Line item POs and truck replenishment Home

Overview

[Overview content needed: Add 2–3 sentences introducing this workflow or feature, who uses it, and why it's helpful.]

Caution: Articles in this section introduce the older version of the Purchase Order (PO) feature. We encourage you to use the new Purchasing feature, which introduces improvements not available in this version. You may continue using this version, note the following:

• Improvements will only be introduced to the new version of the Purchasing feature

• The older version will be discontinued sometime in the future

For more information about the new version of the Purchasing feature, see Purchasing module or contact your Onboarding Specialist.

Key workflows

Get started

• QuickBooks inventory integration

• Track inventory

• Create vendor list for inventory items and designate primary vendor

• Run the Job Costing tool

• Create, edit, or delete line item purchase orders

• Create a return

• Create purchase orders in ServiceTitan Mobile

Truck replenishment overview

• Truck inventory replenishment overview

• Set up your account for truck inventory replenishment

• Truck inventory replenishment workflows

Purchase order alerts and notifications

• Overview: Send PO alerts and notifications

• Send PO status alerts based on PO type to technicians and purchasing team using the Purchasing and Inventory modules or Line Items on POs

• Send PO notifications to technicians using the Purchasing and Inventory modules

• Send PO notifications to technicians using Line Items on POs

• Send PO notifications to technicians using Truck Replenishment

Purchase order vendors

• Overview: Send shipment from vendors to technician's address

• Send shipment from vendors to technician's address using Line Items on POs

• Send shipments from vendors to technician's address using Truck Replenishment

• Overview: Access vendor contact details from PO

• Access vendor contact details from PO using Line Items on POs

• Access vendor contact details from PO using Truck Replenishment

Troubleshooting and FAQ

FAQ

• Inventory and Purchase Orders FAQ