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Paperless Pick/Pack/Ship with Customer Portal

Improve inventory and shipping accuracy, warehouse efficiencies, and customer service with our paperless pick/pack/ship solution and customer portal. Join us for a demonstration and learn about the benefits!

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Paperless Pick/Pack/Ship with Customer Portal

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  1. 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

  2. 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

  3. 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

  4. PPPS Success

  5. 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

  6. 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

  7. 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)

  8. Paperless Pick/Pack/Ship FREQUENTLY ASKED QUESTIONS

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

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

  18. 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

  19. 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

  20. 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

  21. 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**

  22. 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

  23. PPPS Summary: 23 steps or 9?

  24. 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

  25. Paperless Pick/Pack/Shipand Customer Portal DEMONSTRATION

  26. PPPS ROI Proposition Average shop – 5 Pickers / 1 Picking/Shipping Administrator Cost Software – $26,000 Implementation - $4,800 Efficiency Improvements • 1.5 Pickers (30% improvement) • 1 Shipping Administrator (100% improvement) • 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

  27. PPPS Summary: 23 steps or 9?

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

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