accounting for unused PO# items

New Contributor

What is the best way to account for or track the unused material from a job PO, if a tech is going to keep it on their truck? 



ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Do you have the inventory items itemized on the PO?  If so, if you delete the materials off the job, it should put them on the truck when the PO is received for that location.  You will need to check your inventory settings for the Singular vs Dual item definition for this to work. 

If you have item definition of dual marked or don't itemize the lines of the PO for all the parts (some shops use a Dummy PO part) then you can make an inventory adjustment for that location (aka their truck) for the inventory items that they are now keeping because they didn't consume that material on the job.  Hope that helps.

Element Mist