--- title: "Updating an item from Non-Inventory type to Inventory-type: recommended workflow" slug: "updating-an-item-from-non-inventory-type-to-inventory-type" tags: ["Area - Inventory and POs", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T04:41:44Z published: 2026-10-15T04:41:44Z canonical: "help.servicetitan.com/updating-an-item-from-non-inventory-type-to-inventory-type" --- > ## 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. # Updating an item from Non-Inventory type to Inventory-type: recommended workflow The purpose of this document is to provide a proper workflow when attempting to change an item's type. > [!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). ## Things to know - The proper workflow for tracking Inventory is that the item/s should be newly created when attempting to use them as Inventory. - Users who receive an error message "List Id is invalid" error message when exporting an Invoice indicates that they recently switched a part from non-inventory → Inventory. ## Workflows ### Creating a New Inventory Part within ServiceTitan To prevent any underlying issues, items that will be used as Inventory should be newly created within ServiceTitan. To do that: 1. Click the **Pricebook** tab. 2. Add Material/Equipment. 3. Select the required fields and save. 4. After saving, you can now begin tracking this item as inventory. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updating-an-item-from-non-inventory-type-to-inventory-type-recommended-workflow-image-lk3lthzj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A41Z&se=2026-11-09T12%3A29%3A41Z&sr=c&sp=r&sig=WBE%2FhYElL8sI%2Bwt4tn2qXRZfS96mznRFQxSwWdURM5U%3D) ### Issues with changing a non-inventory part to inventory Within ServiceTitan not all item fields are retroactively updated when a change is made in the pricebook. While this may seem like a product gap, it is actually intended to function this way to prevent any underlying issues. The implication of changing the tracking of an item would severely impact a user's inventory count which may have already been accounted for in previous periods. Thus, when any material/equipment is placed on an invoice it is registered using the current setup of that item in Pricebook(IsInventory=true; IsInventory=false). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updating-an-item-from-non-inventory-type-to-inventory-type-recommended-workflow-image-o69f6uuj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A41Z&se=2026-11-09T12%3A29%3A41Z&sr=c&sp=r&sig=WBE%2FhYElL8sI%2Bwt4tn2qXRZfS96mznRFQxSwWdURM5U%3D) If these items have already been used before (exported to QB) then a "list ID is invalid" error will begin to occur when attempting export, since the item has already been created in QuickBooks/Intacct as a non-inventory item, and cannot be switched to inventory. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updating-an-item-from-non-inventory-type-to-inventory-type-recommended-workflow-image-gmqknaxd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A41Z&se=2026-11-09T12%3A29%3A41Z&sr=c&sp=r&sig=WBE%2FhYElL8sI%2Bwt4tn2qXRZfS96mznRFQxSwWdURM5U%3D) The user would want to create a duplicate of this item, change the code so it differs from the original, remove the original from the invoice and re-add the new item to the invoice. ### Creating a duplicate item in ServiceTitan 1. Click the **Pricebook** tab. 2. Edit the item you want to make inventory. 3. At the top click **Duplicate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updating-an-item-from-non-inventory-type-to-inventory-type-recommended-workflow-image-1ogkgikt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A41Z&se=2026-11-09T12%3A29%3A41Z&sr=c&sp=r&sig=WBE%2FhYElL8sI%2Bwt4tn2qXRZfS96mznRFQxSwWdURM5U%3D) 4. The name will automatically add a (1) to the end which can be edited. 5. Click **Inventory Settings** and begin tracking the item as inventory. ### Related Content - [Add materials to your pricebook](/commercial/docs/add-materials-to-your-pricebook-1) 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) 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)