Switching items to inventory: recommended workflow

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 the Inventory, then duplicate and deactivate the existing items. Start tracking inventory on the duplicated items or edit them as needed. If the items already exist in Quickbooks, ensure their type is set to Inventory Part. For more details, see the workflow below.

Workflows

Enable Inventory tracking

1. Click Pricebook and select an item.        

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

Related Content

• Pricebook - FAQ