New Pools in Inventory Management can be created and configured in a few steps. The Pool name is the only required field.

Create Pool

  1. Navigate to the Pools tab in Inventory Management.
  2. Click the Create Inventory Pool button in the top right.
  3. 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.
  4. 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.