Service Titan Knowledge Base

Receive purchase ordersLast updated on 09/13/2022

When you receive a purchase order (PO), the PO is updated with a record of items you ordered and received. This helps you know when you have items that are required for a job before you schedule the job, when you haven’t received items, and if there are differences between the items you ordered and the items that were delivered.


Things to know

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


Fully receive a purchase order

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

  2. From the side menu, select Purchase Orders. The Purchase Orders page opens.

  3. Click the Sent tab.

  4. Select the PO you want to receive. The PO record opens.

  5. On the PO record that opens, click Receive.

    The Receive a Shipment page opens.

  6. In the Vendor Document Number field, enter the vendor document number. Note: This is required for Intacct customers. If you are not using Intacct, this field is optional.

  7. (Optional) Click Choose File to attach a file related to the PO.

  8. (Optional) Click Add item to add additional items to the receipt. Tip: For example, you may want to add items if a vendor substituted an item that was different from the item you ordered or a vendor sent an incorrect item that you will keep.

  9. Review the PO and verify the items you received, including the quantity in the Qty Received column of the Item List table.

  10. (Optional) If you received more of an item than the quantity you ordered, enter the quantity you received.

  11. When you’re finished, click Save.


Partially receive a purchase order

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

  2. From the side menu, select Purchase Orders. The Purchase Orders page opens.

  3. Click the Sent tab.

  4. Select the PO you want to receive.

  5. On the PO record that opens, click Receive. The Receive a Shipment page opens.

  6. Click Set Qty to Zero to set the Qty Received number to zero. Note: This can be useful if you only want to receive a small portion of line items. You can set the quantity to zero for all line items and then add in what you intend to receive.

  7. If what you received is less than what you have ordered in the PO, adjust this quantity in the Item List table under the Qty Received column. Note: The Qty Received column in the Item List table is automatically prepopulated with the quantity requested.

  8. When you’re finished, click Save. The Roll over unreceived items? pop-up window opens.

  9. To roll over the unreceived items into a new PO and fully receive the current PO, click Roll Over.

  10. To keep the unreceived items on the current PO and partially receive it, click Skip.

    The Receipt page opens. For more information, see Manage receipts.


Receive purchase orders in bulk

Note: The purchase orders with serialized numbers can be received only individually.

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

  2. From the side menu, select Purchase Orders. The Purchase Orders page opens.

  3. Click the Sent or Partially Received tab.

  4. Select the POs you want to receive.

    Tip: If you want to receive all POs in the Sent or Partially received status, select the checkbox at the top.

  5. When you’re finished, click Receive.

  6. On the confirmation pop-up window that opens, click Yes.


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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.