10-19-2023 01:46 PM
We are trying to find a way to generate PO's for all equipment and materials needed when an estimate is sold and booked. There does not appear to be a way to generate the PO either from the estimate or from the invoice on the booked job without manually entering each line item. Is there a way to do this, or can I suggest someone look at creating a way to do this?
10-19-2023 02:21 PM
Agree with using requisitions. Just a heads up that it can be a little tricky to work with and to definitely go through the knowledge base article on it.
10-19-2023 01:54 PM
Hey Sunny,
You are probably looking for our Requisition feature. Here is the knowledge base article that goes over how to create a requisitions (which allows you to create a PO) from a sold estimate. https://help.servicetitan.com/how-to/initiate-requisition-from-a-sold-estimate
This feature is usually used in tandem with our inventory module but can be used with our purchasing module as well.