Service Titan Knowledge Base

Set up vendor list and primary vendor for pricebook itemsLast updated on 09/13/2022

Assign a list of replenishment vendors to inventory items in your pricebook who you typically source these items from, and then designate a primary vendor to use for restocking the item. You can assign replenishment vendors one item at a time, or export the pricebook and make the assignments in bulk.


Things to know

  • Inventory replenishment records generated by ServiceTitan default to each item’s primary vendor. When replenishing items with purchase orders, you can choose another active replenishment vendor. The cost and part number, if available, are prefilled. For more information, see Replenish items with purchase orders.

  • When creating purchasing orders, you can select an active replenishment vendor and add the restock item. The cost and part number, if available, are prefilled.


Assign replenishment vendors to equipment or materials

To assign replenishment vendors to inventory items:

  1. Go to the navigation bar and click Pricebook image7.

  2. From the side menu, select Equipment or Materials. For example, select Materials.

  3. On the Materials page that opens, use the search field to find the item that you want to add replenishment vendor details to. You can search by code, name, or description. Tip:  For more detailed targeting, you can create your own filter. Click Filter image1, then on the Filters pop-up window that opens, use the dropdowns and fields to set your table filters. After setting your filters, click Apply.

    To remove the filter, click Filter image1. On the Filters pop-up window that opens, click Reset all, then Apply.

  4. From the Actions dropdown field, select View/Edit Material.

    The Edit Material page opens.

  5. In the Details tab, scroll to the bottom of the page and click Show/Hide Inactive Vendors.

    You can see a list of replenishment vendors that have been set up in Settings > Vendors. For more information, see Set up replenishment vendors.

  6. Select the Active option from each replenishment vendor that you typically source this item from.

  7. Select the Primary vendor to be used for replenishment.

    Note: You can have multiple active vendors for this item, but you can have only one primary vendor.

  8. Enter each active vendor’s specific Part # and Cost of the item. Note: If you’re replenishing this item with a purchase order, you can choose another active replenishment vendor instead of the default primary vendor. The item cost and part number are prefilled if they are configured for the vendor of the Pricebook item.

  9. (Optional) In the Memo field, enter additional notes about ordering the part. Note: This is for your reference only.

  10. When you’re finished, click Save.


Assign replenishment vendors to equipment or materials in bulk

If you have multiple replenishment vendors that you want to assign to equipment and materials, export your pricebook and use the XLSX template to save time when entering replenishment information.

To assign replenishment vendors to inventory items in bulk:

  1. Export your pricebook.

  2. Open the exported Pricebook XLSX file in a spreadsheet application and do the following:

    1. Click the Equipment or Materials tab. The last few columns relate to replenishment vendor information.

    2. Enter the following information for each vendor that you want to use for replenishment of an item:

      • [Vendor] Active?

      • [Vendor] Part #

      • (Optional)[Vendor] Memo

      • [Vendor] Price

      • [Vendor] Primary Vendor?

        Note: For more information on how to add items with the Pricebook Excel template, see the Equipment tab or Materials tab.

  3. When you’re finished, save the pricebook XLSX file.

  4. Import your updated pricebook to ServiceTitan.



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.