In the Inventory Pools mode, you can reserve the required quantity of inventory-tracked (pool-tracked) items for the project.
If you have enabled the Inventory Pools mode and want Cloud to automate the process of reserving inventory-tracked items, check out this article.
You can reserve inventory-tracked items in two ways:
#1 Within the project
You can reserve multiple inventory-tracked items for the project in one go.
1/ Go to the Project Details view.
2/ Click the 3-dot menu next to the project number at the top left corner and click “Project inventory items.”
This will open a modal with all inventory-tracked items in the project. You will see the required quantity for the project and the available quantity. In each item row, Cloud will specify the required quantity.
3/ Click “Reserve” next to the items you want to reserve.
If you reserve the required quantity, the "Reserve" option will be inactive.
If the required quantity of an inventory-tracked item is not available, you can still reserve a few and schedule their installation. You can always come back to this workflow and reserve more.
#2 From the item’s side panel
You can view an inventory-tracked item and reserve it for multiple projects simultaneously.
1/ Go to the “Inventory.”
2/ Click the inventory-tracked item you want to reserve.
This will open its side panel.
3/ Hover over the “Available” tile, and you will see the “Reserve for projects” button.
4/ Click the "Reserve for projects” button.
This will open a modal listing all projects that require this item.
5/ Do one of the following:
In the project rows, enter the quantity you want to reserve for the project, and click "Reserve."
If you want to reserve the relevant quantities for all projects, click "Reserve all."
