Add or edit serialized items on invoicesLast updated on 04/14/2023

• Installed equipment generated from serialized inventory will generate a piece of installed equipment for each quantity of the invoice item. Serial numbers will no longer be able to be manually updated in ServiceTitan mobile or ServiceTitan.

1. Open the invoice if you want to add a serialized item.

2. On the invoice record that opens, click Add a material or Add equipment. For example, click Add a material. The Add a Material screen opens.

3. In the Code field, enter and then select the item from the dropdown field.

4. In the Quantity field, enter the quantity of an item required to be consumed.

5. From the Inventory Location dropdown field, select the inventory location from which the item is used.

6. In the Serialization field, click the Edit icon. The pop-up window opens.

7. From the dropdown field, select the serial number you want.

8. When you’re finished, click Save on the pop-up window and then on the invoice record page.

1. Open the invoice that includes the serial number that you want to edit.

2. On the invoice record that opens, click the Edit icon next to the item you want to change.

   The Edit Material screen opens.

3. To edit the serial number:

   • Click Complete if you want to edit an existing serial number.

   • Click the Edit icon if you want to add a serial number.

4. On the pop-up window that opens, edit the existing serial number or select the new serial number from the dropdown field.

5. When you’re finished, click Save on the pop-up window and then on the invoice record page.

1. Open the invoice that includes the item that you want to edit.

2. On the invoice record that opens, click the Edit icon next to the item you want to change.

3. In the Quantity field, update the quantity of an item that is required to be consumed.

4. In the Serialization field, click the Edit icon. A pop-up window opens:

   • If you increase the quantity, select new serial numbers from the dropdown list for the item that is used on the job.

   • If you decrease the quantity, remove the serial numbers for the item you didn’t use on the job.

5. When you’re finished, click Save on the pop-up window and then on the invoice record page.

When you add serialized equipment to an invoice and set the quantity of equipment to more than one, the Location section will have an installed equipment record for each quantity.

1. Open the invoice if you want to add equipment.

2. On the invoice record that opens, click Add equipment.

   The Add an Equipment screen opens.

3. In the Code field, enter and then select the item from the dropdown field.

4. In the Quantity field, edit the quantity of equipment that is required to be consumed.

5. In the Serialization field, click the Edit icon. The pop-up window opens. Note: Each piece of equipment will have a unique serialization.

6. From the dropdown field, select the serial number you want.

7. When you’re done, click Save.

To view serialized equipment:

1. In the Service Location section, click the customer name.

2. In the Location section that opens, you can view installed equipment records.

• See Serialized Inventory