We are trying to export an inventory template that would show us mins, maxes, product IDs, item categories, descriptions and names, so that the information can be easily sorted, formatted, printed and given to our techs for review. How can this be done?

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Here is how we combine that information for our audit reports. Our office guys got lightning fast at doing VLOOKUP functions in excell. This is a copy and paste from our Tennessee Standard LLC Audit Process:

In order to perform a successful truck audit, we must first create a report of the current truck inventory, as seen by the system, combined with the min/max report from the appropriate truck template. We must use the VLOOKUP function to create this sheet.

https://support.microsoft.com/en-us/office/how-can-i-merge-two-or-more-tables-c80a9fce-c1ab-4425-bb9...

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The best way I have found to do this with all the information is running an Aggregate Stock Report for a specific location that is fully stocked.

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Are you currently tracking inventory within service titan?