Transcript Modular Overview - Axis Global Partners
Sage Accpac WMS Modular General Overview
Alexander W. Mejía Product Marketing Manager Sage Software, Accpac
System Overview
RFBase/Console Web Dispatch 3 Pieces to Sage Accpac WMS RF/Telnet Server
Warehouse Process Cycle
Download/Upload Orders Ship Receiving Picking Allocation Waving
System Overview
Sage Accpac & Pro Order Entry Inventory Control Sage Accpac WMS
Sales Orders Quantities Shipped
Picking-Shipping
Items Counts, Adjustments
Adjustments & Counts Purchase Orders
Purchase Orders Quantities Received
Receiving
Sage Accpac WMS Process Cycle
Warehouse Setup Process
Sage Accpac WMS is installed and configured Bins and products are barcode-labeled Inventory is set up in Sage Accpac WMS
Sage Accpac WMS Login
Utilizing Microsoft Internet Explorer login to WMS’ Web Dispatch with User Name (ID) and Password.
Support for three languages available English, Spanish and French.
Web Dispatch Home Page
Sage Accpac WMS 5.0 Editions
Sage Accpac WMS 100:
**
Sage Accpac WMS 200:
Packing Station Multi-Zone
Sage Accpac WMS 500:
Container Receiving RF Picking EOL & Shipping RMAs RF Receiving Lots / Serial / Expiry Packaging RF Locator UPS Shipping Web Dispatch
*
Order Management Advanced Replenishment Kitting Putaway/Slotting/Cube/ Weight Carousels / Conveyors Multi-Company / 3PL Vendor Portal/Cross Dock
* Requires the “EOL & Shipping” Module
Multi-Carrier Shipping Multi-Location / Site Transfer
* ** 100 edition, Entry Level WMS
Module Snapshot
Complexity Size
Sell 500 Sell 200 Sell 100
Orders
• Electronic format • Order accessibility through a web browser • Orders configured easily by business rules
Receiving
•Electronic format, PO accessibility through a Web Browser •RMA explanation •Container receipts, detail processing instruction
Incidents
Incidents may pertain to specific:
•
Sales Orders
•
Purchase Orders
•
Customers
•
Vendors
•
Products Incidents are typically used by Customer Service Representatives:
•
Front office personnel communicates with WH
•
Web Dispatcher responds accordingly
•
Incidents exposure, top of Web Dispatch screens
Monitor
Real-time activity monitor:
•
Logs Order activities
•
Logs Transactions
•
Logs Processes
•
Via Reports, historical performance can be retrieved
•
Daily activity captured
•
Default: half-hour increments
Reports
Picking Reports: Related to Sales Orders Receiving Reports: Related to Purchase Orders Inventory Reports: Related to products and locations Performance Reports: Related to warehouse operations
ODBC Compliant!
Miscellaneous Reports: Related to system setup, inventory management, and functions related to maintenance Custom Reports: Reports designed with specifically criteria Crystal Reports: Reports generated by Crystal Reports Waiting: Lists all Crystal Reports that have been generated
Support
Link to the Sage Accpac WMS Tech Support web site http://support.accpac.com/TechSupport/Sage Accpac WMS (Click above “shortcut”) Contact Options
: • URL http://support.accpac.com/TechSupport/TSHelpDesk/TSHelpDesk.asp?xtextr
ef=WMS • Email [email protected]
• Phone Toll Free (North America) 800-253-1372; International: 604-207-3601
Handheld Technology
Compatible Manufacturers…
•
Intermec
• • •
Symbol AML Others
Handhelds Utilize…
•
802.11b Wi-Fi
•
TCP/IP
•
Telnet Client
Handheld Functions
• •
Using RF (radio frequency) terminals: Equipped with barcode scanners Warehouse staff records each stock
•
movement Tracking stock throughout the warehouse
•
From the moment the products
•
arrive on the receiving dock To the moment the product leaves
•
the shipping dock And reaches the final destination
Receiving
• • •
Control the flow of goods: Total customization of Purchase Orders Use Alerts, Pivots and Filters Receiving department is able to select different views of the data
Receiving Pivots
Horizontal column
Process Management Flexibility: •
Pivoting displays orders by controlling the horizontal column.
•
Selecting Due Date will display Purchase Orders in order of the dates the are expected to arrive.
Receiving Filters
Five of the eighteen purchase orders are expected by UPS
•
Business Rules Flexibility: Filters display orders meeting predefined
•
criteria Selecting UPS, for example, will display only the orders that are expected by UPS The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria.
For instance, Alerts should be used to look for containers so resources can be prepared.
Receiving Drill Down
Drill down:
•
6 – Not Received POs
•
9 – Being received POs
•
3 – Completed POs Drill down displays the orders detail screen as depicted below
Order Detail Screen
Receiving Order Details
Drilling down into Order Details:
•
Specific PO
•
Displays the PO Detail
Handheld and Web Dispatch
• • • •
From the handheld: Module accessibility is controlled by the Web Dispatch Manager via Login Login with User ID and Password Select 6 – Receiving Enter PO number or scan barcoded PO number
Confirmation
Confirm the correct PO is being received:
•
Confirm Vendor Number and Vendor Name
•
Confirm number of lines and number of units expected
•
Shipment Packslip should match this information
Picker Instructions
•
Special Instructions:
• •
Sent down from Web Dispatch May use various line details
•
Receiver/picker must acknowledge, otherwise they can’t continue their processing Track instructions via log-on
Receiving Efficiencies
• • • •
WMS Efficiency: Multiple Pos can be received at one time POs can be received by multiple receivers RMAs can be received Select f2 to start receiving
•
The system will then direct the receiver
•
Easy training for warehouse staff
Product Efficiencies
Select Product to be received by:
•
Scanning barcode
•
Doing a string/keyword search
•
Viewing all PO product
Receiving HH Screens
Enter quantity received: •
O
- Represents 12 items on
o
rder •
R
- Represents 0 items
r
eceived •
Q
- Represents
q
uantity per pack
# Packs represents the number of packs with the assigned packsize and each product can have 5 packsizes (typically: unit, carton and pallet are used)
Label Efficiencies
Labels on the fly:
•
Product that does not arrive barcoded from Vendor can be created
•
Use historical or configured data to putaway product to appropriate location
•
Consider Velocity
•
Consider size code, reach code and handle code
•
Pallet labels
•
Overstock
•
Replenishment
Receiving Locations
•
Receiving Areas: Scan the Bin where product is to be located
•
Scan to “receiving area,” then finish unloading entire truck (palletized)
•
Enter the number of packs being placed in the location
•
Select next product to be received
Receiving History
Products Received:
•
Historical log ( ) created
•
Select F9 to complete process
•
RMAs follow the receiving procedure
•
Exception with RMA is that the user is prompted for comments
Receiving Details
Additional Receiving Details:
•
Header level
•
Container Cost
•
Carrier
•
Packlist number
•
Detail Level
•
Weight, Cube
•
Lot
•
Serial
•
Expiry
•
Nearly 3,000 Configuration Options
Orders
• • •
Control the flow of Sales Orders: Total customization of Sales Orders Use Alerts, Pivots and Filters Web Dispatcher is able to select different views of data
Order Pivots
Horizontal column
•
Process Management Flexibility: Pivoting displays orders by controlling
•
the horizontal column Selecting Ship Via will display the carriers the Sales Orders are to be shipped with
Order Filters
Five of the twenty nine sales orders are destined for California`
• •
Business Rules Flexibility: Filters display orders meeting predefined criteria Selecting California, for example, will display only the orders that are shipped to CA The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria.
Order Allocation Process
Order Allocation:
•
Typically orders are unallocated, known as Hard Allocation
•
Using predefined business rules, product is allocated by location to orders
Order Status
Status upon Allocation:
•
Held Short
•
Some or all lines in the order require stock that is not available
•
Held Replenish
•
There is stock in the warehouse , but it is not in a pick bin
•
Held Format
•
There is stock in the warehouse, but it is not available to the order
•
Stock could be in the wrong packsize, zone or warehouse
•
Ready to Wave
•
The order is fully allocated and ready to be released to the warehouse floor for fulfillment
Order Drill Down
Held Short:
•
Drill into Shorted orders
•
Drill into order
•
Drill into product Held Short Dispatches typically manage allocation process.
Order Short
Held Short:
•
Product detail along with business rules help assist in making a choice in how to move forward with orders
•
Can quantity needed be unallocated from another order?
• •
Is product in a warehouse order not being allocated against?
Is product expected in soon?
Order Replenishments
•
Held Replenish
•
Indicates the drivers are not keeping up, typically
•
Go to the Reports module, Replenishment
Order Held Replenishments
• • •
Held Replenish: Remove stock from overstock bins Breaking the stock into smaller packsizes Move them into pick bins or work areas
• • •
Three types of Replenishment: Hot Min/Max Velocity
Order Ready to Wave
Ready to Wave:
•
Drill into Ready to Wave orders
•
Drill into order
Order Multiple Bins
• • •
Ready to Wave: Order has been fully allocated Ready to be released to the warehouse floor 7 – 2415 ordered
•
4, bin A1A8
•
3, bin A1A2
• • •
Business rules: FIFO, LIFO, FEFO (First Expired, First Out) Zones, Warehouse, Shorts, Packsizes, Attributes etc.
Properly allocate product to orders based on predetermined rules
Wave Labels
• • • •
Wave Labels: Sent down to the WH floor Multiple zones, labels can be sent to the zone Dispatch is in charge of controlling the work flow within the WH Orders that are “Ready to Wave” are waved out to begin picking
• •
Barcoded Wave Label: Example of a Wal-mart compliant label Wave labels can also be carrier specific; these labels are often referred to as picking/shipping labels
Picking Styles Various Picking Styles:
• • • • • • • • • • • •
Progressive Pick Reverse Pick Wave Pick Pick-and-Pass Zones Simultaneous Zones Wave-Zone Picking Order Picking Batch Picking Product Picking Breakdown Picking Zone Breakdowns Carousel Touch
• • • • • • • • • • • •
Carousel RF Touchscreen Pick-and-Price Mobile Touchscreen Touchscreen Repack Pickslip & Nuke Ticket Picking Label Picking Pack & Hold Assembly Work orders Backorder Picking Replenishment Carton Picking Cross-dock Picking Efficiencies are increased by varied picking styles and zone designation
Picking
• •
Handheld: Login with User ID and Password Select 2 – Pick + Pack
•
Scan pick/ship label barcode
•
Acknowledge Sale Order
Picking Multiple Orders
•
Multiple Orders: Picked at one time (Major benefit of WMS for
• • •
warehouses) Multiple pickers on a single order All via a “single” pass through the WH Select f2 to start
Picking Directed
Directed Picking:
•
3 PACKS OF 1 - Represents 3 packs/products in the packsize of 1
•
Bin: A1A2 – Represents the location (bin) the product is in in the warehouse
•
2415HH - Represents the product number
•
Intermec 2415 Handheld – Represents the product description Accuracy:
•
Specific barcoded items
•
WMS will confirm the item
•
WMS will tell if wrong item picked
Shipping Accuracy
Shipping Label
Shipping Accuracy:
•
Scan the picking/shipping label to confirm product against correct order
•
Reading the label will also confirm the product against order
•
“Biggie” number will all be on boxes relating to the order
Shipping Cartons/Boxes
Directed Shipping:
•
Confirm all 3 products can go into the shipping cartons
•
Utilize Weight and Cube during the Wave process
•
Ensure proper number of picking/shipping labels are created at time of wave
•
More picking/shipping labels can be requested at any time
• •
Next item: Next location will be directed Picker only does one pass through the warehouse, even if picking multiple orders
Order Management/Confirmation
•
Dispatcher Management: Pickers continue to next order or
•
wave when pick completed Dispatch screen allows real-time
• •
confirmation
•
Products picked
• • • •
Quantities picked Who picked Date time picked Carton content
• • •
Carton weight Carton cube Track trace number All data is utilized to create ASN
’s
Shipping systems can be utilized to complete fulfillment process
Cycle Count/Stock Count
• • • •
Inventory Counting: Begin “first” count once warehouse is in production Discrepancies between inventory reported and actual inventory can occur There may be discrepancies, such as
•
Unreported damage
• • •
Unrecorded changes Theft Procedural errors For the above reasons, Sage Accpac WMS allows two types of counts:
•
One, Cycle Counting
•
Performed concurrently with all other warehouse operations
•
Two, Stock Count (Physical)
•
Full Stock Count requires that Sage Accpac WMS be shut down
Sage Accapc WMS Synopsis
• • • •
Efficiency, Accuracy & Customer Service: Increase pick rates Decrease errors Increase compliancy Maximize WH resources
• • •
Technology: Paperless Wireless Web deployed Extend your Sage Accpac & Sage Pro ERP into the warehouse!