Inventory

Posts

Counter Sale / Inventory Workflow

Anyone have a great workflow for Counter Sales (ex. walk in customer purchases filter), using a Counter Sale Invoice instead of creating a job, then adding Service Task Code with Linked Material and able to properly see Inventory adjustment?

DaylaPCG by ServiceTitan Certified Provider
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Bulk add material to job

Has anyone come up with a novel way of bulk adding material from the warehouse directly to a job. We currently employ a system where we send the techs with a predefined packout, they tell us what they use and then we add it to the job. At the moment ...

mattbadke by New Contributor II
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  • 7 replies
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inventory

so with the last update it looks like something is wrong, when we click inventory and location nothing is there like inventory is not being added but i know it is , im not sure what happened or what to do, ive emailed my sm and waiting on a reply

aaron_ge by New Contributor
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Deleted Inventory

If I add materials to a job and the technical applies a discount a pop up come us that ask to delete all materials. This wouldn't be a problem if they read it but they seem to just click through and hit Yes. Is there any way to disable this or revers...

Deleting Inventory Templates

Hi guys,I'm curious if it is possible to delete old inventory templates, instead of simply making them inactive. Thanks!

Kevin_JPS by New Contributor II
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  • 3 replies
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Inventory Overview

The new update is nice to have to see what we have in inventory, however, is there a way to also show the cost & unit price? Right now we go into Pricebook to let a customer know their price but then in totally different place to see if we have any i...

darbym by New Contributor
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  • 1 replies
  • 1 kudos