Overview
To track inventory, set up vendors and materials in the pricebook. You can also run reports to verify and review all inventory transactions.
Who uses this feature
Accountants
Note: This feature has been updated for most users and the process are different. See Enable inventory tracking for equipment and material for the updated version.
Set up replenishment vendors
All vendors that will be used for replenishing your inventory items would need to be identified and marked as truck replenishment vendors.
To set up vendors as truck replenishment vendors, see Truck inventory replenishment.
Set up materials in pricebook
Overview
There are two ways you can make changes to your material list: in bulk using Excel or within ServiceTitan.
Bulk changes
If you plan to make mass changes of any type to your Pricebook, it will be more efficient to make those changes in Excel.
Note: The Excel sheet is almost identical to what you see in ServiceTitan but with one exception: PaysCommission in Excel is the same as the Deduct as job cost checkbox on the Edit Material screen.
Individual changes
When adding materials to ServiceTitan directly, be sure to complete all fields. Deducting a material as a job cost will count the cost of the material against the technician (if your payroll is configured to deduct materials in the process of determining a technician's commission).
For more information, see Add materials to your pricebook.
For more information on identifying the primary replenishment vendor for each material in your pricebook, see Set up vendor list and primary vendor for pricebook items. The primary vendor is used each time a material requires replenishment.
Verify / modify materials used on a job
From the office, navigate to Invoice > Click the invoice you want to modify or verify > Add a material > Search for material > Save.
From the field, click on the green Materials button to see the materials on a job and make any changes.
Perform inventory audits
There are two reports that provide information on which items are used: the Inventory Audit report and Inventory Replenishment report.
