Inventory Pools can be used to improve the roles structure of the inventory management by creating user groups with various rights within the module and optionally subdivide your inventories in a more structured way.
Prerequisite: In order to be authorized to create and manage an inventory pool, you need the "Inventory Manager (Admin)" role in addition to the right to call up the inventory management.
How do I create an inventory pool?
- In the burger menu, select the Inventory Management section and click on the "Pools" tab.
- All previously created inventory pools can be reviewed in the new opened list.
- Click on the "+ Inventory Pool" button in the upper right corner.
- Next, assign a name and then select which of the metrics listed below may not be changed when creating inventory items and accordingly when offering inventory packages (Unmodifiable Attributes).
Note: If checkboxes are selected, these are then unmodifiable, pre-selected for all items in this pool. An inventory manager cannot change this pre-setting.
Example for Media Metrics - Checkbox for "Volume Booked" activated
Effects:All inventory items created in this pool receive the same configuration, which cannot be changed.
Within campaign planning, planners cannot change the metric "volume booked". Adjustments are only possible via the inventory manager on the inventory item.
Example for Sync Metrics - Checkbox for "Cost Updates" activated.
Effects:All inventory items created in this pool receive the same configuration, which cannot be changed.
Within the campaign, the cost sync, which is set to "off" by default, cannot be switched to on. Adjustments to the inventory item are also not possible via the inventory manager.
- Finally, click on Save.
- The newly created inventory pool is now displayed in the list.