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RF Pick, Pack & Ship for XA COM Designed for XA users, by XA users. Deborah Vermillion, VP Consulting Services Deborah.Vermillion@cistech.net Ben McCormick, Regional Vice President Ben.McCormick@cistech.net. Product Overview. Automates Pick, Pack, Ship Process

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rf pick pack ship for xa com designed for xa users by xa users

RF Pick, Pack & Shipfor XA COMDesigned for XA users, by XA users

Deborah Vermillion, VP Consulting Services

Deborah.Vermillion@cistech.net

Ben McCormick, Regional Vice President

Ben.McCormick@cistech.net

product overview
Product Overview
  • Automates Pick, Pack, Ship Process
    • 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
Product Flexibility
  • Control File settings allow your company to determine pick/stage functions
    • 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
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
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
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 features7
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 features8
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
slide9

Picking Flow

8/06/07 18:51:39

Pick Processing

Pick List:

-Or-

Turnaround:

F2=Return F3=Exit

  • Shipping Associate scans or keys employee number (verified against the PM&C Employee Master)
  • Shipping Associate scans or keys pick list/turnaround number
slide10

Picking Flow

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

  • 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
slide11

Picking Flow

8/06/07 11:48:07

Pick List 344

1105

MOUSE

Staging Location

SHIP

F5=View Stg Info

  • 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
slide12

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
slide13

Picking Flow

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

  • 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
slide14

Picking Flow

8/06/07 17:37:49

Ship Addr Label

Pick List 343

Carrier ROADWAY

# Labels to Print

1

F2=Return

  • 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
slide15

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 features16
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 features17
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 features18
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 features19
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:

    • ‘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
Pick Status Review

QPADEV000W RF Pick Status Review Unverified 9/21/06

SFCTL01 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 Order Required Picked Status

2604 701 Walmart 12007 108.000 .000

2605 701 Walmart 12008 20.000 .000

2606 701 Walmart 12009 30.000 28.000 C

2607 701 Walmart 12010 10.000 9.000

2608 701 Walmart 12011 1500.000 .000

2609 701 Walmart 12012 40.000 .000

Bottom

F3=Exit F5=Refresh F7=Unverified/Verified F12=Previous

slide21

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
slide24

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
Prerequisites
  • 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
What’s coming in next release
  • Automatic shipment create during Freight Interface processing (non-containerization)
  • Allow entry of either item#, item turnaround, or UPC (non-Guided 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
Out of Scope--Today
  • 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
slide28

Turnkey Implementation

  • RF PPS Software, $18,000 (p5-p20)
    • Optional Annual Support Plan, $3,510
  • RF hardware, 0-4 days
    • Site Survey
    • Install Access Points
    • Configure devices
    • Integrate to iSeries
  • RF PPS Software Installation, 1 day
    • Setup and Configuration
    • Operations
slide29

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
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
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
slide32

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 New Way (Thanks to you!!)

11:15 minutes 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
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