Purchase Order Consolidation

[jsoch]

Just curious if there is any way to consolidate items on a purchase order from an estimate?

For Example, we use Services with multiple materials associated with them a lot on our estimates to make things quick and easy on that end.

Service A may consist of parts 1, 2 and 3. Later on in the estimate another Service (say Service B) may have Parts 1 and 2 and Service C may have more of Part 3 but also Part 4 and so on. By the time the estimate is done, we get a break down of materials by service but not overall (so for example it wont say you will need a total of 400 Part A etc.)

I was wondering if there is a way to quickly and easily consolidate materials for a purchase order in service titan so that our vendors get a PO that simply has Part 1 - Total Amount Part 2 - Total Amount Etc. based off of an estimate. 

Right now we basically have to throw things into an excel and manually total everything which is not great, hoping there is a better way to do it within Service Titan, or if not it might be something to look into. 

[DWasicek]

If you don't have requisition, there are two thing you can try:

1. If you've included the material onto the invoice of your sold work, add a purchase order. Right above where you add your materials, there is a button that says "Copy Invoice Items" This will bring all of the invoice materials onto the PO. You can delete what you don't need.

2. You can also create Excel templates for Purchase Orders. Select the menu where you "Create New" in the Purchase Order Screen. You have the option to download a template or import a template.

I hope this helps.

Dawn

ServiceTitan Certified Coach

[Tami]

Ask your CSM about Requisition...not sure if it will solve your issue completely, but it's a start and worth reviewing in your sandbox.