Manage receiptsLast updated on 09/13/2022
After a purchase order (PO) is received or partially received, ServiceTitan generates a unique receipt, which is an electronic copy of the packing slip that you receive with your shipment. Each PO has a unique receipt number and is marked with the date on which the PO was received. In addition, if a PO is fulfilled through multiple shipments, the PO will have multiple receipts associated with each shipment.
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 Intacct or QuickBooks, you cannot edit the receipt after the receipt is posted.
You can add an item to a receipt when receiving a purchase order (PO).
Manage a receipt
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Receipts. The Receipts page opens with a list of your receipts. Note: There is a number next to the tab that shows how many receipts can be found there and how many receipts are canceled.
Select a receipt to open the receipt record.
Tip: Use the filters on the left side to quickly find specific receipt records. The Receipts page includes a number of premade filters. These let you search by Vendor Doc. Number, Receipts without Bills P.O. Type, Technician, From Date, To Date, Business Unit, Vendor, Job Number, P.O. Number, Inventory Locations, Created By, Min Cost, or Max Cost. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click Clear Filters. On a receipt record, you can find the following information:
Associated PO and Receipt
Vendor invoice details
Order details
Location
Dates
Memo
Item list
To add an internal note on the receipt, click the Comment
icon.
On the Comments page that opens, enter a comment, then click Add Reply. Note: You can always pin, edit, or remove a comment.
From the Actions dropdown field, you can select one of the following options:
Create Bill Note: To create a bill from the Receipts page, the Edit bill permission should be selected in Settings > People > Permissions, and the Automatically Create Bill when PO is Received configuration should be deselected in Settings > Inventory > Configuration. If the Automatically Create Bill when PO is Received configuration is selected, the bills and receipts will be created automatically. For more information, see Inventory and Purchasing Configurations and Explanation of office employee permissions in ServiceTitan.
Edit a receipt
You can edit a receipt to:
Record the actual items received from your vendor
Record the packing slip number
Update the unit cost, quantity received, shipping, tax, memo, and date received
To edit a receipt:
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Receipts. The Receipts page opens with a list of your receipts.
Select the receipt you want to edit. The receipt record opens.
From the Actions dropdown field, select Edit.
Update the receipt as needed.
When you’re finished, click Save.
Cancel a receipt
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Receipts. The Receipts page opens with a list of your receipts.
Select the receipt you want to cancel. The receipt record opens.
From the Actions dropdown field, select Cancel.
The Cancel Receipt pop-up window opens.
(Optional) From the dropdown field, select the reason for canceling.
Note: If you don’t select the cancelation reason, the system automatically selects the Not Required option.
When you’re finished, click Cancel Receipt.
View a receipt on a purchase order
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Purchase Orders. The Purchase Orders page opens.
Click the Partially Received or Received tab, depending on which PO you want to open.
Select the PO to open its details. The PO record opens.
Click Documents and select the receipt to view.
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.