Adding a fulfillment constraint

The Inventory search page provides real-time visibility into inventory availability across the fulfillment network. You can view the available, on-hand, and future inventory at each node to avoid over-promising and under using stock. You can create fulfillment constraints for nodes and delivery methods to limit items that are picked up or shipped from all nodes or specific nodes only. These constraints help you to control and optimize how inventory is promised and fulfilled.

1. Log in to Order Hub.
2. Click Inventory () and select Search.
   Note: By default, the inventory search uses the IBM® Sterling™ Intelligent Promising data model. To keep the previous look of your inventory page, see the Inventory setting in Configuring settings.
3. The inventory search page displays the alert thresholds that are active. Administrators can configure alert thresholds under Settings > Thresholds.
4. Customize search criteria provides the capability to configure the search fields that display on the page. This option provides other fields to help you narrow your search results. In the Customize search page, you can update the search criteria and click the save icon to save the criteria for future searches. You can also create your own group of search items to be displayed in the search field.
   Note: To improve performance, you can limit the number of search results by defining specific search criteria. For example, you can configure certain fields such as Item ID to be mandatory when users perform inventory searches. For more information, see Configuring settings. You can also limit the search results from the Customize search page by selecting the wanted value in the Maximum records field.
5. Click Select items to retrieve specific items.
6. Select the End date from the date picker.
7. You can use Inventory filters for searching an item or SKU.

   Select the Availability type.

   • Select Sell if the inventory available is ready for sell.
   • Select Schedule if the inventory available is scheduled.
   • Select Release if the inventory available is ready for release.

   Product class

   Enter the product class of the item or SKU from the Product class field. Product classes depend on your tenant and your definitions.

   Note: You can enable or disable the Product class feature globally for your tenant. You can update these changes under the Settings > Configuration tab.

   Location

   You can search for inventory by Location. You can either search by node, distribution group, or all nodes.

   • Node: Select Node and click Select nodes to search for an item by node. In the Select nodes page, select the nodes from the given list and click Save.
   • Distribution group: Select Distribution group to search for an item by distribution group. Select the distribution group from the Inventory distribution group list.

   Segmentation

   • Searching by unsegmented inventory: The Unsegmented inventory option is selected by default. Unsegmented inventory is used to search for inventory that is available to all and not for a particular segment.
   • Searching by segmented inventory: Select Segmented inventory to search for an item or SKU by segments. Segments represent items that are allocated for a particular customer. Select the segment type from the Segment type list and segment from the Segment list.

8. You can also save the search. Save search saves the search criteria for future use. After you save, you can reload the saved criteria by clicking Saved searches and select your saved search. You can also perform other actions such as edit, delete.
9. Click Select nodes.
   The results page displays a list of valid entries for items and SKUs. It has the node name, date range, available, shortage, fulfillment, threshold level, threshold type, more details, expired details.
10. To view the search results, click Search.

Creating a fulfillment constraint

11. In the Available to ship tab or the Available for pickup tab, click any item in the ItemID list.
12. To open the Fulfillment options modal, in the Nodes tab, move the slider to view Fulfillment and click Show details.
    The current fulfillment source priority that includes an item, location source, and delivery method is shown.
13. To add a constraint to customize fulfillment options, click Add constraint.
    Existing fulfillment constraints are sorted by priority from highest to lowest.
14. In the Add constraint modal, from the Node list, select Item level (all nodes) or the specific Node that you searched for previously. In the Delivery method list, select Pick-up, Delivery, or All delivery methods and click Add.
    The fulfillment constraint that you create is shown and the fulfillment status is updated with the new constraint details.
    You can add multiple constraints and the fulfillment status is updated to display these constraints based on the constraint priority.
15. To delete a constraint, click the Delete icon for the constraint and click Delete.