Truck inventory replenishment workflowsLast updated on 10/28/2022
After you set up your account for truck inventory replenishment, follow these workflows to track inventory, handle purchase orders, and manage replenishment.
Open Truck Replenishment
To use truck replenishment features:
Go to the navigation bar and click Inventory.
In the side menu, click Replenishment.
The Materials Used tab
What is the Materials Used tab?
Materials Used provides a list of all material items that have been used on invoices.
As soon as a material is added to an invoice, it appears on the Materials Used list.
What can I do on the Materials Used tab?
Review materials that have been used on jobs, and designate which materials should be replenished.
Change the replenishment vendor for any item.
See if materials costs are within your acceptable job cost range, or if you are operating over cost (% of Rev column).
Prepare and generate replenishment POs
Walkthrough of Materials Used features
Filter the materials list
You can filter Materials Used by Technician,Vendor,Business Unit, or Truck.
Select materials
To prepare POs, you must first select material items.
To select a material item, check the box next to it. To select all, check the box at the top of the list.
If you have a long materials list, use the arrows to scroll through the pages.
See a running total of selected items
As you select PO items, a running total displays at the top of the list.
Change the replenishment vendor for individual line items
You have the ability to change the replenishment vendor for any line item. Click the name of the vendor for any item listed in the Materials Used tab. Select the new vendor, then click Update Vendor.
Note: If you need to update vendors, make sure you do this before clicking Generate PO. Updating the replenishment vendor has no impact on the primary vendor setting. To change the primary vendor setting, edit your pricebook.
Choose any vendor from the configured vendor list for that material (Pricebook>Materials>Edit Material>Vendor list).
When you update the replenishment vendor, material costs on the original invoice are updated to reflect the new cost
When you update the vendor on the Materials Used list, this update carries back to the original invoice where the material item was used. The invoice automatically updates to reflect the material cost for the new vendor. This is designed to keep job costing reports and payroll up-to-date with the most recent job costing information.
Generate POs
To create POs, select items you want to replenish and click Generate PO.
Note: It’s OK if you select items with different primary vendors. ServiceTitan automatically creates a separate PO for each vendor. It’s also OK if you select items mapped differently to QuickBooks. When the PO is exported, ServiceTitan processes each PO item separately.
Organize POs
When you click Generate PO, choose how to organize your POs. You can create one PO per vendor, or you can organize POs by truck or job to help keep inventory organized.
Group by Vendor
One POs is created per vendor.
Group by Vendor, Truck
Each truck has its own POs. This means that a vendor can receive multiple POs attached to different trucks.
Group by Vendor, Truck, & Job
Each job has its own PO. This means that a vendor can receive multiple POs attached to different jobs.
Remove items you do not want to restock
If there are items listed in Materials Used that you do not want to restock, select these items and click Do Not Replenish.
Explanation of Materials Used columns
Explanation of Materials Used columns (continued)
The Pending POs tab
What is the Pending POs tab?
Pending POs provides a list of POs that have been created, but not yet sent out to vendors.
What can I do on the Pending POs tab?
Make any necessary adjustments to pending POs, such as changing the quantity or price, before sending them out to vendors.
Export POs in Excel, PDF, or CSV format.
Email POs directly to vendors
Mark POs as sent
Walkthrough of Pending POs features
Filter the Pending PO list
You can filter Pending POs by vendor or truck.
Select POs
To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.
If you have a long PO list, use the arrows to scroll through the pages.
Cancel a Pending PO
To cancel a PO, click Cancel PO.
When you click Cancel PO, you are asked to confirm. You have two options:
Do Not Replenish
The PO is canceled, and items on the PO no longer appear on the Materials Used list.
Return to Materials list
The PO is canceled, but items on the PO go back to the Materials Used list.
Mark a PO as Sent
To mark a mark PO as sent, click Mark as Sent. The PO immediately moves over to the Sent tab.
Export / Email PO
To download or send out a PO, click Export / Email PO. POs can be formatted in Excel or PDF format.
You can email the PO directly from ServiceTitan, or you can download the PO if you need to print it out or send to the customer by fax / mail.
When you click Export / Email PO, select an option:
Format as .xls file
The PO is downloaded in XLSX format that you can format and print.
Format as PDF file
The PO is downloaded in PDF format that you can print.
Email as .xls file
Click here to email the PO to the vendor directly from ServiceTitan. The PO is sent in XLSX format.
You must have an email address entered for the vendor in Settings>Inventory>Vendors.
After you email the PO, it automatically moves to the Sent tab.
Email as PDF file
Click here to email the PO to the vendor directly from ServiceTitan. The PO is sent in PDF format.
You must have an email address entered for the vendor in Settings>Inventory>Vendors.
After you email the PO, it automatically moves to the Sent tab.
View a Pending PO
You can click into any purchase order in the Pending POs list. To go back to the Pending POs list, click Hide.
Explanation of Pending columns
Explanation of Pending columns (continued)
The Sent tab
What is the Sent tab?
Sent POs provides a list of POs that have been sent out to vendors.
What can I do on the Sent tab?
Mark individual items on the PO as received
Mark an entire shipment as received
Walkthrough of Sent PO features
Filter the Pending POs list
You can filter Pending POs by vendor or truck.
Select POs
To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.
If you have a long PO list, use the arrows to scroll through the pages.
Return to Pending
Click Return to Pending if you need to send the PO back to Pending.
Export a sent PO as an Excel (.xls) or PDF file
Click Export PO to download a sent PO in Excel (.xls) or PDF format.
This is useful if you need to download a PO you’ve already sent to a vendor.
Mark the shipment as received
Click Mark As to mark the entire shipment as received.
Note: Before doing this, make sure every item on the PO has been received.
If you need to mark individual items on the PO as received, click into the PO.
View a Sent PO
You can click into any purchase order in the Sent PO list. To go back to the Sent PO list, click Hide.
Explanation of Sent columns
Explanation of Sent columns (continued)
The Received tab
What is the Received tab?
Received POs provides a list of POs that have completely fulfilled, or partially fulfilled.
What can I do on the Received tab?
Track the fulfillment status of POs
Mark individual items as received
Mark a PO as complete (shipment received)
Walkthrough of Received PO features
Filter the received POs list
You can filter Received POs by vendor, truck, or fulfillment status.
Select POs
To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.
If you have a long PO list, use the arrows to scroll through the pages.
Track fulfillment status
To track fulfillment status, you can use the Fulfillment Status filter, or sort by the Fulfillment Status column.
Fulfillment Status filter
Click Items Remaining to see POs have been partially fulfilled (you can click into any PO to see which items are remaining).
Click Complete to see POs that are Complete (shipment received).
Click Select All to see all received POs.
Fulfillment Status column
You can also sort by the Fulfillment Status column.
Return to Sent
Click Return to Sent if you need to send the PO back to the Sent list.
Export a received PO as an Excel (.xls) or PDF file
Click Export PO to download a received PO in Excel (.xls) or PDF format.
This is useful if you need to download a PO that’s already been partially or completely fulfilled.
Mark the PO as complete
Click Mark As to mark the PO as complet