Purchasing and Inventory
Managing and Completing Inventory Counts
Once a count has been created and assigned to a technician, the count can be performed through the ServiceTitan Mobile Inventory app, or on paper and then the results manually entered in ServiceTitan. If the count is performed by the technician in ...
Reassigning a Technician to an Empty Truck
This article details the process of reassigning a technician from a truck that is being retired or taken out of service to a new, currently empty truck. The process involves the following steps Create the new Truck in ServiceTitan Assign the ...
Changing a Technician's Truck Assignment to a Truck with the Same Inventory Template
A document of this complete process can be found here- Changing a Technician's Truck Assignment to a Truck with the Same Inventory Template When a technician is assigned to a truck, all of their part usage is applied to that assigned truck. If a ...
Scanning Parts Used on a Job in ServiceTitan Mobile
In order for technicians truck's to be properly restock after parts have been used on a job, it is essential that the technicians identify all parts they used on the job. They will be able to add those materials to the job by scanning the barcodes of ...
Inventory Adjustments
Inventory adjustments are created to increase or decrease the quantity of items in a warehouse or truck to account for theft, broken products, loss or other errors. Adjustments are used to ensure that the system accurately reflects your actual ...
Inventory Transfers
Inventory Transfers are used to move inventory items between two different inventory locations. The transfer can occur between two trucks, two warehouses, or between a warehouse and a truck. The most common uses for Inventory Transfers at Goettl ...
Understanding Truck Replenishment
What is Truck Replenishment? Inventory Replenishment is the process of restocking the items that a technician has used from their existing truck stock while performing a job. What Should be on the Truck? The truck your technician drives each day does ...
Replenishing Trucks Using Existing Warehouse Stock (Including Consignment)
When stock is used from a truck, the items used are added to the replenishment list. The replenishment list is used to restock the truck by either creating Purchase Orders from the vendor we acquire the parts from or, by creating Transfers to restock ...
Replenishment Flowchart When Using Existing Warehouse Stock (including Consignment)
This flowchart walks you through the Replenishment process when using existing warehouse stock including Consignment Inventory. You can learn about the process in detail in the following article- Truck Replenishment using Existing Warehouse Stock ...
Truck Replenishments Using Vendor Managed Inventory (VMI)
The following document contains detailed instructions for Truck Replenishment when using Vendor Managed Inventory (VMI) When Vendor Managed Inventory (VMI) is used, items that are consumed from a technician’s truck will be restocked by ordering them ...
Replenishment Flowchart When Using Vendor Managed Inventory (VMI)
This flowchart walks you through the Replenishment process when using Vendor Managed Inventory (VMI). You can learn about the process in detail in the following article- Truck Replenishment using Vendor Managed Inventory
Creating and Managing Purchase Orders
The following document contains more information and detailed instructions for Purchase Order creation and Management - Managing Purchase Orders These video walkthrough will take you through the entire process of creating and managing Purchase Orders ...
Receiving a Purchase Order (Full and Partial)
The following document contains detailed instructions for these processes- Receiving a Purchase Order The video walkthroughs will take you through the entire process of fully and partially receiving a Purchase Order. The Receipt is the final step of ...
Returning Items to a Warehouse
The following document contains detailed instructions for this process- Returning Items to a Warehouse This video walkthrough will take you through the entire process. When a job is “Completed”, any items that were listed in the Material or Equipment ...
Returning Excess Items from Existing Inventory Stock (truck or warehouse)
When you encounter a situation where there is excess stock in a warehouse (physical or truck) due to over-purchase or other reasons, you will create an Inventory return to remove the stock from the warehouse and record the credit received. The ...
Returning Materials or Equipment to a Supplier for Warranty Credit
Returning Items that Were Replaced Under Warranty The return of a failed material or equipment item covered under warranty will involve a three-step process: Adding the replacement item to the job invoice If the part needs to be acquired from a ...
Inventory Returns
You will create a Inventory Return in the following situations. You can click the links below to access an article that details each process and contains a video walkthrough. The return of materials or equipment that have been purchased for, but not ...
Returning Items Purchased for but Not Used on a Job
The following document contains detailed instructions for this process- Returning Items Purchased for but Not Used on a Job Items that were ordered for a job on a Purchase Order and have been Received, can be returned to the supplier. This will ...
Purchasing and Inventory Documentation and Workflows
The following links will take you to Knowledge Base articles with detailed information related to the topic including process documentation and video walkthroughs. Purchasing and Receiving Process Purchasing and Receiving Process Overview Creating ...
Purchase Order Process Overview
Purchase Orders are created to allow us to document our intent to purchase items from a supplier; either directly for a job or to add to inventory. Purchase Orders allow us to ultimately confirm that the items we ordered have been received by us and ...
Receiving Purchase Orders Created by Techs in the Field
When technicians create Purchase Orders in the field they will be adding a single "Materials" line item that has a cost equal to the total of the purchase and upload a copy of the receipt/packing slip/invoice they are given at the supplier. It is the ...