Back to InventoryDirect Main Menu

Adding Pools

Pools are the places where you are storing and actively tracking inventory. When you create an Issue transaction you will be issuing the items from a Pool. Examples of pools could be a warehouse, supply closet, or work truck.


       Bright Idea:

Some areas where you house inventory items will not need to be set up as pools. You only need to create a pool for the areas where you are actively tracking inventory transactions. For example, you may have a custodial closet where supplies are kept for use by the custodians. If you are not planning on entering a transaction for every item removed from that closet, then it does not need to be added as a pool. Instead this custodial closet would be a place that you would issue inventory to and the supplies in it would not count toward your on-hand quantity.

How to Add a Pool

  • Click on the Pools link under the Information & Analysis section.
  • From the My Pools list, click on + Add New Pool in the right hand corner.



  • Enter the Pool Description. This will be the name of the pool.
  • Select the Pool Type from the drop down list.
  • You can select a Location, Building, and Add Assign To users to the pool, but these fields are not required.
  • Click Submit to save the pool.