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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‎08-17-2021 07:41 AM

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‎09-13-2021 07:53 PM
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.

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‎08-17-2021 08:24 AM
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.
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‎08-17-2021 07:59 AM
Are you currently tracking inventory within service titan?
