---
title: "Send purchase orders to vendors"
slug: "send-purchase-orders-to-vendors"
updated: 2026-10-15T04:26:21Z
published: 2026-10-15T04:26:21Z
canonical: "help.servicetitan.com/send-purchase-orders-to-vendors"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send purchase orders to vendors

## Overview

After you [create a purchase order (PO)](/roofing/docs/create-purchase-orders), you can send it to your vendor individually or in bulk:

---

### [Send purchase orders to vendors Video](https://fast.wistia.net/embed/iframe/yt0o97utda?web_component=true&seo=true&videoFoam=false)

#### Who uses this feature

- Office employees and managers

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

> [!NOTE]
> **Note:** For more information on how to set up your vendors, see [Set up vendors](/roofing/docs/set-up-vendors).

- When you send each PO individually, it allows you to review the PO and ensure that all of the information within the PO is accurate.
- When you send POs in bulk, it allows you to save time by sending several POs at once.

After you send a PO to a vendor, you can move it back to the *Pending* status from the *Sent* status until you receive it.

## Things to know

- If you only have the *Purchasing* module enabled, the Inventory section in the navigation bar is renamed **Purchasing**.
- If you select the **PDF (Rollup View)** format, all the POs will be downloaded in the same combined PDF file.
- 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](/roofing/docs/set-up-purchasing-configurations).
- You can select the **Mark as Sent** option if you communicated with the vendor about this PO outside of ServiceTitan. This allows you to track the status of the PO in ServiceTitan without the need to send it to the vendor.
- Custom fields on Purchase Orders appear in the Print View if the **Display on Print View** option is selected in **Settings > Operations > Custom Fields** for Purchase Orders. For more, see [Use custom fields](/roofing/docs/use-custom-fields).
  - In *PDF* format, custom fields are displayed with *Created by* and *Memo* in separate rows.
  - In *XLS* format, custom fields are presented in a new *Overview* sheet with field names and entries in separate columns.

> [!NOTE]
> **Note:** The Print View displays only those custom fields that you have filled out.
- You can check to see if a PO was emailed in the Audit Trail.
- You can electronically send a purchase order to a vendor only if they are an integrated vendor. For more, see [Send a purchase order electronically](/roofing/docs/send-a-purchase-order-electronically).

## Send a purchase order to a vendor

1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D).
2. From the side menu, select **Purchase Orders**. The *Purchase Orders* page opens.
3. In the **Pending** tab, select the PO you want to send to your vendor. The PO record opens.![A cursor selecting the PO you want to send to your vendor.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-blorp2of.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)

> [!TIP]
> **Tip:** Use the filters on the left side to quickly find the specific PO you want. The Purchase Orders page includes a number of pre-made filters. These let you search by **PO Type**, **Technician**, **Date From**, **Date To**, **Business Unit**, **Vendor**, **P.O. Number**, **Job Number**, **Inventory Locations**, **Created By**, **Min Cost**, or **Max Cost**. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click **Clear Filters**.
4. Review the information, then from the **Send As** dropdown field, select the format you want to send the PO.![A cursor selecting the format to send the PO](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-otlo5k2r.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)

## Send purchase orders to vendors in bulk

1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D).
2. From the side menu, select **Purchase Orders**. The *Purchase Orders* page opens.
3. In the **Pending** tab, select the POs you want to send.

> [!TIP]
> **Tip:** If you want to send all POs in the Pending status, select the checkbox at the top.

![A cursor selecting the checkbox to send POs in bulk.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-f0ffotos.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)
4. Click **Send PO**. The *Send Purchase Orders* pop-up window opens.
5. From the **Format** dropdown field, select the format you want to send POs.

> [!NOTE]
> **Note:** You should select the format for each vendor listed in the table.

![A cursor selecting the format to send POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-6ocmfure.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)
6. When you're finished, click **Next**. The *Please select the PO recipients* pop-up window opens.
7. From the **Vendor Receipts** dropdown field, select the vendor you want to send the POs to.
8. (Optional) From the **Internal Recipients** dropdown field, select the internal recipient you want.
9. When you're finished, click **Send**.![A cursor clicking the Send button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-3mba5w0x.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)

## Send purchase order to office employees or technicians

1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D).
2. From the side menu, select **Purchase Orders**. The *Purchase Orders* page opens.
3. In the **Pending** tab, select the PO you want to send. The PO record opens.
4. From the **Send As** dropdown field, select *Select Recipients*.![A cursor selecting Select Recipients from the Send As dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-tl15y59p.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)
5. On the *Select Recipients* pop-up window that opens, fill out the following fields:
  1. **Vendor Recipients**
  2. **Internal Recipients**
  3. **Format**![Image showing the Select Recipients screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-kh39ku8w.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)

> [!NOTE]
> **Note:** We recommend you verify email addresses in **Settings > People > Employees** or **Technicians**.
6. When you're finished, click **Send**.

## Move a sent purchase order back to pending

You can move the PO back to the *Pending* status from the *Sent* status if you decide:

- To get the items on the PO from a different vendor
- Not to get the items on the PO at that moment and want to save it for future ordering

1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D).
2. From the side menu, select **Purchase Orders**. The *Purchase Orders* page opens.
3. Click the **Sent** tab, and select the PO you want to change the status back to *Pending*. The PO record opens.
4. From the **Actions** dropdown field, select *Return to Pending*.![A cursor selecting the Return to Pending option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-purchase-orders-to-vendors-image-2hsxlqzf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A43Z&se=2026-11-01T20%3A50%3A43Z&sr=c&sp=r&sig=k2PQmvbHBrzaWfMYIpbUMpSISipgUkKFCdpPUXL9bKA%3D)

## Want to learn more?

- See [Create purchase orders](/roofing/docs/create-purchase-orders)
- See [Send a purchase order electronically](/roofing/docs/send-a-purchase-order-electronically)