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Where do I view the Products allocated to an Order?

View summary data for all products associated with an order.

Updated over 3 weeks ago

The Products tab in an Order provides detailed visibility into the products associated with a transaction. It enables you to analyse what could be planned prior to order execution against what has actually been allocated through traceability data after execution.

When an order is created, product templates and quantities are added based on what is expected to be supplied. Products can then be added as a plan to these types to form the Planned view. Once real inventory is linked through Events, the Actual view displays what has been traceably allocated to the order.

To view Products allocated to an Order:

  1. Open the relevant order from the Orders list

  2. Select the “Products” tab from the top navigation

  3. Review the product templates listed on the left-hand panel

    • These represent the product types and ordered quantities added when the order was created

    • Each template shows a summary allocation status (e.g. “None allocated”, “60% allocated”)

  4. Select a product type to view its details in the main panel

  5. You can toggle between:

    • Actual view — to see traceably allocated inventory linked via Events

    • Planned allocations — to see proposed inventory, often based on available stock and planning logic

  6. For each allocation, review:

    • Product ID

    • Created date

    • Product location

    • Inventory details

  7. Use filters or search to refine results as needed

This tab helps you confirm whether an order has sufficient product allocations and compare expected vs actual fulfilment, supporting traceability and compliance.

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