Service Titan Knowledge Base

Switching items to inventory - Recommended WorkflowLast updated on 04/27/2022

This article helps you turn on the inventory tracking for material and equipment items and describes how to avoid future issues related to exporting those items to accounting software.


Things to know

If you have Inventory turned on in your ServiceTitan account, it is important to know the following:

  • You should create a new item for Inventory in QuickBooks Desktop. Duplicate, de-activate existing items, and start tracking Inventory on items that have been duplicated or edit these items in Quickbooks if they already exist to make sure the type is Inventory Part.

  • If the item already exists in Quickbooks,  you should change the item from a Non-Inventory item type to an Inventory Part item. 


Workflows

Enable Inventory tracking

  1. Click Pricebook and select an item.

  2. Click the Actions > Duplicate

    A pop-up will appear.

  3. Click Yes.

    The duplicate item will appear on the line below the original item.  Note:There will be a (1) beside the duplicate item to help differentiate

  4. Click the original Inventory item.

  5. Click the Action button > Deactivate.

    1. a pop-up box will appear.

  6. Click Deactivate

  7. Click the Action button for the newly duplicated item.

  8. Click View/Edit Material.

  9. Click Inventory Settings.

  10. Check the box under Start Tracking the Item.

  11. Select an Asset Account.

  12. Click Activate Inventory Tracking.


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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.