Welcome!

1. Welcome! Advanced Warehouse Presenter: Robert Goldman

2. Advanced Warehouse Major Topics To Be Covered In This Presentation • The Warehouse Locator • Tracking “Eaches” in the Locator • Non-Locator Warehouse Functionality

3. Advanced Warehouse Warehouse Locator

4. Warehouse Locator Why Use the Warehouse Locator? • Track Inventory by Location • Keep a SKU in Multiple Locations • Perform Picks for Allocations • Pick by Location for Sales Order/Web Order Fulfillment

5. Warehouse Locator Why Not to Use the Warehouse Locator? • Each SKU is always in a single location in your warehouse • The Locator adds a layer of complexity • It is a separate inventory that the system maintains • Additional processes for allocations/inter-store transfers

6. Warehouse Locator Tracking Individual Units • Receive and Put-away individual units within the Locator • Transfer and track individual units within the Locator • No need to receive or track cases

7. Advanced Warehouse Setting up the Locator

8. Locator Setup Creating Locations • Define a locator with up to 5 coordinates • Create ranges (batches) of locations initially • Print barcoded location labels to affix to shelving • Maintain multiple physical warehouses • Each physical warehouse is a “store” • Create individual new locations as needed

9. Locator Setup Creating Range of Locations Insert Screenshots, etc.

10. Locator Setup Location Label Insert Screenshots, etc.

11. Locator Setup Store Settings • Default Put-away Location – for PO receivings • Transfer Receive Location - for Transfer receivings • Pick Type – if fulfilling sales/web orders from warehouse • Set to “By Warehouse Location”

12. Advanced Warehouse Moving Items within the Locator

13. Moving in the Locator Receiving Items into the Locator • Use same screens to receive that you currently use • PO Receiving automatically adds units to the locator • Default Put-away Location • Transfer Receiving also adds to the locator automatically • Transfer Receive Location

14. Moving in the Locator Move Items within the Locator • Use “Location Transfer” to move items in the locator • Moves units from one location to another • Use for the actual “put-away” or to just rearrange items • Always tell the system when you are moving items • Use the Frontend or the Mobile App

15. Moving in the Locator Location Transfer - Frontend • Select SKU/Current Location from pick list • Displays details of the selected SKU and Location • Select destination location from pick list • Specify number of units being moved • Validation prevents moving more units than system has

16. Moving in the Locator Location Transfer - Frontend

17. Moving in the Locator Location Transfer - Mobile • Available with “Celerant Command Mobile” • Scan barcode on “From Location” label • Enter quantity being moved • Scan item’s UPC or barcode • Bring the items to the new location • Scan barcode on label at the “To Location”

18. Moving in the Locator Location Transfer - Mobile

19. Advanced Warehouse Locator Tracking and Maintenance

20. Locator Tracking Location SKUs List • Find items in the Locator • Search by Brand, Style, Size, Dept, etc. • Each location that contains each SKU • Shows physical quantity of SKU in location • Also shows quantity “pending” on picks for allocations

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22. Locator Maintenance Manual Adjustments to Items in Locator • Adjust quantities as part of a cycle count • Add items missing from the locator • All adjustments create a Physical Adjustment transfer • Adjusts base inventory and locator inventory • Report on warehouse adjustments

23. Locator Maintenance Adjust Item Quantity in Locator

24. Locator Maintenance Add Item to Location • Add item that the locator is not aware of • Select SKU from pick list • Select Location from pick list • Enter Quantity of this SKU in this Location • Creates track-able adjustments

25. Locator Maintenance Add Item to Location

26. Locator Maintenance Warehouse Physical Inventory • 3 Types of Warehouse Physical: • Entire Warehouse • Some Styles • Specific Locations • Adjusts base inventory and the Locator inventory • Mobile app for warehouse physical

27. Locator Maintenance Warehouse Physical Inventory - Mobile • Define the physical inventory through the frontend • Select the desired physical inventory on the mobile device • Scan barcode label of first location • Enter quantity and then scan first item in that location • Repeat for additional items in location • Continue on to next location and keep scanning

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29. Advanced Warehouse Allocation and Picks from the Locator

30. Allocations and Picks System-Generated Picks • Picks generated for warehouse-to-store allocations • Picks generated in Pick Waves for sales/web orders • Print pick sheets for warehouse personnel • Uncommitted Picks Set the “Pending” Quantity in Locator • Committing Pick Relieves Pending and Location Quantity

31. Allocations and Picks Generate Picks for Allocations (Inter-Store Transfers) • Select or enter Transfer# (Allocation#) to process • Click “Make Picks” • System finds the needed SKUs in the locator • System generates the “pick” records • “Cut Sheets” – pick sheets to give to warehouse personnel

32. Allocations and Picks Generate Picks for Allocations (Inter-Store Transfers)

33. Allocations and Picks Generate Picks for Customer Orders • Follow “Order Processing” steps in Fulfillment • After Pick Wave generated go to Pick Wave List • Select desired wave and Print Pick Sheets • Option to print pick sheets grouped by order or location

34. Allocations and Picks Generate Picks for Customer Orders

35. Allocations and Picks Mobile Picks/Allocations • Two apps in one • Scan items off the shelves for system-generated picks • Create a new allocation on-the-fly in the warehouse • “On-the-fly” allocation combines new transfer, generating picks and creating “pack-to-store” cases

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37. Allocations and Picks Mobile Picks – Existing Allocation/Picks • Requires picks already generated through frontend • Scan or enter transfer#/allocation# to pick on mobile device • Scan location of label of first location to pick from • Enter quantity and scan barcode of item being picked • Validates that item exists in that location and has enough quantity • Continue scanning the locations and items while picking

38. Allocations and Picks Mobile Picks – New Allocation • Click “New” on first screen of mobile app • Select destination store – only one “to” store allowed • Scan the first location’s label • Enter quantity and scan the barcode for first item • Continue scanning each item, packing the case as you go • Finish Case saves the transfer/pick/case

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41. Advanced Warehouse Non-Locator Functionality

42. Non-Locator Non-Locator Functionality • Warehouse functionality independent of the locator • Provide additional tracking for store-bound allocations

43. Non-Locator Pack-to-Store • Build store-bound cases on the fly by scanning • Select the destination store for the case • Scan each unit into a case • Running total of scans and unique SKUs • Finish Case prints packing list/case label • Use the Frontend or Mobile App

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46. Non-Locator Shipping Manifest • Scan store-bound cases onto a Manifest • Validates that only appropriate cases can be added • Option to update inventory once the case is manifested • Print manifest documents for carrier

47. Advanced Warehouse Warehouse Suggestions and Questions