Posts

NEW to PO's etc. Please help

I know how to add PO's to the job from a receipt a tech gives me. But where and how do I enter a truck stock PO? Like if they buy wire or anything that is not specific job related to keep their trucks well stocked. We don't have replenishment going y...

tammyann by New Contributor
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Inventory replenishment

Good afternoon. I am wondering on the inventory replenishment, if it would be possible to have the actual item “Description” instead of item “Code”. It would make it easier to decide if I wanted to replenish it with out having look up each item with ...

BRiK by New Contributor
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Pricebook Layout

We've been with ST for one year, and the person who did our PriceBook did it completely wrong. So I'm having to rebuild it. The issue is when it was originally set up, that was not what I was set to learn about...so I really don't have the informatio...

mbordine by New Contributor II
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Ferguson Enterprises Intergration?

Does anyone know if Ferguson Enterprises has a B2B with Service Titan? Ferguson has a great online store with live pricing and inventory quantities that I would like to see integrated with our Service Titan Price Book.

Resolved! Split off items that are invoiced from Vendor separately

Is there a way to split off items to be invoiced from vendor?Example: PO has 3 items. Vendor invoices one of the items. How can I just invoice that one item. Leaving the other two items open to be invoiced on future invoice(s) the vendor sends? Thank...

invoice due date

Has anyone had trouble with the terms of the invoices defaulting to "due upon receipt"? I understand this was caused by an update, but re-setting all of our vendor terms and invoice dates is extremely time consuming. Looking for a fix to this. Thanks...

bbpcahill by New Contributor
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Resolved! Inventory Count feature

For those using the inventory count feature, I have a few questions:1- If you do a full truck count and the tech has items not on the list, is the only solution an additional transfer?2- Who does A B C inventory thresholds? How did you determine what...

SherylBons by New Contributor II
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Resolved! Replenishment doesn't show what is needed?

More recently we have activated the Purchasing module, and gotten into the flow of PO's and Replenishment, however, once we have activated the Inventory module, replenishment no longer actively shows what items on what trucks needs to be replenished....

ZMR-TBHVAC by New Contributor III
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Update Price Book from Received PO

Is there any way to retroactively update the pricebook from a Bill generated from a received PO? I forgot to toggle Update Pricebook on before saving and a big supply house run PO.If this isn't possible, would be a great timesaving idea! Otherwise, I...