1. COLLECT® Release 4.2 Highlights
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2. Agenda Integration Strategy Location Management Inventory Management
Order Fulfillment
Shipping
COLLECT® Extensions
Questions and Answers
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3. ERP Integration
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4. Customer Profiles Serialized Products – Medical Equipment, Electronics
Lot Controlled Products – Foods, Pharma, Health, Metal Industry, Safety
Major Retailers – Specialized Labelling, SSCC, ASN, Accuracy
High Volume Shipping
Local Redundancy – ERP Server in Europe, WMS local
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5. Integration Strategy Service Connect Schema Mapped to WMS Transaction
Each Data Tag in Schema Mapped to Corresponding Data Element in WMS Transaction
Standard Mapping Included
Mapping Tool Will Allow Add-on Data
Schema Held in Memory
XML Generated and Passed to Service Connect Based on Data to Schema Mapping
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6. Integration Strategy COLLECT Data Output Service
Each COLLECT transaction is mapped to an ERP transaction Schema
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7. Integration Strategy Detail sections for each transaction are mapped
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8. Efficient Location Management
What where and how many can I pick
Efficient Location Management
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9. Location Management Structure
Company C C2
Site S S2 S3 S S5 S6
Warehouse W1 W2 W3
Locations L L L3
Zones

10. Location Management Location Type Location Capacities Locations
Bulk, Inspect, Retain LPN, Quick Pick etc.
Putaway task created
Velocity
Location Capacities
Default Dimension, L/H/W Volume Weight UOM
Container Type
Max Quantity unique to this location
Locations
Storage Rules Enforced – Temperature, Humidity, Storage Type
ABC Velocity zone management – task directed warehouse re-org
Dynamic Slotting – location rules based on velocity model
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11. Dynamic Slotting – Velocity Model
Location of materials to optimize storage and order fulfillment rates
Usage detail analyzed to create ABC-like hierarchy for material location
Items assigned space by Velocity code
Directed Put-away assigns location based on this code
Periodic analysis of Velocity Code vs. actual location
Warehouse location re-organization generates move tasks in Task Manager
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12. Packaging Types Full Pallet Cartons Inner pack / outer pack SKU’s
License Plating
Used to minimize transactions
Organize for shipment
Organize for customer
Used by Allocations to Minimize Number of Pieces to Pick
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13. Inventory Management
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14. Materials Movements Adjustments Where is it? Cycle Counting
Physical Counting
Labelling
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15. Task Management
Trucks or equipment defined – high lift, low lift, hand, etc.
Zones of operation defined
Tasks auto assigned by capability
Directed Put-away
Directed Cycle Count
Directed Replenishment
Directed Warehouse Re-organization based upon ABC item changes
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16. PO Receipts Receive by Item or list
Receive to Staged, then inspect and put away
Print labels
Create LPN or add to LPN
Operator Selects LPN or Batch to put away
Putaway in directed sequence similar to Batch Pick
Directed to available space by Velocity rule
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17. Container Receiving Inbound ASN supported
Vessel-Container-PO-Item-Lot/Serial- Quantity structure supported
Receive to inbound ASN or PO detail
Receive entire container or even vessel on inbound goods
Single transaction for entire shipment, moved to quarantine or incoming inspection
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18. Material Transfer Orders
Transfer from Remote facility to Fulfillment Center
Planned and/or Ad-hoc Modes
Same Process as Sales Order: Pick, Pack, Label
Enforced receiving at entry facility
Quantity Reconcile
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19. MTO Load and Ship Same process as SO Load and Ship
Can ship a single order, or
Can ship the entire load in a single transaction.
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20. MTO - Receive Functions the same as PO receiving
Receive to list, line or staged, then inspect and put away
Print labels
Direct Put away to proper location
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21. Bin Replenishment Management
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22. Order Fulfillment
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23. COLLECT® Order Fulfillment
Allocations
Picking options
Shipping Paperwork
Shipping
Load Planning
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24. Allocations Allocation Strategies FEFO FIFO Smallest Quantity
Optimal Number of Packages to Meet SO Need
Strategies Easily Added
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25. Allocation Strategies
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26. Allocation Strategy Sequencing
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27. Paperless Picking Orders displayed in due date sequence
Can also be viewed by:
Pick zone
Customer
Orders can be unassigned by supervisor
Eliminate pick paperwork
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28. Paperless Picking Sequencing by due date
Color coded for ease of selection
Red : past due
Green : due today
Yellow : due tomorrow
White : 2 or more days in future
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29. Simple Ship Pick-list on Handheld
Pick-list displayed by: Line, Location sequence, Package type, Weight
Edit pick – remove picked item, Qty
Commit to ERP
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30. SO Wave Pick and Pack Out
Pick to ship carton, or
Multiple orders in one wave thru warehouse
Typically small items
Pick to cart or tote then bring to pack out station for transfer to ship carton(s)
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31. SO Pick to Pack Single SO at a time Pick-list display options:
SO Line sequence
Warehouse location sequence
Package type
Heavy to light item sequence
Pick directly into ship container(s) (LPN)
Order can be split to multiple pickers
Typically larger items and / or order size
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32. SO Batch Picking Batches assigned to picker by: Auto assignment rules
Planner (manual), or
Auto assigned based upon rules
Auto assignment rules
Site
Warehouse
Picker
Number of orders per batch, or
Number of order lines per batch
Warehouse zones
Multiple batches can be combined into a wave
Batches can be re-assigned to different operators
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33. SO Batch Picking
Define Batch Types
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34. SO Batch Picking Link Carriers to type codes
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35. SO Batch Picking
Add Zones if required
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36. SO Batch Picking Specify number of orders by batch
Picker, site, warehouse, zone
Select Assignment Method: Automatic, Manual
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37. SO Batch Picking
User Profile
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38. SO Batch Picking Picker receives Batch Directed routing
Can short pick a line
Print carton/ LPN label if required.
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39. SO Batch Picking
Batch Status
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40. Shipping
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41. Shipping Labels Labels LPN / pallet content labels
Shipping label – unique to their specification
Unique Label by Customer-Ship-to
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42. Shipping Documents As Product Is Picked We Know: Item Numbers Weights
No. of Packages – Including Type of Package and Content of Each
Customer Requirements – Paperwork Format, Cross Dock Requirements, etc.
Item Properties – Hazardous, etc.
Print all needed ship papers
Pack list by Line or Container
Bill of Lading – Single order, Consolidated, Master (for entire truckload)
International – Profoma, FTA, Letter of Instruction, HAZMAT
Collect Can Print:
Pack List: Line Item or Container Version
BOL – Per Order, Consolidated by Ship-to, Master BOL
NAFTA Certificate or Origin
Proforma / Commercial Invoice – for Customs Clearance
Shippers Export Declaration
Hazardous Materials Declaration
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43. Shipping Special Needs
Home Depot, Lowes, IKEA, Wal-Mart – meet their spec or:
Face charge backs, loss of business
Key to success in their world:
Accuracy: picked = shipped = paperwork
Enforce scan as picking occurs
Enforce scan of LPN’s onto load
Always print the right Shipping Labels
Confirm SO – adds a control point
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44. Load Planning Load planning - Create Truck Loads
Employee Scheduling - Assign Orders to Pickers
Release Orders for Picking
Sequence by delivery off-load
Load planning - Create Truck Loads
Assign Orders to Loads
Can Assign in Drop Off Sequence
Planned Load can be picked-as-planned
Employee Scheduling - Assign Orders to Pickers
All Orders on One Drop to One Picker
Individual Orders to Individual Pickers
Split Orders Across Multiple Pickers By:
Warehouse
Location Code Sequence
Release Orders for Picking – Task Management
Limit What Can Be Picked by Order; Line
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45. Load Planning Benefits
Pick to match shipper schedule
Pick to match approved paperwork
Stage for Carrier
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46. COLLECT® Extensions
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47. Carrier Integration UPS WorldShip, FedEx, USPS, Clippership
LTL carriers on demand
Pass SO and pick data to Shipper
Shipper Responds
Pick up rate and waybill number(s)
Pass to ERP when SO is shipped
Carrier Integration
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48. Shipping Portal
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49. Performance Data - KPI Data
Performance Measurement
KPI Data Collected
Put-away – duration – units
Batch Pick – lines, locations, items durations
Pack Out Stations
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50. For More Information rdettinger@mfgsyscorp.com Rich Dettinger
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