Full Procurement Integration terminology

Term

Definition

Distributor

National distributor, regional distributor, store/location

Customer

Dealer/contractor

Consumer

End client, consumer, business

Price

Cost the ServiceTitan customer pays to the vendor

Material

Single unit for sale - materials/parts (non-serialized item)

Equipment

Single unit for sale - equipment (serialized item)

Services

Includes Single unit(s) for sale (UPC), Labor, Enables Transparent/Upfront Pricing and helps with Job costing.

Supplier catalog

List of equipment and materials to allow ServiceTitan customers to purchase through ServiceTitan and be managed exclusively by a vendor.

Pricebook

List of services, equipment, and materials to allow ServiceTitan customers to sell to their end customers through ServiceTitan and managed exclusively by ServiceTitan customers.

Account

ServiceTitan customer's primary account used for purchasing and cost workflows.

SubAccount

If ServiceTitan customers have more than one account, then they can use these additional accounts (i.e., subaccounts) for purchasing and cost workflows.

Branch

Used when ServiceTitan customers purchase items from a vendor's store location other than their default. Commonly due to availability, urgency, and/or proximity to a job site.

Business Unit

A business unit can be used to assign multiple territory locations or separate a business into different divisions, such as install, service, sales, and maintenance.

Truck & Warehouse

Trucks and warehouses help ServiceTitan customers manage their fleet and inventory items on each truck and manage the inventory in their physical warehouse, respectively.

Replenishment Vendor

Vendor used for the Full Procurement Integration that must be set to replenishment to allow ServiceTitan customers to quickly generate lists of consumed items, which can be used to generate POs.

VendorPartNumber

Product identification number that is required by the vendor for purchase orders to be accepted.

The Full Procurement Integration (formerly Procure-to-Pay or P2P)

The Full Procurement Integration is the process of purchasing, submission of electronic purchase orders and receiving.                    

Note: The payment of the vendor's invoice is not included in this scope.

Vendor Counter Pickup

Allows ServiceTitan customers to pick up the products directly from the vendor's site.

Map to Provider

Customers can map their Pricebook to a supplier catalog, leveraging an algorithm to determine item matches between their Pricebook and the supplier catalog. High Matches will be displayed for customers to then map. If there are no High Matches, then the Customer is able to select items in Pricebook to match with the supplier catalog.

Upload Purchase History

Customers can upload their purchase history from a supplier in order to identify matches between their purchasing history and the supplier catalog. The matching is based on the vendor part number and code only, producing High Matches. Customers can then either map and/or add items to their Pricebook.

Matching items

Customers can leverage the Map to Provider and Upload Purchase History to identify matches between their Pricebook and purchase history, respectively, and the supplier catalog. Once matches are identified, customers have the option to map and/or add these items to their Pricebook.

Mapping Items

To reduce the number of items in the ServiceTitan customer's pricebook, ServiceTitan customers can link items from their existing pricebook to the vendor's product catalog and receive any subsequent updates from the vendor's catalog.

Adding Items

Items not already in the customer's Pricebook can be added from the supplier catalog to their Pricebook. Adding items creates the same connection as mapping items so that updates will flow through. No further action is required once added.

Updates

Both mapping items and adding items to the Pricebook, creates the connection for content and pricing (if applicable) updates to flow through. Customers can choose to set their updates to 'Manually Update' or 'Auto Update' to apply them to the Pricebook.