---
title: "Truck inventory replenishment workflows"
slug: "truck-inventory-replenishment-workflows"
updated: 2026-10-15T04:39:18Z
published: 2026-10-15T04:39:18Z
canonical: "help.servicetitan.com/truck-inventory-replenishment-workflows"
---

> ## 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.

# Truck inventory replenishment workflows

---

### 

#### Who uses this feature

- Accountants
- Account configuration is required to use this feature. Please contact your success or implementation manager for details.

> [!NOTE]
> **Note:** This feature has been updated for most users and the processes are different. See [Replenish items using transfers](/v1/docs/replenish-items-using-transfers) and [Replenish items with purchase orders](/v1/docs/replenish-items-with-purchase-orders) for the updated version.

After you set up your account for truck inventory replenishment, follow these workflows to track inventory, handle purchase orders, and manage replenishment.

## Open Truck Replenishment

To use truck replenishment features:

1. Go to the navigation bar and click **Inventory**.
2. In the side menu, click **Replenishment**.

## The Materials Used tab

![The Material Used tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-6rh7qwyo.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### What is the *Materials Used* tab?

- *Materials Used* provides a list of all material items that have been used on invoices.
- As soon as a material is added to an invoice, it appears on the *Materials Used* list.

### What can I do on the *Materials Used* tab?

- Review materials that have been used on jobs, and designate which materials should be replenished.
- Change the replenishment vendor for any item.
- See if materials costs are within your acceptable job cost range, or if you are operating over cost (*% of Rev* column).
- Prepare and generate replenishment POs

## Walkthrough of *Materials Used* features

### Filter the materials list

![Filtering the material list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-e1758ii9.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

You can filter *Materials Used* by *Technician*, *Vendor*, *Business Unit*, or *Truck*.

### Select materials

To prepare POs, you must first select material items.

![Image showing how to select all POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-fnr7wyqo.jpg?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

To select a material item, check the box next to it. To select all, check the box at the top of the list.

If you have a long materials list, use the arrows to scroll through the pages.

![Using the arrows to scroll through the pages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-q5wfe2ve.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### See a running total of selected items

![Selected POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-uiw0ghvw.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

As you select PO items, a running total displays at the top of the list.

### Change the replenishment vendor for individual line items

You have the ability to change the replenishment vendor for any line item. Click the name of the vendor for any item listed in the *Materials Used* tab. Select the new vendor, then click **Update Vendor**.

> [!NOTE]
> **Note:** If you need to update vendors, make sure you do this *before* clicking **Generate PO**. Updating the replenishment vendor has *no* impact on the primary vendor setting. To change the primary vendor setting, edit your pricebook.

![Clicking Update Vendor.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-o3dh6211.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

Choose any vendor from the configured vendor list for that material (**Pricebook** > **Materials** > **Edit Material** > **Vendor list**).

*When you update the replenishment vendor, material costs on the original invoice are updated to reflect the new cost*

- When you update the vendor on the *Materials Used* list, this update carries back to the original invoice where the material item was used. The invoice automatically updates to reflect the material cost for the new vendor. This is designed to keep Job Costing reports and payroll up-to-date with the most recent job costing information.

### Generate POs

To create POs, select items you want to replenish and click **Generate PO**.

![Generate PO.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-5bm4movh.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

> [!NOTE]
> **Note:** It's OK if you select items with different primary vendors. ServiceTitan automatically creates a separate PO for each vendor. It's also OK if you select items mapped differently to QuickBooks. When the PO is exported, ServiceTitan processes each PO item separately.

### Organize POs

When you click **Generate PO**, choose how to organize your POs. You can create one PO per vendor, or you can organize POs by truck or job to help keep inventory organized.

![The image showing the Generate PO screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-2h04o6da.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

*Group by Vendor*

- One PO is created per vendor.

*Group by Vendor, Truck*

- Each truck has its own POs. This means that a vendor can receive multiple POs attached to different trucks.

*Group by Vendor, Truck, & Job*

- Each job has its own PO. This means that a vendor can receive multiple POs attached to different jobs.

### Remove items you do not want to restock

If there are items listed in *Materials Used* that you do not want to restock, select these items and click **Do Not Replenish**.

![Do Not Replenish.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-yawjcxnj.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

## Explanation of *Materials Used* columns

![The Materials Used columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-tkwkdjb9.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Date** | Invoice date. |
| --- | --- |
| **Business Unit** | Business unit of the job. |
| **Job #** | Job number. > [!NOTE] > **Note:** You can click the job number to get to the *Job* screen. |
| **% of Rev** | *% of Rev* displays job costs as a percentage of total revenue. **Calculation - % of Rev**: [Total Material and PO Costs] / [Invoice Subtotal] * 100%. *What is the dot next to % of Rev?* The dot next to *% of Rev* shows you whether material / PO costs are within the acceptable range for that job type. > [!NOTE] > **Note:** You can enter the material / PO cost range in **Settings** > **Operations** > **Job Types**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-9ja3id0j.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D) If costs are within the acceptable cost range: - The dot next to *% of Rev* is **green**. - These jobs are within your expected costs. If costs are **less than the acceptable cost range**: - The dot next to *% of Rev* is **yellow**. - These jobs may require your attention (someone may have failed to add all materials to the invoice, or there may be some other issue). If costs are **more than the acceptable cost range**: - The dot next to *% of Rev* is **red**. - These jobs may need to be investigated, to see why job costs are over. *How do I enter the Material / PO Cost Range for each job type?* Go to **Settings** > **Operations** > **Job Types** > **Material / PO Cost Range**. Make sure to enter the *Material / PO Cost Range as a percentage of the invoice subtotal*. Do *not* enter the cost range as a dollar amount. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-o0w4eqii.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D) |
| **Tech** | Technician who used the material(s). |
| **Truck** | The truck assigned to the technician who used the material(s). |

## Explanation of *Materials Used* columns (continued)

![The Material Used columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-sfp5ecem.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Material Code** | Material code from your Pricebook. |
| --- | --- |
| **Vendor** | Primary vendor for the material item. |
| **Vendor Part #** | Part number for the primary vendor. |
| **Qty** | Quantity used. When you generate a PO, this quantity automatically carries over to the PO. In most cases, you can re-order the same quantity so you can keep the technician's truck fully stocked. |
| **Material Cost** | The primary vendor's unit cost. |
| **Total Cost** | Total vendor cost (this is the amount that goes on the PO). **Calculation - Total Cost**: [Primary vendor unit cost] x [Quantity]. |

## The Pending POs tab

![The Pending PO tabs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-e3b65gji.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### What is the *Pending POs* tab?

- *Pending POs* provides a list of POs that have been created, but not yet sent out to vendors.

### What can I do on the *Pending POs* tab?

- Make any necessary adjustments to pending POs, such as changing the quantity or price, before sending them out to vendors.
- Export POs in Excel, PDF, or CSV format.
- Email POs directly to vendors
- Mark POs as sent

## Walkthrough of Pending POs features

### Filter the Pending PO list

![Filtering the Pending PO list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-bixa3wsb.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

You can filter *Pending POs* by vendor or truck.

### Select POs

![Image showing how to select all POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-jrescq5j.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.

![Selected POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-xth4l7d0.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

If you have a long PO list, use the arrows to scroll through the pages.

![Using the arrows to scroll through the pages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-jzcp8kuu.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Cancel a Pending PO

To cancel a PO, click **Cancel PO**.

![Cancel PO.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-g681tbyl.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

When you click **Cancel PO**, you are asked to confirm. You have two options:

*Do Not Replenish*

- The PO is canceled, and items on the PO no longer appear on the *Materials Used* list.

*Return to Materials list*

- The PO is canceled, but items on the PO go back to the *Materials Used* list.

![The Cancel PO? screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-ux3v3z3t.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Mark a PO as Sent

To mark a PO as sent, click **Mark as Sent**. The PO immediately moves over to the *Sent* tab.

![Mark as Sent.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-rba769s1.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Export / Email PO

![Image showing the Export/Email PO screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-g19fzx07.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

To download or send out a PO, click **Export / Email PO**. POs can be formatted in Excel or PDF format.

You can email the PO directly from ServiceTitan, or you can download the PO if you need to print it out or send to the customer by fax / mail.

When you click **Export / Email PO**, select an option:

*Format as .xls file*

- The PO is downloaded in XLSX format that you can format and print.

*Format as PDF file*

- The PO is downloaded in PDF format that you can print.

*Email as .xls file*

- Click here to email the PO to the vendor directly from ServiceTitan. The PO is sent in XLSX format.
- You must have an email address entered for the vendor in **Settings** > **Inventory** > **Vendors**.
- After you email the PO, it automatically moves to the *Sent* tab.

*Email as PDF file*

- Click here to email the PO to the vendor directly from ServiceTitan. The PO is sent in PDF format.
- You must have an email address entered for the vendor in **Settings** > **Inventory** > **Vendors**.
- After you email the PO, it automatically moves to the *Sent* tab.

### View a Pending PO

You can click into any purchase order in the *Pending POs* list. To go back to the *Pending POs* list, click **Hide**.

![Image showing the PO details screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-fa7xxl61.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

## Explanation of *Pending* columns

![The Pending columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-96f53156.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Date Created** | Date the PO was created. |
| --- | --- |
| **Job #** | Job number. > [!NOTE] > **Note:** Click the job number to open the job record. |
| **Truck** | The truck assigned to the technician who used the material(s). |
| **Vendor** | The PO Vendor. |

## Explanation of *Pending* columns (continued)

![The Pending columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-c16j5h7c.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Purchase Order #** | Purchase order number. > [!NOTE] > **Note:** The PO number is automatically generated by ServiceTitan. |
| --- | --- |
| **# of Items** | Number of items on the PO. This is the number of unique items on the PO, *not* the item quantity. |
| **PO Amount** | Total amount of the PO. |

## The Sent tab

![The Sent tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-rfulpv1s.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### What is the *Sent* tab?

- Sent POs provides a list of POs that have been sent out to vendors.

### What can I do on the *Sent* tab?

- Mark individual items on the PO as received
- Mark an entire shipment as received

## Walkthrough of *Sent PO* features

### Filter the Pending POs list

![Image showing Vendor and Truck fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-k4hcdhe9.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

You can filter *Pending POs* by vendor or truck.

### Select POs

![Image showing how to select all POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-k9wlscpc.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.

![Selected POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-8x919pw6.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

If you have a long PO list, use the arrows to scroll through the pages.

![Using the arrows to scroll through the pages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-wb9y9hz5.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Return to Pending

Click **Return to Pending** if you need to send the PO back to *Pending*.

![Return to Pending.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-ptb82pyn.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Export a sent PO as an Excel (.xls) or PDF file

![Exporting PO.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-rkebejbs.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

Click **Export PO** to download a sent PO in Excel (.xls) or PDF format.

This is useful if you need to download a PO you've already sent to a vendor.

### Mark the shipment as received

Click **Mark As** to mark the entire shipment as received.

![Mark the shipment as received.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-wz16tksx.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

> [!NOTE]
> **Note:** Before doing this, make sure every item on the PO has been received.

If you need to mark individual items on the PO as received, click into the PO.

### View a Sent PO

You can click into any purchase order in the *Sent* PO list. To go back to the *Sent* PO list, click **Hide**.

## Explanation of *Sent* columns

![The image showing the Sent columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-4m99o99x.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Date Sent** | Date the PO was sent out to the vendor. |
| --- | --- |
| **Job #** | Job number. > [!NOTE] > **Note:** Click the job number to open the job record. |
| **Truck** | The truck assigned to the technician who used the material(s). |
| **Vendor** | The PO Vendor. |

## Explanation of *Sent* columns (continued)

![Image showing the Sent columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-maneo2bs.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Purchase Order #** | Purchase order number. > [!NOTE] > **Note:** The PO number is automatically generated by ServiceTitan. |
| --- | --- |
| **# of Items** | Number of items on the PO. This is the number of unique items on the PO, *not* the item quantity. |
| **PO Amount** | Total amount of the PO. |

## The Received tab

![Image showing the Received tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-99y912fw.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### What is the *Received* tab?

- Received POs provides a list of POs that have been completely fulfilled, or partially fulfilled.

### What can I do on the *Received* tab?

- Track the fulfillment status of POs
- Mark individual items as received
- Mark a PO as complete (shipment received)

## Walkthrough of *Received PO* features

### Filter the received POs list

![Filter POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-9qbh6g33.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

You can filter *Received* POs by vendor, truck, or fulfillment status.

### Select POs

![Image showing how to select all POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-5myyp14p.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

To perform any PO actions, you must first select POs. You can select individual POs or click the checkbox at the top to select all. As you select POs, a running total displays at the top.

![Selected POs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-vkrtyfey.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

If you have a long PO list, use the arrows to scroll through the pages.

![Using the arrows to scroll through the pages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-1n4xpepj.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Track fulfillment status

To track fulfillment status, you can use the *Fulfillment Status filter*, or sort by the *Fulfillment Status column*.

*Fulfillment Status filter*

![Track fulfillment status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-57a16tp2.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

Click *Items Remaining* to see POs that have been partially fulfilled (you can click into any PO to see which items are remaining).

Click *Complete* to see POs that are Complete (shipment received).

Click *Select All* to see all received POs.

*Fulfillment Status column*

![Fulfillment Status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-zozqwpru.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

You can also sort by the *Fulfillment Status column*.

### Return to Sent

Click **Return to Sent** if you need to send the PO back to the Sent list.

![The Return to Sent screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-i9kdbdjg.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

### Export a received PO as an Excel (.xls) or PDF file

![Image showing the Export PO screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-7thi1nj2.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

Click **Export PO** to download a received PO in Excel (.xls) or PDF format.

This is useful if you need to download a PO that's already been partially or completely fulfilled.

### Mark the PO as complete

Click **Mark As** to mark the PO as complete.

![Mark PO as complete.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-sdzwtcs1.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

> [!NOTE]
> **Note:** Before doing this, make sure every item on the PO has been received.

To mark individual items on the PO as received, click into the PO.

### View a Received PO

You can click into any purchase order in the *Received* POs list. To go back to the *Received* POs list, click **Hide**.

## Explanation of *Received* columns

![Image showing the Received columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-90ke05k4.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Date Received** | Date the first items on the PO were received. |
| --- | --- |
| **Job #** | Job number. > [!NOTE] > **Note:** Click the job number to open the job record. |
| **Truck** | The truck assigned to the technician who used the materials). |
| **Vendor** | The PO Vendor. |

## Explanation of *Received* columns (continued)

![Image showing the Received columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/truck-inventory-replenishment-workflows-image-gjvo0a8x.png?sv=2026-02-06&spr=https&st=2026-10-27T02%3A55%3A00Z&se=2026-10-27T03%3A55%3A00Z&sr=c&sp=r&sig=ugHHfXUi5O1xmvSPgncQXjApftr4TVvg7jygBU2sa7g%3D)

| **Purchase Order #** | Purchase order number. > [!NOTE] > **Note:** The PO number is automatically generated by ServiceTitan. |
| --- | --- |
| **Fulfillment Status** | Fulfillment status of the PO (items remaining or complete). |
| **# of Items** | Number of items on the PO. This is the number of unique items on the PO, *not* the item quantity. |
| **PO Amount** | Total amount of the PO. |

## Batch, Post, and Export replenishment purchase orders

After POs are complete, they appear on the main *Invoice* screen under Replenishment purchase orders. Account can proceed to Batch, post, and export the POs.

The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability.

**What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue.

**Also called:** Job profitability, Cost tracking

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

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