Deborah Vermillion, VP Consulting Services [email protected] Ben McCormick, Regional Vice President [email protected] RF Pick, Pack.

Deborah Vermillion, VP Consulting Deborah Vermillion, VP Consulting ServicesServices

[email protected]

Ben McCormick, Regional Vice Ben McCormick, Regional Vice PresidentPresident

[email protected]

RF Pick, Pack & Shipfor XA COM

Designed for XA users, by XA users

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

• 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

Product Flexibility

• 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.

Benefits

•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

PPS User Success

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 CarterLogistics Manager

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

Product Features

•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

Picking Flow

Ship To:

Wal-Mart Laurens 2000 Wal-Mart Lane Laurens SC 29644 United States CO 10934 PO test RF w/kits 00001 of 00001

Sample Label

Office Processing FunctionsRF 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

Product Features

• 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

QPADEV000W RF Pick Status Review Unverified 9/21/06SFCTL01 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

Pick Status Review

•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

Shipping Orders

• 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

Prerequisites

• FIFO processing• APC/KBC• Multi-carrier split shipments• Serial Number handling…next release• Consolidated Shipments• Custom labels and reports

– User Exits available to call label and print programs

Out of Scope--Today

• 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

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

Turnkey Implementation

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

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 shippedFEB MAR APR MAY JUNE548 985 1157 1029 1570

Tuff Torq manufactures Transmissions for lawn mowers

Customer Success

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 Additional questions or questions or comments?comments?

Thank you!!Thank you!!