Service Titan Knowledge Base

Replenish items using transfersLast updated on 09/13/2022

If stock items are available in the warehouse, you can replenish stock items in your trucks or other warehouses by creating a transfer from the warehouse to that truck or other warehouse. This ensures that you are using your assets effectively and are able to maintain high liquidity.


Replenish an item through transfers

  1. Go to the navigation bar and click Inventory Inventory-icon.

  2. From the side menu, select Replenishment. The Replenishment page opens.

  3. Click the Truck or Warehouse tab, and select the replenishment records for the transfer you want to create. Tips:

    • Use the filters on the left side to quickly find specific replenishment records. The Replenishment page includes a number of pre-made filters. These let you search by Inventory Locations, Date From, Date To, Replenishment Source, Item Type, Min Cost, or Max Cost. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click Clear Filters.

    • Click the Arrow arrow icon blue icon to see more details about the item.

      Note: You can create transfers in bulk by selecting multiple replenishment records.

  4. Click Create. The Create Transactions pop-up window opens and displays the number of items that will be transferred.

  5. Click Create to complete the replenishment transfer.


Update a replenishment source

To update the replenishment source for the individual item:

  1. Go to the navigation bar and click Inventory Inventory-icon.

  2. From the side menu, select Replenishment. The Replenishment page opens.

  3. Click the Truck or Warehouse tab, and select the replenishment record for which you want to update the replenishment source.

  4. Under the Replenishment Source column, click the Edit Edit icon icon.

  5. From the dropdown field, select the replenishment source you want.

    Note: If you select Default Replenishment Vendor or Default Replenishment Warehouse for Truck replenishment or Default Replenishment Vendor for Warehouse replenishment, ServiceTitan automatically selects the item’s primary vendor.

  6. Click the Checkmark image6 icon to save the changes.

To update the replenishment source in bulk:

  1. Go to the navigation bar and click Inventory Inventory-icon.

  2. From the side menu, select Replenishment. The Replenishment page opens.

  3. Click the Truck or Warehouse tab, and select the replenishment records for which you want to update the replenishment source.

  4. Click Replenishment Source.

    The Replenishment Source pop-up window opens.

  5. From the dropdown field, select the replenishment source you want, and click Update.




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