07-18-2023 01:15 PM
We are setting up Inventory on Service Titan and I think I need a separate asset account for equipment that is on consignment. I feel I need to separate consignment from actual equipment inventory.
Secondly after attempting to creating a "1201 account" for consignment, when I open Pricebook, search for a particular piece of equipment, click on inventory asset tab, the "1201" account does not appear.
Am I missing a step?
07-18-2023 02:07 PM
Hey @rcurrie_ , The first thing I would check is to make sure that the "1201 account" is labeled as an "asset" account under your general ledger account settings. Once you have done that, I re-open the pricebook tab and do a hard refresh (Ctrl+Shift+R).
I hope this helps.