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.

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: 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.

2. From the side menu, select Inventory > Transfer Types.

3. On the Transfer Types page that opens, click Add.

4. In the Transfer Type Name field, enter a name for the transfer type.

   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

• See Create, edit, and copy inventory transfers