Sage Accpac WMS Modular General Overview
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Sage Accpac WMS Modular General Overview. Alexander W. Mejía Product Marketing Manager Sage Software, Accpac. RF/Telnet Server. RFBase/Console. Web Dispatch. 3 Pieces to Sage Accpac WMS. System Overview. Download/Upload Orders. Ship. Receiving. Picking. Allocation. Waving.

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Sage Accpac WMS Modular General Overview

Alexander W. MejíaProduct Marketing Manager Sage Software, Accpac


System overview

RF/Telnet Server

RFBase/Console

Web Dispatch

3 Pieces to Sage Accpac WMS

System Overview


Warehouse process cycle

Download/Upload Orders

Ship

Receiving

Picking

Allocation

Waving

Warehouse Process Cycle


System overview1

Sage Accpac & Pro

Order Entry

Inventory

Control

Purchase

Orders

Picking-Shipping

Adjustments & Counts

Receiving

Sage Accpac WMS

Sales Orders

Quantities Shipped

Items

Counts, Adjustments

Purchase Orders

Quantities Received

System Overview



Warehouse setup process
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.

Sage Accpac WMS Login


Web dispatch home page
Web Dispatch Home Page Dispatch with User Name (ID) and Password.


Sage accpac wms 5 0 editions

Sage Accpac WMS 100: Dispatch with User Name (ID) and Password.**

Packing Station

RF Picking

RF Receiving

RF Locator

UPS Shipping *

Web Dispatch

Order Management

Sage Accpac WMS 5.0 Editions

Sage Accpac WMS 200:

  • Multi-Zone

  • EOL & Shipping

  • Lots / Serial / Expiry

  • Advanced Replenishment

  • Kitting

  • Putaway/Slotting/Cube/Weight

  • Multi-Carrier Shipping *

  • Multi-Location / Site Transfer

Sage Accpac WMS 500:

  • Container Receiving

  • RMAs

  • Packaging

  • Carousels / Conveyors

  • Multi-Company / 3PL

  • Vendor Portal/Cross Dock

* Requires the “EOL & Shipping” Module

** 100 edition, Entry Level WMS


Module snapshot

Sell 500 Dispatch with User Name (ID) and Password.

Sell 100

Sell 200

Module Snapshot

Complexity

Size


Orders

  • Electronic format Dispatch with User Name (ID) and Password.

  • Order accessibility through a web browser

  • Orders configured easily by business rules

Orders


Receiving

Receiving


Incidents

  • Incidents may pertain to specific: Dispatch with User Name (ID) and Password.

  • 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

Incidents


Monitor

  • Real-time activity monitor: Dispatch with User Name (ID) and Password.

  • Logs Order activities

  • Logs Transactions

  • Logs Processes

  • Via Reports, historical performance can be retrieved

  • Daily activity captured

  • Default: half-hour increments

Monitor


Reports

Picking Reports: Dispatch with User Name (ID) and Password.

Related to Sales Orders

Receiving Reports:

Related to Purchase Orders

Inventory Reports:

Related to products and locations

Performance Reports:

Related to warehouse operations

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

ODBC Compliant!

Reports


Support
Support Dispatch with User Name (ID) and Password.

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?xtextref=WMS

  • Email

  • aisupport1.accpac@sage.com

  • Phone

  • Toll Free (North America) 800-253-1372; International: 604-207-3601


Handheld technology
Handheld Technology Dispatch with User Name (ID) and Password.

  • Compatible Manufacturers…

    • Intermec

    • Symbol

    • AML

    • Others

  • Handhelds Utilize…

    • 802.11b Wi-Fi

    • TCP/IP

    • Telnet Client

WMS + RF based Technology =

99.8% Accuracy


Handheld functions

  • Using RF (radio frequency) terminals: Dispatch with User Name (ID) and Password.

  • 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

Handheld Functions


Receiving1

  • Control the flow of goods: Dispatch with User Name (ID) and Password.

  • Total customization of Purchase Orders

  • Use Alerts, Pivots and Filters

  • Receiving department is able to select different views of the data

Receiving


Receiving pivots

Horizontal column Dispatch with User Name (ID) and Password.

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 Pivots


Receiving filters

Five of the eighteen purchase orders are expected by UPS Dispatch with User Name (ID) and Password.

  • 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 Filters


Receiving drill down

  • Drill down: Dispatch with User Name (ID) and Password.

  • 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 Drill Down


Receiving order details

Receiving Order Details


Handheld and web dispatch

  • From the handheld: Dispatch with User Name (ID) and Password.

  • 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

Handheld and Web Dispatch


Confirmation

Receipt Dispatch with User Name (ID) and Password.

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

Confirmation


Picker instructions

Receipt Dispatch with User Name (ID) and Password.

  • 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

Picker Instructions


Receiving efficiencies

Receipt Dispatch with User Name (ID) and Password.

  • 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

Receiving Efficiencies


Product efficiencies

Receipt Dispatch with User Name (ID) and Password.

  • Select Product to be received by:

  • Scanning barcode

  • Doing a string/keyword search

  • Viewing all PO product

Product Efficiencies


Receiving hh screens

  • Enter quantity received: Dispatch with User Name (ID) and Password.

  • O - Represents 12 items on order

  • R - Represents 0 items received

  • Q - Represents quantity 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)

Receiving HH Screens


Label efficiencies

  • Labels on the fly: Dispatch with User Name (ID) and Password.

  • 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

Label Efficiencies


Receiving locations

  • Receiving Areas: Dispatch with User Name (ID) and Password.

  • 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 Locations


Receiving history

  • Products Received: Dispatch with User Name (ID) and Password.

  • 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 History


Receiving details

  • Additional Receiving Details: Dispatch with User Name (ID) and Password.

  • Header level

    • Container Cost

    • Carrier

    • Packlist number

  • Detail Level

    • Weight, Cube

    • Lot

    • Serial

    • Expiry

  • Nearly 3,000 Configuration Options

Receiving Details


Orders1

  • Control the flow of Sales Orders: Dispatch with User Name (ID) and Password.

  • Total customization of Sales Orders

  • Use Alerts, Pivots and Filters

  • Web Dispatcher is able to select different views of data

Orders


Order pivots

Horizontal column Dispatch with User Name (ID) and Password.

  • 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 Pivots


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 Filters


Order allocation process

  • Order Allocation: California`

  • Typically orders are unallocated, known as Hard Allocation

  • Using predefined business rules, product is allocated by location to orders

Order Allocation Process


Order status

  • Status upon Allocation: California`

  • 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 Status


Order drill down

  • Held Short: California`

  • Drill into Shorted orders

  • Drill into order

  • Drill into product Held Short

Dispatches typically manage allocation process.

Order Drill Down


Order short

  • Held Short: California`

  • 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

Order Short


Order replenishments

  • Held Replenish California`

    • Indicates the drivers are not keeping up, typically

  • Go to the Reports module, Replenishment

Order Replenishments


Order held replenishments

  • Held Replenish: California`

  • 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 Held Replenishments


Order ready to wave

  • Drill into order

Order Ready to Wave


Order multiple bins

  • Ready to Wave: California`

  • 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

Order Multiple Bins


Wave labels

  • Wave Labels: California`

  • 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

Wave Labels


Picking styles

Various Picking Styles: California`

  • 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 Styles


Picking

  • Handheld: California`

  • Login with User ID and Password

  • Select 2 – Pick + Pack

  • Scan pick/ship label barcode

  • Acknowledge Sale Order

Picking


Picking multiple orders

  • Multiple Orders: California`

  • 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 Multiple Orders


Picking directed

  • Directed Picking: California`

  • 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

Picking Directed


Shipping accuracy

  • Shipping Accuracy: California`

  • 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 Label

Shipping Accuracy


Shipping cartons boxes

  • Directed Shipping: California`

  • 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

Shipping Cartons/Boxes


Order management confirmation

  • Dispatcher Management: California`

  • 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

Order Management/Confirmation


Cycle count stock count

  • Inventory Counting: California`

  • 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

Cycle Count/Stock Count


Sage accapc wms synopsis

  • Efficiency, Accuracy & Customer Service: California`

  • 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!

Sage Accapc WMS Synopsis



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