Problem
When doing a full inventory count on a truck, you need to know if the count exceeds the maximum for any item.
Solution
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.
What is the process for checking if a truck is over the maximum count of an item during a full inventory count?
This method allows you to manually check if the truck's inventory count for any item exceeds its maximum allowed count.
Open two separate browser tabs for ServiceTitan.
In the first tab, click Inventory > Items.
Click on the item you are checking.
Note the max and min capacity for the item and how many are on the truck.
In the second tab, go to the Full Inventory Count section.
Perform your full inventory count on this tab.
Compare the counts from the Full Inventory Count tab with the max and min capacities noted from the first tab.
Repeat for each item you need to check.