Track inventoryLast updated on 10/28/2022
To track inventory, set up vendors and materials in the pricebook. You can also run reports to verify and review all inventory transactions.
Set up replenishment vendors
All vendors that will be used for replenishing your inventory items would need to be identified and marked as truck replenishment vendors.
To set up vendors as truck replenishment vendors, see Truck inventory replenishment.
Set up materials in pricebook
There are two ways you can make changes to your material list: in bulk using Excel or within ServiceTitan.
If you plan to make mass changes of any type to your Pricebook, it will be more efficient to make those changes in Excel. For details, see Import and export your Pricebook.
Note: The Excel sheet is almost identical to what you see in ServiceTitan but with one exception: PaysCommissionin Excel is the same as the Deduct as job cost checkbox on the Edit Material screen.
When adding materials to ServiceTitan directly, be sure to complete all fields. Deducting a material as a job cost will count the cost of the material against the technician (if your payroll is configured to deduct materials in the process of determining a technician’s commission).
For more information, see Add materials to your pricebook or Edit pricebook items.
For more information on identifying the primary replenishment vendor for each material in your pricebook, see Add a vendor list and primary vendor to a pricebook item. The primary vendor is used each time a material requires replenishment.
Verify / modify materials used on a job
From the office, navigate to Invoice > Click the invoice you want to modify or verify > Add a material > Search for material > Save.
From the field, click on the green Materials button to see the materials on a job and make any changes.
Perform inventory audits
There are two reports that provide information on which items are used: the Inventory Audit report (image below) and Inventory Replenishment report.
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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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.