--- title: "Create beginning inventory counts" slug: "create-beginning-inventory-counts" updated: 2026-10-15T00:46:35Z published: 2026-10-15T00:46:35Z canonical: "help.servicetitan.com/create-beginning-inventory-counts" --- > ## 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. # Create beginning inventory counts ## Overview Count your beginning inventory once you've assigned an inventory template to that inventory location, streamlining the manual process of entering your beginning balances and ensuring that you're starting with accurate inventory counts. --- ### #### Who uses this feature - Warehouse managers - Applies to all business types - This feature is currently in Closed beta and is subject to change. #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Beginning balances represent the initial physical quantities of items at the start of the inventory module's implementation. Beginning balances are created through inventory adjustments. - You can create beginning balances in ServiceTitan through the inventory adjustments Excel templates. For more, see the *Create bulk adjustments* section in [Adjustments overview](/v1/docs/adjustments-overview). - You can complete beginning inventory counts in the Inventory mobile app. This feature helps you efficiently record accurate inventory balances in the Inventory mobile app. For more, see [Manage counts in the inventory mobile](/construction/docs/manage-counts-in-the-inventory-mobile). ## Create a beginning inventory count To create a beginning balance using the inventory counts: > [!NOTE] > **Note:** The result of a physical inventory count is still an inventory adjustment. It is recommended to know and understand how [Adjustments overview](/v1/docs/adjustments-overview) work. - Go to the navigation bar and click **Inventory**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A28Z&se=2026-10-31T02%3A46%3A28Z&sr=c&sp=r&sig=9nhCj%2FeXdoGmTc1IRf5oD3%2FcOujPtc9Hw7HCG5IUtnc%3D). - In the side menu, click **Inventory Counts**. - On the *Inventory Counts* screen that opens, click **Create New**. - On the *Select Count Type* screen that opens, click **Beginning Inventory Count**, then click **Next**.![A cursor clicking Next to create a beginning inventory count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-beginning-inventory-counts-image-obs8jwv2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A28Z&se=2026-10-31T02%3A46%3A28Z&sr=c&sp=r&sig=9nhCj%2FeXdoGmTc1IRf5oD3%2FcOujPtc9Hw7HCG5IUtnc%3D)The *Create Beginning Inventory Count* screen opens. - In the **Due Date** field, select the date by which you or your employees should complete the count.![A cursor selecting the date by which employees should complete the count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-beginning-inventory-counts-image-kly90hf3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A28Z&se=2026-10-31T02%3A46%3A28Z&sr=c&sp=r&sig=9nhCj%2FeXdoGmTc1IRf5oD3%2FcOujPtc9Hw7HCG5IUtnc%3D) - (Optional) From the **Assigned Employee** dropdown, select one or more employees who will perform the inventory count. - Select one or more inventory locations where you want to complete the count. > [!NOTE] > **Note:** If you select more than one location, ServiceTitan creates a separate inventory count list for each location. > [!TIP] > **Tip:** To select all inventory locations that are listed on the screen, select the checkbox at the top of the list next to the *Inventory Location* heading. > [!TIP] > **Tip:** To view more than 10 items on the screen, go to the bottom of the item list and select a number from the **items per page** dropdown. ![A cursor selecting a number from the items per page dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-beginning-inventory-counts-image-fu57flw3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A28Z&se=2026-10-31T02%3A46%3A28Z&sr=c&sp=r&sig=9nhCj%2FeXdoGmTc1IRf5oD3%2FcOujPtc9Hw7HCG5IUtnc%3D) - When finished, click **Create Count**.![A cursor clicking Create Count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-beginning-inventory-counts-image-2cyocdrp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A28Z&se=2026-10-31T02%3A46%3A28Z&sr=c&sp=r&sig=9nhCj%2FeXdoGmTc1IRf5oD3%2FcOujPtc9Hw7HCG5IUtnc%3D) All beginning inventory counts are considered pending and appear in the *Pending* tab: - To complete the count, see [Complete inventory counts](/construction/docs/complete-inventory-counts). - To complete the count in the Inventory mobile app, see [Manage counts in the inventory mobile](/construction/docs/manage-counts-in-the-inventory-mobile). ## Want to learn more? - See [Adjustments overview](/v1/docs/adjustments-overview) - See [Complete inventory counts](/construction/docs/complete-inventory-counts) A pre-release which is limited to certain users. Users must be selected to use the product and be approved before they have access. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)