Overview
Learn how to include QXO, formerly known as Beacon, items in your purchasing process. Create purchase orders with special fields just for QXO 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 Private Preview/Limited Release and available for specific accounts.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Currently, you can only add roofing catalog items to your pricebook. You don't have the option to map the catalogs.
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 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 QXO integration
QXO integration generates fields that are specific to the integration to ensure purchase orders include all relevant data. See the list below:
Supplier Branch: Selects a QXO Supplier Branch from the dropdown. If you select a vendor linked to the QXO 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.
QXO Job Account: Allows you to select the job account from a predefined list. Displays the name of the job account with its corresponding number.
Delivery Target: Specifies preferred delivery time windows, such as Morning, Afternoon, Special Request, or Anytime.
Item Options: These fields populate automatically after you select an QXO item in the Item List table. It lets you select a specific item variant for the purchase order instead of the generic material. For more, see Manage supplier catalog material variations in ServiceTitan.
Send purchase orders to QXO
Roofing-specific custom fields are dynamically added to purchase orders, enabling precise selection of job accounts, delivery target, and times for accurate supplier transactions. These fields become visible when creating a purchase order once the Supplier Branch is selected.
To create and send purchase orders to QXO in 4 steps:
Step 1: Create a purchase order
Go to the navigation bar and click Inventory or Purchasing.
In the side menu, select Purchase Orders.
On the Purchase Orders screen that opens, click Create New.
Step 2: Fill out the purchase order details
Select QXO as the Vendor.
Enter your Order Details:
Job #: 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 QXO Supplier Branch from the dropdown or search by postal code.
Note: If you select a vendor linked to the QXO 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.
QXO 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.
Files Attached: You can attach a file related to the PO.
Note: Field visibility depends on the selected Supplier Branch. If the branch is linked to a job, the QXO Job Account and Files Attached fields appear. Otherwise, only a Job Name field appears.
Impact to the Technician Payroll: If you want your payroll settings to apply to the technicians attached to the PO, select the checkbox.
Project Labels: Select a project label that is related to the PO.
Note: The Project Labels field appears only if the Budget vs Actual is enabled for project management.
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:
Job address: Select the job address job-related PO once a job has been selected from the Job dropdown menu.
Note: This option is available only if the user either selects a Job to attach to the purchase order or creates the PO directly from the Jobs page.
Inventory Warehouse: Select a warehouse to see its name and address if you want to restock it with the PO items.
Technician Address: You can select a technician's home address if a technician has been manually or automatically selected from the Technician dropdown menu.
Vendor Counter Pickup: No shipping is needed because the PO is being picked up or purchased at the vendor's branch location.
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.
Delivery Target: Select your preferred delivery time (Morning, Afternoon, Special Request or Anytime).
If needed, fill out the Optional Fields:
Memo: Enter a memo for the vendor.
Step 3: Select items from the Item List
In the Item List table, use the item code, description, or vendor part number to find the items you want to add to the PO. To add the items:
From the Item dropdown, select the QXO item from your Pricebook.
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.
Item Options: These fields populate automatically after you select an QXO item in the Item List table. It lets you select a specific item variant for the purchase order instead of the generic material.
Qty: Enter the quantity you want to purchase.
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.
Step 4: Create and send the PO
After entering PO details, click Create to generate the purchase order 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.
After creating the PO, from the Arrow dropdown field select the format you want to use to send it to the vendor. For QXO, only available options are Send as Electronic Delivery and Mark as Sent.
Mark as Sent: Sets the PO status to Sent without sending it to the vendor.
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.
Send as Electronic Delivery: Sets the PO status to Sent and sends it to the vendor electronically.