Generate PO from sold estimate

[Sunny]

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?

[MirandaMel]

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.

[plewis]

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.