Deploy Sales Fulfillment & WMS

Presented by:Grant BakerImplementation Consultant

November 9th, 2015

Summary:Examine how to start using the best practice method of sales quotes and orders, pick & pack manager, picking, and deliveries.

Who Should Attend:

If you say these things to yourself:

“We don’t know what’s on order”

“It’s hard to keep track of what is order vs shipped”

“I don’t know what’s been picked”

“Where’s this inventory, OB says we have 20 cases?!?”

SUMMARY

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1.Overview of Sales Fulfillment &

WMS

2.Process Steps

3.Benefits

4.Customer Story

5.Q&A

AGENDA

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OVERVIEW

Overview

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OVERVIEW

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Deploy

Are You Ready?

Is it a Good Fit?

Do You Have a Champion?

OVERVIEW

Fulfillment Overview

Full sales management

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Process Specifics

OVERVIEW

Best Practice Fulfillment Overview

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Sales Quotation

Sales Order

Pick & Pack

Pick List

Delivery

PROCESS STEPS

Process Steps

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PROCESS STEPS

OBeer Locations

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Sales – A/R Module

Inventory Module

PROCESS STEPS

Sales Quotation (Optional)

What does it do?

Why use?

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PROCESS STEPS

Sales Order

Commits Inventory

Anticipate Delivery

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PROCESS STEPS

Pick & Pack Manager

Prioritize orders

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Allocate Inventory

PROCESS STEPS

Pick List

Printed Pick List

Multiple Deliveries

Customizable

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PROCESS STEPS

DeliveryDecrements Inventory

Create directly from P&P manager

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Logistical Information

Posts COGS

BENEFITS

Benefits

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BENEFITS

Why use this fulfillment Process Flow? • Streamlines order fulfillment

• Process mimics reality

• More professional documents

• Print LESS paper

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TIPS

Tips to Remember

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TIPS

How do we get the most out of this process?

• Keep Sales Order Current

• Monitor Back Orders & Unfulfilled Orders

• Ensure everyone knows their role

• Communication

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CUSTOMER

BrewHub shifts from Difficult to Streamlined

Old Process

1. Receive Order

2. Create a Delivery

3. Print delivery as Pick List

4. Hand write actual QTY picked

1. If less, do a Return and redo

Delivery

5. Give Delivery to driver with hand

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New Process

1. Receive Order

2. Create a SO

3. Pick and Pack to combine orders

together

4. Pick List created/printed and written on

5. Pick list tells dock actual QTY to ship

6. Delivery created/printed with no hand

written notes – looks professional

Q & A

Questions?

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http://forums.orchestrated.com

Thank You!