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Alexander W. Mejía Product Marketing Manager Sage Software, Accpac

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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


Web Dispatch

3 Pieces to Sage Accpac WMS

System Overview
warehouse process cycle

Download/Upload Orders






Warehouse Process Cycle
system overview1

Sage Accpac & Pro

Order Entry






Adjustments & Counts


Sage Accpac WMS

Sales Orders

Quantities Shipped


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
sage accpac wms 5 0 editions
Sage Accpac WMS 100:**

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

Sell 100

Sell 200

Module Snapshot




Electronic format

  • Order accessibility through a web browser
  • Orders configured easily by business rules

Electronic format, PO accessibility through a Web Browser

  • RMA explanation
  • Container receipts, detail processing instruction

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

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

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

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


Lists all Crystal Reports that have been generated

ODBC Compliant!


Link to the Sage Accpac WMS Tech Support web site Accpac WMS

(Click above “shortcut”)

  • Contact Options:
  • URL
  • Email
  • Phone
  • Toll Free (North America) 800-253-1372; International: 604-207-3601
handheld technology
Handheld Technology
  • 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:

  • 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

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 Pivots
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 Filters
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 Drill Down
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
Handheld and Web Dispatch



  • 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
Picker Instructions
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
Receiving Efficiencies
product efficiencies


  • 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:

  • 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:

  • 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:

  • 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:

  • 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:

  • Header level
    • Container Cost
    • Carrier
    • Packlist number
  • Detail Level
    • Weight, Cube
    • Lot
    • Serial
    • Expiry
  • Nearly 3,000 Configuration Options
Receiving Details

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 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:

  • 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:

  • 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:

  • Drill into Shorted orders
  • Drill into order
  • Drill into product Held Short

Dispatches typically manage allocation process.

Order Drill Down
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 Short
order replenishments

Held Replenish

    • Indicates the drivers are not keeping up, typically
  • Go to the Reports module, Replenishment
Order Replenishments
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 Held Replenishments
order ready to wave

Ready to Wave:

  • Drill into Ready to Wave orders
  • Drill into order
Order Ready to Wave
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
Order Multiple Bins
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
Wave 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 Styles


  • 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 Multiple Orders
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
Picking Directed
shipping accuracy

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 Label

Shipping Accuracy
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
Shipping Cartons/Boxes
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
Order Management/Confirmation
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
Cycle Count/Stock Count
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!
Sage Accapc WMS Synopsis