New Pools in Inventory Management can be created and configured in a few steps. The Pool name is the only required field.
Create Pool
- Navigate to the Pools tab in Inventory Management.
- Click the Create Inventory Pool button in the top right.
- In the form that opens:
- Enter the Name of the Pool (required field).
- Link the Pool to a Company to enable Intercompany Proposals.
- Optional: Define Non-Changeable Attributes to prevent subsequent modification of these values in the Pool's Proposals.
- Click Save to create the Pool.
Delete or Restore Pool
When a Pool is deleted, it is deactivated (soft-delete) and no new Proposals can be linked to it. Existing Proposals remain.
- Delete: In the Pool overview, click the Trash Can Icon in the Actions column.
- Show Deleted Pools: Activate the Show Deleted Inventory Pools slider at the top right of the page. The deleted Pools will then be visible in the table.
- Restore (Reactivate): Click the Icon with two circular arrows next to a deleted Pool to reactivate it.
Edit Pool Names
You can edit the name of a Pool directly in the overview table at any time:
- Click the Pencil Icon next to the Pool name in the table, or Double-Click the name.
- Edit the name and save the change.