---
title: "Inventory item transfer workflow"
slug: "inventory-item-transfer-workflow"
updated: 2026-10-15T00:45:44Z
published: 2026-10-15T00:45:44Z
canonical: "help.servicetitan.com/inventory-item-transfer-workflow"
---

> ## 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.

# Inventory item transfer workflow

## Overview

Use item transfer workflow to move inventory items between two different inventory locations.

---

### 

#### Who uses this feature

- Administrators and office employees

#### Feature configuration

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

## Pick an item

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-436ajhf3.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)**.
2. From the side menu, select **Transfers**. The *Transfers* page opens.
3. In the **Pending** tab, select the item you want to pick up.

> [!NOTE]
> **Note:** You can pick items both individually and in bulk.
4. Click **Pick Items**. Make sure to review the transfer before picking it up. You can review the transfer by clicking on it.![A cursor selecting and picking the items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-j08qxqno.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)

## Return picked transfers to pending status

You might need to return a picked transfer back to pending status if:

- The job is canceled or put on hold.
- The technician doesn't need the items anymore.

To change the status of picked items back to pending:

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-btsw3umc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)**.
2. From the side menu, select **Transfers**. The *Transfers* page opens.
3. Click the **Picked** tab, then click the transfer you want to return to pending status. The transfer record opens.
4. From the **Actions** dropdown, select *Return to Pending*.

![A cursor clicking the Return to Picked option from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-9gxec8ar.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)

## Receive items

Once the transfer is in **Picked** status, it is ready to be received.

> [!NOTE]
> **Note:** When you receive a transfer, the system automatically updates invoice item locations to keep Job Costing and inventory tracking accurate.

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-ivctoz6l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)**.
2. From the side menu, select **Transfers**. The *Transfers* page opens.
3. Click the **Picked** tab.
4. Select the item you want to receive.

> [!NOTE]
> **Note:** You can pick items individually or in bulk for your inventory location.
5. Click **Receive Items**. Make sure to review the transfer before receiving it. You can review the transfer by clicking on it.![A cursor clicking the Receive Items button on the Transfers > Picked screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-kc4l61ip.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)

> [!NOTE]
> **Note:** If you have an accounting integration, you can find the Batch number and export status on the received transfer.

## Return received transfers to picked status

You can return a received transfer back to its **Picked** status:

- If a job is canceled and you don't need the items anymore.
- If a job is delayed and you don't need to carry the items anymore.
- You don't need those items in your truck anymore.

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-hnk24rgo.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)**.
2. From the side menu, select **Transfers**. The *Transfers* page opens.
3. Click the **Received** tab, then click the transfer you want to return to *Picked* status. The transfer record opens.
4. From the **Actions** dropdown, select *Return to Picked*.![A cursor clicking the Return to Picked option from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-491i378x.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)

## Consume item as part of a transfer

> [!NOTE]
> **Note:** When **Consume Item on Transfer to Truck** is toggled on for an item, ServiceTitan creates both a transfer and an adjustment as part of the adjustment creation process. For more information, see [Adjustments](/v1/docs/adjustments-overview).

You can consume an item at the same time as the transfer. To automatically consume items at the *Truck Inventory Location*:

1. Go to the navigation bar and click **Pricebook![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-ezfomlam.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)**.
2. From the side menu, select **Materials**.
3. On the *Materials* page that opens, select the material you want to consume.
4. From the **Actions** dropdown field, select *View/Edit Material*.![A cursor selecting the View/Edit Material option from the Actions dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-bmf6ntq4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)
5. On the *Edit Material* page that opens, click the **Inventory Settings** tab.![A cursor clicking the Inventory Settings tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-juz9vl02.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)
6. Activate the **Consume Item on Transfer to Truck** toggle.![A cursor activating the Consume Item on Transfer to Truck toggle.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-item-transfer-workflow-image-wvkgmeur.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D)
7. When you're finished, click **Save**.

## Want to learn more?

- See [Cancel Transactions](/construction/docs/cancel-transactions)

The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability.

**What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue.

**Also called:** Job profitability, Cost tracking

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)