Inventory and Purchasing ConfigurationsLast updated on 09/13/2022

Go to the navigation bar and click Settings .

From the side menu, click Purchasing or Inventory, then click Configuration. Inventory Configuration opens.

Click the Inventory tab.

Edit your Inventory configuration: Note: Depending on your permissions some options may not appear.

• Inventory Tracking Start Date: Enter the inventory tracking start date. Tip: You can use a calendar to select the date you want.

• Enable Negative Quantity: Allow the quantity of an item at an inventory location to fall below zero. Note: If you export transactions while a location's inventory is below zero, ServiceTitan will display an error message warning you that there is not enough quantity in the accounting platform.

• Only Replenish Max:

  • If you select the Only Replenish Max option, you can’t go over the maximum setting in the inventory template. For example, if your inventory is at -10, and your max is set to 100, it will only order you 100 so as to not exceed your maximum setting when the negative inventory is corrected.

  • If you leave the Only Replenish Max option unselected and your inventory falls below zero, it will replenish the item quantity back to the maximum amount. For example, if your inventory is at -10, and your max is set to 100, it will order you 110 to get you back to your maximum setting.

• Enable Serialized Inventory: Enables you to track inventory using serial numbers as unique identifiers.

• Show bulk select upload option in Pricebook: This option becomes available when you select Enable Serialized Inventory, which enables you to upload a spreadsheet of items that you want to serialize in Pricebook so you don't have to enter items individually.

• Enable Bin Tracking: Enables you to organize items in your trucks and warehouses.

• Item Definition: The default setting is Singular. Switching to Dual defines all inventory purchases for Jobs and Projects as generic expenses.

  • Singular: Always treat items as inventory items.

  • Dual: Treat items as inventory if the item is not procured for a job or project. And non-inventory if the item is procured for a job or project. Note: Talk with your Customer Success Manager before changing your Item Definition setting. This feature drastically impacts how ServiceTitan reports inventory transactions to your accounting system.

• Costing Method:

  • Standard Costing: When inventory items are added to a job invoice, items will be assigned the cost from the item's primary vendor as set in Pricebook.

  • Weighted Average: When inventory items are added to a job invoice, items will be assigned the current weighted average at that point in time, as calculated from the purchasing history of the item. For more, see Set an inventory costing method.

• QBD Inventory Adjustment Account: From the dropdown, select the account that is used with Inventory Adjustments.

• Enable Negative on Invoice: Enables you to add negative item quantities to invoices.

• Option to add inventory items to invoices: Gives you the option to have items automatically added to the pending invoice when receiving job purchase orders. This saves you time from having to go back and manually add items to invoices.

When you’re finished, click Save.

Go to the navigation bar and click Settings .

From the side menu, click Purchasing or Inventory, then click Configuration. Inventory Configuration opens.

Click the Purchasing tab.

Edit your Purchasing configurations:

• Automatically Create Bill when PO is Received: When a PO is received, a bill is automatically created along with a receipt. Deselecting this will allow your accounting staff to wait until the vendor invoice arrives before creating the bill, even though your warehouse staff has already created a receipt. Note: If this field is deselected, you must create bills manually.

• Show Sub-Account on Transaction: Displays the Sub-Account field on POs, receipts, bills, and returns for vendors that are integrated. This allows you to make sure that you use the correct vendor account when you create a PO.

• Hide Cost on Mobile POs: Hide line items and total costs on POs from technicians in ServiceTitan Mobile. For example, if you negotiated discounts or lower prices with vendors and you don’t want competitors to see those prices, enable this setting to hide those costs on mobile POs so technicians can’t reveal the costs to a competitor’s technicians when they visit a vendor’s counter.

• Auto apply tags to jobs based on PO status: Adds and removes tags from jobs based on the status of the PO.

• Display Services on Invoice Closeout: Displays services on the Invoice Closeout screen and lets you add services to invoices through Invoice Closeout.

• Show Item Description on PO Print View

  • Format PO in Landscape Layout: This allows you to download or send the PO as a PDF file in a landscape format.

  • Show Item Description on PO Print View: This allows you to print the item description on the PO under the PO section.

(Optional) If you have Payables and you want to map sales tax and shipping on bills to general ledger accounts, click Setup GL Account Mapping. For more information, see Map sales tax and shipping on bills to general ledger accounts.

We recommend you map shipping and tax to GL accounts to ensure accuracy when you export to QuickBooks Desktop or Intacct. Note: If your account is connected to Intacct, then this mapping is only required for non-PO bills that are created directly from the Accounting > Bills screen as opposed to bills converted from a receipt.

When you’re finished, click Save.