vendor Details section, from the dropdown field select remittance vendor.

   Tip: To associate another remittance vendor with the purchasing vendor, click Add New Remittance Vendor. Click Deleteto remove a remittance vendor. For more, see Set up remittance vendors.

10. When finished, click Save.

The new vendor appears in your vendor list and by default is Active. To deactivate the vendor, see Edit a vendor.

You can choose whether to include inactive vendors in your list. To do that, turn on the Show Inactive Vendors toggle.

Note: The Show Inactive Vendors toggle is off by default.

To add more vendors, repeat the previous steps.

Note: If you have Payables, ServiceTitan automatically creates a copy of the new vendor in the Remittance Vendor tab. For more information, see Set up remittance vendors.

Edit a vendor

1. Go to the top toolbar and click Settings.

2. From the side menu, select Purchasing or Inventory > Vendors.

3. On the Vendors screen that opens, select the vendor you want to edit.

   Tip: Use the Search field to find the vendor you want.

4. On the vendor profile screen that opens, click Edit.

5. On the Edit vendor screen that opens, make the changes you want.

6. When finished, click Save.

Want to learn more?

• See Set up vendor list and primary vendor for pricebook items

• See Set up purchase order types

• See Set up remittance vendors