Save in pricebook without adding primary vendor

KhianaKlatt
Valued Contributor II

I've had this happen several times... I will be adding an item into pricebook and then I will get to the vendor section and realize we are getting this item from a new vendor. Once the new vendor is added into pricebook, I then have to refresh the page and it loses all of the information for the material I had already typed out. Could it auto save it? Or could there be an option to save the material to pricebook without adding the primary vendor so I don't lose my progress?

To vote: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3288

Khiana Klatt
CSR ServicePlus Heating and Cooling
1 ACCEPTED SOLUTION

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I save it to the "default replenishment vendor" so I can save my work. Then I go add the vendor, go back, and switch it to the new vendor.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

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2 REPLIES 2

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I save it to the "default replenishment vendor" so I can save my work. Then I go add the vendor, go back, and switch it to the new vendor.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

Omg, thank you for this tip!!

Khiana Klatt
CSR ServicePlus Heating and Cooling