Set up vendorsLast updated on 10/28/2022

• 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.

1. Go to the navigation bar and click Settings .

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.

• Visit the ServiceTitan Academy and enroll in Creating and Managing Purchase Orders

• See Set up vendor list and primary vendor for pricebook items

• See Set up purchase order types

• See Set up remittance vendors