Get started with serialized inventoryLast updated on 09/13/2022

• 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.

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

1. Go to the navigation bar and click Settings .

2. From the side menu, select Inventory > Configuration.

3. On the Inventory Configuration page that opens, click the Inventory tab.

4. 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.

5. (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.

6. When you’re finished, click Save.

• Visit ServiceTitan Academy and enroll in Configure Your Inventory

• See Inventory and Purchasing Configurations