Improved Inventory Control Through Warehouse Management

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2008 USA End-User Conference

Improved Inventory Control Through Warehouse Management

Presenter: Bryan Krenzin

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Presentation Agenda

Csoft Mission

What is Warehouse Management?

SYSPRO Integration

Fulfillment Process

Freight Information

Warehouse Functions Recap

Question and Answer

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Csoft Mission

To provide configurable, scalable and affordable software to our clients, making the processing of information and execution of warehouse operations and order fulfillment a competitive advantage The “C” in Csoft stands for “configurable”, which is the hallmark of

our software. We fit the software to your business without custom programming

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Csoft Mission Values

Configurable:

Csoft provides the most configurable WMS (Warehouse Management System) currently on the market

Everything in the system can be configured using tables: PC and hand-held screens, queries, reports, labels, etc.

We take and “Engine” approach versus a traditional application approach

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Scalable:

Csoft provides three product lines which provide a consistent upgrade path

PATHUPGRADE

SCALABLE

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Affordable:

Depending on the customer’s needs, we can fit the right product echelon to the needs of the business. Csoft’s solutions can grow with a company.

PRODUCT LINESMULTIPLEAFFORDABLE

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Warehouse Management System

Tracks Sales Orders from entry through order release, picking, packing, shipping and freight system feedback

Interfaces to freight, EDI and shipping systems

Provides facilities for package and pallet level tracking

Creates and prints UPC, UCC and package labels

Provides barcode printing and scanning capabilities

Reporting facilities include shipping, labor, inventory, space and transaction reports

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Warehouse Management System

Warehouse material and warehouse transactions on a hand-held / mobile wireless environment

Tracks material from receipt and put away to pick, pack and ship

Provides details for Lot and Serial Tracking

Configuration ability for picking, packing, replenishment and shipping

Full warehouse and location setup for multi-warehouse and location tracking

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WMS Configuration Types

Distribution

Manufacturing

Mix of Manufacturing and Distribution

Intermodal / 3rd Party Logistics

Vertical Configurations

Food, Chemicals, Lots / Serials

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SYSPRO Integration

Integration Points

Csoft products are linked through SYSPRO’s e.net Solutions™, but configurable in our “Data Link Object” by using the our object model

These are also all customizable through the megaTrak ™ system manager

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SYSPRO Integration

Advantages of Using e.net

When changes are made to SYSPRO and megaTrak ™ installations, customers do not have to remain “version locked” as we continue to access business logic in SYSPRO as it updates it’s business logic

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SYSPRO Integration

The Points of Integration are

Item Master Sales Order Purchase Orders

Jobs

Receipts Shipments Freight Multi-Company

Transfers Movements Lot Tracking Serial Tracking

Expense Issues Stock Take EDI Landed Cost

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Fulfillment Process

Sales order added, changed or deleted in SYSPRO

Job inserted into the Csoft queue to be processed

Uses SYSPRO triggers and the e.net integration engine

Data processed and pick ticket automatically created

Can be printed

Loaded on a batch hand-held computer

Used on a real-time radio frequency wireless terminal

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Fulfillment Process

Pick ticket uses configurable logic

Customer specific – defined in Csoft

At the Item, Lot, Pallet, Package, Container or Bin Location level

This happens automatically as the order is loaded

Can be configured to automatically be dispatched to a picker for staging

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Fulfillment Process

Items picked - ready to be packed, staged or shipped based on customer requirements

Some Customers simply want to ship confirm what has been picked

Done by what is called a “quick transaction” which simply scans the order out

Some Customers want to use the advanced palletizing functions using megaTrak to scan out the pallets for shipment

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Fulfillment Process

For distribution centers, warehousing and Intermodal customer orders may be staged for load balancing and automatic Bill of Lading creation

megaShip can produce shipping labels for UPS, FedEx and a host of LTL carriers

For retail customers UPC codes can be scanned into a package for package-level label tracking

At each stage of the shipping process, megaTrak™ keeps track of an order and it’s status

All pertinent information is sent back to SYSPRO at each interval, which is configurable

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Order Creation – Starts in SYSPRO

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Order Release QueuesOrder release queues are used to control the flow of orders…

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Printed picks vs. PaperlessPicks can be either done paperless or starting with a pick sheet (below)

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Picking on the Hand HeldIn megaTrak ™ Most picking takes place on the hand-held computer itself, but can also be viewed on the PC. Picking is done in an “optimized” fashion that provides user-configurable logic that will pick the items in sequence of the warehouse, even if using FIFO or LIFO type picking schemes. Pick lists can be auto-dispatched and load balanced to users as well as updated with on-the-fly order changes Screen shots of some of the hand-held unit screens are included below. Picking also includes pallet and package level detail.

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Shipping and FreightmegaTrak Interfaces to existing Shipping and Freight systems, such as UPS. This helps connect the process from the creation of the order to the actual shipping.

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Freight InformationmegaTrak provides Freight and BOL information for shipping, as well as charges.

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Package Detail InformationmegaTrak also provides package level detail for ASN and UCC label creation.

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Order Final in SYSPROAll freight information is updated in SYSPRO and ready to invoice.

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Warehouse Function Recap

Warehouse Functions

All Basic Inventory Control Transactions as well as PO Verification and SO Shipping

SYSPRO Interfaces with Sales Orders, Purchase Orders and Jobs

Material and Location/Bin Master Data integrated with SYSPRO

Bin Location Definition

Configurable Freight Tracking

Serial Tracking

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Warehouse Function Recap (Cont.)

Single Level Lot Tracking

Single Level Kitting

Configurable Pick, Putaway and Replenishment functionality

Location Definition as Internal, Customer or Vendor

Multiple Units of Measure per item with square and cubic foot storage tracking

Material and Location Classifications

Detailed Transaction History

RF and Batch Capability

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Barcode Printing through BarTender, Label Matrix, Label Vision, Label View and Loftware

Automated billing for those customers doing warehousing and transportation as a business.

Pallet Configurations and Package Tracking

Optimized Picking and Putaways

Multiple Level Lot Tracking

Multiple Level Kitting

Voyage and Container Tracking

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Work Order Processing

Labor Management

Customer Management

Vendor Management

Reservations and Basic Demand Management

Web Interface for queries and order queue management

Configuration Tool that includes the ability to configure both the portable data terminals and the PC screens, queries, reports, jobs, data links, picking and security. (Available Q3, 2008)

SYSPRO

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Questions?

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Documents

Improved Inventory Control Through Warehouse Management