---
title: "Create, edit, or delete line item purchase orders"
slug: "create-edit-or-delete-line-item-purchase-orders"
updated: 2026-10-15T04:38:39Z
published: 2026-10-15T04:38:39Z
canonical: "help.servicetitan.com/create-edit-or-delete-line-item-purchase-orders"
---

> ## 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.

# Create, edit, or delete line item purchase orders

## Overview

---

### 

#### Who uses this feature

- Managers and office employees

#### Feature configuration

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

> [!NOTE]
> **Note:** This feature has been updated for most users and the processes are different. For the updated version, see the ***Purchase orders*** section under the [Purchasing module](/v1/docs/purchasing-module) page.

## Things to know

- If you check **Include in Purchase Order Screen** when creating a PO, then the PO will show on the *Purchase Ordering* screen.
- If you do not check **Include in Purchase Order Screen** when creating a PO, then you will be able to export to QuickBooks as soon as you create the PO because this will be a manually bought material.

## Create, edit, or delete a line item purchase order

There are two locations you can initiate the creation of a line item purchase order:

- Job screen
- Job invoice screen

To create, edit, or delete a line item PO from the job invoice screen, complete the following:

1. Navigate to the **Invoice >** **Invoicing**.
2. Under *Invoices*, select the invoice you wish to create a line item PO for.![Invoice table displaying various projects, customers, and their pending statuses for selection.](https://images.ctfassets.net/mb2ty0185mk8/6ztkw7RNXgrXxtkYgYhEoQ/cf8e152f20f877f46ea2327177b6eb36/select-po.png)
3. Click **Add a purchase order**.![Menu options including adding a purchase order and other invoice-related tasks.](https://images.ctfassets.net/mb2ty0185mk8/7IaTHHh4vENkfQYI2fhoHb/112bb311496f973bd706c10a31c641b2/add-po.png)
4. Enter the following fields:

| P.O. Type | Select one of the following PO types: - Special Order: Select this when you need to order materials/equipment (that are not part of truck stock) to complete a customer job. For example, your customer needs to replace their faucet. They want a specific brand that your company does not stock. You will need to order this item from a vendor to complete the job. - Supply House Run: Select this when your technician purchases materials/equipment at a supply store to complete a job. For example, your technician is completing toilet installations and needs to purchase additional wax rings. They go to a supply store, purchase the wax rings, and returns to the customer's house to complete the installations. - Subcontractor: Select this for subcontractor POs. - Warranty: Select this for POs related to warranties. To set up PO types, navigate to Settings > Purchase Order Types. |
| --- | --- |
| Vendor | Select the vendor you wish to purchase the materials from. To set up vendors, navigate to Settings > Vendors. |
| Select Required Date | Select the required date that you need the material by. |
| Vendor Invoice Number | This is an optional entry. The Vendor Invoice Number is provided by the vendor. > [!NOTE] > **Note:** If you are exporting POs to QuickBooks as bills, you are able to send the Vendor Invoice Number to the Ref. in QuickBooks. This feature is not enabled by default. To use this feature, contact your success or implementation manager to configure your account. |
| Technician | Select the technician the PO is for. |
| Date | The date the PO is being created on. |
| Summary | Optional entry. Enter any additional notes you have for the PO. |
5. To add a line item to your PO, click **Add Item**.![Interface showing options to add items, save, and tax information in a form.](https://images.ctfassets.net/mb2ty0185mk8/73y9t0NfWh02vOF13RnpfZ/059747fb23bb8472b74019487fc2d82c/add-item.png)
6. Enter the following information for the item:
  - Name
  - Quantity
  - Cost
  - Description
7. Click **Add Item**.
8. Click **Save**.![Line items for a condensate pump with a highlighted save button for submission.](https://images.ctfassets.net/mb2ty0185mk8/3cGgyxNZd3cvr1pbtE7y1c/1f0a3e240e50c1ff1defd8f347e8696c/click-save.png)
9. The PO you create will be on the Invoice screen under *Purchase Orders*.
10. On the invoice screen, click the **Edit Pencil** , **x Delete**, or **print icon** next to any existing purchase to edit, delete, or print the purchase order.![edit-delete.png](https://images.ctfassets.net/mb2ty0185mk8/DY0oSwU75xMzEIpMqJANp/5d29b6251c11b0effd788451c390a850/edit-delete.png)

## Send a purchase order on the Purchase Order screen

To send a purchase order on the *Purchase Order* screen, complete the following:

1. Navigate to **Invoice** > **Purchase Ordering**.
2. Click the **Pending PO's** tab.![Overview of purchase orders showing one pending, none sent, and five received.](https://images.ctfassets.net/mb2ty0185mk8/7AjH9Q8iBXWAjsDTQEueoA/6758432b69c822186f8ec319f738a45e/pending-po.png)
3. Check the PO you wish to send.

> [!NOTE]
> **Note:** If you wish to edit the PO before sending it, complete the following:
> 
> 1. Navigate to Invoice > Purchase Ordering.
> 2. Click **Pending PO's**.
> 3. Select the PO you wish to edit.
> 4. A *Purchase order details* screen will appear. Click **Edit PO Items**.
> 5. You can edit the following fields:
>   - Ship To Address
>   - Required Date
>   - Memo
>   - Cost
>   - Quantity
>   - Tax
>   - Shipping
> 6. When you are finished editing the PO, click **Save**.
> 7. Click **HIDE** to exit the *Purchase order details* screen.
4. Click **Export/Email PO** or **Mark as Sent**.![Buttons for marking purchase orders as sent and exporting them for emailing.](https://images.ctfassets.net/mb2ty0185mk8/5M5DWhxcQoxe5QwhUOu9xq/4c1e777f5421145000d1a2f351fc57b2/click-export.png)

## Receive a purchase order on the Purchase Order screen

To receive a purchase order on the *Purchase Order* screen, complete the following:

1. Navigate to **Invoice** > **Purchase Ordering**.
2. Click the **Sent** tab.![Overview of purchase orders showing sent, received, and pending statuses.](https://images.ctfassets.net/mb2ty0185mk8/64TkpxKq9kZ4oNF3wgk39o/18bc3023f3c3d57ad124a497a3476421/sent.png)
3. Check the PO you wish to receive.
4. Click **Mark As**. Then, click **Shipment Received**.![Options to manage shipment status, including marking as received or exporting purchase orders.](https://images.ctfassets.net/mb2ty0185mk8/4Z4n16J8G8itfpMb34m3UL/19e476b2235ee9c691151cfea67db82f/shipment-received.png)
5. Click the **Received** tab to view received POs.![The status panel shows six received items, with pending and sent items listed as zero.](https://images.ctfassets.net/mb2ty0185mk8/7rkGdMBjTP4DgHpVa4KD7l/8fdd77de6d58e5bdfb6278210c606a2d/received.png)