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Pick, Pack and Ship using Advanced Warehouse Management • Ellipse Solutions – Kim Fielden
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Pick, Pack and Ship using Advanced Warehouse Management

Apr 29, 2023

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Page 1: Pick, Pack and Ship using Advanced Warehouse Management

Pick, Pack and Ship using Advanced Warehouse Management

• Ellipse Solutions – Kim Fielden

Page 2: Pick, Pack and Ship using Advanced Warehouse Management

Agenda

• Advanced Warehouse Management• Enabling Advanced Warehouse Management

• Waves, Work templates, Location Directives

• Releasing orders to the Warehouse

• Picking/Packing/Shipping

• Mobile Device Set up

• Demo

Page 3: Pick, Pack and Ship using Advanced Warehouse Management

Advanced Warehouse Management

Page 4: Pick, Pack and Ship using Advanced Warehouse Management

What is Advanced Warehouse Management?•Advanced Warehouse Management over a Basic warehousing approach

• Complex order waving, picking, packing and shipping

• Mobile Device is integrated out of the box

• Flexible License plate inventory tracking

• Advanced load and transportation planning

• Containerization

• Enhanced counting capabilities

Page 5: Pick, Pack and Ship using Advanced Warehouse Management

The Set Up

Page 6: Pick, Pack and Ship using Advanced Warehouse Management

Advanced Warehouse Management

Enable on Warehouse

Enable on item(storage dimension group)

Page 7: Pick, Pack and Ship using Advanced Warehouse Management

Warehouse Configuration

Enabling Advanced Warehouse will enable access to other

warehouse configurations.

Page 8: Pick, Pack and Ship using Advanced Warehouse Management

Product Warehouse ConfigurationStorage dimension group

Page 9: Pick, Pack and Ship using Advanced Warehouse Management

Product Warehouse Configuration

• Unit Sequence group ID

Each 3 Each = 1Box 9 Each = 1Pallet

3 Box = 1 Pallet

Page 10: Pick, Pack and Ship using Advanced Warehouse Management

Reservation Hierarchy

Reservation Hierarchy allows flexibility

in the reservation of inventory.

Set on the product.

Dimensions listed below location are

determined in the warehouse.

For Example –

Batch ID can be specified at the Sales

Order or identified during the pick.

Page 11: Pick, Pack and Ship using Advanced Warehouse Management

A Trifecta

Work templates

Wave Template

Directions for the system to use

to define which locations to be used to fulfill work

Sequence and group

work together for warehouse workers

Group types of

work together: • Shipping

• Production• Kanban

Page 12: Pick, Pack and Ship using Advanced Warehouse Management

Wave Templates

Shipping Wave Templates• Create a wave template for each

site|warehouse• Group work together for processing

• Multiple orders for same customer• Same carrier

• Provides management a method to monitor performance throughout the day

• Provides efficiency in the warehouse by keeping like work together

• Wave template queries will define exactly what is attributed to that wave.

Page 13: Pick, Pack and Ship using Advanced Warehouse Management

Work TemplatesWork Templates are identified by the different work order types.

Defines each step the transaction needs to go through to complete the work.

• Work Classes – defines which menu option in the mobile device

• Work pools – organize work into groups• Custom work types – allows users to define customized

work steps• Work priorities – default priorities for work templates –

useful for system directed work

Page 14: Pick, Pack and Ship using Advanced Warehouse Management

Location Directives

Allows strategies to be defined for where items should be picked from, where items should be put and actions for moving work.

Location profiles Location typesLocation directive actions

ConsolidationLicense Plate guidedEmpty locations with no work

Query will define which items qualify

Page 15: Pick, Pack and Ship using Advanced Warehouse Management

Warehouse Processing

Pick Pack ShipRelease

Page 16: Pick, Pack and Ship using Advanced Warehouse Management

Release to Warehouse

From Sales Order

Inventory is reserved already Applies to all lines

Automatic Release to

Warehouse batch job

Periodic job Supports variations of selection criteria

Release to Warehouse

Form

Based on selection criteria Can apply to selected lines

Load Planning

Workbench

Release work based on Load

Pick Pack ShipRelease

Page 17: Pick, Pack and Ship using Advanced Warehouse Management

What Should be Released?

Defining a Wave – grouping the work• Ship date

• Mode of delivery

• Ship carrier / service

• Rush shipments

• Customer priority / classification

Page 18: Pick, Pack and Ship using Advanced Warehouse Management

Picking Options Pick Pack ShipRelease

1. Straight to goods out – no staging or packing required

2. Staging – take goods to a temporary area to hold before packing or loading

3. Packing- could be automatic or manual

Work Exceptions

Short pick

Override location

Option to split work if needed

Page 19: Pick, Pack and Ship using Advanced Warehouse Management

Packing an Order Pick Pack ShipRelease

Containers are the physical representation of what the items are packed in.

Shipments can be made up of 1 or multiple containers

Loads are made up of 1 or multiple shipments

Can help with shipping charges

Validation of picked items

Automatic Containerization

• Created when work is created

Manual Containerization

• Starts with Sales order

Page 20: Pick, Pack and Ship using Advanced Warehouse Management

Confirming a Load Pick Pack ShipRelease

After the order is packed then the

load and shipment can be

confirmed.

Separate process from packing

order.

Page 21: Pick, Pack and Ship using Advanced Warehouse Management

Mobile Device

Page 22: Pick, Pack and Ship using Advanced Warehouse Management

Mobile Device

Create Mobile Device Menu Items

Create Mobile Device Menu

Customize Structure

Customize Menus

Create Workers and assign them to a menu

Page 23: Pick, Pack and Ship using Advanced Warehouse Management

Demo

Page 24: Pick, Pack and Ship using Advanced Warehouse Management

Questions?

Page 25: Pick, Pack and Ship using Advanced Warehouse Management

Kim Fielden- Ellipse [email protected](937)312-1547