If you have items with serial numbers or other attributes you track internally, but that are the same to the customer, you'll want to create a pool. This means that the items will aggregate as if they're all the same when you're adding 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 be done with other items as well.
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. Using our speaker example, you can see that this pool is for Mackie Thump TH15-A Powered Speakers.
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 next screen will show you all of the members of the pool; these are all of the inventory items that were selected at the beginning of the pooling process. In our example below, you can see that all of the speakers in our pool share the attribute of brand and model, and their serial numbers are the variable attributes that differentiate them. If you decide to remove an item from the pool, click the trash can symbol to the right of the item’s name.
Once finished, click “Save & Continue” to add inventory photos, or click “Save & Close” to complete adding & editing your pool. It’s that simple!