Overview
Learn how to include SRS Distribution items in your purchasing process. Create purchase orders with special fields just for SRS items making your work simpler and more efficient.
Who uses this feature
Administrators and managers
Applies to all business types
Feature configuration
This feature is currently in Early Access and available for specific accounts. To get started with SRS integration, reach out to your Customer Success Manager (CSM) or Onboarder (OB).
Things to know
Currently, you can only add roofing catalog items to your pricebook. You don't have the option to map the catalogs.
For roofing customers, the catalog view is pre-filtered to show only items available at your selected supplier branches from the Map account step in Vendor Integration settings. This streamlines your purchasing and ensures faster material planning.
Improve your inventory management by automating the import of supplier catalog items. Upload your purchasing history to your ServiceTitan pricebook.
The default setting for item updates is Manual. For guidance on enabling and customizing automatic updates, see Update your pricebook with Pricebook Connect.
The pricebook for roofing integrations is specifically for materials. After adding the items, you can find them in the Materials tab of your pricebook. You can also access their Material Variations. For more information, see Manage supplier catalog material variations in ServiceTitan.
The day after you add items to your pricebook, you can view costs for base SKU items (which include variant SKU items) or for variant SKU items only.
When regionality filtering is enabled, your catalog only displays items available from your integrated supplier branches, helping you quickly find and add region-specific products to your pricebook.
Custom fields for SRS integration
Roofing-specific custom fields are dynamically added to purchase orders, enabling precise selection of job accounts, delivery types, and times for accurate supplier transactions. These fields become visible when creating a purchase order once the Supplier Branch is selected.
SRS Job Account: Allows you to select the job account from a predefined list. Displays the name of the job account with its corresponding number.
Note: The SRS additional field results are determined by the Supplier Branch selection. If a non-primary branch is selected, the job accounts in the Job Account dropdown update to reflect only the accounts linked to that specific branch.
Delivery Type: Specifies the method of receiving items, such as Roof Load, Ground Drop, etc.
Delivery Target: Specifies preferred delivery time windows, such as Morning, Afternoon, or Anytime.
Note: If you choose Vendor Counter Pickup, the Delivery Target becomes N/A, as the technician picks up parts directly from the vendor and creates the PO on-site, disabling the dropdown. Selecting Vendor Counter Pickup changes Delivery Target options to 15-minute intervals, based on the business hours of the Supplier Branch selected.
Custom Fields: This field populates automatically once you select an SRS item. It lets you select a specific item variant for the purchase order instead of the general material. For more, see Manage supplier catalog material variations in ServiceTitan.
Additionally, selecting a Supply Chain vendor from the Vendor dropdown automatically populates the Supplier Branch field with the correct postal code based on the job or the vendor, reducing manual entry and ensuring accurate order routing.
Send purchase orders to SRS Distribution
SRS custom fields become visible when creating a purchase order once the Supplier Branch is selected. To create and send purchase orders to SRS:
Create a purchase order
Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Purchase Orders.
On the Purchase Orders screen that opens, click Create New.
Fill out the purchase order details
Enter your Order Details:
PO Source: Select whether the purchase order is based on a Job or a Service Agreement.
Job/Service Agreement #: Enter the job record or SA number associated with the PO.
Business Unit: Select a business unit associated with the PO. For more information on how to set up business units, see Add and edit business units.
Vendor: Select a vendor from where you want to procure the PO items. To set up vendors, see Set up vendors.
Supplier Branch: You can select the SRS Supplier Branch from the dropdown.
Note: When you select a vendor linked to the SRS Distribution integration, the Supplier Branch field is automatically populated based on your account settings. If no match is found, you can select from nearby branches filtered by postal code.
Order Type: Select a purchase order type for the PO. For more information on how to set up PO types, see Set up purchase order types.
Technician: Select technicians associated with the PO. For job-related PO, we recommend you select a technician who is assigned to the job. For more information on how to set up technicians, see Add and manage technician profiles.
Vendor Document Number: Enter the vendor document number on the Receipt.
Note: This step is required for Intacct customers only.
Impact to the Technician Payroll: If you want your payroll settings to apply to the technicians attached to the PO, select the checkbox.
Files Attached: You can attach a file related to the PO.
Project Labels: Select a project label that is related to the PO.
SRS Job Account: Select the job account from a predefined list that is based on the Supplier Branch, showing the account name along with its corresponding number.
Enter your Location details:
Inventory Location: Select the inventory location where the items in the PO are stored. If you are purchasing inventory items, you can set up an inventory location. This location holds the inventory items.
Ship To: Where the PO items are shipped:
Warehouse: Select a warehouse address if you want to restock it with the PO items.
Job address: Select job-related POs.
Technician's home address: You can select a technician's home address if a technician is attached to the PO.
Vendor counter pick: No shipping is needed because the PO is being picked up or purchased at the location.
Delivery Type: Select the method of receiving items, such as Roof Load, Ground Drop, etc.
Enter your PO Dates:
Date Created: The system automatically generates the date when you created the PO.
Required by: Set the date when the PO is required to be completed by.
Note: The Required Date of the PO must be set before the created and sent dates of the PO.
Delivery Target: Select your preferred delivery time (Morning, Afternoon, or Anytime). If you select Vendor Counter Pickup, the Delivery Target becomes N/A and changes to 15-minute intervals based on the Supplier Branch business hours.
If needed, fill out the Optional Fields:
Memo: Enter a memo for the vendor.
Select items from the Item List
In the Item List table, you'll see products filtered based on the availability at the supplier branch selected on the purchase order. Use the item code, description, or vendor part number to find and add the items you want to purchase. After you add the item, enter or review the item details:
Item: To add an item, you can search by item code or description. You can also select the item you want from the dropdown list.
Inventory: When you select an item, this field is automatically populated. It indicates if the item is trackable.
Item Description: When you select an item, this field is automatically populated from Pricebook.
Vendor Part #: You can search by vendor part number. If an item already has a vendor part number in the Pricebook, it auto-populates based on the vendor.
ST Part #: When you select an item, this field is automatically populated from the Pricebook item code.
Custom Fields: This field appears automatically when an SRS item is selected. It lets you select a specific item variant for the purchase order instead of the general material. For more, see Manage supplier catalog material variations in ServiceTitan.
Qty: Enter the quantity you want to purchase.
Serial Numbers: When you select an item, this field is automatically populated. It indicates the serial number of the selected item.
Unit Cost: When you select an item, this field will be automatically populated based on the vendor. If there is no cost set up for the vendor, enter the cost.
Total: The total value of the line item.
Tip: You can click + Add Item to add more items.
In the Tax Rate field enter the tax percentage or amount.
Note: The Total column calculates automatically after you enter tax information.
Create and send the PO
When you're finished adding information and items to the PO, do one of the following:
Click Create to create the PO in pending status.
Note: If the PO type is auto-receive, the PO moves to received status. The corresponding bill and receipt are generated for the PO.
To send the PO to the vendor, from the Arrow dropdown field, select the format you want to use to send it.
To set the PO status to Sent without sending it to the vendor, from the Arrow dropdown field, select Create as Sent.
Note: We recommend you use this option if you have manually communicated regarding this PO to the vendor outside of the system. This allows you to track the status of the PO.
To send the PO to a specific vendor recipient:
From the Create dropdown field, select Create and Select Recipients.
In the Select Recipients pop-up window that opens, fill out the following fields:
Vendor Recipients
Internal Recipients
Format
When you're done, click Send.