Service Titan Knowledge Base

Branch-based purchasingLast updated on 02/08/2022

You can find branches from the selected integrated vendor to determine which branch you want to submit an order electronically.

Things to know

  • Branch-based purchasing is only available for Procure-to-Pay (P2P) users.

  • Initially, this functionality will only be available for the supplier R.E. Michel.

  • The system provides a default branch.

Check branch availability

You can check the default branch associated with the vendor you’re going to purchase from.

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, select Integrations > Vendor Integrations.

    The Integration Types screen opens.

  3. In the Vendors screen, select R.E. Michel Company.

  4. In the Integration Setup screen, go to the Map account section.

You can view the default branch card and its contact details.

Add a supplier branch to a purchase order

  1. Go to the main navigation bar and click Purchasing.

  2. From the side menu, click Purchase Orders.

  3. Click Create New. Note: For information about how to create purchase orders, see Create purchase orders.

  4. Select the replenishment vendor.

  5. Select the supplier branch. Note: If you enter a known ZIP code from the vendor, the available branches will be displayed and you can purchase from that branch.

  6. Complete the required fields.

  7. Select Check Vendor Inventory.

  8. To check the discrepancies, click View and Resolve.

You can review the branch card details.

Want to learn more?

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.