Procure items

Overview

Procure the items you requisitioned from an inventory location or vendor.

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 for details.

Things to know

If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
You need specific 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 information on permissions, see Understanding employee and technician permission roles and Set permissions for an employee or technician role.
You can edit items in a requisition before you procure them. For more, see Edit an inventory requisition in Edit, download, and cancel inventory requisitions.

Procure items from an inventory location

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, click Requisition > Install or Service.
In the Demand tab, click the Requisition Name to open the requisition that you want to procure.
Tip: To find a requisition you want, click the Filtericon next to the Requisition Name, Customer Name, Business Unit, Created By, or Date Created.
Tip: To see all requisitions that have items on hold, select the Only show Requisitions with On Hold items checkbox.
Caution: When you click the Requisition Name under the Demand tab, you can also be redirected to the Estimate screen. This happens when you create and sell an estimate from the Project screen. As it's not an actual requisition yet, you should decide whether you want to book a job or initiate a requisition. For more, see Initiate requisition for a sold estimate.
On the requisition record screen that opens, from the Actions dropdown, select Edit.
For more, see Edit an inventory requisition in Edit, download, and cancel inventory requisitions.
In the Line Item tab, select the items you want to procure.
From the Procurement Source dropdown, select the warehouse or truck where you want to procure the items.
When you're done, click Save and Confirm.

When you confirm that you will procure an item from an inventory location, an item's quantity will be reserved at that location.

The requisition status is set to Procured and the item status is set to Fulfilled.

Note: If some items are procured from inventory locations and others from vendors, the items procured from the inventory location will be marked as Fulfilled, and the items procured from vendors will be marked as In Progress. The requisition itself will be marked In fulfillment as there are items that are still pending and need to be procured from the vendor through PO.

Image showing the statuses of the item and requisition.

The system auto-generates accurate invoice costs based on SKU quantities in Service Requisitions. The requisition is under the Fulfilled tab and the item is placed on hold until you complete the invoice closeout for the item or you cancel the requisition. To cancel the requisition, see Cancel a requisition in Edit, download, and cancel inventory requisitions.

Procure items from vendors

If an inventory location is your procurement source, save and confirm the requisition to procure the items.

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, click Requisition > Install or Service.
In the Demand tab, click the Requisition Name to open the requisition that you want to procure.
Tip: To find a requisition you want, click the Filtericon next to the Requisition Name, Customer Name, Business Unit, Created By, or Date Created.
Tip: To see all requisitions that have items on hold, select the Only show Requisitions with On Hold items checkbox.
On the requisition record screen that opens, from the Actions dropdown, select Edit.
For more, see Edit an inventory requisition in Edit, download, and cancel inventory requisitions.
In the Line Item tab, select the items you want to procure.
From the Procurement Source dropdown, select the vendor where you want to procure the items.
From the PO Ship To dropdown, select the location where you want to ship the item.
When you're done, click Save and Confirm.

When you confirm that you will procure an item from a vendor, ServiceTitan creates a purchase order (PO) which you can send to your vendor. The POs appear in the Transactions tab in the requisition.

Click the Transactions tab, then click the PO number.
On the PO record screen that opens in a new tab, from the Send As dropdown, select Mark as Sent.The POs status is set to Sent.
Click Receive to receive the PO. For more, see Receive purchase orders.

The requisition status is set to Procured, the item status is set to Fulfilled, and the PO status is set to Received.

Image showing the statuses of the requisition, item, and PO.

The requisition is under the Fulfilled tab and the item is placed on hold until you complete the invoice closeout for the item or you cancel the requisition. To cancel the requisition, see Cancel a requisition in Edit, download, and cancel inventory requisitions.

Notify technicians when a requisition is complete

When a requisition is complete, send a text message to the technician listed on the requisition to notify them about shipment pick-up details.

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, click Requisition > Install or Service.
On the Requisition screen that opens, on the In Progress or Fulfilled tab, select the requisition for which you want to send a notification to the technician.
On the requisition record screen that opens, from the Actions dropdown, select Notify Technician.
On the Notify Technician pop-up that opens, in the Message field, enter the text message you want your technician to receive.
Tip: If you want to attach your notification to the technician's current job, select the Attach this message to the technician's current job box.
When you're done, click Send Notification.