Inventory consists of Vendors, Purchase Orders, Adjustments (coming soon), Returns (coming soon), Transfers (coming soon), Receipts (coming soon) end points.
In order to record the purchase of items for business use, a purchase order must be created within ServiceTitan. A purchase order records that items were ordered from a vendor, to be shipped to a location.
Vendors—The vendor or supplier of what was purchased
Purchase Orders—The record of the purchase. Records that items were ordered from a vendor, to be shipped to a location.
Purchase orders are assigned a purchase order type, and the costs are booked against a specific business unit, which are used for categorization and reporting. A purchase order can be associated with a specific job, project, and technician to facilitate additional reporting. Once created, a purchase order will proceed through various statuses as it is sent and subsequently fulfilled, in whole or in part, by the vendor.
Each purchase order is associated with a specific vendor. Each vendor must be configured with their main address. A vendor can be configured with the contact information of a primary contact, default settings for the applicable tax rate, and how purchase orders are to be delivered.
Things to know:
Vendors, business units, and inventory locations must be configured before a purchase order can be associated with them
Jobs, projects, and technicians must be created before the purchase order can be associated with them
Purchase orders are created in Pending status.
A purchase order status cannot be updated through API. The current status can be retrieved as part of the GET call payload.
Once a purchase order has been exported from ServiceTitan to an accounting system, it can no longer be edited.
High level use cases for these APIs:
Retrieve information about vendors
Create a vendor
Retrieve information about purchase orders, including their current status
Create a purchase order