Service Titan Knowledge Base

Access vendor contact details from purchasing orders using the Purchasing and Inventory modulesLast updated on 09/13/2022

On the Purchasing Orders page, you can click the vendor link to open the vendor profile and view their phone number or email address. Technicians can also open purchase orders (PO) in the ServiceTitan Mobile app and call the vendor directly from the PO for shipment pick-up details.

Things to know

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

Access vendor profile from purchase order

  1. Go to the navigation bar and click Inventory or Purchasing Inventory-icon.

  2. From the side menu, select Purchase Orders. The Purchase Orders page opens.

  3. Click the Pending, Sent, Partially Received, Received, or Canceled tab.

  4. Select the PO for which you want the vendor details. The PO record opens.

  5. In the Order Details section, click the vendor link.

    The Purchasing Vendor profile page opens.

Call vendor from ServiceTitan Mobile

  1. In Dashboard, tap the All Jobs tab.

  2. Select the job for which you want to contact the vendor, and tap View Job.

  3. On the job record that opens, tap Invoice.

  4. On the Invoice page that opens, tap Purchase orders.

  5. On the Purchase orders form that opens, tap Call.

    Note: The vendor profile must include a phone number to enable the call feature.

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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.