If you are using the Inventory Management functionality on Cloud, you can reserve products that are marked as "Inventory-Tracked in the catalog in projects. The inventory-tracked items reserved for a project are checked out of inventory to provide an accurate count of items available.
Inventory-tracked items are of two types:
Pool-tracked: Cloud tracks only the quantity of an item available in inventory locations, and you reserve only the quantity required for a project.
Asset-tracked: Cloud tracks the quantity of an item available in inventory locations and lets you add asset-level details such as serial numbers, asset IDs, IP addresses, and MAC addresses, and reserve specific items in the required quantity for a project.
The check-out mechanism for pool-tracked items differs from that for asset-tracked items.
Pool-tracked
The check-out mechanism for pool-tracked items differs when in Inventory Pools mode than in Inventory Asset Management (IAM) mode.
Inventory Pools mode
Inventory Pools mode includes an Inventory setting to check out an inventory-tracked item from inventory if a sufficient reserved quantity is available at a single warehouse location. This setting works with another Inventory setting that specifies the install status used to decide when to check out the inventory item automatically.
If a single warehouse location doesn't have a sufficient reserved quantity, you can choose the quantity across multiple locations.
Check out this article for more details.
Inventory Asset Management (IAM) mode
The IAM mode of Inventory Management does not include the Inventory setting to check out inventory-tracked items from inventory locations automatically. However, you can specify the install status to check out.
When a pool-tracked item is reserved for a project, only the required quantity is reserved, and you cannot choose an inventory location.
So, for a pool-tracked item reserved for a project, marking its install status as "Installed" shows a modal to select one or more inventory locations from which to check it out.
In the modal, you can do the following.
Click "Fill" next to a location, then specify that the entire quantity be checked out from that location.
Enter the quantity manually, then click the "-" and "+" buttons next to a location to decrement or increment the quantity to be checked out from that location.
Click "Clear" next to a location, then specify that no quantity be checked out from that location.
Here is a screenshot showing that clicking "Fill" next to one location specifies that the entire quantity of "3" be checked out from that location.
Here is a screenshot showing that manually specifying the quantities in two locations checks out the required quantity of "3" from two locations.
After you select the quantity, click "Check Out."
Asset-tracked
For asset-tracked items, the inventory location of an item reserved for a project is known when you reserve it. So, marking its install status as "Installed" checks it out of the relevant inventory location.