Serialized Inventory enables you to track specific inventory items using serial numbers as unique identifiers. You can record and track individual items sold to customers or purchased from vendors with a serial number. Serialized Inventory allows you to identify the location and ownership of items and track items that have a warranty or a high dollar value.
Benefits
Ensures financial data accuracy in both platforms by syncing data between ServiceTitan and QuickBooks Desktop
Reduces need for additional manual data entry by seamlessly transfering data from one platform to another
Provides real-time insights into your business's financial health when data is synced in real-time or at regular intervals
Setup
Things to know
Items can only be serialized if they are available at an inventory location. If the quantity available for an item at a location is negative, you cannot enter a serial number for that item at that location. You need to create the necessary inventory adjustments to make the quantity of the item non-negative and then the item can be serialized.
When serialized Inventory is enabled, serial numbers are not exported to your accounting system because you can track them in ServiceTitan.
Required permissions
There are two levels of permission that are required:
Edit Materials—Activate and deactivate serialization of materials
Edit Equipment—Activate and deactivate serialization of equipment
Enable serialized inventory
Go to the navigation bar and click Settings
.From the side menu, select Inventory > Configuration.
On the Inventory Configuration page that opens, click the Inventory tab.
In the Enable Serialized Inventory field, select the Allow tracking and managing items using serial numbers option.
Note: Once you activate the Serialized Inventory configuration, you can't undo it.
(Optional) Select the Show bulk select upload option in Pricebook option if you want to upload a spreadsheet of items and serialize Pricebook items in bulk.
When you're finished, click Save.