Create an inbound warehouse order (video/article)

Easily create an inbound warehouse order using Order Management in Lineage Link. 

Who can use this capability? The Order Management feature is not enabled by default. Usage is limited to select Lineage facilities and customers. Lineage will notify your organization once it becomes available.

This article covers:

• Create an inbound warehouse order - video included

Create an inbound warehouse order

The video overview and outlined information below will help you understand the steps required for creating an inbound warehouse order to a Lineage warehouse location. 

To begin creating a new order, click the plus (+) icon in the upper right-hand corner to display the create menu, then click the order button.

A modal window will pop up, then select the following criteria:

• Order type: Select Warehouse order.
• Service provider: Choose Lineage as the service provider.

Click Next to proceed.

You will be taken to the Order Management page in a separate browser tab and can navigate between Lineage Link and the portal as needed using both browser tabs.

When creating a new order, start by choosing the Facility and Customer Information.

• Order Direction (required): Choose inbound.
• Facility (required): Ensure facility information is correct.
• Customer (required): Ensure customer information is correct.

 Pro-tip! Use the tab key as a shortcut to quickly navigate to the next field when entering order detail.

Click the Next button to proceed.

In the Order Overview section enter the following information.

Delivery Date (required): Enter the requested delivery date for the order.

ID Value (required): Enter the purchase order number for your inbound order. Note: Include additional references by clicking the plus (+) Add ID button.

Use Lineage Transportation? (optional) If your order needs to use Lineage Transportation, check this box to route it to the Lineage Transportation Management Team. If the option to utilize Lineage Transportation is not available, please contact the Lineage Transportation Team directly.

Carrier (optional): If you know the Carrier in advance, enter Carrier’s name or SCAC code to search.

Order Notes (optional): An open text field to add comments to the order. Order notes will appear on MBOL.

Operational Comments (optional): Open text field to enter operational notes on the order.

Click Next to proceed to start adding items to the Line Details section of the order.

In the Line Details section, you can add one or more items to the same order by clicking the plus (+) Add Item button. To remove an order line while creating the order, click on the trash icon to the right of the line item.

• Item # (required): Begin typing to search by the item ID or product name, then select from the results to add the item ID to order line details.
• Quantity (required): Enter the total quantity of the item needed. Note: Default units are used based on what is in the item master setup (e.g., cases, pallets, cartons, barrels).
• Lot # (optional): If you have a lot ID for the product, enter it here.
• Shelf on Delivery (optional): Number of days on the product when we deliver.
• Status Code (optional): Appends a status code to the order. 

Click Finish after you have the lines completed for this order.

Review & confirm order details, then click submit order. 

Important! A teal ribbon with the Order # will display at the top while the order is processing, wait for the ribbon to clear. Once the teal ribbon clears, the order has made it to the warehouse and, within minutes, is visible in Lineage Link where you can monitor its progression in real-time.