Virtual Kanban

About Us… Lori McNeely Ultriva Customer Support Specialist 2 Butch Dority Ultriva Application Consultant

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future The next webinar will be Thursday, July 23rd at Noon Central We are doing the demos in Ultriva Version 7.7 and higher 3

Ultriva Virtual Kanban Agenda Virtual Kanban and Virtual Kanban 2.0 Prerequisites, configuration, and a demo We will have a few short surveys and will give you the results 4

Virtual Kanban – How it works 5 ERP sends the On Hand inventory for designated parts to Ultriva Ultriva compares the ERP inventory value with the inventory value of the On Hand cards then releases cards to the supplier accordingly ERP Inventory Part 1 12,250 Ultriva Lot Size 1000 Pieces, Open Box 15 Cards on Hand 15,000 Pieces Ultriva 3 Cards Released to the Suppler 12 Cards Remaining

Virtual Kanban – Version How it works 6 Released with Ultriva version 7.7 P7 Has additional logic that will create a ghost card for the remaining inventory so it matches with ERP: – If the Reorder point is set to OpenBox or is percentage based, then the card gets released to the supplier and a ghost card (0 cycle card) gets created with the remaining quantity. ** ** The card gets destroyed when the remaining units are consumed. Ultriva 3 Cards Released to the Suppler 13 Cards Remaining Ultriva 12 Cards With 1000 Each 1 Ghost Card with 250 ERP Inventory Part 1 12,250

Virtual Kanban – Benefits 7 Reducing non-value add work – No scanning required – Improved replenishment accuracy – No chance of missed scan or lost card

Virtual Kanban – When would you use it 8 High level of confidence – Inventory accuracy in ERP – BOM maintenance and accuracy Availability of inventory data – Integration – File to upload on a regular basis

Poll Question # 1 9

Virtual Kanban – Prerequisites and Configuration 10 Inventory Integration point or data available for a file upload Settings at item level – Virtual Kanban Category – Re-order point

Virtual Kanban – Prerequisites and Configuration Continued 11 Virtual Kanban Approval (Optional) – Cards are placed in a pending state waiting for Buyer Approval – Once approved card gets released to the supplier.

Virtual Kanban 2.0 – Configuration 12 Setting for Virtual Kanban Version 2.0 is not controlled in the UI Contact your Ultriva Support Representative for assistance with this feature

Demo 13

Poll Question # 2 14

For Additional Information 15 Ultriva Inc S. De Anza Blvd., # 165 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket