Service Titan Knowledge Base

View and edit a serial number on a receiptLast updated on 09/28/2022

Receiving a purchase order generates a receipt. Receipts are the authoritative document for which serial numbers are received into inventory. You can view and edit serial numbers and the quantity of items you initially entered on the receipt.


View a receipt

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

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

  3. Select the receipt you want to view.

  4. Under the Receipt No. column, click the receipt number.

  5. In the receipt record that opens, the serialized items are displayed under the Serial Numbers column in the Item List table. Click View to see a list of serial numbers for that item.

    Note: Items that are not serialized show up as N/A in the Serial Numbers column.


Edit a serial number on a receipt

  1. On the Receipts page, select the receipt that contains the serial number you want to edit.

  2. Under the Receipt No. column, click the receipt number. The receipt record opens.

  3. From the Actions dropdown field, select Edit.

  4. In the Item List table, click Complete for the serialized item you want to edit.

    A pop-up window opens with the list of serial numbers.

  5. Use the pop-up window that opens, to edit any of the serial numbers listed.

  6. When you’re finished, click Save on the pop-up window and then on the receipt record page. Note: Editing a serial number on a receipt doesn’t change the corresponding bill automatically.


Edit a quantity received on a receipt

  1. On the Receipts page, select the receipt for which you want to edit a quantity received.

  2. Under the Receipt No. column, click the receipt number. The receipt record opens.

  3. From the Actions dropdown field, select Edit.

  4. In the Item List table, edit Qty Received for the required item.

    • If you increase the quantity, click the Edit edit pencil icon icon under the Serial Numbers column of the item you want to edit. Enter the additional serial numbers for the item you received.

    • If you decrease the quantity, click the Edit edit pencil icon icon under the Serial Numbers column. Remove the serial numbers for the item that you didn’t receive.

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


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