Set up your account for the Full Procurement Integration

Overview

Set up ServiceTitan for the Full Procurement Integration (formerly Procure-to-Pay) to leverage the integrated workflows in pricebook and purchasing. To set up Full Procurement Integration, complete the following steps:

1. Map suppliers and enable the Full Procurement Integration

2. (Optional) Configure the default PO delivery method for mapped vendors

Things to know

• Before you set up the Full Procurement Integration, ensure you have your Customer ID or Account Number for the supplier you are setting up—typically found on an invoice or in their online portal—as well as the postal code associated with your account.

• R.E. Michel supplier requires users who perform the vendor integration needs to have a valid email address to modify settings.

• For suppliers with Real-Time Pricing enabled, you can now see live costs while browsing the vendor catalog in Pricebook > Pricebook Connect > Catalogs once the account setup is completed. This eliminates the need to add or map items first and speeds up the process by reducing wait time for system syncs.        

  Note: This doesn't apply to the following Full Procurement Integration suppliers: R.E. Michel, Consolidated Supply, Gensco, Moore Supply (Hajoca), Johnstone Supply, Coburn, Trane/American Standard.

Map suppliers and enable the Full Procurement Integration

Typically, you only need to complete this setup once. However, if you make changes to your supplier account, you may need to update your integration in ServiceTitan to pull the latest accounts and subaccounts from the supplier into ServiceTitan and map any new subaccounts.

To set up your vendor integration:

1. Go to the top bar and click Settings .

2. In the side panel, click Integrations > Vendor Integrations.

3. On the Vendor Integrations screen that opens, click Full Procurement. 

4. On the Vendors screen that opens, you see the vendors available for integration. Click the vendor you want to integrate with. 

5. Follow the steps on the Integration Setup screen that opens. For more, see Integration Setup.

Integration Setup

Step 1 - Link Vendors

1. In the Link Vendors section, select your ServiceTitan replenishment vendors that are equivalent to your supplier. 

   Note: The default PO delivery method is Electronic Delivery.

2. (Optional) To change the PO delivery method, click the Default PO Delivery Method dropdown then select the PO delivery method you want. 

3. When finished, click Next.        

   Note: For more on setting up replenishment vendors, see Set up vendors.

Step 2 - Verify supplier account number

1. Use one of the following methods to verify your supplier account number, depending on the vendor:        

   1. Manual Entry: Enter your account credentials directly in ServiceTitan.

   2. Redirect to Vendor Site: You'll be redirected to the vendor's eCommerce site to enter your account credentials there.

2. Click Next to verify your account. 

Step 3 - Map Account

1. Select a data type—typically Business Unit (BU) or Truck & Warehouse—to map your supplier subaccounts with their equivalent object in ServiceTitan.        

   Note: The data types may differ based on the supplier.

   Example: If you're a multi-trade shop with separate business units for HVAC and plumbing, or a large organization with multiple warehouses corresponding to different supplier subaccounts. 

2. Click the dropdown and select the warehouses, trucks, or BUs in ServiceTitan that correspond to your supplier subaccount. Example: If you have a subaccount with special pricing for a specific project or job, map that subaccount to the warehouse or BU from which you'll be doing that project or job.    

3. Select a Primary subaccount, which is the default account where purchases are made from.        
   Example: If a technician is on a job and creates a PO, pricing information comes from the primary account. However, if you're in the pricebook or placing a PO from ServiceTitan, you can select any of your mapped warehouses or BUs.    

4. When you're finished mapping, click Activate.

Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier subaccounts are referenced throughout the Full Procurement Integration process. After mapping your pricebook to a provider catalog, you can see the synced vendor information in your pricebook—such as part number and cost—as well as any special pricing for supplier subaccounts obtained through the integration.

After a vendor is activated, you can update the default PO delivery method.

Update default PO delivery method for mapped vendors

The default PO delivery method for mapped vendors is Electronic Delivery. With electronic delivery, the POs go directly into the supplier's enterprise resource planning (ERP) system, which is a more efficient process.

To update a vendor's default delivery method:

1. Go to the top bar and click Settings .

2. In the side panel, click Inventory > Vendors.

3. Click a vendor you mapped previously, and then click Edit. 

4. On the Edit Purchasing Vendor screen in the Purchase Order Details section, select the default delivery method you want.        

   Note: If your vendor is not integrated with the full procurement integration system, the Electronic Delivery option will be unavailable.

   

5. When finished, click Save.

Want to learn more?

• See View vendor costs from provider catalogs

• See Send a purchase order electronically