--- title: "Track and manage inventory items" slug: "track-and-manage-inventory-items" updated: 2026-10-15T00:47:05Z published: 2026-10-15T00:47:05Z canonical: "help.servicetitan.com/track-and-manage-inventory-items" --- > ## 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. # Track and manage inventory items The *Items Overview* screen shows you a quick overview of your inventory numbers and a detailed table with each inventory item. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Item Overview The *Item Overview* screen shows: - **Inventory Valuation:** The total valuation of your inventory. - **Total Negative Items:** The total number of items that are not available in your inventory. - **Total Items:** The total number of tracked items in Pricebook. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-and-manage-inventory-items-image-28uzex0u.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D)*The table shows detailed information about each inventory item your company carries. - Filter the list using the filtering options above the table. For more, see [Filter the items on the table](/construction/docs/track-and-manage-inventory-items-1#filter-the-items-on-the-table) later in this topic. - Use the *Search* field to find a specific item. - Organize the table by clicking on a column header. - Click **Item**, **On Hold**, or **On Order** in the table to view that item’s information on the item detail screen. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download shows the same information as your table, organized in the same way. ## Filter the items on the table The *Item Overview* screen includes a number of pre-made filters. These let you search by **Inventory Tags**, **Average Cost**, and **Total Value**. Click a filter type, enter your filter, and click **Apply**. *![User selects inventory tags and applies filters in an inventory management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-and-manage-inventory-items-image-ncnk2kd0.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D)* For more detailed targeting, you can create your filter: 1. Click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D)**. 2. On the *Filtesr* pop-up window that opens, use the dropdowns and fields to set your table filters. 3. When finished, click **Apply**. 4. To remove the filter, click **Filter** **![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D)**. On the *Filters* pop-up window that opens, click **Reset All**. ## Item details On the *Item Overview* table you can find the following information: *![Overview of inventory items with details on availability and costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-and-manage-inventory-items-image-libpd0sr.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D)* - **Item:** Hover over the item to see the item code, description, and type of the item. ![Details of White-Rodgers 604888-14 LP gas conversion kit with inventory tags.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-and-manage-inventory-items-image-zrx310d0.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A45%3A27Z&se=2026-10-31T04%3A45%3A27Z&sr=c&sp=r&sig=ZDHaLtzl2bhMEbQ%2Fg6DNhjZ6EaNynYLs69EYVaQtA3I%3D) - **Inventory Tags:** Tags assigned to items for tracking, management, and organization within a system or inventory process. - **Statuses:** - **To Order:** Quantity reserved for sold work that needs to be ordered to cover the quantity identified to be procured from a *Warehouse* or *Truck*. > [!NOTE] > **Note:** You can order this quantity through *Item Requisitions*. - **Available:** This is the quantity of items currently available for use or sale. It's calculated by subtracting the Quantity on Hold from the Quantity on Hand. - **On Order:** These are items that have been ordered but haven't yet been received. It represents the quantity of items you are expecting to have in stock once the orders are fulfilled. - **On Hand:** This is the actual physical count of items currently in your inventory. It represents the Real-time availability of items. - **On Hold:** - **Reserved:** Quantity identified to complete sold work or replenish another inventory location committed for future use. If more stock is reserved than available, it becomes the *Quantity to Order*. - **Staged:** Quantity pulled for sold work or replenishment committed for future use. You can't commit or stage more than what’s available. **Note:** *If you enable* Negative Inventory, *it allows you to have more On Site stock than what you have available.* - **On Site:** Quantity used on a job and added to the invoice, but the job isn’t finished yet. You can’t commit more than what's available. > [!NOTE] > **Note:** If you enable Negative Inventory, it allows you to have more On Site stock than what you have available. - **Avg Cost:** The average cost of an item in inventory. - **Total Value:** The overall value of an item in stock. ## Want to learn more? - See [Create and manage item requisitions](/construction/docs/create-and-manage-item-requisitions-2) Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)