Get started with serialized inventoryLast updated on 09/13/2022
Serialized Inventory enables you to track specific inventory items using serial numbers as unique identifiers. You can record and track individual items sold to customers or purchased from vendors with a serial number. Serialized Inventory allows you to identify the location and ownership of items and track items that have a warranty or a high dollar value.
Things to know
Items can only be serialized if they are available at an inventory location. If the quantity available for an item at a location is negative, you cannot enter a serial number for that item at that location. You need to create the necessary inventory adjustments to make the quantity of the item non-negative and then the item can be serialized.
When serialized Inventory is enabled, serial numbers are not exported to your accounting system because you can track them in ServiceTitan.
Benefits of serialized inventory
Serialized inventory helps your business:
Track the life cycle of an item from the moment it is purchased to when it is used or installed, and when this item has to be replaced by a new one.
See the accurate history of individual items.
Know the exact physical location and cost of the inventory item.
Prevent inventory items from being stolen or misplaced.
Assist in the after-sales process.
Provide expiration and recall management.
There are two levels of permission that are required:
Edit Materials—Activate and deactivate serialization of materials
Edit Equipment—Activate and deactivate serialization of equipment
Enable serialized inventory
Go to the navigation bar and click Settings .
From the side menu, select Inventory > Configuration.
On the Inventory Configuration page that opens, click the Inventory tab.
In the Enable Serialized Inventory field, select the Allow tracking and managing items using serial numbers option.
Note: Once you activate the Serialized Inventory configuration, you can’t undo it.
(Optional) Select the Show bulk select upload option in Pricebook option if you want to upload a spreadsheet of items and serialize Pricebook items in bulk.
When you’re finished, click Save.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.