Create item counts

Overview

Create item counts to verify the quantity of a single item across multiple inventory locations.

Create an item count

1. Go to the navigation bar and click Inventory.

2. In the side menu, click Inventory Counts.

3. On the Inventory Counts screen that opens, click Create New.

4. On the Select Count Type screen that opens, click Item Count, and then click Next.The Inventory Items screen opens.

5. (Optional) In the Item Details section, enter details for any of the following filters to limit the range of items that will be included in your inventory list:

   1. Qty On Hand: Click this field, enter a quantity in the Min or Max field, and then click Apply.

   2. Vendor Cost: Click this field, enter a dollar amount in the Min or Max field, and then click Apply.

   3. Usage Volume: Click this field, enter a number in the Over or Under field for the number of items consumed within the time period selected in the Usage Volume Date Range below, and then click Apply.

   4. Usage Volume Date Range: If you entered a Usage Volume, click this field and enter a date range—such as a month, quarter, or period from today's date—or enter a custom start date and end date.

6. Click Generate Item List.The Item List section shows every item that matches the filters you selected.

7. In the Item List section, select each item that you want to include in the inventory list.        

   Tip: To select all items that are listed on the screen, select the checkbox at the top of the list next to the Item Name heading. To select all items that match the filters, select at least one item in the list, then click Select all (#) at the top of the list. To view more than 10 items on the screen, go to the bottom of the item list and select a number from the items per page dropdown.

8. Click Next.

9. On the Assign Count and Sort Items screen that opens, go to the Count Details section and enter the following details:

   1. Inventory Location: Select one or more locations from the dropdown.

      Note: If you select multiple locations, ServiceTitan creates a separate inventory count list for each location.

   2. Due Date: Enter the date by which you or your employees should complete the inventory count.

   3. (Optional) Assigned Employees: Click the dropdown then select one or more employees who will count the inventory.            

      Note: An inventory count must have at least one assigned employee before the count can be completed.

                 

10. (Optional) To change the order in which items appear on the printed count list, go to the Item List section and click a column heading to sort the items:

    1. Click a column heading once to sort items in one direction, such as smaller to larger numbers.

    2. Click the column heading a second time to reverse the sorting.

    3. Click the column heading a third time to remove the sorting and view the original order of items.

11. When finished, click Create Count.
    All new inventory counts are considered pending and appear in the Pending tab.

Want to learn more?

• See Create cycle counts

• See Create full inventory counts

• See Create beginning inventory counts