Overview
[Overview content needed: Add 2–3 sentences introducing this workflow or feature, who uses it, and why it's helpful.]
Who uses this feature
Purchasing team and technicians
Account configuration is required. To update your account, please contact your success or implementation manager.
This feature can be used with Line Items on POs.
Note: This feature has been updated for most users and the processes are different. See Replenish items using transfers and Replenish items with purchase orders for the updated version.
In a PO you can click the vendor link to open the vendor profile to view their phone number or email address. Technicians can also open a PO in the ServiceTitan Mobile app and call the vendor directly from the PO for shipment pick up details.
Access vendor profile from PO
Go to the navigation bar and click Invoice.
In the side menu, click Purchase Ordering.
Select the PO for which you want the vendor details.
The Purchase order details flyout opens.Click the vendor link.
The Vendor profile screen opens.
Call vendor from ServiceTitan Mobile
In Dashboard, tap the All Jobs tab.
Select the job for which you want to contact the vendor, and tap View Job.
On the job record that opens, tap Invoice.
On the Invoice page that opens, tap Purchase orders.
On the Purchase orders form that opens, tap Call.
Note: The vendor profile must include a phone number to enable the call feature.