Searching inventory availability

The Inventory availability 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.
   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. In the Select items modal, complete the following steps.
   1. Enter the Item ID.
   2. Optional: Select the Item characteristic and enter the Unit of measure.
   3. Click Next.
6. Select the End date from the date picker.
7. Use the following Inventory filters to search for an item or SKU.
   1. Enter the Requested quantity of inventory that is required.
   2. Enable the Consider safety stock setting to ensure that any withheld safety stock is both considered and consumed.
   3. Enable the Aggregation needed setting to ensure that inventory data from multiple sources is consolidated and combined and into a unified view.
   4. Enable the Aggregate bundles across nodes setting to ensure that inventory data from locations or nodes is consolidated and combined and into a unified view.
      Note: This setting is only displayed if you select bundle items and multiple nodes.
   5. 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.
   6. Enter the Product class of the item or SKU.

      The product classes depends on your tenant and your definitions. You can enable or disable the Product class feature globally for your tenant. You can update these changes under the Settings > Configuration tab.

   7. 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 modal, select the nodes from the given list and click Save.

        If you select multiple nodes and you selected bundle items already, the Aggregate bundles across nodes setting is displayed.

      • Distribution group: Select Distribution group to search for an item by distribution group. Select the distribution group from the Inventory distribution group list.
   8. Search for Unsegmented inventory or Segmented 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.

      You can select Segmented inventory to search for an item or SKU by segments. Segments represent items that are allocated for a particular customer. You can select the segment type from the Segment type list and the segment from the Segment list.

8. Click Search.
   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. In the Search results window, view the list of items that are available in the Available to ship tab and the Available for pickup tab.
   The Search details page displays the Summary tab, Nodes tab and depending on whether you select a bundle or an item, the Item variations tab or the Bundle components tab are available. Alternatively, if you select a regular item, the Audit history tab is displayed. You can toggle the Search results page view from the Available to ship tab to the Available to pickup tab.
10. To view the future availability information for an item or a node, expand the Item ID or the Node ID.
11. To view the item details, click the Item ID or click the ellipsis and View details.
12. In the Summary tab, view the following inventory availability details:

    Items with variations

    Total variant availability

    The total stock in the available variants across the nodes.

    Number of unavailable variants

    The stock in the unavailable variants across the nodes.

    Total inventory supply chart

    The quantity of on hand and future inventory that is available.

    You can toggle the view from on hand to future availability.

    Bundle components

    Bundle availability

    The maximum bundle availability across selected nodes.

    Bundle utilization rate

    The minimum utilization rate of a bundle component.

    Bundle build capacity and component availability

    The available inventory that is allocated between bundles being built and the component stock that remains.

    The maximum number of bundles that can be assembled based on current and incoming supplies are shown.

    Required quantity per bundle component for 100% utilization rate

    The maximum quantity required for each bundle component to reach full utilization.

    Check the delta quantity that is the required additional quantity to achieve full utilization.

13. In the Nodes tab, view a list of nodes and expand each node for future availability information.
    The node name, date range, available, shortage, fulfillment, and threshold information is displayed. You can click the ellipsis and then View details to view the Node details summary.
    Click the ellipsis and click Adjust inventory to update the SKU details for supply and quantity, or click Create reservation to add a new reservation for the SKU.
14. In the Audit history tab, view a history of the updates made to an item or SKU.
    The date, name, segment, quantity, quantity change, audit purpose, and trigger details are shown.
15. To view the Fulfillment options explainer for bundle items and SKUs, scroll to Fulfillment and click Show details.
    The Fulfillment options explainer displays the fulfillment options with constraints at the item or SKU level. You can define the available delivery method for a specific item at a node. Also, you can add a constraint. For more information to manage the fulfillment options and to add a constraint, see Managing fulfillment options.
16. Depending on your previous selections, the Item variations tab or the Bundle components tab is shown.
    For bundle components, you can view the item ID, date range, available, item characteristics, kit quantity, unit of measure, and product class.
    For an item with variation, you can view the date range, available, shortage, unit of measure, and product class.
    To view the nodes with available quantity, click the Available amount.
    In the Nodes with available quantity modal, you can change the end date or select an item with variation or a bundle component.
    Click Go to item.