--- title: "Inventory item transfer workflow" slug: "inventory-item-transfer-workflow" tags: ["Area - Inventory and POs", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T04:30:32Z published: 2026-10-15T04:30:32Z canonical: "help.servicetitan.com/inventory-item-transfer-workflow" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Inventory item transfer workflow ## Overview Use item transfer workflow to move inventory items between two different inventory locations. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - Administrators and office employees #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Pick an item 1. Go to the navigation bar and click **Inventory****![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-436ajhf3.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D)**. 2. From the side menu, select **Transfers**. The *Transfers* page opens. 3. In the **Pending** tab, select the item you want to pick up. > [!NOTE] > **Note:** You can pick items both individually and in bulk. 4. Click **Pick Items**. Make sure to review the transfer before picking it up. You can review the transfer by clicking on it.![A cursor selecting and picking the items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-j08qxqno.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) ## Return picked transfers to pending status You might need to return a picked transfer back to pending status if: - The Job is canceled or put on hold. - The technician doesn't need the items anymore. To change the status of picked items back to pending: 1. Go to the navigation bar and click **Inventory****![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-btsw3umc.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D)**. 2. From the side menu, select **Transfers**. The *Transfers* page opens. 3. Click the **Picked** tab, then click the transfer you want to return to pending status. The transfer record opens. 4. From the **Actions** dropdown, select *Return to Pending*. ![A cursor clicking the Return to Picked option from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-9gxec8ar.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) ## Receive items Once the transfer is in **Picked** status, it is ready to be received. > [!NOTE] > **Note:** When you receive a transfer, the system automatically updates Invoice item locations to keep Job Costing and inventory tracking accurate. 1. Go to the navigation bar and click **Inventory****![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-ivctoz6l.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D)**. 2. From the side menu, select **Transfers**. The *Transfers* page opens. 3. Click the **Picked** tab. 4. Select the item you want to receive. > [!NOTE] > **Note:** You can pick items individually or in bulk for your inventory location. 5. Click **Receive Items**. Make sure to review the transfer before receiving it. You can review the transfer by clicking on it.![A cursor clicking the Receive Items button on the Transfers > Picked screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-kc4l61ip.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) > [!NOTE] > **Note:** If you have an accounting integration, you can find the Batch number and export status on the received transfer. ## Return received transfers to picked status You can return a received transfer back to its **Picked** status: - If a job is canceled and you don't need the items anymore. - If a job is delayed and you don't need to carry the items anymore. - You don't need those items in your truck anymore. 1. Go to the navigation bar and click **Inventory****![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-hnk24rgo.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D)**. 2. From the side menu, select **Transfers**. The *Transfers* page opens. 3. Click the **Received** tab, then click the transfer you want to return to *Picked* status. The transfer record opens. 4. From the **Actions** dropdown, select *Return to Picked*.![A cursor clicking the Return to Picked option from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-491i378x.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) ## Consume item as part of a transfer > [!NOTE] > **Note:** When **Consume Item on Transfer to Truck** is toggled on for an item, ServiceTitan creates both a transfer and an adjustment as part of the adjustment creation process. For more information, see [Adjustments](/v1/docs/adjustments-overview). You can consume an item at the same time as the transfer. To automatically consume items at the *Truck Inventory Location*: 1. Go to the navigation bar and click **Pricebook****![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-ezfomlam.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D)****.** 2. From the side menu, select **Materials**. 3. On the *Materials* page that opens, select the material you want to consume. 4. From the **Actions** dropdown field, select *View/Edit Material*.![A cursor selecting the View/Edit Material option from the Actions dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-bmf6ntq4.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) 5. On the *Edit Material* page that opens, click the **Inventory Settings** tab.![A cursor clicking the Inventory Settings tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-juz9vl02.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) 6. Activate the **Consume Item on Transfer to Truck** toggle.![A cursor activating the Consume Item on Transfer to Truck toggle.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-wvkgmeur.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A45%3A58Z&se=2026-11-09T11%3A45%3A58Z&sr=c&sp=r&sig=UnlSkJ1uSyZuviIOYcLdxy%2B9Pf0vRJDfRkKLoTHq9dI%3D) 7. When you're finished, click **Save**. ## Want to learn more? - See [Cancel Transactions](/commercial/docs/cancel-transactions) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)