paperless pick/pack/ship with customer portal improve inventory accuracy, shipping accuracy,...

Paperless Pick/Pack/Ship with Customer Portal

Improve Inventory Accuracy, Shipping Accuracy, Warehouse

Efficiencies and Customer Service!

Ben McCormickCISTECH General [email protected]

Judi CurleeCISTECH Senior Technical [email protected]

RF PPPS Value Proposition and OverviewXA COM PPS Process vs. RF PPPS ProcessPaperless PPS DemonstrationCustomer Portal DemonstrationQ & A

Today’s Agenda

PPPS Value Proposition• Benefits

– Accurate inventory in the stock location– 30 – 50% time improvement in picking/staging Customer Orders– Improved accuracy of items shipped to customers– Reduced data entry for order shipments– Improved customer communication and service

• Easy to install / Quick to implement

• Low Risk

• Benefits typically result in payback of less than 1 year

PPPS Success

Use RF Handheld devices to pick and stage customer orders for shipment!

Picking Pick list electronically delivered to wireless handheld

Pick list queue sent to handheld rather than printer

Item Number verification can be scanned via Item #, Turnaround or UPC Transfers the inventory immediately from the stock location to a staging

location Full Inquiry capabilities from the RF device including: Pick Lists, Items,

Locations, Batch/Lot and Quantity on Hand Includes ‘Kit Items’, Serialization, Lot Control and Containerization! Can pick using either single order or consolidated pick lists Multiple employees can pick the same order at the same time (different items)

Option to print Pack List and Shipping Labels when order is staged

PPPS Product Overview

Parcel Shipping If the Carrier is UPS, Fed Ex or DHL no further actions are required,

programs will ship the order, add tracking info and, if applicable, add shipping charges

Full Truckload / LTL Shipping Streamlined shipping screens to ship LTL and Truckload orders

Uses XA Offline Shipping to create COM shipment Optional creation of Bill of Lading and/or Invoice when order is

shipped


Additional Features Full set of User Exits and API’s to allow for customization without

modification Supervisor functions to:

Assign & re-assign pick lists to specific pickers/employeesView status of orders being pickedView status of shipped and staged orders

Add Freight ChargesAdd Carrier Information

Office Functions can be performed in either Green Screen or PowerLink (R7/R9)


Paperless Pick/Pack/ShipFREQUENTLY ASKED

QUESTIONS

What happens when an item is picked?

• Inventory in the shelf/stocking location is lower (via an Inter Warehouse Transfer [TW] transaction)

• Item is moved to a staging location and reserved for that Customer Order

Can multiple Employees pick the same order?

• YES, multiple Employees can sign on to the same pick list to pick/stage the order

• However, there cannot be multiple Employees working on the same item on the same pick list

How does the employee know what item to pick?

• It depends on how you’ve configured the PPS system (through Control File settings):

• Guided Picking: RF gun shows next item on the pick list to be picked

• Non-Guided Picking: Employee uses printed Pick List or RF Gun inquiry to see next item to be picked

What if an item has batch/lot or serial number?

• If an item is flagged (in the Item Master/Revision record) for Batch/Lot control then both the location and the Batch/Lot number must be scanned/entered with the location

• If an item is flagged (in the Item Master/Revision record) for Serial Number then, depending on the Control File, a serial number for each item pick can be entered– RF PPS will check to verify that this serial number for this

item has never been shipped before

What if the item is a Kit?

• XA will create 2 pick lists: one for the Kit Item and a second one for the components of the kit

• RF PPS will see the item on the first pick list is a kit, retrieve the second pick list to allow the employee to pick the Kit Components and then return to the original Pick List

How do I ship the order?• If using the UPS/Fed Ex/DHL interfaces, after the

order is staged, a PPS program will send the pick to the XA Offline Ship files to be shipped

• If not using interfaces, new PPS Office screen is used to ship picked orders sending the shipment to XA Offline Ship files– Why Offline Ship? Because Mapics XA programs are

being used to update the database and create the invoices

How is the licensing for this product structured?

Paperless Pick/Pack/Ship is licensed by the total number of pickers using the solution

Less than 3 pickers - $16,000 + 20% annual support

3 to 10 pickers - $26,000 + 20% annual support

10+ pickers - $39,000 + 20% annual support

How long does it take to implement RF PPPS?

3 Days or less!

PPPS Software Installation and implementationSetup and ConfigurationRemote training and assistanceOn Site Training and Education

Paperless Pick/Pack/ShipMAPICS COM vs. CISTECH PPPS

PPPS: Streamlined pick/ship

Create Pick ListsCreate Pick Lists

--XA-XA- ProcessProcess - -PPPS-PPPS-

Release Pick ListsRelease Pick Lists Release Pick ListsRelease Pick Lists

Print Pick ListsPrint Pick Lists

Sort Paper Pick ListsSort Paper Pick Lists

Distribute Paper Pick Distribute Paper Pick ListList

Electronically Electronically distribute pick listsdistribute pick lists


Pick OrdersPick Orders


Retrieve Paper Pick Retrieve Paper Pick ListsLists Go to Location, Scan Go to Location, Scan

to confirm*to confirm*Go to locationGo to location

Write QuantityWrite QuantityWrite batch/lotWrite batch/lot

Walk to terminal for Walk to terminal for inquiryinquiry

Key Qty into terminalKey Qty into terminal*Batch/lot automatic**Batch/lot automatic*

Retrieve add’l pick Retrieve add’l pick listlist

**XA Inventory **XA Inventory is updated**is updated**


Prepare for Parcel Prepare for Parcel ShippingShipping


Weigh parcel at Weigh parcel at shipping stationshipping station

Weigh parcel at Weigh parcel at shipping stationshipping station

Write freight charge Write freight charge on pick liston pick list

Write tracking Write tracking number on pick listnumber on pick list

**Cost and **Cost and tracking info tracking info sent to XA, sent to XA,

order is order is shipped**shipped**

**For Parcel **For Parcel shipping XA shipping XA

work is done**work is done**


Office AdministrationOffice Administration


Select pick list for Select pick list for shipping (all shipping (all shipments)shipments)

Select order for Select order for shipping shipping

(non-ground only)(non-ground only)Select items to shipSelect items to ship

Key Key Quantities/locationQuantities/locationKey Serial NumberKey Serial Number

Key Freight ChargesKey Freight Charges

Key Carrier/tracking Key Carrier/tracking infoinfo

Confirm ShipmentConfirm Shipment

Key Carrier/tracking Key Carrier/tracking info (non-ground info (non-ground

only)only)Confirm ShipmentConfirm Shipment

**XA **XA Inventory is Inventory is updated**updated**


Warehouse ManagementWarehouse Management


Walk floor to answer Walk floor to answer customer svc customer svc

questionsquestions

Electronically Electronically monitor, re-assign, monitor, re-assign, distribute pick listsdistribute pick lists

Walk floor to manage Walk floor to manage picking processpicking process

Redistribute Pick Redistribute Pick Lists to balance Lists to balance

workloadworkloadPrint ‘hot order’ pick Print ‘hot order’ pick

list and distributelist and distribute

PPPS Summary: 23 steps or 9?

PPPS V1R3 Enhancements• Significant capabilities to improve customer service

– Automated e-mail notification to customer of shipment including tracking number– Customer portal allows real-time access to open and shipped order status (requires Enterprise Integrator, System

Link, and XA Extender from Catavolt). Also works with Blackberry and iPhones, great for sales reps!• Multiple new control settings to further tailor and streamline your process flow

– Default staging locations– Option to bypass staging location– Allow multiple users to pick the same pick list at the same time is now tailorable

• Additional features to improve user productivity– Inventory display orders expanded– Display kits picked during picking– Display default stock location during item rescan/verify– Ability to display item comments– Allow serial # entry from Office Processing– Pick List item split to multiple Staging Locations– Multiple special charge entry from Create Shipments for RF Pick Lists

Paperless Pick/Pack/Shipand Customer Portal

DEMONSTRATION

PPPS ROI Proposition

Efficiency Improvements

• 1.5 Pickers (30% improvement)

• 1 Shipping Administrator (100% improvement)

Cost

Software – $26,000

Implementation - $4,800

SHIP MORE WITH LESS or AVOID HIRING!

Less than 1 year payback with efficiency gains alone

Additional ROI can be calculated from:•Inventory accuracy•Order Accuracy

•Customer Service Improvements

Average shop – 5 Pickers / 1 Picking/Shipping Administrator

PPPS Summary: 23 steps or 9?

Paperless Pick/Pack/ShipTHANK YOU!

Ben McCormick704-814-0016

[email protected]

paperless pick/pack/ship with customer portal improve inventory accuracy, shipping accuracy,...

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