Service Titan Knowledge Base

Inventory RequisitionLast updated on 03/01/2023

Inventory Requisition automates the procurement process. It helps you maximize the use of your stock items so your liquidity remains high. There are two subsections under Requisition:

  • Install

  • Service

This allows you to distinguish between install and service requisitions so that you can prioritize your work accordingly in Inventory > Requisition.

Things to know

  • If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.

  • If you’re using the Inventory module, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need aren’t in stock, ServiceTitan selects your primary vendor as the procurement source.

  • If you’re using the Purchasing module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.

Install and Service Requisition screen overview

The Install and Service Requisition screens include detailed information about requisitions in different statuses.

  • Demand: The requisition has been submitted.

  • In Progress: The requisition has been created but no further action has been taken.

  • Fullfield: The requisition tracking has been submitted.

  • Completed: The requisition has been completed.

A number next to the tab shows how many install requisitions can be found there.

In the Fullfield and In Progress tabs, click Only show Requisitions where all jobs have been completed to filter the jobs list so that only requisitions with no open jobs on the project are shown.

Create a new install requisition. For more information, see Create an install requisition.

Note: You can create a service requisition in ServiceTitan mobile. For more information, see Create Requisition for Service Jobs.

Use the Search field to find a specific requisition.

The Requisition screen includes pre-made filters that let you search by Requisition Name, Customer Name, Business Unit, Created By, or Date Created. Click the Filter image1 icon, and search for the requisition you want.

When you’re done with a filter, click the Filter image1 icon again and click Clear.

Click the requisition name in the table to view the requisition details.

You can delete a requisition when it’s no longer needed or if it was added accidentally. Go to the Demand tab, select the transfer you want to delete, and then click Remove.

To cancel a requisition that’s in progress, go to the In Progress tab, select the requisition you want to cancel, and then click Cancel.

Organize the table by clicking on a column header.

Create an install requisition

Note: You can’t create a requisition for items that were previously added to the sold estimate. This helps prevent you from creating a requisition for items that were already used.

  1. Go to the navigation bar and click Inventory or Purchasing Inventory-icon.

  2. From the side menu, click Requisitions > Install.

  3. On the Requisition screen that opens, click Create New. The Create Requisition screen opens.

  4. In the Requisition Details section, enter the requisition record details:

    • Requisition Name: Enter a short name that describes the requisitioned items, project, or job.

    • Project #: Select a project number if it’s not already selected. Note: If you started this requisition from a project, the project number is already selected. For more information, see Requisition and Invoice Closeout.

    • (Optional) Business Unit: If you have more than one business unit, select the business unit that will work on the project or job associated with the requisition.

    • Technician: Select the technician who will perform the work.

    • Warehouse: Select the location where procured items are sent and stored for the project or job.

  5. In the Item List section, select the item you want to add from the Select an item dropdown field. Tip: Search for an item by its name, code, description, or part number.

  6. In the Quantity Requested field, enter the quantity you need for requisition.

  7. From the Procurement Source dropdown field, select the procurement source of an item.

    Note: To add multiple items to one requisition record, click image8 Add Item and then use the item code, description, or part number to find the item you want to be on the requisition. To remove the item from a requisition, click the Delete delete-trash.png icon.

  8. When you’ve entered the requisition record details and added all items, click Create.

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