Warehouse Management System

Transcription

1 Warehouse Management System Product Overview Product Overview

2 - Product Overview 2 Table of Content Introduction 3 Benefits 4 How It Works 5 Key Features Guide 10 Key Features Listing 20 Contact & Acknowledgements 24

3 - Product Overview 3 Introduction Complete Warehouse Management The Datapel (WMS) will dramatically elevate the quality of your stock control procedures. Your business benefits immediately through accurate stock tracking, centralised sales management and order fulfilment, improved stock put-away, and advanced item search capabilities. With accurate stock tracking shrinkage and spoilage costs drop along with buffer inventory margins, freeing up more cash as working capital for your company. Integration with MYOB software Datapel WMS is designed for companies that are currently using MYOB Premier and understand the need to improve stock management, order fulfilment and increase customer satisfaction. Integrating WMS with MYOB Premier is easy, item sales and stock management become a function of the WMS, while your daily accounting processes remain the same in MYOB. Regular synchronisation allows final invoices, purchasing, and inventory item details to be shared between the systems. In most cases your Sales and Stock Control staff will no longer need direct access to your MYOB Premier accounting software. Customisation Because Datapel WMS is wholly Australian Owned and developed locally we can be responsive to your special needs. If your stock control needs are unique Datapel can develop specific enhancements or create additional reports to support your business.

4 - Product Overview 4 Achieve Best Practice Warehouse Management. Improved Profitability High Stock Visibility Reduce man-hours, stock shrinkage and improve accuracy with best practice business software that streamlines existing warehouse management processes. Avoid Complex and Costly System Migration Enterprise upgrades can require massive IT investment and often result in many unforeseen cost blowouts. WMS provides enterpriselevel functionality and can utilise existing IT infrastructure. Avoid loss of productivity, extensive data conversion and intensive re-training with software that grows with your company. Lower Inventory Spend Accurate tracking, guided stock picking and optimised usage of warehouse space ensures your business is running at maximum efficiency. Comprehensive search capabilities, including support for barcode scanning, enables your business to optimise order fulfilment and begin to forecast future purchase decisions with confidence. Improved Communication Scan and attach electronic documents to orders, items or purchases. WMS is a centralised system that allows you to track product details from receiving right through to shipping. Seamless Exchange with MYOB WMS communicates directly with the MYOB database using industry standard ODBC technology, eliminating the need to re-key inventory data, and maintains consistency between accounting and warehouse systems. Accurate, Real-time Stock Tracking Centralised inventory database with multi-user capability allows stock tracking in real-time with pinpoint accuracy. WMS provides a full history of all stock movement.

5 - Product Overview 5 How It Works WMS handles all inventory processes from receiving right through to order despatch. Sales Managers Accounting Staff Centralised control ensures up-to-date stock information across all locations for all users. WMS automatically replicates item inventory records from MYOB, which means with WMS your accounting staff can continue to function as before but with more advanced warehouse management capabilities. WMS Sales Order Purchase Order multiple warehouses WMS Server MYOB Sales Order Inventory WMS Bins Barcoding Put-Away Despatch (Pick, Pack and Ship) Work Orders etc. WMS Storeperson Storeperson

6 - Product Overview 6 How It Works Receiving Process Using WMS all inventory must be received before it is available for sale or transfer. Typically receiving is completed against an MYOB Item Purchase Order. However the WMS allows inventory to be added or removed using stock check-in, check-outs, Transfers, or Return Authorities (RA). Workflow Benefits Paperless Operation Better Management Control Reduces frequency of inventory counting Increase inventory accuracy Purchasing Accounts New MYOB Item Purchase Order Receiving Goods arrive at the warehouse, ready to be put away. Change MYOB item Purchase Order to Purchase Bill. Supplier Payment Put-Away Accounts review WMS quantity received and reconcile MYOB item purchase with WMS delivery and put-away information. Storeman Goods are received against the MYOB item purchase bill in WMS and put away to bins as directed by the WMS Receiving Receipt.

7 - Product Overview 7 How It Works Order Fulfilment Managing order fulfilment is the most important function of the WMS. Once sales are created the WMS tracks subsequent order fulfilment activities including stock picking, packing and shipping. Workflow Benefits Increase warehouse efficiency Improve transparency on Order Status Faster and more accurate invoicing Higher customer satisfaction New Sales Order entered into WMS Sales Module. New Sale Order Storeperson registers order as Shipped and accounts synchronises WMS with MYOB automatically creating item sale invoices. Order Fulfilment Begins Order appears in WMS as Ready to Process (RTP). Pick Order Storeperson uses WMS to pick the order creating an Order Picking List. Retrieve Stock Store person retrieves stock using Order Picking Lists detailing Stock Bin Locations and Batch Serial Numbers. Ship and Invoice Order Order is then Packed by storeperson who creates labels and checks order line items and quantities using optional barcode scanner. Pack Order

8 - Product Overview 8 How It Works Detailed Picking Workflow Order picking is the process of retrieving items from within a warehouse or storeroom for delivery to a customer. The WMS creates picking lists that optimise stock selection, hence reducing search and retrieval time. Workflow Benefits Improve order fulfilment accuracy Reduce buffer stock requirements Comprehensive warehouse audit trail Increase order processing capacity New orders are Ready to Process (RTP) in WMS Despatch Register. Pick Order(s) Storeperson uses the WMS Pick Engine to allocate stock to orders using LIFO, FIFO, MIN, MAX, LEXFO, FEXFO or by Manual pick methods. Storeperson retrieves allocated stock using Order Pick List detailing Stock Bin Locations and Batch- Serial Numbers. Locate and Retrieve Stock Multiple order picking lists can be printed by Order Number or grouped by Item Number. Order Pick Instructions can be updated using a manual pick to reflect actual stock retrieved. Split Short Orders An adjustment must be created when stock cannot be picked due to count errors or breakage. Pick Adjustments Storeperson can split an order, pack and ship stocked goods, while creating a Back Order for Out of Stock items.

9 - Product Overview 9 How It Works Detailed Packing and Shipping Workflow The WMS improves order fulfilment accuracy by requiring line items to be checked as packed. Optionally use a barcode scanner to detect incorrect items, missed items, and under or over supplied quantities. Workflow Benefits Increase shipped order accuracy Adaptable barcode sophistication Improve logistics coordination Pack orders that are Picked or Part Packed in WMS Despatch Register. Pack Order(s) Begin by selecting or scanning Order Reference. Storeperson can optionally use keyboard, mouse, barcode scanner or any combination to pack an Order. Scan Item or Batch Serial # Create Labels Order is flagged as SHIPPED and is ready for invoicing in MYOB once despatched. An incorrectly scanned item will be flagged immediately. Any items over or under counted will be flagged for review. Scan Pack To check an item belongs in the order, scan the item code or item serial number. Once ALL Order Items are confirmed, scan PACK.

10 - Product Overview 10 Key Features Guide Integration with MYOB Synchronise data between WMS and MYOB and gain advanced inventory management capability not available in MYOB. Information entered in either systems are transferred seamlessly into the other, so there is no need for manual double entry.

11 - Product Overview 11 Key Features Guide Multiple Locations and Bins Track stock to specific bins and manage inventory in multiple virtual warehouses. Manage users by location with permission-based access control.

12 - Product Overview 12 Key Features Guide Advanced Stock Searching Powerful search capabilities allow users to track stock by partial name and number lookups, use batch, serial number, custom fields or barcode references. Advanced search capabilities Partial name or number Stock Batch Serial number Custom fields Barcodes Bins Transparent stock tracking all the way from receiving to despatch. Track by Batch Lot or Serial Numbers Track stock batches or unit serial numbers step-by-step, from receiving, to pick, pack, through to final despatch. Critical for companies that need improved quality control or are seeking quality accreditation.

13 - Product Overview 13 Key Features Guide Integrated Barcode Printing and Tracking Print and scan barcode labels. Improve data entry speed and accuracy. Use a barcode scanner to pack and ship orders without touching the keyboard. Create and print barcodes with different standards. EAN -128 Standard EAN - 13 Code 128 Other formats Customise labels for items and order tracking.

14 - Product Overview 14 Key Features Guide Special Pricing by Item per Customer WMS supports pricing per customer, date-based promotion and volume discounts. Specify pricing as % discount or as fixed price. Manage special pricing schedules directly from your MYOB accounting software as Item Sales Quotes. Flexible pricing schemes By item Per customer Date-based Volume discounts % discount Fixed price Price levels

15 - Product Overview 15 Key Features Guide Create Sale Orders and Apply Commissions Create item sales with WMS from specific locations and automatically apply special pricing agreements. Calculate commissions, create quotes or back orders. Bill and ship to different customers. Sales & Commissions Calculate commissions on Total sale Gross profit Fixed amounts. Cost plus pricing options. Special pricing.

16 - Product Overview 16 Key Features Guide Guided Pick and Pack Workflow Reduce inventory search times and improve the order fulfilment process. Use intelligent rule-based stock retrieval. Choose FIFO, LIFO, MIN, MAX, or expiry date-based order picks. WMS identifies batch and bin locations and allows multiple order picks simultaneously to make selecting stock accurate and efficient. Rule-based Picking FIFO (First-in-first-out) LIFO (Last-in-first-out) MIN (minimum first) MAX (maximum first) Expiry Date-based Manual selection

17 - Product Overview 17 Key Features Guide Packing Improve order fulfilment accuracy and reduce packing times using the integrated barcode scanning feature. Scan order packing slips, then each item in turn, until all stock is packed. Despatch Despatch Register Review orders, sort and group by: Shipping method Order status Destination Despatch register provides a user-configurable to-do list for order processing.

18 - Product Overview 18 Key Features Guide Document Attachments and Order Manifest Simply drag and drop files into WMS Attachments Window to track s, Office documents, product specifications or batch/serial number-related information such as quality assurance or product testing results. Benefits of the integrated Attachments and Manifest: Re-print full order-related document trail, including WMS sales order advice, guided-pick instructions, packing slip, and other sales-related attachments. Drill into item-related documentation and specific attachments associated with batches. Centralise and simplify the navigation of all documentation in the warehouse. Attach documents s Office documents Product Specs Quality Assurance documents Product test results

19 - Product Overview 19 Key Features Guide Reports WMS provides over a dozen reports and forms with detailed filters providing maximum visibility into your warehouse operations. Many more reports are available directly from MYOB using synchronised sales and inventory information. Create a wide variety of reports. Operations Summary Stock Report Valuation Report Location Report Sales Report Special Pricing Sales Commission Stock History Movement Stock Count Stock Turn Put-Away Shipping Reports can be customised and automatically integrated into the WMS reports menu by the Datapel team.

20 - Product Overview 20 Key Features Listing General Multi-user, Single Document Web-style Interface Fully integrated with MYOB accounting software SQL Server or MSDE Database Compatible with Remote Desktop / Terminal Server By user location zone-based access control HTML / PDF Reports Engine Built-in backup and restore system Fully customisable by Datapel Systems User Security Username and password protection Users limited to locations, functional zones and actions Password changes only by Administrator privileges Item Management Advanced item visualisation with column sorting and auto group by summary views Comprehensive search options: Item Name, Item Number, Custom-fields, Custom-lists and Bin Track by Batch Serial number or barcode Filter item list by location or custom-fields View location, batch, lot and bin information Track stock in bins or as loose stock Attach documents and files to item or batch Stock by item and location Report Item Register View stock movement and drill down to original transaction source Filter Item Register by item, location and custom-lists Attachments Drag and drop files to Attachment Window Launch external programs directly from WMS Centralised document storage Stock Adjustments Stock Count Report ordered by bin, item name, quantity Full adjustment audit trail Pre-defined or user-defined adjustment reasons

21 - Product Overview 21 Key Features Listing Barcodes Item search by barcode Create / customise barcode layouts Manage EAN-13, EAN-128, Code 128 and other formats Directly print item and sales details to labels Integrated barcode workflow Create and customise label forms Receiving View and receive all MYOB Item Purchases Search items in the Purchase Register Receive Purchase Orders (PO) entirely or partially Receive without a PO (returns or asset management) Allocate Tracking Numbers per Purchase Order (Batch Number) Allocate Tracking Numbers per Item (Serial Number) Attach documents and files to Purchase Order Transfers Transfer stock from location to location Search items, batch and serial no. in the Transfer Register Transfers limited by location access Guided Put-Away Assign default put-away bin per item per location Put-away Assignment Report Automatic receiving and transfer to default bin Quality Control Colour-coded flags in Item Register Set flags per Item Batch with alert icons. Lock item batch from sale Sale Orders Create Sale Orders and Quotes from specific locations Display alerts from MYOB Customer Cards and view Pick, Pack or Ship status per Sales Line Advanced item search by name, number, bin, barcode and custom-fields Highlight out-of-stock items Add Sale Lines during Picking and Packing workflow MYOB -linked defaults for comments, ship method, salesperson and payment terms

22 - Product Overview 22 Key Features Listing Automatic calculation of commission on sale by total sale, gross profit (last cost) or fixed amount Attach documents and files to Sales Order Sales Lines Edit quantity, price or discount Add or insert line items Delete line items Special Pricing Create special price quotes per item per customer as an MYOB Item Sale quote Limit special pricing by date range Display price as % discount or fixed price Unlimited number of unique break quantities per customer Single click special pricing override Volume discounts are linked to MYOB card defaults Best Offer automatically selected Special Pricing Report by item and by customer Despatch Register Group and sort by date, order status and ship method Search by invoice number, purchase order, batch, serial number, or consignment number Full order manifest tracking and management Order Fulfilment Express Pick-to-Ship Batch source audit trail Drill-downs from manifest Drill from Sales Lines to Picked Lines Split Order Flexible splitting of sale order lines No Stock Available (NSA) split (back ordering) Split orders for multiple ship methods Split orders for staged delivery Picking Single or multiple Sales Order picks simultaneously Automatic Pick Stock with LIFO, FIFO, MIN, MAX or use Expiry-dates. Flexible manual stock picking

23 - Product Overview 23 Key Features Listing Pick or release individual lines Re-pick order lines using separate pick methods View order picks by item number or status Packing Single or multiple order packs Selected line pack (pack by line) Select all (pack by order) Record consignment number Display HTML/PDF packing slip Shipping Unship order for repacking / repicking Display HTML/PDF shipping report Manufacturing Stock Use MYOB Auto-Build information Review Bill-of-Materials Estimate build quantities by location Create work orders Pick components for work orders Build work orders Sign-out components Authorise assemblies by internal MYOB Purchase Sign-in build assemblies to location / bin Create unique work order batch numbers Standard Reports Operations Summary Stock Report Valuation Report Location Report Sales Report Special Pricing Report Sales Commission Report Stock History / Movement Report Stock Count Report Stock Turn Report Default Put-Away Report Shipping Report

24 - Product Overview 24 Contact and Acknowledgements If you wish to find out more, please call Datapel for a product information pack. We can discuss how Datapel WMS can fulfil your inventory management needs, and improve the way you run your business. Call sales@datapel.com Website MYOB is a registered trademark of MYOB Limited. Windows is a registered trademark of Microsoft Corporation. Pentium is a registered trademark of Intel Corporation or its subsidiaries in the United States and other countries. Adobe, Acrobat and Reader are registered trademarks of Adobe Systems Incorporated. All other trademarks and registered trademarks/service marks are the property of their respective owners. Datapel Systems reserves the right to change product and service specifications at anytime without notice with respect to this information brochure. *This product has not been endorsed and is not supported by MYOB Australia. Copyright ABN