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© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Improved Inventory Control Through Warehouse Management
Presenter: Bryan Krenzin
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Presentation Agenda
Csoft Mission
What is Warehouse Management?
SYSPRO Integration
Fulfillment Process
Freight Information
Warehouse Functions Recap
Question and Answer
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Csoft Mission
To provide configurable, scalable and affordable software to our clients, making the processing of information and execution of warehouse operations and order fulfillment a competitive advantage The “C” in Csoft stands for “configurable”, which is the hallmark of
our software. We fit the software to your business without custom programming
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Csoft Mission Values
Configurable:
Csoft provides the most configurable WMS (Warehouse Management System) currently on the market
Everything in the system can be configured using tables: PC and hand-held screens, queries, reports, labels, etc.
We take and “Engine” approach versus a traditional application approach
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Csoft Mission Values
Scalable:
Csoft provides three product lines which provide a consistent upgrade path
PATHUPGRADE
SCALABLE
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Csoft Mission Values
Affordable:
Depending on the customer’s needs, we can fit the right product echelon to the needs of the business. Csoft’s solutions can grow with a company.
PRODUCT LINESMULTIPLEAFFORDABLE
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
What is Warehouse Management?
Warehouse Management System
Tracks Sales Orders from entry through order release, picking, packing, shipping and freight system feedback
Interfaces to freight, EDI and shipping systems
Provides facilities for package and pallet level tracking
Creates and prints UPC, UCC and package labels
Provides barcode printing and scanning capabilities
Reporting facilities include shipping, labor, inventory, space and transaction reports
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
What is Warehouse Management?
Warehouse Management System
Warehouse material and warehouse transactions on a hand-held / mobile wireless environment
Tracks material from receipt and put away to pick, pack and ship
Provides details for Lot and Serial Tracking
Configuration ability for picking, packing, replenishment and shipping
Full warehouse and location setup for multi-warehouse and location tracking
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
What is Warehouse Management?
WMS Configuration Types
Distribution
Manufacturing
Mix of Manufacturing and Distribution
Intermodal / 3rd Party Logistics
Vertical Configurations
Food, Chemicals, Lots / Serials
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
SYSPRO Integration
Integration Points
Csoft products are linked through SYSPRO’s e.net Solutions™, but configurable in our “Data Link Object” by using the our object model
These are also all customizable through the megaTrak ™ system manager
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
SYSPRO Integration
Advantages of Using e.net
When changes are made to SYSPRO and megaTrak ™ installations, customers do not have to remain “version locked” as we continue to access business logic in SYSPRO as it updates it’s business logic
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
SYSPRO Integration
The Points of Integration are
Item Master Sales Order Purchase Orders
Jobs
Receipts Shipments Freight Multi-Company
Transfers Movements Lot Tracking Serial Tracking
Expense Issues Stock Take EDI Landed Cost
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Fulfillment Process
Sales order added, changed or deleted in SYSPRO
Job inserted into the Csoft queue to be processed
Uses SYSPRO triggers and the e.net integration engine
Data processed and pick ticket automatically created
Can be printed
Loaded on a batch hand-held computer
Used on a real-time radio frequency wireless terminal
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Fulfillment Process
Pick ticket uses configurable logic
Customer specific – defined in Csoft
At the Item, Lot, Pallet, Package, Container or Bin Location level
This happens automatically as the order is loaded
Can be configured to automatically be dispatched to a picker for staging
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Fulfillment Process
Items picked - ready to be packed, staged or shipped based on customer requirements
Some Customers simply want to ship confirm what has been picked
Done by what is called a “quick transaction” which simply scans the order out
Some Customers want to use the advanced palletizing functions using megaTrak to scan out the pallets for shipment
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Fulfillment Process
For distribution centers, warehousing and Intermodal customer orders may be staged for load balancing and automatic Bill of Lading creation
megaShip can produce shipping labels for UPS, FedEx and a host of LTL carriers
For retail customers UPC codes can be scanned into a package for package-level label tracking
At each stage of the shipping process, megaTrak™ keeps track of an order and it’s status
All pertinent information is sent back to SYSPRO at each interval, which is configurable
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Order Creation – Starts in SYSPRO
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Order Release QueuesOrder release queues are used to control the flow of orders…
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Printed picks vs. PaperlessPicks can be either done paperless or starting with a pick sheet (below)
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Picking on the Hand HeldIn megaTrak ™ Most picking takes place on the hand-held computer itself, but can also be viewed on the PC. Picking is done in an “optimized” fashion that provides user-configurable logic that will pick the items in sequence of the warehouse, even if using FIFO or LIFO type picking schemes. Pick lists can be auto-dispatched and load balanced to users as well as updated with on-the-fly order changes Screen shots of some of the hand-held unit screens are included below. Picking also includes pallet and package level detail.
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Shipping and FreightmegaTrak Interfaces to existing Shipping and Freight systems, such as UPS. This helps connect the process from the creation of the order to the actual shipping.
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Freight InformationmegaTrak provides Freight and BOL information for shipping, as well as charges.
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Package Detail InformationmegaTrak also provides package level detail for ASN and UCC label creation.
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Order Final in SYSPROAll freight information is updated in SYSPRO and ready to invoice.
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Warehouse Function Recap
Warehouse Functions
All Basic Inventory Control Transactions as well as PO Verification and SO Shipping
SYSPRO Interfaces with Sales Orders, Purchase Orders and Jobs
Material and Location/Bin Master Data integrated with SYSPRO
Bin Location Definition
Configurable Freight Tracking
Serial Tracking
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Warehouse Function Recap (Cont.)
Single Level Lot Tracking
Single Level Kitting
Configurable Pick, Putaway and Replenishment functionality
Location Definition as Internal, Customer or Vendor
Multiple Units of Measure per item with square and cubic foot storage tracking
Material and Location Classifications
Detailed Transaction History
RF and Batch Capability
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Warehouse Function Recap (Cont.)
Barcode Printing through BarTender, Label Matrix, Label Vision, Label View and Loftware
Automated billing for those customers doing warehousing and transportation as a business.
Pallet Configurations and Package Tracking
Optimized Picking and Putaways
Multiple Level Lot Tracking
Multiple Level Kitting
Voyage and Container Tracking
© 2008 SYSPRO
PragmaVision
2008 USA End-User Conference
Warehouse Function Recap (Cont.)
Work Order Processing
Labor Management
Customer Management
Vendor Management
Reservations and Basic Demand Management
Web Interface for queries and order queue management
Configuration Tool that includes the ability to configure both the portable data terminals and the PC screens, queries, reports, jobs, data links, picking and security. (Available Q3, 2008)
SYSPRO
© 2008 SYSPRO
Questions?
Simplifying your Success
PragmaVision
2008 USA End-User Conference