Troubleshooting
Role: Administrator · Office AdminArea: Invoicing, Point of Sale (POS), Pricebook · All versions
Note: This feature requires the Point of Sale module to be enabled and the Edit point of sale settings permission. Contact Technical Support to enable the module, and your account administrator for the permission.
Where you see it / Where you fix it
Where you see it: The POS invoice (the item won't add)
Where you fix it: The item's Pricebook section (Settings > Pricebook > Materials, Services, or Equipment) to confirm its category, and Settings > Invoicing > POS Locations to add that category
What you're seeing
You're trying to add a task or material item to a Point of Sale (POS) invoice, and it won't add. The item exists in your Pricebook, but it isn't available to select on the POS invoice.
Note: Equipment cannot be sold on a POS invoice. A POS location can only include material and service categories, so equipment items never appear as options on a POS invoice. If you need to sell an equipment item through POS, the documented workaround is to create a duplicate Service item based on that equipment, assign it to a category that is on your POS location, and sell the Service item instead.
Why this happens
Reason 1
The item's Pricebook category isn't on the POS location — or the item has no category.
Tasks and materials can only be added to a POS invoice if their Pricebook category has been added to the POS location. If the item's category isn't on the POS location, or the item has no category at all, the item can't be added there.
How to fix it
1Add the item's Pricebook category to your POS location(s)
Use this if a task or material won't add to a POS invoice.
Go to the navigation bar and click Settings > Pricebook, then open the section that matches your item: Materials or Services.
Find the item you're having trouble with, click Actions (the icon at the end of the row) and select View/Edit, then note its category in the Categories field. If the item has no category, assign it to one.
Go to Settings > Invoicing > POS Locations.
On the POS Locations screen, open an active POS location and check its Pricebook Categories list for your item's category.
If the category isn't listed, open the location for editing, add the category in the Pricebook Categories field, and click Save. Note: There is no "select all" option, so add each category you need individually.
If you have more than one POS location, repeat step 5 for each location.
Try adding the item to the POS invoice again.
✓ Done · The item can now be added to the POS invoice.
Note: You cannot add discounts or fees on a POS invoice, and POS invoices do not apply rate sheet or client-specific pricing rules. If you need those, build a standard price into the item.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The item name, its type (task, material, or equipment), and its Pricebook category
The POS location(s) you checked
A screenshot of the POS location's Pricebook Categories list
Whether the issue affects one item, one category, or many
Which steps from this article you already tried
Want to learn more?
Why can't I add material from my Pricebook to the Point of Sale entry ›
Sibling troubleshooting article on adding Pricebook materials to a POS entry.
Set up POS locations ›
How to configure POS locations and their Pricebook Categories.
Create and manage categories and subcategories in Pricebook ›
How to create and assign Pricebook categories to your items.