Posts

Workflow

I'm not sure how to ask this but here is my dilemma...The company that I work for uses Quickbooks for the accounting side. We were told that in order to pay an invoice we would need to create a purchase order, which would create a bill, and then expo...

Resolved! Best Way to Scan Packing Lists

Hello,We are very new to ST. I am looking for help on how other users add the packing slips to their purchase orders. Do you scan the packing slip into your computer and save it in a folder then upload it to ST?Our old system we could scan directly i...

Receive Partially Received PO's in bulk

It will be convenient and efficient if we are able to receive partially received PO's in bulk. Right now, we have to go in each PO and delete the items that weren't received and then click Receive in order to fully receive that one purchase order. We...

a1umarti by New Contributor
  • 2982 Views
  • 4 replies
  • 2 kudos

Making a Return from a PO!

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 abili...

purcahse order edit (2).PNG
reneem by ServiceTitan Certified Administrator
  • 3073 Views
  • 4 replies
  • 3 kudos

Barcodes for Inventory and Stock

Hi guys! We are new to service titan, and we are trying to figure out how to use our barcode stickers for inventory items. The guys in the field are complaining about having to search our pricebook for the part, when the part is available with a bar ...

mwhanson1 by New Contributor
  • 5171 Views
  • 11 replies
  • 4 kudos

Notification of when a truck changed on tech

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2134We have a lot of trucks, and so this may be a bigger problem for us than most shops but we harp on our area managers to make sure that if they hand t...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2967 Views
  • 4 replies
  • 4 kudos

Automated PO ordering by Inventory template

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2133We place replenishments each week, but the vendors we use for the same item in the system depend on the location of the technician as we use one ST i...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2884 Views
  • 4 replies
  • 4 kudos

Truck to Truck transfers on Inventory App

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2132I am excited about the inventory app but one of our biggest struggles is technicians meeting up in the field and transferring parts and not letting t...

AdamCronenberg by ServiceTitan Certified Administrator
  • 3169 Views
  • 5 replies
  • 13 kudos

Fixing PO options, prepaid discount, fuel Surcharge, etc

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2131Let me be the first to say I have loved all the enhancements that have come out over the years on the inventory module. Colin and JC have done an ama...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2573 Views
  • 3 replies
  • 7 kudos