Service Titan Knowledge Base

Include and exclude items from automatic replenishmentLast updated on 09/13/2022

You can include and exclude items from automatic replenishment when you edit the item in your pricebook.

Note: This only applies if the Purchasing module is on and the Inventory module is off. If you are using Inventory, you can select which items are replenished by adjusting your inventory templates.


Include and exclude an item from automatic replenishment

  1. Go to the navigation bar and click Pricebook image7.

  2. From the side menu, select Materials or Equipment. For example, select Materials.

  3. On the Materials page that opens, select the material you want to include or exclude.

  4. From the Actions dropdown field, select the View/Edit Material.

    The Edit Material page opens.

  5. In the Details tab:

    1. Select the Automatically replenish this item as it is used on invoices option to include the material in automatic replenishment.

    2. Deselect the Automatically replenish this item as it is used on invoices option to exclude the material from an automatic replenishment. Note: If you deselect the Automatically replenish this item as it is used on invoices option, on the Confirmation pop-up message that appears, click Confirm.

  6. When you’re finished, click Save.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.