Making a Return from a PO!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Currently, the only way to make a return on a Purchase Order is to go to the Purchasing Screen, then hit returns, and create new. (they did add making a return from a project screen... but how about all the non-project returns?)

I would like the ability to do a return straight from the PO. When you are on the PO screen and you hit "Actions" there is only edit, copy, and cancel. Adding "return items" in that screen will make it much more efficient to create a return!

I attached a picture of the current screen for actions on the Purchase Order to show where adding the return option would make the most sense!

purcahse order edit (2).PNG

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

New Contributor

After this is completed and credit is received, why does the price of the purchase order still affect the performance pay technicians? Or is there another step that I have yet to try?


New Contributor

That would be a great feature. 

ServiceTitan Certified Provider
ServiceTitan Certified Provider

Absolutely 100% YES to this @reneem

Dayla Penn
ServiceTitan Certified Coach
Powerhouse Consulting Group

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

YESSS!!! Voting now! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating