Service Titan Knowledge Base

Download purchase ordersLast updated on 09/13/2022

You can download a PDF or XLS file of a purchase order (PO) to your device.


Things to know

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

  • You can download a PO in any status.

  • After you have downloaded a PO to your device, you can send it to a vendor. For more information, see Send purchase orders to vendors.

  • If you download the POs in the XLS (Single File) format, all the POs will be downloaded in the same XLS file.

  • If you download the POs in the PDF (Rollup View) format, all the POs will be downloaded in the same combined PDF file.


Download a purchase order

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

  2. From the side menu, select Purchase Orders.

  3. Go to the Pending, Sent, Partially Received, Received, or Canceled tab and select the PO you want to download.

  4. To download a PO, do one of the following:

    • From the Download dropdown, select the format you want to download the PO.

    • Select the PO you want to download and on the PO record that opens click the Download image6icon. From the dropdown field, select the format.

      The PO file downloads to your device.


Download purchase orders in bulk

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

  2. From the side panel, select Purchase Orders.

  3. Go to the Pending, Sent, Partially Received, Received, or Canceled tab and select the POs you want to download.

  4. From the Download dropdown, select the format you want to download the POs.

The POs download to your device.


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