Service Titan Knowledge Base

Create vendor list for inventory items and designate primary vendorLast updated on 10/28/2022

Create a vendor list for equipment and materials in your pricebook. The vendor list includes all vendors used to restock the item. You will enter the part number, cost, and an optional memo for ordering the part. You will also designate the primary vendor to be used for inventory replenishment.

Create vendor lists for inventory items in bulk

When you first set up truck replenishment, you’ll have a lot of vendor information to enter. The best way to do this is to export your pricebook. You can enter the vendor name, part number, cost, and an optional memo in the exported pricebook. When you are done entering vendor information, you can re-import your pricebook. See Assign replenishment vendors for equipment or materials in bulk.

Note: Your success or implementation manager can assist you with this process.

Create a vendor list and designate primary vendor

You can assign replenishment vendors one pricebook item at a time. See Assign replenishment vendors for equipment or material.

Set up replenishment vendors

You can designate new and existing vendors as replenishment vendors. These vendors can then be selected (or activated) for restocking inventory items in your pricebook.

  1. Go to the navigation bar and click Settings.

  2. In the side menu, click Inventory > Vendors.

  3. In the vendor list, do the following:

    • If you are creating a new replenishment vendor, click + New Vendor. The New Vendor Setup screen opens.

    • If you are selecting an existing vendor, click the vendor name and then click Edit in the Vendor Profile. The Edit Vendor screen opens.

  4. In the Vendor Name, Location & Status section, turn the Replenishment Vendor toggle on.

  5. When you're finished, click Save.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.