Transcript Presentation Title

Paperless Pick/Pack/Ship
with Customer Portal
Improve Inventory Accuracy,
Shipping Accuracy, Warehouse
Efficiencies and Customer Service!
Judi Curlee
CISTECH Senior Technical Consultant
[email protected]
Ben McCormick
CISTECH General Manager
[email protected]
Today’s Agenda
RF PPPS Value Proposition and Overview
XA COM PPS Process vs. RF PPPS Process
Paperless PPS Demonstration
Customer Portal Demonstration
Q & A
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
PPPS Product Overview
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
PPPS Product Overview
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/employees
 View status of orders being picked
 View status of shipped and staged orders
Add Freight Charges
Add Carrier Information
 Office Functions can be performed in either Green Screen or
PowerLink (R7/R9)
Paperless Pick/Pack/Ship
FREQUENTLY 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 implementation
Setup and Configuration
Remote training and assistance
On Site Training and Education
Paperless Pick/Pack/Ship
MAPICS COM vs. CISTECH PPPS
PPPS: Streamlined pick/ship
Process
-XA-
-PPPS-
Create Pick Lists
Release Pick Lists
Release Pick Lists
Print Pick Lists
Sort Paper Pick Lists
Distribute Paper Pick List
Electronically distribute
pick lists
PPPS: Streamlined pick/ship
-XA-
Process
-PPPS-
Pick Orders
Retrieve Paper Pick Lists
Go to location
Go to Location, Scan to
confirm*
Write Quantity
Write batch/lot
Key Qty into terminal
*Batch/lot automatic*
Walk to terminal for
inquiry
Retrieve add’l pick list
**XA Inventory is
updated**
PPPS: Streamlined pick/ship
Process
-XA-
-PPPS-
Prepare for Parcel Shipping
Weigh parcel at shipping
station
Write freight charge on
pick list
Write tracking number
on pick list
Weigh parcel at shipping
station
**Cost and
tracking info sent
to XA, order is
shipped**
**For Parcel
shipping XA work
is done**
PPPS: Streamlined pick/ship
Process
-XA-
-PPPS-
Office Administration
Select pick list for
shipping (all shipments)
Select order for shipping
(non-ground only)
Select items to ship
Key Quantities/location
Key Serial Number
Key Freight Charges
Key Carrier/tracking info
Key Carrier/tracking info
(non-ground only)
Confirm Shipment
Confirm Shipment
**XA Inventory
is updated**
PPPS: Streamlined pick/ship
Process
-XA-
-PPPS-
Warehouse Management
Walk floor to answer
customer svc questions
Walk floor to manage
picking process
Redistribute Pick Lists to
balance workload
Print ‘hot order’ pick list
and distribute
Electronically monitor,
re-assign, distribute pick
lists
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/Ship
and Customer Portal
DEMONSTRATION
PPPS ROI Proposition
Average shop – 5 Pickers / 1 Picking/Shipping Administrator
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
PPPS Summary: 23 steps or 9?
Paperless Pick/Pack/Ship
THANK YOU!
Ben McCormick
704-814-0016
[email protected]