Purchasing Module Process Help

New Contributor

Hi there, 

I am working on getting our company to using the purchasing module effectively but I am having a hard time conceptualizing the process from start to finish. 

What triggers something as a "Replenishment"? How are those created? How is it different from a PO that is created from a job page?


ServiceTitan Certified Provider
ServiceTitan Certified Provider

An easy way for me to explain it to techs is that replenishments are basic truck stock items whereas a PO is an order specifically for a job/project!

Sheena @ NiFT

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you have inventory templates set up for your warehouses and trucks with minimum and maximum levels then when they go below the designated level it falls into the replenishments sections. The actual PO isn't any different then one created on the job page, you are just ordering to replenish your stock not ordering specifically for a job. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating