Best practice for adding items to a PO you dont have in your pricebook

Martinlogan9
Contributor II

Does anyone have a best practice for adding items to a PO that you dont have loaded in your pricebook? Maybe there is a simple way to do this, I am just not sure of it. 

Thanks!! 

5 REPLIES 5

marlin
New Contributor II

Like a few others suggested, we do the same. We have a PO-INSTALL, PO-SERVICE, and PO-MAINTENANCE items that are $0. Then we update the description and amount when ordering.

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

In one of the most recent updates, there was an option to have a template pricebook item.  If you go to settings --> Operations --> Template Pricebook Items and toggle on the switch, it will create a Template Item that can be used.

Another option is to create a code in the Pricebook that is "Special Order" and a $0 value to it and update the description and price on the PO's when you add that.

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

Awesome, thank you!

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We do what @MirandaMel suggested and have a material in our pricebook called Dummy PO Part.  We use this to add to the PO and then just change the description as we order a lot of one off, random parts that we will never use again, so not worth the time or effort to clutter up our pricebook by having it.  

Element Mist

Thanks!!