Paperless Pick/Pack/Ship with Customer Portal Improve Inventory Accuracy, Shipping Accuracy, Warehouse Efficiencies and Customer Service! Judi Curlee CISTECH Senior Technical Consultant Judi.curlee@cistech.net Ben McCormick CISTECH General Manager Ben.mccormick@cistech.net

Today’s Agenda RF PPPS Value Proposition and Overview XA COM PPS Process vs. RF PPPS Process Paperless PPS Demonstration Customer Portal Demonstration Q & A

PPPS Value Proposition Benefits Accurate inventory in the stock location 30 – 50% time improvement in picking/staging Customer Orders Improved accuracy of items shipped to customers Reduced data entry for order shipments Improved customer communication and service Easy to install / Quick to implement Low Risk Benefits typically result in payback of less than 1 year

PPPS Success

PPPS Product Overview Use RF Handheld devices to pick and stage customer orders for shipment! Picking Pick list electronically delivered to wireless handheld Pick list queue sent to handheld rather than printer Item Number verification can be scanned via Item #, Turnaround or UPC Transfers the inventory immediately from the stock location to a staging location Full Inquiry capabilities from the RF device including: Pick Lists, Items, Locations, Batch/Lot and Quantity on Hand Includes ‘Kit Items’, Serialization, Lot Control and Containerization! Can pick using either single order or consolidated pick lists Multiple employees can pick the same order at the same time (different items) Option to print Pack List and Shipping Labels when order is staged

PPPS Product Overview Parcel Shipping If the Carrier is UPS, Fed Ex or DHL no further actions are required, programs will ship the order, add tracking info and, if applicable, add shipping charges Full Truckload / LTL Shipping Streamlined shipping screens to ship LTL and Truckload orders Uses XA Offline Shipping to create COM shipment Optional creation of Bill of Lading and/or Invoice when order is shipped

PPPS Product Overview Additional Features Full set of User Exits and API’s to allow for customization without modification Supervisor functions to: Assign & re-assign pick lists to specific pickers/employees View status of orders being picked View status of shipped and staged orders Add Freight Charges Add Carrier Information Office Functions can be performed in either Green Screen or PowerLink (R7/R9)

Paperless Pick/Pack/Ship FREQUENTLY ASKED QUESTIONS

What happens when an item is picked? Inventory in the shelf/stocking location is lower (via an Inter Warehouse Transfer [TW] transaction) Item is moved to a staging location and reserved for that Customer Order

Can multiple Employees pick the same order? YES, multiple Employees can sign on to the same pick list to pick/stage the order However, there cannot be multiple Employees working on the same item on the same pick list

How does the employee know what item to pick? It depends on how you’ve configured the PPS system (through Control File settings): Guided Picking: RF gun shows next item on the pick list to be picked Non-Guided Picking: Employee uses printed Pick List or RF Gun inquiry to see next item to be picked

What if an item has batch/lot or serial number? If an item is flagged (in the Item Master/Revision record) for Batch/Lot control then both the location and the Batch/Lot number must be scanned/entered with the location If an item is flagged (in the Item Master/Revision record) for Serial Number then, depending on the Control File, a serial number for each item pick can be entered RF PPS will check to verify that this serial number for this item has never been shipped before

What if the item is a Kit? XA will create 2 pick lists: one for the Kit Item and a second one for the components of the kit RF PPS will see the item on the first pick list is a kit, retrieve the second pick list to allow the employee to pick the Kit Components and then return to the original Pick List

How do I ship the order? If using the UPS/Fed Ex/DHL interfaces, after the order is staged, a PPS program will send the pick to the XA Offline Ship files to be shipped If not using interfaces, new PPS Office screen is used to ship picked orders sending the shipment to XA Offline Ship files Why Offline Ship? Because Mapics XA programs are being used to update the database and create the invoices

How is the licensing for this product structured? Paperless Pick/Pack/Ship is licensed by the total number of pickers using the solution Less than 3 pickers - $16,000 + 20% annual support 3 to 10 pickers - $26,000 + 20% annual support 10+ pickers - $39,000 + 20% annual support

How long does it take to implement RF PPPS? 3 Days or less! PPPS Software Installation and implementation Setup and Configuration Remote training and assistance On Site Training and Education

Paperless Pick/Pack/Ship MAPICS COM vs. CISTECH PPPS

PPPS: Streamlined pick/ship -XA- Process -PPPS- Create Pick Lists Release Pick Lists Release Pick Lists Print Pick Lists Sort Paper Pick Lists Electronically distribute pick lists Distribute Paper Pick List

PPPS: Streamlined pick/ship -XA- Process -PPPS- Pick Orders Retrieve Paper Pick Lists Go to Location, Scan to confirm* Go to location Write Quantity Write batch/lot Key Qty into terminal *Batch/lot automatic* **XA Inventory is updated** Walk to terminal for inquiry Retrieve add’l pick list

PPPS: Streamlined pick/ship -XA- Process -PPPS- Prepare for Parcel Shipping Weigh parcel at shipping station Weigh parcel at shipping station **Cost and tracking info sent to XA, order is shipped** Write freight charge on pick list **For Parcel shipping XA work is done** Write tracking number on pick list

PPPS: Streamlined pick/ship -XA- Process -PPPS- Office Administration Select pick list for shipping (all shipments) Select order for shipping (non-ground only) Select items to ship Key Quantities/location Key Serial Number Key Freight Charges Key Carrier/tracking info (non-ground only) Key Carrier/tracking info Confirm Shipment Confirm Shipment **XA Inventory is updated**

PPPS: Streamlined pick/ship -XA- Process -PPPS- Warehouse Management Walk floor to answer customer svc questions Walk floor to manage picking process Redistribute Pick Lists to balance workload Electronically monitor, re-assign, distribute pick lists Print ‘hot order’ pick list and distribute

PPPS Summary: 23 steps or 9?

PPPS V1R3 Enhancements Significant capabilities to improve customer service Automated e-mail notification to customer of shipment including tracking number Customer portal allows real-time access to open and shipped order status (requires Enterprise Integrator, System Link, and XA Extender from Catavolt).  Also works with Blackberry and iPhones, great for sales reps! Multiple new control settings to further tailor and streamline your process flow Default staging locations Option to bypass staging location Allow multiple users to pick the same pick list at the same time is now tailorable Additional features to improve user productivity Inventory display orders expanded Display kits picked during picking Display default stock location during item rescan/verify Ability to display item comments Allow serial # entry from Office Processing Pick List item split to multiple Staging Locations Multiple special charge entry from Create Shipments for RF Pick Lists

Paperless Pick/Pack/Ship and Customer Portal DEMONSTRATION

PPPS ROI Proposition Average shop – 5 Pickers / 1 Picking/Shipping Administrator Efficiency Improvements 1.5 Pickers (30% improvement) 1 Shipping Administrator (100% improvement) Cost Software – $26,000 Implementation - $4,800 SHIP MORE WITH LESS or AVOID HIRING! Less than 1 year payback with efficiency gains alone Additional ROI can be calculated from: Inventory accuracy Order Accuracy Customer Service Improvements

PPPS Summary: 23 steps or 9?

Paperless Pick/Pack/Ship THANK YOU! Ben McCormick 704-814-0016 Ben.mccormick@cistech.net