Problem
You need to make all items in the Pricebook non-taxable. You also want to show items as pulled from inventory during invoicing.
Solution
Follow the steps below to make all items in the Pricebook non-taxable and show items as pulled from inventory during invoicing.
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.
Turn off tax on all items in Pricebook
Go to the navigation bar and click Pricebook.
Turn on the Edit toggle.
Click Edit and make sure the Taxable column is selected.
Check all the items.
Click on the Taxable column and find the Deselect All option.
Click Deselect All to make all items non-taxable.
Show an item is pulled from Inventory when invoicing
Go to the ServiceTitan Job booking tab.
Book a job and add the service with materials or equipment.
Ensure the item count updates correctly in your Pricebook.
If needed, turn off the Auto Replenish option for items.