What is the process for uploading a truck stock list for replenishment using the purchasing module instead of inventory in ServiceTitan?

Problem

Users need to replenish truck stock but the upload option is missing because stock lists apply only with the Inventory Module enabled.

Solution

Follow the steps below to set up truck stock lists for replenishment using the Purchasing Module.

Set up truck stock lists for replenishment using the Purchasing Module

1. Go to the navigation bar and click Pricebook .

2. Select the material or equipment you want to replenish automatically.

3. From the Actions dropdown, select View/Edit Material.

4. In the Details tab, select Automatically replenish this item as it is used on invoices.

5. Add this marked item to an invoice as usual.

6. Complete the invoice. This action generates a replenishment request for the inventory location or technician who added the SKU.

7. Go to the Replenishment screen within the Purchasing to view these requests.

8. On the Replenishment screen, you can dismiss replenishment records or convert them into purchase orders. These orders can be sent to vendors to replenish used items across mobile inventory locations.

Note: Make sure all items you wish to replenish are marked correctly in the Pricebook to automate the replenishment process.