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RF Pick, Pack & Ship
for XA COM
Designed for XA users, by XA users
Deborah Vermillion, VP Consulting Services
[email protected]
Ben McCormick, Regional Vice President
[email protected]
Product Overview
• Automates Pick, Pack, Ship Process
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Pick list presented via RF terminal
Pick and stage customer orders using RF devices
Rapid creation of Shipments
Interface to UPS, DHL, FedEx with update to COM of
tracking number and freight charges
• ‘Back Office’ screens provide order status and
shipping functions
Product Flexibility
• Control File settings allow your company to
determine pick/stage functions
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Guided or Random Item Picking
Containerization
Discrete Allocations
Mgmt approval for under/over picking
Insufficient Inventory Handling
Shipping Label, Document Control
Interface to UPS, DHL, Fedex
• User Exits included at every stage for customization
– Can call existing label or forms programs
Benefits
• Increased productivity of warehouse personnel
with streamlined picking process.
– Allows picking to be an “on the floor” process, instead
of an office function.
• Improved inventory accuracy with real time
inventory movement transactions (makes cycle
counting more accurate!)
– Improve confidence in order promising
– Better inventory accounting
• Improved customer service with accurate and on
time shipments.
PPS User Success
•Meco, maker and distributor of folding furniture
and gas grills, was the prototype for RF PPS
•The first 2 months of go live they set company
records for dollar amount shipped
Meco installed the new software in May of 2006 and
proceeded to have two record months of shipping
during the start up. We have continued to improve the
overall system during the past year and are extremely
pleased with our system.
Mark Carter
Logistics Manager
Product Features
Picking from the RF Device
• Handles discretely allocated and non-discretely
allocated items
• Supports Kits
• ‘Regular’ pick list or ‘Stock’ pick list allowed
• Unguided picking: Random scan/key item from Pick
List
• Guided picking: Displays items in Pick List Print order
• Consolidated XA pick list groups the same item from
multiple pick lists. These can be picked
simultaneously with RF
• Multiple pickers can pick the same Pick List
concurrently
Product Features
Picking from the RF Device
• View current item location quantities from the RF
device
• Adjust picking quantities from the RF device
• Flexible insufficient inventory issue handling:
– Hard halt, Warning only, Default to XA settings (allow
negatives or not)
• Manager approval is an option if quantity is over
or under picked (depending on Control File
settings)
Product Features
Picking from the RF Device
• Optionally, can pack into XA containers upon
verification of Pick List
• If Containerizing, automatic handling of unshipped
items for backorder processing (can’t have zero
shipped items in a container)
• Standard Shipping Label or there is a User Exit to
print your shipping label at pick time
Picking Flow
•Shipping Associate scans
or keys employee number
(verified against the
PM&C Employee Master)
•Shipping Associate scans
or keys pick
list/turnaround number
8/06/07 18:51:39
Pick Processing
Pick List:
-Or-
Turnaround:
F2=Return F3=Exit
Picking Flow
•Guided picking: first item
displayed
• Unguided picking: first item
keyed or scanned
•Screen would display:
–Total Quantity Required
–Quantity picked to date
–Quantity remaining to be picked
–Location (F5 prompt to display
list)
–Batch/Lot (if active)
–Quantity picked from location
Pick List 344
1105
MOUSE
Staging Loc
Kit 1050
Reqd:
5.000
Picked:
.000
Remain: 5.000
Location
Qty
.000
F2=Rtn F3=Ext F4=Adj
F5=Avail F6=Verify
Picking Flow
• When Shipping Associate enters
a ‘Quantity Picked’ a screen will
ask for a ‘staging location’
• Shipping Associate enters a
valid staging location (as
predefined in the PPS
Warehouse Master file)
• A TW (Inter-warehouse
Transfer) transaction is created
in PM&C (TRDATA) to move the
goods from the shelf location to
the staging location
8/06/07 11:48:07
Pick List 344
1105
MOUSE
Staging Location
SHIP
F5=View Stg Info
Picking Flow
•After the Staging location is entered, screen
will return to the ‘Item Screen’
•Shipping Associate will have to press the F6
key to ‘Verify’ that the item is finished
•If there are more items on the pick list, the
Shipping Associate will continue with the
next item
Picking Flow
•When all items have been
picked, a summary screen
will be displayed showing all
items picked
•The quantities picked can
be changed
•Pressing the F6 key ‘Verifies’
the order and lets the
Shipping Associate begin a
new pick list
Pick List 343
Enter "1" to Select
Sel Item
1000
Reqd:
10.000
Picked:
10.000
1050
Reqd:
5.000
Picked:
5.000
1101
Reqd:
2.000
Picked:
2.000
F3=Exit F6=Verify
Picking Flow
•If label print is
active, screen will
ask for Number of
Labels to be printed
•Carrier is displayed
so that duplicate
labels would not be
created
8/06/07 17:37:49
Ship Addr Label
Pick List 343
Carrier ROADWAY
# Labels to Print
1
F2=Return
Sample Label
Ship To:
Wal-Mart Laurens
2000 Wal-Mart Lane
Laurens SC 29644
United States
CO 10934 PO test RF w/kits
00001 of 00001
Product Features
Office Processing Functions
RF Pick Status Review:
• Easily monitor picking activity
– Current Pick Status
– If Pick List has been verified, who was the user
– Quantities required/picked, locations picked
from
– Staging location and Container information (if
containerizing)
– Remove a Pick List from RF
Product Features
Office Processing
Create Shipments for RF Pick Lists:
• Rapidly create XA Shipments from RF pick lists using
CISTECH’s Shipping Screen.
• View information available in Pick Status review, plus:
– Enter Carrier and Special Charge information
– Automatically create Packing List and/or BOL
– Automatically create invoice upon shipment create
– View XA offline shipping errors
• If containers are used, container must be shipped from XA
Shipping Workbench screen
Product Features
Office Processing - Containers
• Create Backorders for un-shipped items in
containers
– Can be run via menu option, or automatically at end of
day.
Product Features
Office Processing-UPS, Fedex, DHL
• Program sends Pick List information to shipping system
when staging order
• Program performs shipping function for orders shipped by
these carriers
• Automatically retrieve/apply shipping information to
shipments
– Shipping Charges (depending on CO Sales Transport Codes)
– Tracking numbers (Pro Bill#)
• If more than one, creates shipping comments
– Shipment weight
• Set up to run automatically at end of day
Pick Status Review
• Verify Status:
QPADEV000W
SFCTL01
RF Pick Status Review
Unverified
9/21/06
13:53:25
Company: 01 ABC, COMPANY
Warehouse: 1
HI-TECH COMPANY - MAIN WHSE
Position to Pick List:
Type Selection, Press Enter. 1=Select 4=Remove from RF
Opt
Pick# Customer Customer Name
2604
701 Walmart
2605
701 Walmart
2606
701 Walmart
2607
701 Walmart
2608
701 Walmart
2609
701 Walmart
Order
12007
12008
12009
12010
12011
12012
Required
108.000
20.000
30.000
10.000
1500.000
40.000
Picked
.000
.000
28.000
9.000
.000
.000
Bottom
F3=Exit
F5=Refresh
F7=Unverified/Verified
F12=Previous
Status
C
– ‘U’ In use at RF
– ‘C’ Pick
Completed but
Pick List not
Verified
• View Item Detail
on Pick List and
then from there
Location detail
• Remove Pick List
from RF if not in
use & all items
have zero picked
Shipping Orders
•If Containerization is active (and Carrier is not
UPS, DHL or Fed Ex), then shipping is performed
via XA Shipping Workbench
•If Containerization is turned off, then shipping is
performed via custom PPS shipping screen
(utilizes COM Offline Shipping)
•List of picked, verified orders is displayed
•Ship 1 order at a time
Shipping Orders
Shipping Orders
Shipping Orders
•Use Option to:
–Display Location ‘Picked From’ and ‘Staged in’
–Display kit components
•When Shipping use Function keys to:
–Add Shipping information: Carrier, Pro Number, etc.
–Add Special Charges
–Ship order (creates SA transactions in IM)
•Control File Settings determine what documents
print at shipping:
–Packing List, Bill of Lading
–Invoice
Prerequisites
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XA R6 or R7
COM and IM with the COM/IM interface active
PMC (uses TRDATA)
COM Shipping Workbench installed (R6)
Controlled Warehouse
XA license for each RF device
RF device for enabled for 5250 emulation
What’s coming in next release
• Automatic shipment create during Freight Interface processing
(non-containerization)
• Allow entry of either item#, item turnaround, or UPC (nonGuided Picking)
• Allow Packing List print when F6 is pressed to verify a Pick
List
• Allow Pick Lists to be assigned to RF Pickers (badge#)
• Item Substitutions
• F5 prompt to display pick lists available for picking at RF
• Allow entry of Carrier information from the RF device
Out of Scope--Today
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FIFO processing
APC/KBC
Multi-carrier split shipments
Serial Number handling…next release TBD
Consolidated Shipments
Custom labels and reports
– User Exits available to call label and print programs
Turnkey Implementation
• RF PPS Software, $18,000 (p5-p20)
– Optional Annual Support Plan, $3,510
• RF hardware, 0-4 days
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Site Survey
Install Access Points
Configure devices
Integrate to iSeries
• RF PPS Software Installation, 1 day
– Setup and Configuration
– Operations
Turnkey Implementation
• RF PPS Software Education, 2-3 days
– PPS
– PMC
• Consulting Services to Streamline Warehouse
Flow, 0 - 2 days
• Develop End User Training and Testing, 1-2 days
• RF PPS Go Live Assistance, 2-4 days
Support Options
• 90 day warranty
• Annual Fee not required, support is available on
time and material basis
• Optional Annual Support Plan, $3,510
– No charge upgrades
• Enhancements are rolled into base package
– Unlimited support via support desk
• 24 x 7 for severity 1 (system is down)
Summary-Benefits of RF PPS
• Designed specifically to streamline COM PPS
process
• Additional tools for warehouse manager
• Improved inventory accuracy
• Improved warehouse efficiency
• Improved accuracy of customer orders
• Easy to implement
• Cost Effective
Customer Success
Tuff Torq manufactures
Transmissions for lawn mowers
we took a Seal kit with many parts and saved 27.5% of time
Old Way
11:15 minutes
New Way (Thanks to you!!)
8:11 minutes
Savings 27.5%
However, this does not take into account a large order and writing out the
labels, (average no. of parts 50 per shipment) So I think we can bump up to
30% easily. You can see we turn the parts out, so that means many hand
written labels are no longer needed, praise the LORD.
2007 line items shipped
FEB MAR APR MAY JUNE
548 985 1157 1029 1570
What Next?
Are you interested in streamlining your Pick Pack
Ship Process?
Shipping Questionnaire will:
– Help Shipping Manager document areas of pain and
potential benefit
– Document COM capabilities used today
– Provide CISTECH with information needed to create a
customized presentation to address your needs
– Download at www.cistech.net/UserForum
• Go to XA User Community Presentations
Additional questions
or comments?
Thank you!!