Replenish items using transfers

Overview

If stock items are available in the warehouse, you can replenish stock items in your trucks or other warehouses by creating a transfer from the warehouse to that truck or other warehouse. This ensures that you are using your assets effectively and are able to maintain high liquidity.

Note: If these instructions don't work for you, you may still be using the previous version of this feature. For more information about that version, see the Truck replenishment overview section under the Line item POs and truck replenishment page.

Things to know

• You can create replenishment transfers only for trucks.

More about Replenishment

The Replenishment page displays replenishment records. ServiceTitan generates these records, which are recommendations for stock items that need replenishment by inventory location. The replenishment records are created when the quantity available in the inventory location falls below the minimum reorder points given for each item at each inventory location in the template you created in your settings.

When you update a template attached to your inventory location, the changes aren't applied instantly. You will see a notification banner on your page, letting you know these changes are in progress. The notification banner disappears once all changes are applied successfully.

Note: If you don't see a notification banner, then your updates are applied instantly.

Replenishment for items will be triggered after a job has started. This helps you ensure that if a job is canceled before it starts, you are not replenishing items that weren't used.

If you have an open replenishment request for an item and that item is deactivated, your replenishment will be automatically removed.

Replenish an item through transfers

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Replenishment. The Replenishment screen opens.

3. Click the Truck, Warehouse or Mobile Storage (if enabled) tab, and select the replenishment records for the transfer you want to create.

   Tips:  

   1. Use the filters on the left side to quickly find specific replenishment records. The Replenishment page includes a number of pre-made filters. These let you search by Inventory Locations, Date From, Date To, Replenishment Source, Item Type, Min Cost, or Max Cost. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click Clear Filters.

   2. Click the Arrowicon to see more details about the item.

   Note: You can create transfers in bulk by selecting multiple replenishment records.

4. Click Create. The Create Transactions pop-up window opens and displays the number of items that will be transferred.

5. Click Create to complete the replenishment transfer.

Update a replenishment source

To update the replenishment source for the individual item:

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Replenishment. The Replenishment screen opens.

3. Click the Truck, Warehouse or Mobile Storage (if enabled) tab, and select the replenishment record for which you want to update the replenishment source.

4. Under the Replenishment Source column, click the Edit icon.

5. From the dropdown field, select the replenishment source you want.        

   Note: If you select Default Replenishment Vendor or Default Replenishment Warehouse for Truck replenishment or Default Replenishment Vendor for Warehouse replenishment, ServiceTitan automatically selects the item's primary vendor.

6. Click the Checkmarkicon to save the changes.

To update the replenishment source in bulk:

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Replenishment. The Replenishment page opens.

3. Click the Truck or Warehouse tab, and select the replenishment records for which you want to update the replenishment source.

4. Click Replenishment Source.The Replenishment Source pop-up window opens.

5. From the dropdown field, select the replenishment source you want, and click Update.

Want to learn more?

• See Replenish items with purchase orders