Service Titan Knowledge Base

Set up vendorsLast updated on 10/28/2022

Add your vendors to procure items for your inventory. Use these vendors to create purchase orders (POs) and replenish items.

Things to know

  • If you have Payables and need to add or update remittance vendors, see Set up remittance vendors.

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

Add purchasing and replenishment vendor

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. From the side menu, select Purchasing or Inventory, then click Vendors.

  3. (Optional) Click the Purchasing Vendors tab. Note: The Purchasing Vendors and Remittance Vendors tabs appear only if you enabled Payables.

  4. Click Add Vendor. Note: New vendors are active in ServiceTitan by default. If you don’t want your new vendor to be active, turn off the Active toggle to deactivate the vendor.

  5. In the Vendor Details section, enter the purchasing vendor’s information.

    • Purchasing Vendor Name

    • Address

    • Contact Information Note: Enter the vendor’s Email if you send POs by email.

  6. To use the vendor for replenishment, select Replenishment Vendor.

  7. To prevent technicians from selecting the new vendor when they create a purchase order in ServiceTitan Mobile, select Restrict PO Creation in Mobile.

  8. In the Purchase Order Details section, enter the following information:

    • Default Delivery Method: Select a delivery method for the PO.

    • Email Recipients: Enter the Name and Email Address for each person to receive POs.

    • Default Tax Rate: Enter a default tax rate for the vendor. Each time this vendor is used when creating a PO, the tax rate on the PO will be auto-populated to what is set as the default tax rate.

    • Vendor Payment Terms: Select a payment term for the vendor. To set up payment terms, see Using payment terms. Note: This field is available only if you have activated Payables.

  9. In the Associated Remittance Vendor Details section, from the dropdown field select remittance vendor. Tip: To associate another remittance vendor with the purchasing vendor, click Add New Remittance Vendor.

  10. When you’re finished, click Save.

The new vendor appears in your vendor list and, if active, is available to select on POs. You can choose whether to include inactive vendors in your list. To do that, turn on the Show inactive vendors toggle.

Note: The Show inactive vendors toggle is off by default.

To add more vendors, repeat the previous steps.

Note: If you have Payables, ServiceTitan automatically creates a copy of the new vendor in the Remittance Vendor tab. For more information, see Set up remittance vendors.

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.