Searching inventory

The Inventory page provides a simple user interface to search for and view all the inventory available in your system. From the search results, you can drill down into the details of the item and perform various inventory actions.

1. Log in to Order Hub.
2. Click Inventory () and select Search.
3. The inventory search page displays the alert thresholds that are currently 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.
5. You can search for all inventory (default option) or you can select your saved search criteria from the drop down list.
6. From the Enterprise list, select the enterprise within which you want to search for inventory items.
   Note: The Enterprise list is displayed only if more than one enterprise exists within your network. If your network has only one enterprise, it is selected by default.
7. You can search for a specific item or SKU or view all the inventory in the selected enterprise:
   • To search for a specific item or SKU, enter the complete item ID or SKU in the Is field.
   • To search by using a part of the item ID or SKU, enter a part of the search string in the Contains field.
   • To search by using the starting number of the item ID or SKU, enter the starting search string in the Starts with field.
   • To view all the inventory in the selected enterprise, leave the Item ID or SKU field blank.
   Note: The search is case-sensitive.
8. Select the product class of the item or SKU from the Product class field. Product classes depend on your tenant and your definitions. For example, NEW, Damaged, Good, and Open box.
9. Select the unit of measure of the item or SKU from the Unit of measure field. Unit of measure depends on your tenant and your unit of measure definitions. For example, Case or Each.
   Note: You can enable or disable Product class and Unit of measure features globally for your tenant. You can update these changes under Settings > Configuration tab.
10. Include unpublished items: Enable this toggle button to see the unpublished items in the search results.
11. Include zero inventory items: Enable this toggle button to view items that have zero inventory.
    Important: This capability is available only for IBM Sterling Global Inventory Visibility users.
12. Item characteristic: You can include a specific item characteristic when searching for an item such as, item with variation, regular item, or bundle.
    Note: The item characteristic column is shown on the search results table which displays if the item is a regular item, item with variation, or a bundle item. If bundle item is selected in the search results table, all the actions are disabled except view details.
    Important: This capability is available only for IBM Sterling Inventory Visibility users.
13. Searching by Date range: Select the date range to filter the search. The default date is set to the current date: Today. Other options such as Next 7 days, Next 14 days, Next month, Next 3 months and Next 6 months can be selected.
14. Custom range: You can also select Custom range and choose either Relative or Absolute date range.
    • Relative date range: allows you to choose a period of date and time that is relative to the current date. Using relative date range allows you to create inventory reports that you can run periodically without needing to alter your query.
    • Absolute date range: allows you to select a start date and time, and select an end date and time. The data items are displayed whose beginning and end dates and times are within the specified date range.
15. You can use more Inventory filters for searching an item or SKU.
    1. You can search for inventory by Location. You can either search by node, distribution group or all nodes.
       • Node: Select the Node radio button 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 the Distribution group radio button to search for an item by distribution group. Select the distribution group from the Inventory distribution group list.
       • Consider all nodes: Select the Consider all nodes radio button view a list of nodes and distribution groups that have inventory. When this option is selected, all the actions from the search results table such as adjust safety stock, adjust inventory, and transfer inventory are disabled except for view details. These actions can be done from the details page.

       Important: The location capability is available only for IBM Sterling Global Inventory Visibility users.
    2. You can search All inventory or you can search inventory by Segmentation type.
       • 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 the Segmented inventory radio button 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. Select the segment type from the dropdown list. Optionally, you can enter the segment name in the Segment field.
       • Searching by all inventory: Select the All inventory radio button to search for both unsegmented and segmented inventory.

       Important: The segmentation capability is available only for IBM Sterling Global Inventory Visibility users.
16. Click Search.
    The Search results page displays a list of valid entries for items and SKUs. It has the item name, variation, unit of measure, and product class details.
17. 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 at the top of the page and select your saved search. You can also perform other actions such as edit, delete etc.
18. Click a search result to view more details. The information that is available depends on the item level that you are searching.
    Important:

    • The save search capability is available when using IBM Sterling Order Management and IBM Sterling Global Inventory Visibility users.
    • The save search capability is available when using IBM Sterling Order Management and IBM Sterling Inventory Visibility.
    • The save search capability is not available when using only IBM Sterling Inventory Visibility.
    • For more information, contact your IBM Account Representative.