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Create, edit, or delete line item purchase ordersLast updated on 09/09/2022


Create, edit, or delete a line item purchase order

There are two locations you can initiate the creation of a line item purchase order:

  • Job screen

  • Job invoice screen

To create, edit, or delete a line item PO from the job invoice screen, complete the following:

  1. Navigate to the Invoice > Invoicing.

  2. Under Invoices, select the invoice you wish to create a line item PO for.

  3. Click Add a purchase order.

  4. Enter the following fields:

    P.O. Type

    Select one of the following PO types:

    • Special Order: Select this when you need to order materials/equipment (that are not part of truck stock) to complete a customer job. For example, your customer needs to replace their faucet. They want a specific brand that your company does not stock. You will need to order this item from a vendor to complete the job.

    • Supply House Run: Select this when your technician purchases materials/equipment at a supply store to complete a job. For example, your technician is completing toilet installations and needs to purchase additional wax rings. They go to a supply store, purchase the wax rings, and returns to the customer's house to complete the installations.

    • Subcontractor: Select this for subcontractor POs.

    • Warranty: Select this for POs related to warranties.

    To set up PO types, navigate to Settings > Purchase Order Types.

    Vendor

    Select the vendor you wish to purchase the materials from. To set up vendors, navigate to Settings > Vendors.

    Select Required Date

    Select the required date that you need the material by.

    Vendor Invoice Number

    This is an optional entry. The Vendor Invoice Number is provided by the vendor.

    Technician

    Select the technician the PO is for.

    Date

    The date the PO is being created on.

    Summary

    Optional entry. Enter any additional notes you have for the PO.

  5. To add a line item to your PO, click Add Item.

  6. Enter the following information for the item:

    • Name

    • Quantity

    • Cost

    • Description

  7. Click Add Item.

  8. Click Save.

  9. The PO you create will be on the Invoice screen under Purchase Orders.

  10. On the invoice screen, click the Edit Pencil , x Delete, or print icon next to any existing purchase to edit, delete, or print the purchase order.


Send a purchase order on the Purchase Order screen

To send a purchase order on the Purchase Order screen, complete the following:

  1. Navigate to Invoice > Purchase Ordering.

  2. Click the Pending PO’s tab.

  3. Check the PO you wish to send.

  4. Click Export/Email PO or Mark as Sent.


Receive a purchase order on the Purchase Order screen

To receive a purchase order on the Purchase Order screen, complete the following:

  1. Navigate to Invoice > Purchase Ordering.

  2. Click the Sent tab.

  3. Check the PO you wish to receive.

  4. Click Mark As. Then, click Shipment Received.

  5. Click the Received tab to view received POs.



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