---
title: "Initiate requisition from a sold estimate"
slug: "initiate-requisition-from-a-sold-estimate"
updated: 2026-10-15T04:37:02Z
published: 2026-10-15T04:37:02Z
canonical: "help.servicetitan.com/initiate-requisition-from-a-sold-estimate"
---

> ## 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.

# Initiate requisition from a sold estimate

## Overview

Initiate a requisition from a Sold estimate to procure job items. Select required items directly from the estimate. This automation streamlines procurement, saving time and reducing errors.

---

### 

#### Who uses this feature

- Inventory and procurement managers
- Applies to all business types

#### Feature configuration

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

## Things to know

- To requisition items from an estimate, add tasks, materials, and equipment to your estimate as line items.
- When you initiate a requisition, ServiceTitan recommends the procurement source and ship-to location to help you use your existing inventory on hand before you contact your vendors.
- If you're using the *Inventory Module*, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need are not in stock, ServiceTitan selects your primary vendor as the procurement source.
- If you're using the *Purchasing Module*, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.
- You need certain employee permissions to use the requisition workflow. Contact your administrator to ensure you have the following permissions enabled:
  - **View Requisition:** View requisitions
  - **Edit Requisition Demand:** Initiate a requisition and fulfillment from an estimate
  - **Edit Requisition Fulfillment:** Edit a requisition and procure items For more on permissions, see [Understanding employee and technician permission roles](/v1/docs/understanding-employee-and-technician-permission-roles) and [Set permissions for an employee or technician role](/v1/docs/set-permissions-for-an-employee-or-technician-role).
- When you book an estimate for a job, the corresponding items are automatically transferred to the invoice. If you delete these items from the invoice, a pop-up will prompt you to confirm whether the work will still be performed later. If you select *No*, the system marks these items on the estimate as *Not Required*. If the items are marked as *Not Required*, you can't create a requisition for them. To create a requisition, do the following:
  - Delete the materials from the estimate
  - Re-add the materials to the estimate You can now create a requisition for the re-added materials.

## Initiate requisition from a sold estimate

> [!NOTE]
> **Note:** You can't create a requisition for items on the sold estimate that were previously added to a job invoice. This helps prevent you from creating a requisition for items that were already used.

1. [Search for and open](/v1/docs/use-search-in-servicetitan) the estimate for which you want to initiate the requisition.

> [!NOTE]
> **Note:** If the estimate isn't sold, [sell the open estimate](/v1/docs/follow-up-on-opportunities-1) to begin the requisition.
2. Click **Initiate Requisition**.![A cursor clicking Initiate Requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-p86frgkt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
3. Select or deselect the items you want to requisition.![A cursor selecting items to requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-j7wifcdq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
4. When finished, click **Confirm Requisition**.
5. On the *Requisition Warehouse Selection* pop-up that opens, from the **Select Warehouse** dropdown, select the warehouse where you want the items to be requisitioned.
6. When finished, click **Confirm**.
7. On the *Requisition* details screen that opens, select the items you want to requisition.![A cursor selecting items on the Requisition details screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-w114rfgv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)

> [!NOTE]
> **Note:** Select the box at the top of the line item table to bulk-select all items for the requisition.
8. Enter requisition details:
  1. From the **Job #** dropdown, select the job for which the items are used.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-1gr9nibd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
  2. (Optional) In the **Project Labels** field, edit the project labels automatically applied to the requisition items from either *Estimate items* or *Pricebook SKUs*.

> [!TIP]
> **Tip:** Click **Add Another Label** to add more than one label. Click **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)to remove the label you want.

![Image showing theAdd Another Label button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-rin9glpa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
  3. In the **Quantity requested** field, confirm or edit the quantity for the job for which you're requisitioning this item.
  4. From the **Procurement Source** dropdown, select the procurement source of an item.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-2iujqwx9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)

> [!TIP]
> **Tip:** Click **Truck**, **Warehouses**, **Mobile Storages**, or **Vendors** to select the procurement source from the relevant list.
  5. From the **PO Ship to** dropdown, select the location where the items you're requisitioning will be delivered. For example, you can ship items to a customer location, vendor, or warehouse.

> [!TIP]
> **Tip:** If you're shipping all the items in your requisition to the same location, you can select all the items, click the **PO Ship To** dropdown at the top of the screen, and select the location.

![Image showing how to select the location where the items you're requisitioning will be delivered.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-7xysxi9k.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
9. When finished, click **Save and Confirm**.

After the requisition is created, ServiceTitan creates a purchase order (PO), which you can send to your vendor. The POs appear in the *Transactions* tab in the requisition.

![Image showing the Transaction tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-99e1pdc3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)

The Requisition record screen opens.

1. Click the **Transaction** tab and click the **PO number** to open it.
2. On the *PO record* screen that opens in a new tab, from the **Send As** dropdown, select **Mark as Sent**.![A cursor selecting Mark as Sent from the Actions dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-dd7ubvrh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)The POs status is set to *Sent*.
3. Click **Receive** to receive the PO.![A cursor selecting the Receive button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-9p7pgwuk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)
4. On the *Receive a Shipment* screen that opens, enter the vendor number, then click **Save**.

ServiceTitan creates the [recipient](/v1/docs/manage-receipts) with the attached PO and automatically performs the invoice closeout action.

![Image showing that ServiceTitan creates the recipient with the attached PO and automatically performs the invoice closeout action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/initiate-requisition-from-a-sold-estimate-image-4kzzj3tn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D)

The PO is set to *Received* status, and the transaction is *Completed*.

## Want to learn more?

- See [Edit, download, and cancel inventory requisitions](/v1/docs/edit-download-and-cancel-inventory-requisitions)
- See [Add an estimate to an opportunity](/v1/docs/add-an-estimate-to-an-opportunity)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)