Setup inventory tracking in Centralized Pricebook

Overview

Mark items as inventory to sync their status across multiple tenants and ensure data accuracy. View the history of inventory tracking to see which tenants have it enabled, which items were updated, and when the changes occurred.

Things to know

• To learn more about how to access and set up your Centralized Pricebook, see Use Centralized Pricebook in Enterprise Hub.

• Administrators have the Enable Inventory Tracking permission enabled by default.

Step 1. Grant access to inventory tracking

To grant access to inventory tracking and inventory history in the Centralized Pricebook:

1. In Enterprise Hub, go to User Management.

2. Select Roles.

3. Create a new user role or edit an existing user role.

4. In the EnterpriseHub Permissions tab, enable the Enable Inventory Tracking permission for Centralized Pricebook. 

Step 2. Enable Inventory Tracking for Centralized Pricebook

1. Go to enterprise-hub.servicetitan.com and log in with your credentials.

2. Click Centralized Pricebook. 

3. On the Centralized Pricebooks screen that opens, select the Centralized Pricebook you want to enable inventory tracking for.

4. In the side panel, click Settings.

5. In the Settings screen that opens, under the General Info tab, turn on the  Enable Inventory for selected materials and equipment in the tenant pricebook toggle to enable inventory tracking.

Step 3. Enable inventory tracking for equipment and material

1. In the Centralized Pricebook, click Equipment or Materials, depending on the item you want to enable inventory tracking for.

2. In the screen that opens, select the materials or equipment you want.

3. Click Enable Inventory. 

4. Enable Inventory side panel opens.

5. (Optional) Select Push selected item(s) to tenants to add or update items in the tenant's pricebook and enable inventory tracking.        

   Note: If the item has never been pushed before, this must be done before enabling inventory tracking.

6. Select the tenant you want to enable inventory for or search the tenant by name.

7. Click Enable Inventory. 

8. In the Warning: Irreversible Action window that opens, click Activate Inventory Tracking or Cancel to adjust your selections.        

   Note: Enabling inventory tracking is irreversible, so confirm your selections.

When finished, a pop-up confirms the update and shows how many items are updated.

Step 4. Review History

Review which tenants enabled inventory tracking, which items were updated, and the date and time of changes.

1. In the side panel of the Centralized Pricebook screen, click History.

2. In the History screen that opens, select the Inventory History tab.        

   Tip: You can filter by Tenant, Date, or Enabled by to search the history.

        

3. Click View to view details.

4. In the Push History Details side panel that opens, in the Push Update Details section, you can see the tenant and push status for inventory tracking updates.

5. In the Items Updated section, search for specific items by name and open the corresponding tab Services, Materials, or Equipment to view detailed updates, including the item's name, code, and description. 

Want to learn more?

• Visit ServiceTitan Academy and enroll in Enterprise Hub Basics