Overview
You can download a PDF or XLS file of a purchase order (PO) to your device.
Who uses this feature
Office employees and managers
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
You can download a PO in any status.
After you have downloaded a PO to your device, you can send it to a vendor. For more information, see Send purchase orders to vendors.
If you download the POs in the XLS (Single File) format, all the POs will be downloaded in the same XLS file.
If you download the POs in the PDF (Rollup View) format, all the POs will be downloaded in the same combined PDF file.
The information presented in the PDF matches the way it's presented in ServiceTitan.
Note: To display Taxes, Shipping, Subtotal, and Total on the PDF print and PDF email, enable the Display Taxes and Shipping on Purchase Orders configuration in Settings. For more, see Set up Purchasing Configurations.
Currently, there is no option to remove fields, such as Required Date, Technician, and ST Part #, from purchase orders when printed. There is an option to hide item descriptions on printed purchase orders. Contact Technical Support for details.
Download a purchase order
Go to the navigation bar and click Inventory or Purchasing
.From the side menu, select Purchase Orders.
Go to the Pending, Sent, Partially Received, Received, or Canceled tab and select the PO you want to download.
To download a PO, do one of the following:
From the Download dropdown, select the format you want to download the PO.
Select the PO you want to download and on the PO record that opens click the Download
icon. From the dropdown field, select the format.
The PO file downloads to your device.
Download purchase orders in bulk
Go to the navigation bar and click Inventory or Purchasing
.From the side panel, select Purchase Orders.
Go to the Pending, Sent, Partially Received, Received, or Canceled tab and select the POs you want to download.
From the Download dropdown, select the format you want to download the POs.
The POs download to your device.