---
title: "Set up transfer types"
slug: "set-up-transfer-types"
updated: 2026-10-15T00:45:54Z
published: 2026-10-15T00:45:54Z
canonical: "help.servicetitan.com/set-up-transfer-types"
---

> ## 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 transfer types

## Overview

Use transfer types to identify the type of transfer you are creating between your inventory locations. For example, a transfer type could be over the counter. The over the counter transfer type can be used when the warehouse manager is handing over a one-off item to a technician from the warehouse.

---

### 

#### Who uses this feature

- Administrators

#### Feature configuration

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

## Things to know

- The following transfer types are prebuilt by the system and can't be edited:
  - Replenishment
  - Standard
  - Requisition
  - Bin Transfer
  - Consignment Bin Transfer
  - Install Requisition
  - Reverse Job Transfer
  - Item Requisition
  - Service Requisition

> [!NOTE]
> **Note:** Depending on your permissions and the features enabled in your account, your list may not include all of the types mentioned above.

## Set up a transfer type

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=2026-10-31T02%3A36%3A47Z&se=2026-10-31T03%3A36%3A47Z&sr=c&sp=r&sig=NCJ0lLp%2FT0OWnC%2BZkusNAwgGGQgLfD2GuFC8nkAarHU%3D)**.**
2. From the side menu, select **Inventory > Transfer Types**.
3. On the *Transfer Types* page that opens, click **Add**.![A cursor clicking Add on the Transfer Type screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-transfer-types-image-sp6zcqpy.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A47Z&se=2026-10-31T03%3A36%3A47Z&sr=c&sp=r&sig=NCJ0lLp%2FT0OWnC%2BZkusNAwgGGQgLfD2GuFC8nkAarHU%3D)
4. In the **Transfer Type Name** field, enter a name for the transfer type.![Image showing the Create New Transfer Type screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-transfer-types-image-x9p88gx1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A47Z&se=2026-10-31T03%3A36%3A47Z&sr=c&sp=r&sig=NCJ0lLp%2FT0OWnC%2BZkusNAwgGGQgLfD2GuFC8nkAarHU%3D)

> [!NOTE]
> **Note:** If you select the **Automatically Received** option, any transfer of this type will automatically be marked as received as soon as it is created. New transfer types are active in ServiceTitan by default. If you don't want your new transfer type to be active, deselect the **Active** option.
5. When you're done, click **Create**.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Inventory Setup](https://servicetitan.docebosaas.com/academy/learn/courses/70/Inventory-Manager-Inventory-Setup-Explorer)
- See [Create, edit, and copy inventory transfers](/construction/docs/create-edit-and-copy-inventory-transfers-1)