Updating an item from Non-Inventory type to Inventory-type: recommended workflowLast updated on 05/12/2023

To prevent any underlying issues, items that will be used as Inventory should be newly created within ServiceTian.

To do that:

1. Click the Pricebook tab.

2. Add Material/Equipment.

3. Select the required fields and save.

4. After saving, you can now begin tracking this item as inventory.

Within ServiceTitan not all item fields are retroactively updated when a change is made in the pricebook. While this may seem like a product gap, it is actually intended to function this way to prevent any underlying issues. The implication of changing the tracking of an item would severely impact a user's inventory count which may have already been accounted for in previous periods.

Thus, when any material/equipment is placed on an invoice it is registered using the current setup of that item in Pricebook. (IsInventory=true; IsInventory=false)

If these items have already been used before (exported to QB) then a “list ID is invalid” error will begin to occur when attempting export, since the item has already been created in QuickBooks/Intacct as a non-inventory item, and cannot be switched to inventory.

The user would want to create a duplicate of this item, change the code so it differs from the original, remove the original from the invoice and re-add the new item to the invoice.

1. Click the Pricebook tab.

2. Edit the item you want to make inventory.

3. At the top click Duplicate.

4. The name will automatically add a (1) to the end which can be edited.

5. Click Inventory Settings and begin tracking the item as inventory.