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How to Create Pooled Items

Items that have serial numbers, purchase dates, or other internal variable attributes, you might need to create a pool.

Alison Panza avatar
Written by Alison Panza
Updated over a month ago

If you have items with serial numbers or other attributes you track internally that are the same to the customer, you'll want to create a pool. This means the items will aggregate as if they're all the same when you add them to a contract, but you can manage them as individuals on the fulfillment tab.

To enter items like this, you'll want to start with a batch add and make the variable attribute you're tracking (e.g., serial number or quality) an internal variable attribute.

Next, go to your inventory and locate the items you want to pool. Here, we will use speakers as an example, but pooling can also be done with other items. 

Click the boxes to the left of the item name and then click the pool symbol in the upper right corner.

The next screen that opens will show pool details and allow you to edit them.

In the attributes section, you will see attributes listed that all items in the pool share. If any attributes listed are not shared by all items in the pool, click on the trash can symbol to remove those attributes. You can also add additional attributes by clicking the “Add Attribute” button. When you are done, click “Save & Continue” at the bottom of the screen.

The "Members" tab will show you all the pool members; these are all the inventory items selected at the beginning of the pooling process. In the example below, you can see that all of the speakers in our pool share the attributes of brand and model, and their serial numbers are the variable attributes that differentiate them. If you want to remove an item from the pool, click the trash can symbol to the right of the item’s name. 

Once finished, click “Save” to complete adding & editing your pool.

You can also watch the video below to learn more.

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