--- title: "Set up inventory configurations" slug: "set-up-inventory-configurations-1" updated: 2026-10-15T00:45:30Z published: 2026-10-15T00:45:30Z canonical: "help.servicetitan.com/set-up-inventory-configurations-1" --- > ## 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. # Set up inventory configurations ## Overview Inventory configuration lets you define how inventory is tracked, replenished, and adjusted. You can enable tracking, allow negative quantities, set replenishment rules, and control how items appear on invoices. --- ### #### Who uses this feature - Office employees, technicians, and managers #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - If you only have the *Purchasing* module enabled, the *Inventory* section under *Settings* is renamed *Purchasing*. ## Configure Inventory settings 1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D). 2. In the side panel, go to **Inventory > Configuration**. 3. On the *Inventory Configuration* screen that opens, click the **Inventory** tab. 4. Set up your Inventory configuration: > [!NOTE] > **Note:** Depending on your permissions, some options may not appear. ## Step 1: Inventory tracking Set up how you want to track your inventory. > [!NOTE] > **Note:** After you enable tracking features, you can't change them. ![Image showing the Inventory Configuration screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-6za0w247.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) - **Inventory Tracking Start Date:** Enter the inventory tracking start date. > [!TIP] > **Tip:** You can use a calendar to select the date you want. > [!WARNING] > **Caution:** This is your transition (go-live) date. Don't enter a date until you are prepared for the go-live phase. If you make any changes on this page, the system will require a date. Use a future date, such as 2050, until your go-live date is confirmed. Once the date is set to the present or past, it becomes uneditable. Only future dates can be changed. - **Enable Serialized Inventory:** Enables you to track inventory using [serial numbers](/construction/docs/get-started-with-serialized-inventory) as unique identifiers. - **Show bulk select upload option in Pricebook:** This option becomes available when you select **Enable Serialized Inventory**, which enables you to upload a spreadsheet of items that you want to serialize in Pricebook so you don't have to enter items individually. - **Enable Bin Tracking:** Enables you to organize items in your trucks and warehouses. - **Enable mobile storage:** Enables you to add a new inventory location in warehouses, assignable to trucks, so technicians have extra stock for their work. - **Consignment inventory tracking:** Allows you to track consignment inventory within ServiceTitan without impacting your financials. - If the *Consignment inventory tracking* option is selected, choose a *Default Consignment Conversion Business Unit* for locations without an assigned technician.![Image showing the Default Consignment Conversion BU field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-994065rw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) - **Enable warehouse sites:** Allows you to group warehouses into warehouse sites to track costs and classifications for each group. ## Step 2: Item quantity and replenishment Set up whether you want to allow negative inventory quantities and your replenishment rule. ![Image showing the Item quantity and replenishment section under the Inventory configuration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-47pmm6yg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) - **Enable Negative Quantity:** Allow the quantity of an item at an inventory location to fall below zero. > [!NOTE] > **Note:** If you export transactions while a location's inventory is below zero, ServiceTitan will display an error message warning you that there is not enough quantity in the accounting platform. - **Only Replenish Max:** - If you select the **Only Replenish Max** option, you can't go over the maximum setting in the [inventory template](/construction/docs/create-and-edit-inventory-templates). For example, if your inventory is at -10, and your max is set to 100, it will only order you 100 to not exceed your maximum setting when the negative inventory is corrected. - If you leave the **Only Replenish Max** option unselected and your inventory falls below zero, it will replenish the item quantity back to the maximum amount. For example, if your inventory is at -10, and your max is set to 100, it will order you 110 to get you back to your maximum setting. ## Step 3: Invoice Settings Set up the way you want items to be added to invoices and how their costs appear. ![Image showing the Invoice Settings section under the Inventory configuration screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-92k57z0a.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) - **Costing Method:** - **Standard Costing:** When you add inventory items to a job invoice, items will be assigned the cost from the item's primary vendor as set in *Pricebook*. - **Weighted Average:** When you add inventory items to a job invoice, items will be assigned the current weighted average at that point in time, as calculated from the purchasing history of the item. For more, see [Set an inventory costing method](/construction/docs/set-an-inventory-costing-method). - **Weighted average - granular:** Allows you to track separate average costs by warehouse and/or on-site mobile storage. - **Track by warehouse:** Allows you to track separate weighted average costs by warehouse. - **Track by on-site mobile storage:** Allows you to track separate weighted average cost by on-site mobile storage. > [!NOTE] > **Note:** To track separate weighted average costs by warehouse and on-site mobile storage, select the **Track granular weighted average cost** option in each warehouse and on-site mobile storage location where you want to enable separate tracking. Warehouse sites must be enabled in Inventory Tracking. - **Option to add inventory items to invoices:** Automatically adds your inventory items to the invoice when adding these items to a job. > [!NOTE] > **Note:** Disable this option if you prefer to manually add inventory items to your job invoice to avoid getting duplicate items in your invoice. - **Automatically assign truck to job transfers:** Automatically assigns the technician to the transfer when they are assigned to the job and links the technician's inventory location to the invoice items created from the transfer. - **Enable Negative on Invoice:** Enables you to add negative item quantities to invoices. - **Apply Tags to Job based on Transfer Status:** Enables you to add and remove tags from jobs based on the status of the transfer. ## Step 4: Accounting Set up your inventory adjustment account. ![Image showing the Accounting section under the Inventory configuration screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-gt9ka3jc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) 1. Click **Setup Inventory Adjustment Account Mapping**. The *Map Inventory Adjustment Account* popup window opens. 2. From the **Inventory Adjustment Account** dropdown, select the account that you want to use with *Inventory Adjustments*.![A cursor selecting account for the inventory adjustment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-inventory-configurations-image-2ryiuvm1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A12Z&se=2026-10-31T02%3A36%3A12Z&sr=c&sp=r&sig=ZXCwbhjHTsEB8Hd3uMn7ATx9jEnllbD3NnCOJcXDqr4%3D) 3. When finished, click **Save**. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Inventory Basics](https://servicetitan.docebosaas.com/academy/learn/courses/348/Inventory-Workflow-Basics) - See [Map sales tax and shipping on bills to general ledger accounts](/construction/docs/map-sales-tax-and-shipping-on-bills-to-general-ledger-accounts) (*Payables* users only)