Introduction to inventory visibility (video/article)

Before you dive into inventory within your Lineage Link platform, it is important to understand which version you have and then become familiar with the navigation and features that exist for that version.

Who can use this capability? Lineage Link is in the process of rolling out Inventory version 2.0 functionality to customers. Select accounts that place holds, will remain on version 1.0 during this time.

This article covers:

Understanding inventory versions (1.0 vs. 2.0)

The Lineage Link platform currently supports two different versions of Items and Inventory, Version 1.0, Legacy, and Version 2.0.

Version 1.0, Legacy: Organizes items only by facility and offers fewer filters and less flexibility.
The 1.0 legacy version exists to support Lineage Link’s early adopters of inventory management for placing and releasing holds.
The legacy version will eventually be retired.
Version 2.0: Powerful and flexible inventory, for easier tracking of quantities at various levels (e.g., lots, pallets, pallet license plate).
All users with the 2.0 can take advantage of the more advanced features.

How to tell which version of inventory your company uses

If your company already uses Lineage Link’s Inventory features, but you aren’t sure which version you’re on, there’s an easy way to tell.

Click on Inventory from the left navigation bar.

Look at the top-right of your Inventory page for the following icon(s).

Card view icon: You are using Version 1.0 (Legacy) if you see both the card view icon and list view icon.

List view icon: You are using Version 2.0 if you only see a list view icon and no card view icon.

Intro to Inventory (Version 2.0)

The video overview and outlined information below will help you get started with Inventory (Version 2.0), including general navigation, basic features, and key terminology.

Below are additional details on how to navigate various Inventory (version 2.0) features on the Inventory page for a real-time summary of your item quantities, and the Items page for visibility to item setup information, historical changes, and orders the item is on.

Inventory Summary

To view a summary of your item balances, select Inventory from the left navigation bar.

The Inventory page has a list of your items separated by columns.

Item quantities are broken down by different balance types.

On hand: The total quantity of this item at a Lineage facility. This total includes Available, Committed, and On hold quantities.
Available: Quantity available to put on an order, and not yet committed to an order.
Committed: Quantity committed to orders but has not left the Lineage warehouse.
On hold: Quantity currently on hold and not available to put on an order.

Show/hide columns of information

Select the 3-dots icon to choose from a list of columns to show/hide. Checkmark the columns with relevant information, depending on the level of inventory you’re viewing (e.g., by item, lot, pallet).

For example, if you select the pallet level traceability and that is your first column, you can then show a Received date column to view when each pallet ID was received by Lineage.

Another example at the pallet level is to show columns that will display any additional reference IDs you need to search for, such as the Secondary ID or Alternate Base ID, depending on how you track your items and how they are set up, there could be other IDs that you can reference.

Re-arrange columns

As needed, drag, and drop any header (except the first column), left or right to re-arrange that column.

Expand hidden text in a column

If you notice there is hidden text or characters within a column, re-size the column by hovering between the headers and then click and drag it to the right to expand it.

Change the unit of measure

To select the unit of measure that you’d like to view your on hand, available, committed, and on hold quantities in, click the ruler icon then choose one of the options listed such as base units, gross weight, or net weight.

Base Units: The standard unit of measure used for items will be displayed by default. Most common base units are in cases, but some accounts use a barrel, drum, tote, or carton.
Gross weight: Total weight for the items including packaging.
Net weight: The total weight of the contents, not including packaging.

Sort by a column

Select the sort icon and choose which column you’d like to sort. Each time you click the column you want to sort; it sorts either ascending or descending.

Right-hand-pane

Click an item name to display a breakdown of traceability details in the right-hand-pane, then to drill in further, select a detail to view a breakdown of item quantities.

For example, select Pallet IDs to view the on hand quantities broken down by pallet number (available, committed, or on hold).

Grouping Inventory

Located at the top-right of the Inventory page, is a Group by, drop-down menu, that allows you to choose how you view your inventory.

Select a Group by option to break down inventory based on how you track your item quantities (e.g., by Facility/Pallet ID/Lot ID).
Note: A filter may need to be selected to narrow the results, before selecting a Group by menu option.

For example, when Item # is selected as the Group by option, item ID then becomes the first column of data, and the information is broken down by each Item.

Another example is to group by a traceability ID, such as Base ID or Secondary ID, to see your quantities broken down by Pallet ID or Lot ID.

Filters

As needed, click on the Filter icon to view the rest of the fields that you can use to narrow down the inventory list and search for key information. Select More filters to see additional criteria.

For example, if you need to see on hand items stored at one or more Lineage locations, enter the warehouse name(s) in the Facility field, select the facility from the search results, then click APPLY.

Pro-tip! Once you have filter criteria selected, save it for reuse later. This helps when looking for information that you need regularly, making it quicker to filter the page, as needed.

For example, once you have filter criteria selected, click Save as, name the filter, and click the checkmark to confirm and save the custom filter criteria.

Any custom-saved filters are stored in the My filters drop-down menu on your Inventory page. Note: The filters you use are custom to your user profile. They are not visible to other users.

Note: Click clear if you want to reset your inventory summary back to the default view of all items. Otherwise, the previously used filter will remain applied to the page the next time you sign in.

Show a subtotal

Once a filter is applied and you have narrowed down the information you need, you can use the Show subtotal toggle at the bottom-left of the inventory page, to view a total of on hand quantities for your filtered results.

Download to a spreadsheet

In addition, if a filter is applied to narrow down the information you need, you can use the download icon at the top-right of the inventory page to export the data to an Excel spreadsheet (a maximum of 1000 results can be exported).

For more information regarding exporting information from Lineage Link, check out the knowledge article: Export data to Excel.

Items

View associated orders, item master details, and a timeline of updates from the Items page.

Quickly look up an item master by Item Name or Item ID by applying a filter to the Items page.

Pro-tip! Each Item ID will have more than one record with key information on each. Open each record in a separate tab to easily navigate between both as needed.

Details tab

Select the Details tab for an item overview of key attributes and item traceability, which defines how items are tracked for inventory purposes (by ID/reference type). Click a section to expand and view the details.

Within the Item controls section, click to expand Item traceability to see the hierarchy of how your item is set up.

For example, the outline below explains how an item is set up, depending on which warehouse location it is at, and the way it is tracked.

Standard Traceability IDs:

Tertiary ID: Optional level of inventory depending on weight, size, and handling requirements at specific Lineage warehouse locations.
Secondary ID: Lot level of inventory traceability for an item.
Base ID: Lineages lowest or most consolidated level of inventory traceability for an item (e.g., Pallet, Pail, Carton, Drum).

Custom Traceability IDs:

Alternate Tertiary ID: Customer-specific traceability ID for an optional level of inventory.
Alternate Secondary ID: Customer-specific traceability ID associated with Lots.
Alternate Base ID: Customer-specific consolidated level of inventory traceability for an item (e.g., License Plate Number).

Timeline tab

The Timeline tab lists a summary of events or changes that have occurred with an item. The timeline history is sectioned by date, each event that occurs has a time stamp, and the organization or user that made the change(s).

You can toggle between different timelines by selecting Inventory or Item details.

Inventory: Provides you with an overview of recent changes to inventory at a Lineage warehouse location (e.g., Inventory added, count changed, holds).
Item details: Provides you with insight into updates made to the Item Master detail (e.g., key attributes, product information).

Apply filter criteria to the Timeline as needed, to narrow down key events.

For example, to narrow down the history for a particular pallet, select the Pallet filter and enter a pallet reference ID.

Orders tab

The Orders tab allows you to toggle between Active or Historical orders that the item is on.

Apply filter criteria to narrow down one or more orders.

For example, to narrow down orders that you originally requested to be picked up from Lineage within a certain date range, select the Requested pickup filter and select a date range.

Intro to Inventory (Version 1.0, Legacy)

The outlined information below will help you get started with Inventory (Version 1.0, legacy), including general navigation, basic features, and key terminology.

Global search bar

To quickly find an item and view its inventory at a Lineage facility, search by Item name or Item # using the Global Search bar (top-center). Hovering over a search result will pull up the Item Summary Card to the right of the search and display the on hand quantities and where the item is located. Click on the search result for more details.

Inventory page

To see a summary of your inventory at one or more Lineage locations, select Inventory from your left navigation bar.

To view more information about an item at one Lineage location, select the item at the appropriate location.

Inventory tab

Select the Inventory tab of an item to view quantities broken down by Lots or Pallets.

From the Inventory tab of an item, apply a filter to narrow down key information.

For example, select the Lot # filter and enter a reference ID to narrow the list of lots for an item.

Orders tab

Select the Orders tab of an item to view Active or Historical orders where the item has been added.

Active: When an order is placed at a Lineage facility once the order is placed on an appointment and is in either the Plan or Ship phase.
Historical: When Lineage sends a status through the WMS that the order is complete it will move into the Historical category.

Units of Measure

Access the units of measure icon at the top-right of the Inventory page, and view data in different units of measure.

Base Units: The standard unit of measure your company uses for Inventory will be displayed by default. Most commonly it's in cases, but some accounts use a barrel, drum, tote, or carton.
Gross weight: Total weight for the items including packaging.
Net weight: The total weight of the contents, not including packaging.
Pallets: Total number of pallets for an Item ID.

Balance Type

On hand quantities are broken down by Available, Committed, and On hold.

On hand– The total number of cases for this item at a Lineage facility. This total includes available, committed, and on hold products.

Available – Number of cases available to sell and not yet committed to an outbound order.
Committed – Number of cases that have been committed to orders by lot/pallet but have not left the warehouse.
On hold – Number of cases in the warehouse that are currently on hold and not available to ship out to a customer.

For more information regarding Hold Management which is available for select Inventory Version 1.0 legacy users, check out the following knowledge article: Place or release a hold by lot/pallet.

Accessing inventory reports

Clicking on the Lineage Link logo (top-left) will expand the Shortcuts menu. Click on Lineage Reports to open the reporting page. Note: Report availability will vary depending on the facility. All reports have the facilities listed in within the report output options. If a facility is not listed, data is not available for reporting at that location.

Select the inventory report name and description to access it and configure the report output options.

For additional reporting topics, see the Lineage Reports learning path on the Knowledge Center.