Service Titan Knowledge Base

Inventory templates in PricebookLast updated on 09/15/2022

The Inventory templates section in Pricebook allows you to add or remove items from templates as well as update the minimum and maximum quantities of items. The minimum and maximum quantity of items help you to determine when the item is replenished at that location, and in what quantity.


Add items to inventory templates

  1. Go to the navigation bar and click Pricebook image7. From the side menu, select Materials or Equipment.

  2. Select the item you want to add to the inventory template.

  3. From the Actions dropdown field, select View/Edit Equipment. The Edit Equipment page opens. Note: In the case of Materials, the Edit Materials page would open.

  4. Click the Inventory Settings tab.

    Note: If inventory tracking is not turned on for the item, see Enable inventory tracking for equipment and material and complete those steps.

  5. Click the Inventory Templates card. The Inventory Templates page opens.

  6. Update the items on the template:

    1. Under the On Template column, select Yes to add the item to the inventory template.

      Note: If you select No, the item will be removed from the template and the fields will be inactive.

    2. Under the Min and Max columns, enter a minimum and maximum quantity of the item.

    3. Under the Bin Location column, enter the bin location of the item. For more information, see Set up and use Bin Tracking.

  7. When you're finished, click Save.


Add items to inventory templates in bulk

  1. Select the item you want to add to the inventory template.

  2. From the Actions dropdown field, select View/Edit Equipment. The Edit Equipment page opens. Note: In the case of Materials, the Edit Materials page would open.

  3. Click the Inventory Settings tab. There, click the Inventory Templates card. The Inventory Templates page opens.

  4. Select the items you want to add to the inventory template.

    Tip: Click Select All to add all items.

  5. Select Yes to add the items to the inventory template and enter a minimum and maximum quantity of the items.

  6. Click Bulk Update. The Bulk Update pop-up window opens.

    Note: If you select No, the item is removed from the template and the fields become inactive.

  7. When you’re finished, click Apply.




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