Creating/adding items to a poolbook

Creating/adding items to a poolbook

To add items to a new or existing poolbook from an item search:

1. Perform an item search. In the example below, the user has found 338 items:

Note: You may rearrange the columns, search, filter, and sort the poolbook list according to the instructions provided in the Tabular Display section.

2. Select the items you wish to add to a poolbook. In the example above (highlighted in green), the user has selected four items.

3. Select Create/Add to Poolbook (highlighted in red, above), then click the Execute button.

4. The Create/Add To Poolbook dialog box will appear (shown below).

To create a new poolbook from the selected items:

Click the New radio button and enter a name for the new poolbook in the Poolbook Name field (highlighted below).
Click the Lock New Items checkbox if you want to lock the items when they are added to this new poolbook.
Click the Submit button.

To add selected items to an existing poolbook:

Click the Add to Existing radio button and select an existing poolbook from the Add Items to Poolbook dropdown list (highlighted below):
Click the Submit button.