Posts

Truck Replenishment

Hey Team,I was wondering if there is a way to set our trucks to default replenish from our warehouse, instead of creating POs from each vendor. I know we can select them all and manually do it, I'd just like to skip that step if we can.Thanks!

Kevin_JPS by New Contributor II
  • 2434 Views
  • 3 replies
  • 2 kudos

Purchase Order > Comment

Okay! This isn't really about Inventory but it has to do with the PO's. So, I have searched high and low to find out what and how this works but I can not find anything. In the Purchase Order screen where you are building your purchase order, in the ...

TRACKING vs MANAGING INVENTORY

We are getting ready to start our onboarding and still haven't decided which way to go on inventory. We have always done traditional tracking of inventory in the past but it's being recommended to us to go to just managing the inventory. We have lots...

SheriKro by New Contributor III
  • 1392 Views
  • 2 replies
  • 0 kudos

Adding PO to Invoiv

Please tell me why every time I add a purchase order to an invoice it is adding more taxes? And how can I get it to not do that.

mbroadwa by New Contributor
  • 1425 Views
  • 1 replies
  • 0 kudos

Resolved! Warranty claim process

Hey @sammousa, I completely agree with the point you made in the ideas section relating to a lack of a workflow to handle warranty transactions. If you go to the ideas section and lookup idea "COMMUNITY-I-570", there is a suggested way to handle warr...

michael21 by Contributor III
  • 4565 Views
  • 7 replies
  • 0 kudos

Purchase Orders

Due to the changes on the recent update, we can no longer edit a purchase order if the job has been exported. How do we make changes now?? I need to be able to edit a purchase order, and export it to quickbooks. Our jobs sometimes close before we rec...

Karen_Wil by New Contributor II
  • 3790 Views
  • 5 replies
  • 2 kudos

Resolved! non managed tech and truck

Why does a non managed tech have to have a truck attached to his profile for Inventory when I have inventory turned off on our account?Hes a helper. He doesnt have his own truck and they float between leads to whoever needs a 2 man crew.

Dnadave by New Contributor
  • 1438 Views
  • 1 replies
  • 0 kudos

Resolved! Serialized Returns

Hey team,My company is running into an issue with serialized equipment that I'm not sure how to solve, and I'm wondering if anyone has some experience with this.The problem is happening when returning serialized equipment from the customer, either be...

Kevin_JPS by New Contributor II
  • 3683 Views
  • 4 replies
  • 0 kudos

Duplicating materials and equipment when creating a PO

I tried looking through the 925 or so discussions on PO's for a solution with no luck.For many of our services we have material connections which automatically adds the materials used to the invoice for job costing.We sell equipment which then also a...

JerryCobb by ServiceTitan Certified Administrator
  • 4839 Views
  • 9 replies
  • 0 kudos