SWMS How To s by Role CRT

Transcription

1 SWMS How To s by Role CRT Receiver Loader Selector Day Forklift Night Forklift Inv. Control Driver Ck-in SWMS Coord Slot Coord Inbound Scheduler Night Clerk Day FLS Night FLS Manager Check Inv. status of items Use Manifest Detail Use Manifest Overview Look up Items Look up Locations Create a location Perform a Put-a-way Look up Transactions Slot Floating Items Add Users to Labor Batch Edit a Labor Batch Add a User to SOS View Active Users in SOS Change a Users SOS Job Code 9/2/ , SYSCO All rights reserved 1

2 SWMS How To s by Role CRT Receiver Loader Selector Day Forklift Night Forklift Inv. Control Driver Ck-in SWMS Coord Slot Coord Inbound Scheduler Night Clerk Day FLS Night FLS Manager Pool a SOS Batch Reserve Batch in SOS Insert Indirect Time Manually Enter a Catchweight Open a PO Correct PO Close a PO Check the Status of a PO Check in a PO Release a PO Release a Line Item on a PO Print Demand License Plate Reprint a License Plate Find a Reserve Location 9/2/ , SYSCO All rights reserved 2

3 SWMS How To s by Role CRT Receiver Loader Selector Day Forklift Night Forklift Inv. Control Driver Ck-in SWMS Coord Slot Coord Inbound Scheduler Night Clerk Day FLS Night FLS Manager Assign reserve Location Process Orders Review Labor Tasks Slot Items Change Deliver Stops Close a Route Collect UPC's Perform a Transfer Perform Home Slot Transfer Perform a Swap Perform a Warehouse Out Perform Cycle Counts Perform Demand Replenishment Perform Non- Demand Replenishment Run Next Letdown SQL 9/2/ , SYSCO All rights reserved 3

4 SWMS How To s by Role RF Unit Receiver Loader Selector Day Forklift Night Forklift Inv. Control Driver Ck-in SWMS Coord Slot Coord Inbound Scheduler Night Clerk Day FLS Night FLS Manager Use Manifest Overview Look up Items Look up Location Create a location Perform Put-a-way Close a PO Check Status of a PO Check in a PO Review Labor Tasks Collect UPC's Perform a Transfer Perform Home Slot Transfer Perform a Swap Use Manifest Overview 9/2/ , SYSCO All rights reserved 4

5 Table of Contents SWMS How To s for CRT and RF Units SWMS HOW TO S BY ROLE CRT SWMS HOW TO S BY ROLE CRT...1 SWMS HOW TO S BY ROLE CRT...2 SWMS HOW TO S BY ROLE CRT...3 SWMS HOW TO S BY ROLE RF UNIT...4 HOW TO CHECK INVENTORY STATUS OF ITEMS...11 WHY IS THIS IMPORTANT?...11 WHO DOES THIS?...11 WHAT IS NEEDED TO GET STARTED?...11 PROCEDURE FOR CRT...11 HOW TO USE MANIFEST DETAIL...12 WHY IS THIS IMPORTANT?...12 WHO DOES THIS?...12 WHAT IS NEEDED TO GET STARTED?...12 PROCEDURE FOR CRT...12 PROCEDURE FOR RF...15 HOW TO USE MANIFEST OVERVIEW...16 WHY IS THIS IMPORTANT?...16 WHO DOES THIS?...16 WHAT IS NEEDED TO GET STARTED?...16 PROCEDURE FOR CRT...16 HOW TO LOOK UP ITEMS...17 WHY IS THIS IMPORTANT?...17 WHO DOES THIS?...17 WHAT IS NEEDED TO GET STARTED?...17 PROCEDURE FOR CRT...17 PROCEDURE FOR RF...18 HOW TO LOOK UP LOCATIONS...19 WHY IS THIS IMPORTANT?...19 WHO DOES THIS?...19 WHAT IS NEEDED TO GET STARTED?...19 PROCEDURE FOR CRT...19 PROCEDURE FOR RF...20 HOW TO CREATE A LOCATION...21 WHY IS THIS IMPORTANT?...21 WHO DOES THIS?...21 WHAT IS NEEDED TO GET STARTED?...21 DEFINITIONS...21 PROCEDURES FOR CRT /2/ , SYSCO All rights reserved 5

6 HOW TO PERFORM A PUT-A-WAY...23 WHY IS THIS IMPORTANT?...23 WHO DOES THIS?...23 WHAT IS NEEDED TO GET STARTED?...23 PROCEDURE FOR RF...23 HOW TO LOOK UP TRANSACTIONS...24 WHY IS THIS IMPORTANT?...24 WHO DOES THIS?...24 WHAT IS NEEDED TO GET STARTED?...24 PROCEDURE FOR CRT...24 HOW TO SLOT FLOATING ITEMS...25 WHY IS THIS IMPORTANT?...25 WHO DOES THIS?...25 WHAT IS NEEDED TO GET STARTED?...25 PROCEDURE FOR CRT...25 HOW TO ADD USERS TO LABOR BATCH...27 WHY IS THIS IMPORTANT?...27 WHO DOES THIS?...27 WHAT IS NEEDED TO GET STARTED?...27 PROCEDURE FOR CRT...27 HOW TO EDIT A LABOR BATCH...29 WHY IS THIS IMPORTANT?...29 WHO DOES THIS?...29 WHAT IS NEEDED TO GET STARTED?...29 PROCEDURES FOR CRT...29 HOW TO ADD A USER TO SOS...30 WHY IS THIS IMPORTANT?...30 WHO DOES THIS?...30 WHAT IS NEEDED TO GET STARTED?...30 PROCEDURE FOR CRT...30 HOW TO VIEW ACTIVE USERS IN SOS...31 WHY IS THIS IMPORTANT?...31 WHO DOES THIS?...31 PROCEDURES FOR CRT...31 FIELD DESCRIPTIONS...31 HOW TO CHANGE A USER S SOS JOB CODE...32 WHY IS THIS IMPORTANT?...32 WHO DOES THIS?...32 WHAT IS NEEDED TO GET STARTED?...32 PROCEDURE FOR CRT...32 HOW TO POOL A SOS BATCH...33 WHY IS THIS IMPORTANT?...33 WHO DOES THIS?...33 PROCEDURE FOR CRT /2/ , SYSCO All rights reserved 6

7 HOW TO RESERVE A BATCH IN SOS...34 WHY IS THIS IMPORTANT?...34 WHO DOES THIS?...34 PROCEDURES FOR CRT...34 HOW TO INSERT INDIRECT TIME...35 WHY IS THIS IMPORTANT?...35 WHO DOES THIS?...35 WHAT IS NEEDED TO GET STARTED?...35 PROCEDURES FOR CRT...35 HOW TO MANUALLY ENTER A CATCHWEIGHT...36 WHY IS THIS IMPORTANT?...36 WHO DOES THIS?...36 WHAT IS NEEDED TO GET STARTED?...36 PROCEDURES FOR CRT...36 HOW TO OPEN A PO...37 WHY IS THIS IMPORTANT?...37 WHO DOES THIS?...37 WHAT IS NEEDED TO GET STARTED?...37 STATUS OF A PO...37 PROCEDURES FOR CRT...37 HOW TO CORRECT A PO...39 WHY IS THIS IMPORTANT?...39 WHO DOES THIS?...39 WHAT IS NEEDED TO GET STARTED?...39 PROCEDURES FOR CRT...39 HOW TO CLOSE A PO...40 WHY IS THIS IMPORTANT?...40 WHO DOES THIS?...40 WHAT IS NEEDED TO GET STARTED?...40 STATUS OF A PO...40 PROCEDURES FOR CRT...40 PROCEDURES FOR RF...42 HOW TO CHECK THE STATUS OF A PO...43 WHY IS THIS IMPORTANT?...43 WHO DOES THIS?...43 WHAT IS NEEDED TO GET STARTED?...43 STATUS OF A PO...43 PROCEDURES FOR CRT...43 HOW TO CHECK IN A PO...44 WHY IS THIS IMPORTANT?...44 WHO DOES THIS?...44 WHAT IS NEEDED TO GET STARTED?...44 STATUS OF A PO...44 PROCEDURES FOR CRT...44 PROCEDURES FOR RF /2/ , SYSCO All rights reserved 7

8 HOW TO RELEASE A PO...48 WHY IS THIS IMPORTANT?...48 WHO DOES THIS?...48 WHAT IS NEEDED TO GET STARTED?...48 STATUS OF A PO...48 PROCEDURES FOR CRT...48 HOW TO RELEASE A LINE ITEM ON A PO...50 WHY IS THIS IMPORTANT?...50 WHO DOES THIS?...50 WHAT IS NEEDED TO GET STARTED?...50 PROCEDURES FOR CRT...50 HOW TO PRINT A DEMAND LICENSE PLATE...52 WHY IS THIS IMPORTANT?...52 WHO DOES THIS?...52 WHAT IS NEEDED TO GET STARTED?...52 PROCEDURES FOR CRT...52 HOW TO REPRINT A LICENSE PLATE...54 WHY IS THIS IMPORTANT?...54 WHO DOES THIS?...54 WHAT IS NEEDED TO GET STARTED?...54 PROCEDURES FOR CRT...54 HOW TO FIND A RESERVE LOCATION...55 WHY IS THIS IMPORTANT?...55 WHO DOES THIS?...55 WHAT IS NEEDED TO GET STARTED?...55 PROCEDURES FOR CRT...55 HOW TO ASSIGN A RESERVE LOCATION...56 WHY IS THIS IMPORTANT?...56 WHO DOES THIS?...56 WHAT IS NEEDED TO GET STARTED?...56 PROCEDURES FOR CRT...56 HOW TO PROCESS ORDERS...57 WHY IS THIS IMPORTANT?...57 WHO DOES THIS?...57 WHAT IS NEEDED TO GET STARTED?...57 PROCEDURES FOR CRT...57 HOW TO REVIEW LABOR TASKS...59 WHY IS THIS IMPORTANT?...59 WHO DOES THIS?...59 WHAT IS NEEDED TO GET STARTED?...59 PROCEDURES FOR CRT...59 PROCEDURES FOR RF /2/ , SYSCO All rights reserved 8

9 HOW TO SLOT ITEMS...61 WHY IS THIS IMPORTANT?...61 WHO DOES THIS?...61 WHAT IS NEEDED TO GET STARTED?...61 PROCEDURES FOR CRT...61 HOW TO CHANGE DELIVERY STOPS...63 WHY IS THIS IMPORTANT?...63 WHO DOES THIS?...63 WHAT IS NEEDED TO GET STARTED?...63 PROCEDURES FOR CRT...63 HOW TO CLOSE A ROUTE...65 WHY IS THIS IMPORTANT?...65 WHO DOES THIS?...65 WHAT IS NEEDED TO GET STARTED?...65 PROCEDURES FOR CRT...65 HOW TO COLLECT UPC S...66 WHY IS THIS IMPORTANT?...66 WHO DOES THIS?...66 WHAT IS NEEDED TO GET STARTED?...66 PROCEDURES FOR RF...66 HOW TO PERFORM A TRANSFER...68 WHY IS THIS IMPORTANT?...68 WHO DOES THIS?...68 WHAT IS NEEDED TO GET STARTED?...68 PROCEDURES FOR CRT...68 PROCEDURES FOR RF...69 HOW TO PERFORM A HOME SLOT TRANSFER...70 WHY IS THIS IMPORTANT?...70 WHO DOES THIS?...70 WHAT IS NEEDED TO GET STARTED?...70 PROCEDURES FOR CRT...70 PROCEDURES FOR RF...72 HOW TO PERFORM A SWAP...73 WHY IS THIS IMPORTANT?...73 WHO DOES THIS?...73 WHAT IS NEEDED TO GET STARTED?...73 PROCEDURES FOR CRT...73 PROCEDURES FOR RF...74 HOW TO PERFORM A WAREHOUSE OUT...75 WHY IS THIS IMPORTANT?...75 WHO DOES THIS?...75 WHAT IS NEEDED TO GET STARTED?...75 PROCEDURES FOR CRT /2/ , SYSCO All rights reserved 9

10 HOW TO PERFORM CYCLE COUNTS...76 WHY IS THIS IMPORTANT?...76 WHO DOES THIS?...76 PARTS...76 PART I PROCEDURES FOR CRT...76 PART I PROCEDURES FOR CRT...78 PART II PROCEDURES FOR RF...79 HOW TO PERFORM DEMAND REPLENISHMENTS...81 WHY IS THIS IMPORTANT?...81 WHO DOES THIS?...81 PROCEDURES FOR RF...81 HOW TO PERFORM NON-DEMAND REPLENISHMENTS...83 WHY IS THIS IMPORTANT?...83 WHO DOES THIS?...83 PROCEDURES FOR RF...83 HOW TO RUN NEXT LETDOWN SQL...87 WHY IS THIS IMPORTANT?...87 WHO DOES THIS?...87 WHAT IS NEEDED TO GET STARTED?...87 PROCEDURES FOR CRT /2/ , SYSCO All rights reserved 10

11 How to Check Inventory Status of Items Why is this important? Checking the inventory status allows you to see if the item is on Hold (HLD) or Available (AVL). Hold (HLD) Available (AVL) Status Means License Plate is. Prevented from being shipped in SWMS Available for shipping Who does this? Receivers Inventory Control Personnel Warehouse Day Supervisors Warehouse Managers What is needed to get started? An item number or license plate number or SWMS location is needed to look up a specific item in the Inventory/Inventory screen. Procedure for CRT Follow the steps below to check inventory status of items using the CRT. 1 Go into the Inventory section of the SWMS Inventory menu. 2 Place an Item Number or License Plate Number or Location into the appropriate query field and press F9 to execute the query. 3 Select the Location or License Plate and look to the Status (Sta) column on the right side of the screen. Result: The status is displayed. 9/2/ , SYSCO All rights reserved 11

12 How to Use Manifest Detail Why is this important? Using the Manifest Detail screen is how returns (product coming back from the customer) are processed back into inventory. Who does this? Driver Check-in Personnel What is needed to get started? A manifest number is needed to look up a manifest as well as the necessary paperwork and product coming back from the driver. Procedure for CRT Follow the steps below to look up a manifest via the CRT. 1 Go to the Driver Check-in menu on the main SWMS screen. 2 Go to Manifest ovrvw. 3 Enter the Manifest number in the appropriate field. Hit the F9 key. Result: Manifest information is shown 4 Once appropriate manifest is highlighted, press F10 to access the menu bar. 5 Press Enter with Manifest_details highlighted. Result: You will now be on the Manifest Details screen, which shows all items that were on that manifest. 6 Use the arrow key to move up or down and highlight the item that is being returned. 7 Press F10 to access the menu bar. With item-returns highlighted, press Enter. To Return Go to #... One item 8 Multiple items 14 Continued on next page 9/2/ , SYSCO All rights reserved 12

13 How to Use Manifest Detail, Continued Procedure for CRT (continued) 8 To return one item, select Current Item. Result: A pop-up window will display. 9 Key in the appropriate Reason Code. OR Press F4 for a list and follow the steps below. 1 Arrow down to the Reason Code and press Enter. 2 Tab to the Case or Splt column and enter in the correct number of cases and/or splits returned. Note: Non-splittable items cannot be returned as splits. 10 Press F7 to save changes. 11 Press F3 to return to the main screen. Result: The right column Dtl Stat will now show that item as RTN. 12 Repeat steps 8-11 until all items are returned. 13 Press F10 to access the menu bar and arrow over to Print, after all returns have been entered. Result: Return license plates will print for all entered returns. Continued on next page 9/2/ , SYSCO All rights reserved 13

14 How to Use Manifest Detail, Continued Procedure for CRT (continued) 14 Select All Items or Invoice-Return from the Item-Returns menu to return multiple items. 15 Use the Overage menu option to return an overage (i.e. product that came back on a truck with no label). 16 Press F10 to access the menu and arrow to manifest-close once all returns have been processed. Press Enter. Result: A Manifest Close Returns Summary screen displays showing the details of all processed returns. 17 Follow the appropriate action. IF Something was forgotten, All returns are showing on the Returns Summary screen, Press Enter. THEN Press F3 to go back to the Manifest Detail screen and finish the returns as necessary. Press F10 and arrow to Manifest Close. Result: A message at the bottom of the screen will verify that the close has occurred. Continued on next page 9/2/ , SYSCO All rights reserved 14

15 How to Use Manifest Detail, Continued Procedure for RF While the RF s functionality is very similar to the CRT, there are a few things that can t be done on the RF unit currently (full invoice returns and manifest close). 1 Choose Putaway and then Returns on RF from the Main Menu. Result: The system then prompts for a printer to be scanned. Note: The printer must be turned on before scanning. 2 Select one of the three options below. # Option To be Used IF. 1 Order Seq # The returned product has a pick label on it. 2 Item UPC No label is on the product. 3 Inv # Item # UOM There is no label and the UPC does not scan. Result: The screens on the RF unit will prompt for the necessary information (i.e. temperature, weight etc). 3 Press the Submit key once the screen has been filled out completely. Result: A return license plate will print out for the returned item(s). Only one license plate will print for each item code, regardless of the quantity returned of that item. The printer must be on for the license plates to print. 9/2/ , SYSCO All rights reserved 15

16 How to Use Manifest Overview Why is this important? Checking the manifest overview allows you to see if the manifest is on Open (OPN) or Closed (CLS). Status Open (OPN) Closed (CLS) Means Manifest is. Able to be changed (returns processing) Unable to be changed Who does this? Driver Check-in Personnel What is needed to get started? A manifest number is needed to look up a manifest in the Driver-Check-In/Manifest ovrvw screen. Procedure for CRT Follow the steps below to look up a manifest via the CRT. 1 Go to the Driver Check-in menu on the main SWMS screen. 2 Go to Manifest ovrvw. 3 Enter the manifest number in the appropriate field. Press F9. Result: Status of Manifest is shown in the status field. 9/2/ , SYSCO All rights reserved 16

17 How to Look up Items Why is this important? If product is unknown, looking it up via SWMS is the easiest way. Who does this? All Warehouse Personnel What is needed to get started? Product and/or description Procedure for CRT Follow the steps below to look up items via the CRT. 1 From the main screen, go to Inventory, Inventory. 2 Enter known information (i.e. description: chicken, brand: Tyson) in the query blocks. Note: Put a % at the beginning and end of the information entered to help with wild card searches. 3 Press F9. 4 Use the arrow buttons to scroll up or down through the list to locate the item. Continued on next page 9/2/ , SYSCO All rights reserved 17

18 How to Look up Items, Continued Procedure for RF Follow the steps below to look up items via the RF unit. 1 From the main screen, go to Stock Status. 2 Select one of the following options to look up the item. # Option By To be Used IF. 1 License Scanning the license plate of the item 2 Location Scanning the location from where the item came 3 Product Entering in the item/supc number 4 UPC Scanning the UPC on the item Result: Subsequent screens will ask for the necessary information to be scanned or entered. 3 Press the Submit button on the screen or the Enter button on the keyboard after scanning or entering the information. 9/2/ , SYSCO All rights reserved 18

19 How to Look up Locations Why is this important? If a product s location is unknown, looking it up via SWMS is the easiest way Who does this? All Warehouse Personnel What is needed to get started? Product SUPC Procedure for CRT Follow the steps below to look up locations via the CRT. 1 Go to Inventory, Inventory from the main screen. 2 Enter known information (i.e. description: chicken, brand: Tyson) or item # in the query blocks. Note: Put a % at the beginning and end of the information entered to help with wild card searches 3 Press F9 to query. 4 Using the arrow buttons, scroll up or down through the list to locate the item 5 Once the correct item number is known, press F8 to return to the query section and enter in the item #. Clear out (i.e. space over any remaining information). 6 Press F9 to query. Result: Query results display. 7 Scroll through the list with the arrow keys. Result: The location of the items is shown in the Location column. Continued on next page 9/2/ , SYSCO All rights reserved 19

20 How to Look up Locations, Continued Procedure for RF Follow the steps below to look up locations via the RF. 1 Go to Stock Status from the main screen. Result: It is possible to choose a variety of ways to look up the location of an item. 2 Select one of the following options to look up the location. # Option By To be Used IF. 1 License Scanning the license plate of the item 3 Product Entering in the item/supc number 4 UPC Scanning the UPC on the item Result: Subsequent screens will ask for the necessary information to be scanned or entered. 5 After scanning or entering the information, press the Submit button on the screen or the Enter button on the keyboard. 6 Scroll through the list with the arrow keys after the results return. Result: The location of the items is shown in the Location column. Note: The home slot/pick slot of that item is where the license # and location number are the same. 9/2/ , SYSCO All rights reserved 20

21 How to Create a Location Why is this important? Before an item can be received or shipped, it must be slotted in SWMS. Who does this? SWMS Coordinator Slot Coordinator What is needed to get started? SUPC Definitions The following is a list of key terms. Term Description Example Number of Cubic Inches This is a measurement of the total size of an object. It is determined by measuring Length x Width x Height. 18 x 12 x 8 = 1,728 cubic inches Aisle Side Floor Height Pick Aisle Pick Location (Pick Loc) Pick Level Liftoff Height The side of the aisle the product is stored on. The height from the floor to where the cross bar begins in inches. The aisle in which the product is located. This is represented by the first two characters of the rack label. The bay and zone in which product is located. This is represented by a two digit number and a letter. The level in which the product is sitting. This is represented by a single digit. The clearance needed by the forklift operator to place a pallet in a slot. Right side of an aisle is usually the even side and the left side of an aisle is the odd side. 18 inches DG99B1 DG99B1 DG99B1 84 inches Continued on next page 9/2/ , SYSCO All rights reserved 21

22 How to Create a Location, Continued Procedures for CRT Follow the steps below to create a location via the CRT. 1 Go to Maintenance, Location, Logical from the main menu. 2 Press F10. Result: The cursor moves to the menu bar. 3 Select New and press Enter. 4 Enter the new location. 5 Enter the appropriate slot types. 6 Scroll to the status field and enter AVL. 7 Scroll to the Cube field and enter the number of cubic inches. 8 Scroll to the Pic Loc? Field IF. Slot is a pick location Slot is a reserve location Then. Enter Y Enter N 9 Enter the appropriate Put and Pick Zones. 10 Enter the aisle side. E = Even side O = Odd side 11 Enter the floor height. 12 Enter the Pick Aisle, Pick Loc, and Pick Level. Example: DG99B1 13 Enter the height of the slot. Note: Slot height is in inches. 14 Enter the liftoff height. 15 Press F7 to save changes. 9/2/ , SYSCO All rights reserved 22

23 How to Perform a Put-a-way Why is this important? Product must be put-a-way each day. Who does this? Day Forklift Operators Driver Check-in Personnel What is needed to get started? Product to be put-a-way with a valid license plate (LPN). Procedure for RF Follow the steps below to put-a-way items via the CRT. 1 Choose Putaway, Putaway from the Main Menu. Result: The system prompts for a license plate to be scanned. 2 Use the gun to scan the LPN of the product that needs to be putaway. 3 After scanning all the LPNs that will be putaway on a specific trip, press the F2 button to Travel. Result: The system will organize the LPNs in the most efficient manner based on the location to which they are going. 4 Travel to the location desired to put the product away. 5 Scan the LPN of the pallet/product being putaway. Result: The screen will show some detail of the product. 6 Verify that the correct product has been selected. 7 Put the product into the appropriate slot. 8 Scan the rack label of the corresponding slot. Note: If the product has been directed to a level that is too high to scan, scan the lowest label scannable in the same vertical column (i.e., if the product is directed to CA17A7, scan CA17A1). 9/2/ , SYSCO All rights reserved 23

24 How to Look up Transactions Why is this important? Researching transactions can help warehouse personnel understand what has happened with product since it came into the warehouse. Who does this? Warehouse Supervisors Inventory Control Personnel What is needed to get started? One of the following: Item # License Plate (LPN) User ID Date Procedure for CRT Follow the steps below to look up transactions via the CRT. 1 Go to Maintenance, Transaction from the main screen. 2 In the query blocks, enter known information (i.e. Item #, LPN, User ID, or Date). Note: The more information that is placed in the query blocks, the more specific the information that will be provided in the data. 3 Press F9. Result: Information is displayed including transaction date and time. 9/2/ , SYSCO All rights reserved 24

25 How to Slot Floating Items Why is this important? If a return from a driver comes back that has been unslotted, the item must be slotted before it can be returned to inventory. Who does this? SWMS Coordinator Slot Coordinator Driver Check-in Personnel What is needed to get started? SUPC Procedure for CRT Follow the steps below to slot floating items via the CRT. 1 Go to Maintenance, Location, Logical from the main screen. 2 In the query blocks, enter the following information. Item # N Pick Loc N Float Loc Y Area (applicable area C-Cooler; D-Dry; F-Frozen) 3 Press F9 to query. Result: The locations shown are available to use for slotting items. 4 Arrow to the location where the item will be slotted. 5 Press F10 and choose Edit. 6 Press F10 and choose Slot Item. 7 Enter the Item # in the Item field. 8 Tab to the Cust Pref Vendor field and enter a -. 9 Tab to the Zone field. Result: The Zone field will automatically populate and a pop-up window will display. Press F3. Continued on next page 9/2/ , SYSCO All rights reserved 25

26 How to Slot Floating Items, Continued Procedure for CRT (continued) 10 Tab to the UOM field and enter 0 (zero). 11 Tab again which will return to the Item field. Press F7 to commit. Result: A message will appear at the bottom of the screen Transaction Complete. 12 Press F3 twice to exit back to the Maintenance, Location, Logical screen. Note: The location should no longer show on the screen as it is now being used. 13 Press F8 to return to the query block to verify that the slotting did occur. Enter the location used for the slotting. Clear out (i.e. space over all remaining data in the query block. Result: The data should show that the location has the item attached to it. Note: If during the slotting process, an error occurs displaying that the item is not floating, return to step 2 and change Float Loc to N and complete the steps. 9/2/ , SYSCO All rights reserved 26

27 How to Add Users to Labor Batch Why is this important? A Supervisor or Manager might need to edit a current or historical labor batch based on a number of reasons. Who does this? Warehouse Supervisors Warehouse Managers What is needed to get started? User ID Batch number Date of batch to change Procedure for CRT Follow the steps below to add users to a labor batch via the CRT. 1 IF Today s batch Historical batch THEN Go to Labor, Supervisor, Current from the main screen. Go to Labor, Supervisor, Histbatches from the main screen. 2 In the query blocks, enter the appropriate information. Note: The appropriate information includes, User ID, Job Code, Date, etc. 3 Press F9 to query. 4 Highlight the batch to change, with the arrow keys. 5 Press F10. Result: The cursor moves to the menu bar. 6 Select Edit. Result: The batch detail screen displays. 7 Tab to the field(s) requiring change. Continued on next page 9/2/ , SYSCO All rights reserved 27

28 How to Add Users to Labor Batch, Continued Procedure for CRT (continued) 8 Make the necessary changes. 9 Press F7 to save changes. 10 Press F3 to return to the batches screen. 9/2/ , SYSCO All rights reserved 28

29 How to Edit a Labor Batch Why is this important? A Supervisor or Manager might need to edit a current or historical labor batch based on a number of reasons. Who does this? Warehouse Supervisors Warehouse Managers What is needed to get started? User ID Batch number Date of batch to change Procedures for CRT Follow the steps below to edit a labor batch via the CRT. 1 IF Today s batch Historical batch THEN Go to Labor, Supervisor, Current from the main screen. Go to Labor, Supervisor, Histbatches from the main screen. 2 In the query blocks, enter the appropriate information. Example: User ID, Job Code, Date 3 Press F9 to query. 4 Highlight the batch to change, with the arrow keys. 5 Press F10. 6 Select Edit. Result: The batch detail screen displays. 7 Tab to the field(s) requiring change. 8 Press F7 to save the changes. 9 Press F3 to return to the Batches screen. 9/2/ , SYSCO All rights reserved 29

30 How to Add a User to SOS Why is this important? All Selector new hires require access to SOS. Who does this? Warehouse Supervisors Warehouse Managers What is needed to get started? The new Associates SWMS User ID. Procedure for CRT Follow the steps below to add a user to SOS via the CRT. 1 Go to Order, SOS, User Config, from the main menu 2 Press F10 Result: The cursor moves to the menu bar. 3 Select New Result: The Add a new user screen is displayed 4 Enter the following: Field User ID Primary Job Code Alt Job Code #1 Alt Job Code #2 Alt Job Code #3 Default Job Code Print FL Label Enter Qty Training Labels Enter USSXXX Job code the associate uses most. If unknown, press F4 for a listing. DSLUNI CSLUNI FSLUNI Same as Primary Job Code Y N N 5 Press F7 to save changes. 9/2/ , SYSCO All rights reserved 30

31 How to View Active Users in SOS Why is this important? This will allow you to review which selectors are actively selecting. Who does this? Warehouse Supervisors Warehouse Managers Procedures for CRT Follow the steps below to view active users in SOS via the CRT. 1 Go to Order, SOS, (Dry, Freezer, or Cooler) Status, from the main menu. Result: The screen displays with Associates name in the Selector name column. 2 Press Q to exit. Field Descriptions The table below identifies each field on the screen. Field Start PrjTim Units Idle Location Displays When the Selector started the current batch. The Estimated time necessary to finish the current batch. The remaining cases/splits to be pulled. The time since the Selectors last scan. The last slot the Selector scanned. 9/2/ , SYSCO All rights reserved 31

32 How to Change a User s SOS Job Code Why is this important? Throughout the night shift, Associates may need to be moved to different job codes, such as DSLNOR (dry selector) to FSLNOR (freezer selector) Who does this? Warehouse Supervisors Warehouse Managers What is needed to get started? The Associates SWMS User ID. Procedure for CRT Follow the steps below to change a user s SOS job code via the CRT. 1 Go to Order, SOS, User Config from the main menu. 2 In the Selectors ID field, enter the Associates User ID. Example: USSBAR 3 Press F9 to query. Result: The cursor displays the Selectors ID. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Edit. 6 Use the arrow keys to scroll to the Primary Job code. 7 Enter the new code. 8 Press F7 to save changes. 9/2/ , SYSCO All rights reserved 32

33 How to Pool a SOS Batch Why is this important? It provides Supervisors with the ability to assign newer Selectors easier batches so they can learn proper selection procedures. These batches only transmit to those Selectors the following job codes: DTRAIN CTRAIN FTRAIN Who does this? Warehouse Supervisors Warehouse Managers Procedure for CRT Follow the steps below to pool a batch in SOS using the CRT. 1 Go to Order, SOS, Training from the main menu. 2 Enter query information. Example: Area, Reference No-Route, Max Stops, Items, Cases 3 Press F9 to query. 4 Highlight the batch to Pool. 5 Press F10. Result: The cursor moves to the menu bar. 6 Select Pool. 7 Press the Enter key. Result: The following message is displayed; Assignment xxxxx added to training pool. 8 Press Enter. Result: Pooled batches showing P in the reserved column is displayed. 9/2/ , SYSCO All rights reserved 33

34 How to Reserve a Batch in SOS Why is this important? By reserving a batch, a Supervisor can assign pull batches out of the work sequence if that batch requires special handling. This prevents Selectors form pulling these batches with the standard batch assignments. Who does this? Warehouse Supervisors Warehouse Managers Procedures for CRT Follow the steps below to reserve a batch in SOS via the CRT. 1 Go to Order, SOS, Training from the main menu. 2 Enter query information. Example: Area, Reference No-Route, Max Stops, Items, Cases 3 Press F9 to query. 4 Highlight the batch to Reserve. 5 Press F10. Result: The cursor moves to the menu bar. 6 Select Reserve. 7 Press the Enter key. Result: The following message is displayed; Assignment xxxxx reserved. 8 Press Enter. Result: Reserved batches showing Y in the reserved column is displayed. 9/2/ , SYSCO All rights reserved 34

35 How to Insert Indirect Time Why is this important? Supervisors may need to insert indirect time because an Associate takes a break or attends a meeting. Who does this? Warehouse Night Supervisors Warehouse Night Clerks What is needed to get started? The User ID of the Associate requiring indirect time. Procedures for CRT Follow the steps below to insert direct time via the CRT. 1 Go to Labor, Supervisor, Insert, Add Indirect from the main menu. 2 Enter the following: Field Indirect Code Duration(Min) Start Date/Time 3 Press Tab. 4 IF Assigning a single user time Assigning group time Enter The necessary code. Indirect time in minutes Starting time in mm/dd/yy hh24:mi THEN Type the User ID in the UserID field. Type the Supervisor ID in the SupervisorID field. 5 Press F9 to query. 6 In the Sel Column, highlight the names and press F4. Result: An asterisk (*) displays next to the name. 7 Press F7 to save changes. 9/2/ , SYSCO All rights reserved 35

36 How to Manually Enter a Catchweight Why is this important? If your OpCo is not on SOS, or the Selector does not enter a catchweight for an item, it must be entered manually. Who does this? Warehouse Night Supervisors Warehouse Night Clerks What is needed to get started? Route Stop Number Product Weight Procedures for CRT Follow the steps below to manually enter a catchweight of items via the CRT. 1 Go to Order, Pick Adjustment from the main menu. 2 Enter the Route Number in the route number field. 3 Press F10. 4 Select Catchweights. 5 Highlight the item that requires a catchweight. 6 Press F10. Result: The cursor moves to the menu bar. 7 Select edit-cw. Result: A pop up window displays. 8 Enter a catchweight for each line in the pop-up window. 9 Press F7 to save changes. Result: The Pick Adjustments-Catchweights screen displays with a value shown in the Total Catch Wt. Column. 10 Press F3. Result: The Pick Adjustments Overview screen displays. 9/2/ , SYSCO All rights reserved 36

37 How to Open a PO Why is this important? In order for a Purchase Order (PO) to be processed, it must first be opened. This will allow inventory to be updated in SWMS and product moved into the warehouse. Who does this? Receivers What is needed to get started? PO number Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various statuses of a PO. NEW OPN SCH CLO Status Description PO is not checked in. PO is currently being checked in. PO might have been previously opened, but it is not currently in the check in process. PO is closed. Procedures for CRT Follow the steps below to open a PO via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Result: The cursor moves to the PO# field. IF The dock door is known that will receive the PO The dock door is not known that will receive the PO THEN Use the arrow keys to tab over to the Door Column field and enter the door number Use the arrow keys to tab over to the door column field and press F4, to select a door. 9/2/ , SYSCO All rights reserved 37

38 How to Open a PO, Continued Procedures for CRT (continued) 5 Press F7 to save the changes. 6 Press F10. Result: The cursor moves to the menu bar. 7 Select Open. 8 Select Current. Result: A blank screen displays with the following message; Currently processing request to open SN/PO # 9 When prompted, press Enter. Result: The SN/PO Overview screen displays and the PO status (STA column) displays OPN. 9/2/ , SYSCO All rights reserved 38

39 How to Correct a PO Why is this important? Once a purchase order (PO) is in CLS (closed) status, only Inventory Control personnel with Proforma correction access can make changes. Who does this? Inventory Control Personnel What is needed to get started? PO Number Procedures for CRT Follow the steps below to correct a PO via the CRT. 1 Go to Receiving, Corrections from the main menu. 2 Type the PO# into the SN#/PO# field. 3 Press F9 to query. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Edit. Result: The cursor moves to the Qty Corr field. 6 Scroll to the License number field by using the arrow keys. 7 Enter the new quantity in the Qty field. 8 Press F7 to save. Note: If catchweight requires adjustment, arrow to the correct license plate. 9 Press F10. Result: The cursor moves to the menu bar. 10 Select Adj-weight. Result: The Catchweight Entry pop-up window appears. 11 Enter the new weight (for the entire item) in the New Total Weight field. 12 Press F7 to save. Note: The weight entered, displays in the Total Weight Field. 9/2/ , SYSCO All rights reserved 39

40 How to Close a PO Why is this important? In order for the vouchering process (paying the vendor) to begin, a Purchase Order (PO) must be in CLS (closed) status. Who does this? Receivers What is needed to get started? Open PO number Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various statuses of a PO. NEW OPN SCH CLO Status Description PO is not checked in. PO is currently being checked in. PO might have been previously opened, but it is not currently in the check in process. PO is closed. Procedures for CRT Follow the steps below to close a PO via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Press F10. Result: The cursor moves to the menu bar. Continued on next page 9/2/ , SYSCO All rights reserved 40

41 How to Close a PO, Continued Procedures for CRT (continued) 5 Select Close. Result: The Close SN/PO window displays the PO summary and the cursor appears in the Special Pallets Rcvd field. 6 Indicate if this is a Special Pallet IF. THEN. Yes Go to step 7 below. No Go to step 8 below 7 Enter Y. Result: A Special Pallet Supplier screen is displayed. Enter the Pallet Supplier (F4 displays a listing) Press Tab, and then enter the quantity of special pallets received. Press Enter. Press F7 to save. Press F3 to return to the PO Close screen. Result: The cursor appears in the UserID field. 8 Enter N. Result: The cursor appears in the UserID field. 9 Enter the User ID and press Tab. 10 Enter Y in the Close SN/PO field and press Enter. Result: A pop-up window displays, SN/PO Close completed. 11 Press Enter. Result: The PO is closed. Continued on next page 9/2/ , SYSCO All rights reserved 41

42 How to Close a PO, Continued Procedures for RF Follow the steps below to close a PO via the RF unit. 1 Go to Receiving, Close PO from the main menu. 2 Scan or type the PO number to close. 3 Are there special pallets such as CHEP pallets? IF. THEN. Yes Go to step 4. No Go to step Select Yes and press Enter. Result: A Special Pallets window is displayed. 5 Highlight the appropriate pallet supplier and press Next. Result: A window is displayed requesting the quantity of special pallets received. 6 Enter the appropriate quantity and press Update. 7 Select Close. 8 Note: A verification screen may appear prompting for any missing catchweights. IF. The missing catchweights verification screen appears The missing catchweights verification screen does not appear THEN. Go to step 9. Go to step Enter the appropriate weight(s) and press Submit. Result: The PO Close Summary screen displays a summary of all cases, splits, and pallets ordered and received. 10 Press Next. Result: The PO is closed. 9/2/ , SYSCO All rights reserved 42

43 How to Check the Status of a PO Why is this important? To determine if a Purchase Order (PO) has been received or if it is in the receiving process. Who does this? Inbound Scheduler What is needed to get started? PO number Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various statuses of a PO. NEW OPN SCH CLO Status Description PO is not checked in. PO is currently being checked in. PO might have been previously opened, but it is not currently in the check in process. PO is closed. Procedures for CRT Follow the steps below to check the status of a PO via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. Result: The PO status is displayed in the STA column. 9/2/ , SYSCO All rights reserved 43

44 How to Check In a PO Why is this important? To determine if a Purchase Order (PO) has been received or if it is in the receiving process. Who does this? Receivers What is needed to get started? PO number Product Bill of Lading Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various statuses of a PO. NEW OPN SCH CLO Status Description PO is not checked in. PO is currently being checked in. PO might have been previously opened, but it is not currently in the check in process. PO is closed. Procedures for CRT Follow the steps below to check in a PO via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Check In. Note: Because SWMS is an exception-based inventory system, only quantity differences require recording. If the quantity ordered and the quantity received is the same, no information needs to be recorded. Continued on next page 9/2/ , SYSCO All rights reserved 44

45 How to Check In a PO, Continued Procedures for CRT (continued) 6 Highlight the desired license plate (LP) in the Qty Rec field. 7 Enter the quantity. Note: Only enter the quantity if it differs from the entry in the Qty Ord field. 8 In the D field IF. THEN. Y is displayed Go to step 9. N or the field is blank Go to step Scroll to the license plate displaying a Y. Note: The Y indicates that data is needed for this license plate such as Catchweight information, temperature, or harvest data. 10 Press F10. Result: The cursor moves to the menu bar. 11 Select Data. Result: A pop up window is displayed. 12 Enter any required information. IF. Entering total weight Entering temperature Entering dates THEN. Enter weight for the entire item number, not by license plate. Enter the temperature by pallet. Enter expiration/manufacturer for each pallet. Note: For COOL products, the field title Presence of COO Y/N, requires an entry asking if the product lists the country of origin. 13 Press Tab. Note: If more information is needed, the appropriate field will be highlighted. Continued on next page 9/2/ , SYSCO All rights reserved 45

46 How to Check In a PO, Continued Procedures for CRT (continued) 14 Press F7 to save. 15 Press F3 to exit the pop up window. Result: The D field changes from Y to C (collected). 16 Press F3 to return to SN/PO Overview screen. Result: The PO is now checked in. Continued on next page 9/2/ , SYSCO All rights reserved 46

47 How to Check In a PO, Continued Procedures for RF Follow the steps below to check in a PO via the RF unit. 1 Go to Receiving, Check in from the main menu. 2 Scan the License Plate. Result: The screen will display LP#, PO#, and Exp Qty with a value already entered. Warning: The only situation in which a value needs to be entered is if the quantity received on the license plate (LP) is different than the Exp Qty value on the screen. Note: Because SWMS is an exception-based inventory system, only quantity differences require recording. If the quantity ordered and the quantity received is the same, no information needs to be recorded. 3 Press Enter. 4 Result: The LP required data collection screen is displayed. IF. Product is a C.O.O.L. item Product is not a C.O.O.L. item Then. A pop up window will display verifying COOL data. Select Yes and enter information based on the table below. Enter the required information. IF. THEN. Entering weight Enter weight for the entire item number, not by license plate. Colleting temperature Enter the temperature by pallet. Colleting dates Enter expiration/manufacturer for each pallet. 5 Press Enter after entering the appropriate data. Result: The PO is ready to be closed. 9/2/ , SYSCO All rights reserved 47

48 How to Release a PO Why is this important? If a Purchase Order (PO) has incorrect information on it, product may be rejected. By releasing a PO changes can be made to that PO and new paperwork can be generated. Who does this? Receivers Slot Coordinators What is needed to get started? PO number PO must be in OPN (open) status Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various statuses of a PO. NEW OPN SCH CLO Status Description PO is not checked in. PO is currently being checked in. PO might have been previously opened, but it is not currently in the check in process. PO is closed. Procedures for CRT Follow the steps below to release a PO via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. Result: The PO is displayed. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Release. Result: A caution window displays to verify release. Continued on next page 9/2/ , SYSCO All rights reserved 48

49 How to Release a PO, Continued Procedures for CRT (continued) 7 Select Yes. Result: An acknowledgement window displays. 8 Select OK. Result: The PO status is updated to show SCH (scheduled). 9/2/ , SYSCO All rights reserved 49

50 How to Release a Line Item on a PO Why is this important? In order to change a specific item on a purchase order (PO), the line item will need to be released. Who does this? Receivers What is needed to get started? PO number Product Bill of Lading Procedures for CRT Follow the steps below to process orders via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. Result: The PO is displayed. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Check In. 6 Arrow to the line item to be released. 7 Press F10. Result: The cursor moves to the menu bar. 8 Select Release. Result: A Warning pop up window appears. Continued on next page 9/2/ , SYSCO All rights reserved 50

51 How to Release a Line Item on a PO, Continued Procedures for CRT (continued) 9 Select YES. Result: An extended PO is created. Note: To work with the extended PO Press F8. Scroll to the PO# field. Type % after the PO number. 9/2/ , SYSCO All rights reserved 51

52 How to Print a Demand License Plate Why is this important? A demand license plate (LP) will need to be printed if more product arrives than was originally ordered. Who does this? Receivers What is needed to get started? PO number Product(s) Bill of Lading Procedures for CRT Follow the steps below to print a demand license plate via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Check In. IF. The product quantity is more than the quantity ordered An existing LP is not full All LP s are full Then. Only print a demand LP if the existing LP is full (already contains complete Ti x Hi). Adjust excess product onto that pallet by adjusting the quantity in the Qty Rec column. Verify that the cursor is on the correct item number. 6 Press F10. Result: The cursor moves to the menu bar. Continued on next page 9/2/ , SYSCO All rights reserved 52

53 How to Print a Demand License Plate, Continued Procedures for CRT (continued) 7 Select Print, then Demand. Result: A pop up window is displayed. 8 In the Status field, type AVL. 9 In the Label Q field, type the printer queue. Note: The printer queue is where the license plate prints. Press F4 for a list. 10 In the Qty Rec field, type the new license plate quantity. Warning: The quantity received cannot be larger than the items Ti x Hi. 11 Press Enter. Result: A new line appears on the SN/PO detail screen. 9/2/ , SYSCO All rights reserved 53

54 How to Reprint a License Plate Why is this important? If a license plate (LO) is damaged or lost, a new license will need to be printed. Who does this? Receivers What is needed to get started? PO number Product(s) Bill of lading Procedures for CRT Follow the steps below to reprint a license plate via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Check In. 6 Arrow to the LP line to be reprinted. 7 Press F10. Result: The cursor moves to the menu bar and pop up window is displayed. 8 Select Print, then Demand. 9 In the Label field, type the printer queue on which to print the LP. Note: Press F4 for a list. 10 Press Enter. Result: A complete message is displayed in the status box. 11 Press F3. Result: The SN/PO detail screen is displayed. 9/2/ , SYSCO All rights reserved 54

55 How to Find a Reserve Location Why is this important? On occasion, SWMS is unable to locate a reserve slot to store product during the receiving process. When this occurs, finding a reserve slot will need to be done manually. Who does this? Receivers What is needed to get started? PO number Product Bill of Lading Procedures for CRT Follow the steps below to manually find a reserve location via the CRT. 1 Go to Maintenance, Location, Logical from the main menu. Result: The Logical Location Overview screen is displayed. 2 Enter the following information. Location Item# Pick Loc? Status Cube Field Data to be entered Area/Aisle% (DA%, CB%, FD%) N N AVL > size needed (>30 displays slots bigger than 30 cube) 3 Press F9 to query. Note: Use any listed location as the reserve slot. 4 Write down the reserve slot to assign. (This will be needed when assigning a reserve slot) 9/2/ , SYSCO All rights reserved 55

56 How to Assign a Reserve Location Why is this important? On occasion, SWMS is unable to locate a reserve slot to store product during the receiving process. When this occurs, assigning a reserve slot will need to be done manually. Who does this? Receivers What is needed to get started? PO number Product Bill of Lading Procedures for CRT Follow the steps below to manually assign a reserve location via the CRT. 1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. Result: The P.O. is displayed. 4 Press F10. Result: The cursor moves to the menu bar. 5 Select Check In. 6 Arrow to the item line needing a reserve location. 7 Press Tab to move the cursor to the PUT Locn field. 8 Enter the reserve location that you wrote down. 9 Press F7 to save changes. 9/2/ , SYSCO All rights reserved 56

57 How to Process Orders Why is this important? When an order is processed, it creates the batches for the night crew. Who does this? Warehouse Night Supervisors Warehouse Night Clerks What is needed to get started? Wave sheet from the Transportation department Procedures for CRT Follow the steps below to process orders via the CRT. 1 Go to Order, Order Process from the main menu. 2 Enter the following information Order Type Status Field REG NEW Data 3 Press F9 to query. 4 Scroll to the Seq field on the first route to be generated and press F4. 5 Scroll to the Seq field on the last route to be generated and press F4. Result: SWMS assigns sequence numbers to the routes to generate. Warning: Do not generate more than 8 routs at any one time. Note: It is possible to overwrite sequence numbers if needed. To do this, move the cursor to the appropriate line and press F4. 6 Once completed sequencing the routs, Press F10. Result: The cursor moves to the menu bar. 7 Select Generate, and press Enter. Continued on next page 9/2/ , SYSCO All rights reserved 57