Return unused items from a requisition

Overview

From the Invoice Closeout screen, you can return items directly to a vendor or to your inventory.

Things to know

• If a tracked inventory item is purchased on a requisition PO attached to a job and the invoice closeout is completed for that item, the cost of that item is set to $0. The cost appears in the Unit Cost and Total Cost columns on the invoice.

Return an unused item from a requisition

1. Go to the top toolbar and click Search.

2. From the Search dropdown, select Invoice and click Search . For more, see Use search in ServiceTitan.

3. Click the Invoice number to open the invoice that includes the items you want to return.

4. On the invoice record screen that opens, click Invoice Closeout.

5. In the Qty to Return field, enter the quantity you want to return.

6. From the Return dropdown, select where you want to return the items.

If you selected Return to Vendor, the Confirmation pop-up opens:

1. Click Confirm. The Create Return screen opens.

2. Enter return details.

3. When you're done, click Save.

If you selected Return to Inventory, the Confirmation pop-up opens:

1. Click Confirm. The Create adjustment screen opens.

2. Enter adjustment details.

3. When you're done, click Save.

Want to learn more?

• See Return Types

• See Create, edit, and copy inventory adjustments