Service Titan Knowledge Base

Return TypesLast updated on 10/28/2022

Return Types allows you to track returns through their cycle and accurately record the information in ServiceTitan Purchasing and Inventory modules.

Things to know

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

  • Now you can create returns, send returns to the vendor, mark returns as approved, and returned. Additionally, you can email returns to the vendors. For more information, see Returns.

Create a return type

  1. Go to the navigation bar and click Settings .

  2. From the side menu, select Purchasing or Inventory > Return Types. The Return Types screen opens.

    Note: You can organize the table by clicking on a column header. You can also filter return types by Return Type Name, or Active and Inactive returns. To apply a filter, click the Filter image1 icon and select the filter type you want. To remove the filter, click Clear.

  3. Click Add to create a new return type. The Add a Return Type screen opens.

    1. Enter Return Type Name.

    2. Select the Automatically Receive Vendor Credit option. Note: If you select this option the Return will be moved to Credit Received upon creation. Also, Vendor Credit will be automatically generated for the total quantity on Return.

    3. Select Include return Total in the Sales Tax Calculation if you want the Return Total to be considered taxable. Note: If you select this option, the tax amount on the Return will be removed from the job total on the associated invoice.

    4. Select the Active option if you want the new return type to be active.

    5. Select the Default option if you want the new return type to be the default. Note: This feature helps you select the correct return type while creating a new return. For more information, see Create, edit, copy, and cancel a return.

    6. When you're finished, click Create.

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.