Assign a unit of measure to inventory templates

Prev Next

Overview

Automate inventory replenishment in ServiceTitan by assigning a unit of measure to your inventory template. This triggers replenishment based on predefined minimum and maximum quantities for each item.


Who uses this feature

  • Inventory managers

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Assign a unit of measure to an inventory template

  1. Go to the top toolbar and click Settings.

  2. In the side menu, click Inventory > Templates.

  3. On the Templates screen that opens, select the template you want and then click Edit.A cursor clicking Edit on the Templates screen.

  4. On the Templates Details screen that opens, click Add Item.A cursor clicking Add Item on the Templates Details screen.

  5. Select the item for which you activated and set up the unit of measure.A cursor selecting item from the item dropdown list.

    Tip: Use the item code, description, or vendor part number to find the items you want to add.

  6. From the dropdown field, select the unit of measure you want to use.A cursor selecting the unit of measure to use.

Want to learn more?