--- title: "Inventory items overview" slug: "inventory-items-overview" updated: 2026-10-15T04:29:44Z published: 2026-10-15T04:29:44Z canonical: "help.servicetitan.com/inventory-items-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Inventory items overview ## Overview Using the Inventory Items page, you can see stock levels for a given inventory item at all inventory locations, as well as the location of all serial numbers for a given serialized inventory item. To start, click **Inventory**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)from the navigation bar, then select **Items** under *Overview*. --- ### #### Who uses this feature - Administrators and office employees #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - **Quantity on Hand:** This is the actual physical count of items currently in your inventory. It represents the Real-time availability of items. - **Quantity on Hold:** Items in this category are reserved for specific purposes or orders, preventing them from being included in the available stock. This could include items set aside for pending orders or specific jobs. - **Quantity on Order:** These are items that have been ordered but haven't yet been received. It represents the quantity of items you are expecting to have in stock once the orders are fulfilled. - **Quantity Available:** This is the quantity of items that are currently available for use or sale. It's calculated by subtracting the *Quantity on Hold* from the *Quantity on Hand*. ## Items Overview The *Items Overview* page shows you both a quick overview of your inventory numbers and a more detailed table with each inventory item. ![Image showing the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-jmk0u3gh.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) The inventory overview section shows: - **Inventory Valuation:** The total valuation of your inventory - **Total Negative Items:** The total number of items that are not available in your inventory - **Total Items:** The total number of tracked items in Pricebook The table shows detailed information about each inventory item your company carries. - Filter the list using the filtering options above the table. For more, see [Filter the items on the table](/roofing/docs/inventory-items-overview#filter-the-items-on-the-table) later in this topic. - Use the *Search* field to find a specific item. - Organize the table by clicking on a column header. - Click on an **Item Name**, **Item Code, On Hold**, or **On Order** in the table to view that item's information on the *Item* detail page. For more, see the [View item details](/roofing/docs/inventory-items-overview#view-item-details) section later in this topic. > [!NOTE] > **Note:** The quantity shown in the *On Hold* column reflects items on hold for the current date and earlier, as long as the job has not yet been completed. If you see a quantity of 0 but you see a quantity of more than 0 on the *Item Details* tab, these items may be currently on invoices and the job has yet to be completed. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## Filter the items on the table The *Items Overview* page includes a number of pre-made filters. These let you search by **Item Name**, **Item Code**, **Item Description**, **Inventory Tags**, or **Average Cost**. Click on a filter type, enter your filter, and click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-aka4ywkm.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) When you're done with a filter, select the filter button again and click **Clear**. For more detailed targeting, you can create your own filter. 1. Click the **Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-va20l0sc.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)**icon. 2. On the *Filter* pop-up window that opens, use the dropdowns and fields to set your table filters. 3. When you're done, click **Apply**.![Gif showing how to create a custom filter.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-qc3nwd32.gif?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) To remove the filter, click the **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-y4zez7kb.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)icon. On the *Filter* pop-up window that opens, click **Reset all**. ## View item details The *Item* detail page includes detailed information about a particular item, including: - **Item Details** - **Vendors** - **Transactions** - **Serial Numbers** - Items **On Hold** - Items **On Order** > [!NOTE] > **Note:** All tabs except **Item Details** include a number. The numbers next to the tab show how many items can be found there. The top of the page shows: - **Total Item Value:** The total value for this item across all locations - **Total Negative Locations:** The number of locations where this item currently has a negative balance that needs your attention - **Total Locations:** The total number of locations with this item as part of their inventory![Image showing the top of the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-po8iwhli.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) ## Item Details tab The ***Item Details*** tab includes detailed information about the item statuses across the inventory locations. Also, it displays the minimum and maximum quantity set in the *Inventory > Templates* section that is assigned to that inventory location. For more information about inventory templates, see [Create and edit inventory templates](/roofing/docs/create-and-edit-inventory-templates). You can also click **Create** to [create a purchase order](/roofing/docs/create-purchase-orders) or [create a transfer](/roofing/docs/create-edit-and-copy-inventory-transfers). > [!NOTE] > **Note:** A new feature, [create an item count](/roofing/docs/create-item-counts), is currently in Closed beta. Contact [Technical Support](/roofing/docs/contact-servicetitan-technical-support) for details. To get here, click the **Item Name** or **Item Code** for an item in the *Items Overview* table. ![A cursor clicking the Item Details tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-1hh752xg.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) By default, the table shows the item in **All Locations** and statuses. - Click **On Hold Only** to see only those items which are on hold at a specific location. - Click **On Order Only** to see all the items on order for a particular location. Click on a line item in the table to see the details for that item in that **Inventory Location**. For more on the *Inventory Location* page, see [Inventory locations overview](/roofing/docs/inventory-locations-overview). Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-ckjkd1wd.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. You can also filter by **Inventory Locations**, **Quantity Status**, **Total Value**, and **Bin Location**. > [!NOTE] > **Note:** The **Last Count Date** may also be visible. This feature is in Closed Beta. Contact ServiceTitan support for details. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## Vendors tab The **Vendors** tab includes information about the list of vendors that you selected in Pricebook. For more information, see [Set up vendor list and primary vendor for pricebook items](/roofing/docs/set-up-vendor-list-and-primary-vendor-for-pricebook-items-4). It also includes general information about the item cost, last purchase price, purchasing volume, vendor part number, and last purchase date. To get here, click the **Item Name** or **Item Code** for an item in the *Items Overview* table, then select the **Vendors** tab. ![A cursor clicking the Vendors tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-xp4ox6hy.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-xom80xuq.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. Use the **Date Range** filter to see the *Purchasing Volume ($ amount spent on the item)* within the range you want. You can also filter by **Vendor**, **Vendor Cost**, **Last Purchase $**, **Purchasing Volume**, and **Vendor Part #**. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## Transactions tab The **Transactions** tab includes historical information of the item transactions, including its date, transaction number, type, inventory location, and quantity. To get here, click the **Item Name** or **Item Code** for an item in the *Items Overview* table, then select the **Transactions** tab. ![A cursor clicking the Transactions tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-y68ce5u3.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) The table shows where the item was moved from (**From Location**) and to (**To Location**). Not all transactions will have two locations, however. For example, receiving a PO only impacts a single inventory location, while a transfer will have two locations. The transaction type (**Trans. Type**) determines how many locations are shown. Click a transaction number (**Transaction #**) to view or edit that transaction's details. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-xkwhlg7p.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. You can also filter by **Transaction Date**, **Transaction #**, **Transaction Type**, **From Location**, and **To Location**. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## Serial Numbers tab The **Serial Numbers** tab lists all of the serial numbers associated with an item. Specifically, it displays the serialized inventory item's status across ServiceTitan, showing whether the item is on order, available, consumed, on hold, or removed. For example, if the status is removed it means that the item was adjusted out of the system. > [!NOTE] > **Note:** The Serial Numbers tab is available if the inventory item is tagged as Serialized. For more information about serialized inventory, see [Get started with serialized inventory](/roofing/docs/get-started-with-serialized-inventory). To get here, click the **Item Name** or **Item Code** for an item in the *Items Overview* table, then select the **Serial Numbers** tab. ![A cursor clicking the Serial Number tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-tv3eg41j.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) ## More about serialized inventory When [Serialized Inventory is enabled](/roofing/docs/get-started-with-serialized-inventory), and [a specific item is marked as Serialized](/roofing/docs/identify-and-serialize-inventory), any transaction involving that item has to specify serial numbers as part of it. For example, if you receive two items on a PO, you would record the serial numbers. ServiceTitan then checks that they are not duplicates of prior serial numbers for that item. If you later want to transfer one of those items to a truck, you need to indicate which of the serial numbers present at that location is being moved to the truck. For more details on transferring items, see the **Transfer items from a Truck or Warehouse** section in the [Inventory locations overview](/roofing/docs/inventory-locations-overview) article. Finally, when the technician adds the item to the job invoice, they must indicate which serial number they are using. In summary, serial numbers are originally recorded when items are received. Subsequent transactions with that item also require the serial number to be specified as part of the transaction. Click the **transaction number** under the **Incoming Transaction #** column to view or edit transaction details. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. Use the *Search* field to find a specific serial number. Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-elds4z3i.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. You can also filter by **Serial #**, **Location**, **Cost**, **Invoice #**, and **Incoming Transaction #**. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## On Hold tab The **On Hold** tab includes general information about the transactions that have the items on hold. Information includes the item's transaction number, transaction type, status, quantity, and location. The item is on hold when: - It is added to the invoice, but the job is not yet completed. See [Add an inventory item to an invoice](/roofing/docs/add-or-edit-inventory-items-on-an-invoice#add-an-inventory-item-to-an-invoice) for details. - It has requisitions and transfers. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. To get here, click the **On Hold** for an item in the *Items Overview* table. Or click the **Item Name** or **Item Code** for an item in the *Items Overview* table, then select the **On Hold** tab. ![A cursor clicking the On Hold tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-bvlvwi0z.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) Click the **transaction number** under the **Transaction #** column to view or edit transaction details. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. Use the *Search* field to find a specific transaction that has items on hold. This lets you search by transaction number. Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-d0we3ug0.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. You can also filter by **Date Created**, **Transaction Type**, **Transaction Status**, **Quantity on Hold**, and **Inventory Location**. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## On Order tab The **On Order** tab includes general information about the transactions that have items on order. The item is on order when: - It is attached to a Purchase Order (PO) that is not yet received. See [Create purchase orders](/roofing/docs/create-purchase-orders) for details. - It has transfers. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. To get here, click the **Item Name** or **Item Code** for an item in the *Items Overview* table, then select the **On Order** tab. Or click the **On Order** for an item in the *Items Overview* table. ![A cursor clicking the On Order tab on the Inventory Overview screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-r5eewqvs.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D) Click the **transaction number** under the **Transaction #** column to view or edit transaction details. See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) for details. Use the *Search* field to find a specific transaction that has items on order. This lets you search by transaction number. Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/inventory-items-overview-image-lk32qye3.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A58%3A12Z&se=2026-11-01T22%3A58%3A12Z&sr=c&sp=r&sig=fStb90D47clKmyhf2sw0jATOXcOI4xfepTkXPgjrGho%3D)the table as necessary and click the column headers to organize the table. You can also filter by **Date Created**, **Transaction Type**, **Transaction Status**, **Quantity on Hold**, and **Inventory Location**. To download the table list as a PDF or XLS file, click **Download**. > [!NOTE] > **Note:** Your download will show the same information as your table, organized in the same way. ## Want to learn more? - See [Create purchase orders](/roofing/docs/create-purchase-orders) - See [Create, edit, and copy inventory transfers](/roofing/docs/create-edit-and-copy-inventory-transfers) - See [Get started with serialized inventory](/roofing/docs/get-started-with-serialized-inventory) Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pre-release which is limited to certain users. Users must be selected to use the product and be approved before they have access. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)