If you have enabled the Inventory Asset Management (IAM) mode and have some pool-tracked items, you can manage them from their details page.
To manage a pool-tracked item in the IAM mode:
1/ Go to "Inventory" in the left navigation menu.
2/ Click the row of the pool-tracked item.
In the upper section of the page, you will see the following:
The display image, name, part number, category, unit cost, total cost, and description of the item
The inventory status of the item (the on-hand, available, allocated, ordered, and needed quantities)
Check out this article for more details about the inventory status indicators.
In the lower section of the page, you will see 3 tabs.
By Location
Here, you will see all the inventory locations and the quantity of the item in each location.
Check in items
You can click "Check in" next to a location to check in the initial on-hand quantity and later to receive items.
Check out this article for more details.
Move items
You can click "Move" next to a location and move items from the location.
Adjust quantity
You can click "Adjust quantity," select a reason for the adjustment, add notes if needed, specify the new on-hand quantity, and click "Adjust."
If the new Available quantity is lower than the current Available quantity, you will see a prompt to unreserve/release items from the projects in which they are reserved.
Unreserve the items from the projects.
Check out this article for more details.
Stock Settings
Here, you can set thresholds for Cloud to monitor the item's available quantity and populate an order quantity on the PO when the available quantity threshold is reached.
Check out this article for more details.
You can also change the item's inventory mode to "Unitized" (IAM) or "Pool" (Inventory Pools).
Activity
Here, you can see the list of activities for the item. Cloud tracks the following activities for an item: Allocation, Deallocation, Move, Check In, Check Out, and Adjust Quantity.
