Alexander W. Mejía Product Marketing Manager Sage Software, Accpac

1. Sage Accpac WMS Modular General Overview Alexander W. MejíaProduct Marketing Manager Sage Software, Accpac

2. RF/Telnet Server RFBase/Console Web Dispatch 3 Pieces to Sage Accpac WMS System Overview

3. Download/Upload Orders Ship Receiving Picking Allocation Waving Warehouse Process Cycle

4. Sage Accpac & Pro Order Entry Inventory Control Purchase Orders Picking-Shipping Adjustments & Counts Receiving Sage Accpac WMS Sales Orders Quantities Shipped Items Counts, Adjustments Purchase Orders Quantities Received System Overview

5. Sage Accpac WMS Process Cycle

6. Warehouse Setup Process Sage Accpac WMS is installed and configured Bins and products are barcode-labeled Inventory is set up in Sage Accpac WMS

7. Utilizing Microsoft Internet Explorer login to WMS’ Web Dispatch with User Name (ID) and Password. Support for three languages available English, Spanish and French. Sage Accpac WMS Login

8. Web Dispatch Home Page

9. Sage Accpac WMS 100:** Packing Station RF Picking RF Receiving RF Locator UPS Shipping * Web Dispatch Order Management Sage Accpac WMS 5.0 Editions Sage Accpac WMS 200: • Multi-Zone • EOL & Shipping • Lots / Serial / Expiry • Advanced Replenishment • Kitting • Putaway/Slotting/Cube/Weight • Multi-Carrier Shipping * • Multi-Location / Site Transfer Sage Accpac WMS 500: • Container Receiving • RMAs • Packaging • Carousels / Conveyors • Multi-Company / 3PL • Vendor Portal/Cross Dock * Requires the “EOL & Shipping” Module ** 100 edition, Entry Level WMS

10. Sell 500 Sell 100 Sell 200 Module Snapshot Complexity Size

11. Electronic format • Order accessibility through a web browser • Orders configured easily by business rules Orders

12. Electronic format, PO accessibility through a Web Browser • RMA explanation • Container receipts, detail processing instruction Receiving

13. Incidents may pertain to specific: • Sales Orders • Purchase Orders • Customers • Vendors • Products • Incidents are typically used by Customer Service Representatives: • Front office personnel communicates with WH • Web Dispatcher responds accordingly • Incidents exposure, top of Web Dispatch screens Incidents

14. Real-time activity monitor: • Logs Order activities • Logs Transactions • Logs Processes • Via Reports, historical performance can be retrieved • Daily activity captured • Default: half-hour increments Monitor

15. Picking Reports: Related to Sales Orders Receiving Reports: Related to Purchase Orders Inventory Reports: Related to products and locations Performance Reports: Related to warehouse operations Miscellaneous Reports: Related to system setup, inventory management, and functions related to maintenance Custom Reports: Reports designed with specifically criteria Crystal Reports: Reports generated by Crystal Reports Waiting: Lists all Crystal Reports that have been generated ODBC Compliant! Reports

16. Support Link to the Sage Accpac WMS Tech Support web site http://support.accpac.com/TechSupport/Sage Accpac WMS (Click above “shortcut”) • Contact Options: • URL http://support.accpac.com/TechSupport/TSHelpDesk/TSHelpDesk.asp?xtextref=WMS • Email • aisupport1.accpac@sage.com • Phone • Toll Free (North America) 800-253-1372; International: 604-207-3601

17. Handheld Technology • Compatible Manufacturers… • Intermec • Symbol • AML • Others • Handhelds Utilize… • 802.11b Wi-Fi • TCP/IP • Telnet Client WMS + RF based Technology = 99.8% Accuracy

18. Using RF (radio frequency) terminals: • Equipped with barcode scanners • Warehouse staff records each stock movement • Tracking stock throughout the warehouse • From the moment the products arrive on the receiving dock • To the moment the product leaves the shipping dock • And reaches the final destination Handheld Functions

19. Control the flow of goods: • Total customization of Purchase Orders • Use Alerts, Pivots and Filters • Receiving department is able to select different views of the data Receiving

20. Horizontal column Process Management Flexibility: • Pivoting displays orders by controlling the horizontal column. • Selecting Due Date will display Purchase Orders in order of the dates the are expected to arrive. Receiving Pivots

21. Five of the eighteen purchase orders are expected by UPS • Business Rules Flexibility: • Filters display orders meeting predefined criteria • Selecting UPS, for example, will display only the orders that are expected by UPS The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria. For instance, Alerts should be used to look for containers so resources can be prepared. Receiving Filters

22. Drill down: • 6 – Not Received POs • 9 – Being received POs • 3 – Completed POs Drill down displays the orders detail screen as depicted below Order Detail Screen Receiving Drill Down

23. Drilling down into Order Details: • Specific PO • Displays the PO Detail Receiving Order Details

24. From the handheld: • Module accessibility is controlled by the Web Dispatch Manager via Login • Login with User ID and Password • Select 6 – Receiving • Enter PO number or scan barcoded PO number Handheld and Web Dispatch

25. Receipt Confirmation • Confirm the correct PO is being received: • Confirm Vendor Number and Vendor Name • Confirm number of lines and number of units expected • Shipment Packslip should match this information Confirmation

26. Receipt • Special Instructions: • Sent down from Web Dispatch • May use various line details • Receiver/picker must acknowledge, otherwise they can’t continue their processing • Track instructions via log-on Picker Instructions

27. Receipt • WMS Efficiency: • Multiple Pos can be received at one time • POs can be received by multiple receivers • RMAs can be received • Select f2 to start receiving • The system will then direct the receiver • Easy training for warehouse staff Receiving Efficiencies

28. Receipt • Select Product to be received by: • Scanning barcode • Doing a string/keyword search • Viewing all PO product Product Efficiencies

29. Enter quantity received: • O - Represents 12 items on order • R - Represents 0 items received • Q - Represents quantity per pack • # Packs represents the number of packs with the assigned packsize and each product can have 5 packsizes (typically: unit, carton and pallet are used) Receiving HH Screens

30. Labels on the fly: • Product that does not arrive barcoded from Vendor can be created • Use historical or configured data to putaway product to appropriate location • Consider Velocity • Consider size code, reach code and handle code • Pallet labels • Overstock • Replenishment Label Efficiencies

31. Receiving Areas: • Scan the Bin where product is to be located • Scan to “receiving area,” then finish unloading entire truck (palletized) • Enter the number of packs being placed in the location • Select next product to be received Receiving Locations

32. Products Received: • Historical log ( ) created • Select F9 to complete process • RMAs follow the receiving procedure • Exception with RMA is that the user is prompted for comments Receiving History

33. Additional Receiving Details: • Header level • Container Cost • Carrier • Packlist number • Detail Level • Weight, Cube • Lot • Serial • Expiry • Nearly 3,000 Configuration Options Receiving Details

34. Control the flow of Sales Orders: • Total customization of Sales Orders • Use Alerts, Pivots and Filters • Web Dispatcher is able to select different views of data Orders

35. Horizontal column • Process Management Flexibility: • Pivoting displays orders by controlling the horizontal column • Selecting Ship Via will display the carriers the Sales Orders are to be shipped with Order Pivots

36. Five of the twenty nine sales orders are destined for California` • Business Rules Flexibility: • Filters display orders meeting predefined criteria • Selecting California, for example, will display only the orders that are shipped to CA The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria. Order Filters

37. Order Allocation: • Typically orders are unallocated, known as Hard Allocation • Using predefined business rules, product is allocated by location to orders Order Allocation Process

38. Status upon Allocation: • Held Short • Some or all lines in the order require stock that is not available • Held Replenish • There is stock in the warehouse , but it is not in a pick bin • Held Format • There is stock in the warehouse, but it is not available to the order • Stock could be in the wrong packsize, zone or warehouse • Ready to Wave • The order is fully allocated and ready to be released to the warehouse floor for fulfillment Order Status

39. Held Short: • Drill into Shorted orders • Drill into order • Drill into product Held Short Dispatches typically manage allocation process. Order Drill Down

40. Held Short: • Product detail along with business rules help assist in making a choice in how to move forward with orders • Can quantity needed be unallocated from another order? • Is product in a warehouse order not being allocated against? • Is product expected in soon? Order Order Short

41. Held Replenish • Indicates the drivers are not keeping up, typically • Go to the Reports module, Replenishment Order Replenishments

42. Held Replenish: • Remove stock from overstock bins • Breaking the stock into smaller packsizes • Move them into pick bins or work areas • Three types of Replenishment: • Hot • Min/Max • Velocity Order Held Replenishments

43. Ready to Wave: • Drill into Ready to Wave orders • Drill into order Order Ready to Wave

44. Ready to Wave: • Order has been fully allocated • Ready to be released to the warehouse floor • 7 – 2415 ordered • 4, bin A1A8 • 3, bin A1A2 • Business rules: • FIFO, LIFO, FEFO (First Expired, First Out) • Zones, Warehouse, Shorts, Packsizes, Attributes etc. • Properly allocate product to orders based on predetermined rules Order Multiple Bins

45. Wave Labels: • Sent down to the WH floor • Multiple zones, labels can be sent to the zone • Dispatch is in charge of controlling the work flow within the WH • Orders that are “Ready to Wave” are waved out to begin picking • Barcoded Wave Label: • Example of a Wal-mart compliant label • Wave labels can also be carrier specific; these labels are often referred to as picking/shipping labels Wave Labels

46. Various Picking Styles: • Progressive Pick • Reverse Pick • Wave Pick • Pick-and-Pass Zones • Simultaneous Zones • Wave-Zone Picking • Order Picking • Batch Picking • Product Picking • Breakdown Picking • Zone Breakdowns • Carousel Touch • Carousel RF • Touchscreen Pick-and-Price • Mobile Touchscreen • Touchscreen Repack • Pickslip & Nuke • Ticket Picking • Label Picking • Pack & Hold • Assembly Work orders • Backorder Picking • Replenishment Carton Picking • Cross-dock Picking Efficiencies are increased by varied picking styles and zone designation Picking Styles

47. Handheld: • Login with User ID and Password • Select 2 – Pick + Pack • Scan pick/ship label barcode • Acknowledge Sale Order Picking

48. Multiple Orders: • Picked at one time (Major benefit of WMS for warehouses) • Multiple pickers on a single order • All via a “single” pass through the WH • Select f2 to start Picking Multiple Orders

49. Directed Picking: • 3 PACKS OF 1 - Represents 3 packs/products in the packsize of 1 • Bin: A1A2 – Represents the location (bin) the product is in in the warehouse • 2415HH - Represents the product number • Intermec 2415 Handheld – Represents the product description • Accuracy: • Specific barcoded items • WMS will confirm the item • WMS will tell if wrong item picked Picking Directed

50. Shipping Accuracy: • Scan the picking/shipping label to confirm product against correct order • Reading the label will also confirm the product against order • “Biggie” number will all be on boxes relating to the order Shipping Label Shipping Accuracy