---
title: "Identify and serialize inventory"
slug: "identify-and-serialize-inventory"
updated: 2026-10-15T00:45:55Z
published: 2026-10-15T00:45:55Z
canonical: "help.servicetitan.com/identify-and-serialize-inventory"
---

> ## 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.

# Identify and serialize inventory

## Overview

When serialized inventory configuration is enabled, you can identify items in your pricebook that you want to track with serial numbers. You can serialize items individually or in bulk.

---

### 

#### Who uses this feature

- Managers, purchasing managers, and technicians

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Requirements for serialized inventory:
  - Inventory tracking and serialized inventory need to be enabled in *Settings* before you can serialize items. For more information on how to enable serialized inventory, see [Get started with Serialized Inventory](/construction/docs/get-started-with-serialized-inventory).
  - If you want to upload a spreadsheet of items and serialize items in bulk, the bulk upload option in *Settings* needs to be enabled. For more information on how to enable the bulk upload option, see [Get started with Serialized Inventory](/construction/docs/get-started-with-serialized-inventory).
  - The quantity available at a location can't be negative when applying serial numbers to an item. Create the necessary inventory adjustments to make the quantity of the item non-negative.
  - Items being serialized need to be new or already in the pricebook.
- You can serialize any new equipment or material added to your pricebook:
  - Add equipment or material to your pricebook. For more information, see [Add materials to your pricebook](/construction/docs/add-materials-to-your-pricebook-1) and [Add equipment to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2).
  - After you add the equipment or material, you can add serial numbers to the item.
- Serial numbers are not exported to your accounting system as they are tracked in ServiceTitan.

## Serialize items in your pricebook individually

1. Go to the navigation bar and click **Pricebook**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D).
2. From the side menu, select **Materials** or **Equipment**. For example, select **Equipment**.
3. Select the item you want to serialize.
4. From the **Actions** dropdown field, select *View/Edit Equipment*. The *Edit Equipment* page opens.![A cursor selecting View/Edit Equipment from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-5to903x0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
5. Click the **Inventory Settings** tab.![A cursor clicking the Inventory Settings tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-q8nuq3t6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)

> [!NOTE]
> **Note:** If inventory tracking is not turned on for the item, see [Enable inventory tracking for equipment and material](/construction/docs/enable-inventory-tracking-for-equipment-and-material-1) and complete those steps.
6. Click the **Serial Number Tracking** card.
7. On the *Serial Number Tracking* page that opens, you can do one of the following for serializing items:
  1. **Option 1:** Use a template to upload all serial numbers:

> [!NOTE]
> **Note:** The **Use a template to upload all serial numbers** option allows you to enter serial numbers in bulk for an item that can be found in multiple locations.
    1. From the **Import** dropdown field, select *Download a template*. The template downloads to your device.

> [!NOTE]
> **Note:** If you don't see the **Import** dropdown field, enable the **Show bulk select upload option in Pricebook** option in Settings.
    2. Open the Excel file and enter the serial numbers in the **Serial Number** column.

> [!NOTE]
> **Note:** If you enter the same serial number for more than one item on hand, you won't be able to save and serialize the items. Each serialized item in your pricebook should have a unique serial number to enable the accurate tracking of the item.

![Image showing the Serial Number column on the Excel sheet.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-yj5fx6a4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
    3. When you're finished entering the serial numbers, save the file to your device.
    4. Go back to ServiceTitan.
    5. On the *Serial Number Tracking* page, from the **Import** dropdown field, select *Upload a template.*
    6. Select the Excel file where you entered and saved the serial numbers.
    7. Click **Activate Serial Number Tracking**.![A cursor clicking Activate Serial Number Tracking.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-yqvekn7s.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)The *Open Transactions* page opens which lists all open transactions that are associated with the item and how serial number tracking impacts that item.![Image showing the Open Transaction screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-4jvzm79g.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
  2. **Option 2:** Add serial numbers individually on the *Serial Number Tracking* page:
    1. On the *Serial Number Tracking* page, click **Enter Serial Numbers**.![A cursor clicking Enter Serial Numbers on the Serial Number Tracking screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-lkbn1f3b.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
    2. On the pop-up window that opens, enter the serial numbers for that item in this inventory location.![A cursor entering the serial numbers for that item in this inventory location.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-gkiw6m77.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)

> [!NOTE]
> **Note:** If you enter a serial number that already exists, you won't be able to save and serialize the items. Each serialized item in your pricebook should have a unique serial number to enable the accurate tracking of the item.
    3. Click **Save**.
    4. If there is no quantity available for an item, go to the next step.
    5. On the *Serial Number Tracking* page that opens, click **Activate Serial Number Tracking**. The *Open Transactions* page opens which lists all open transactions that are associated with the item and how serial number tracking impacts that item.

## Serialize items from your pricebook in bulk

Step 1: Download the information

1. Go to the navigation bar and click **Pricebook**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D).
2. From the side menu, click **Start Setup**.![A cursor clicking Start Setup in the Bulk Serialization box.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-xza12znh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
3. On the *Bulk Serialization* page that opens, click **Download the template**.![A cursor clicking Download the template on the Bulk Serialization screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-mmpl4oj5.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)

An Excel file named *Serialized Inventory Identification* downloads to your device where you can identify items to serialize.

Step 2: Change the data

1. Open the Excel file where you can see a list of all your pricebook items.

> [!NOTE]
> **Note:** Don't make any edits to the **Item Code** or **Description** columns.
2. In the *Serialized* column, enter **1** to serialize an item. Leave 0 if you don't want to serialize an item.![Image showing the Serialized column in the Excel sheet.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-pvjc62xf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
3. Save the template to your device and go back to ServiceTitan.

Step 3: Upload and finalize the data

1. On the *Bulk Serialization* page, click **Upload a Template** and select the Excel file that you saved.
2. After the file is uploaded, click **Continue**. Your changes are validated.

> [!TIP]
> **Tip:** Click the **Download![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-2berzoue.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)**icon to make any changes to the file you uploaded. Click the **Delete![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-hln6dl09.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)**icon to delete it.

![A cursor clicking Continue on the Bulk Serialization screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-wx8ez27a.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)

> [!NOTE]
> **Note:** If an item you want to serialize has a quantity of zero at the inventory location, you don't need to enter serial numbers for it. In this case, after you click **Continue**, serial number tracking is activated for all items identified for serialization.
3. Click **template**.![A cursor clicking template on the Bulk Serialization screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-nm97b1kf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)An Excel file named *Bulk Serialization* downloads to your device where you can add serial numbers to your items. Open the Excel file. In the template, you can see a list of all your pricebook items that you identified to serialize in the *Serialized Inventory Identification* file.

> [!NOTE]
> **Note:** If an item you want to serialize has a quantity of zero at an inventory location, you won't see that item in the list.
4. In the **Serial Number** column, enter a serial number for each row.![Image showing the Serial Number column in the Excel sheet.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-0pzne0hu.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)
5. Save the template to your device and go back to ServiceTitan.
6. On the *Bulk Serialization* page, click **Upload a Template** and select the Excel file that you saved.
7. When you're finished, click **Finish**.![A cursor clicking Finish on the Bulk Serialization screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-and-serialize-inventory-image-6euuird9.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)

The serial numbers now apply to all items at each inventory location and serialized tracking is now active for all of those items.

## Want to learn more?

- See [Serialized Inventory](/v1/docs/serialized-inventory-home)