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Efficient Inventory &
Warehouse Management
Solution
Our Customers (Partial List)
CitiXsys Fast Facts




 Over 4000 SAP customers globally
 Over 550 Vertical Solution customers in more than 45 countries
 Each office having sales & delivery capabilities (Local CitiXsys Employees)

 200+ of partners globally
 Leader in Retail/ distribution segment within SAP community
Product Portfolio

   Retail           Warehousing &      Planning &
   Management       Distribution       Analysis
  iVend Retail      Inventory Pro      iPlan – Enhanced MRP,
                                       Forecasting & OTB (Open
  Item Matrix                          to Buy)
                    Inventory Pro on
                    Radio Frequency    iView – Business
  iVend Loyalty
                                       Intelligence
  iVend Mobile
                                       iVend Analytics – Simplify
                                       complex analysis process
  iVend eCommerce
Overview



           A light warehousing solution – ideal for SME
           Enhances the core SAP Business One inventory
           management capabilities
           Highly Modular and Scalable
           • Select from the Six(6) modules available
           Horizontal Application – can be deployed across industry
           segments
           Ease of deployment, use and maintenance
Product Availability




                             Languages
                                                  Portuguese
English   Spanish   French     Italian   German                Chinese
                                                    (Brazil)




  SAP Business One
  Versions
                                             8.8x
                                             Global Release
Modules in Inventory Pro


 Enhances the core
 SAP Business One
 inventory
 management
 capabilities

Modules in Inventory Pro
• Multiple Units of Measure      • Integration with shipping carriers
• Available to Promise (ATP)     • Inventory Allocation
• Warehouse operations with RF   • Bin Management
  Handheld devices
Business Architecture (Deployment Landscape)


                                       Classical SAP Business
      Head Office
                                       One Add-on
                           Warehouse
                                       Typically used by
                                       warehouse manager in a
                                       warehouse
                                       Multiple modes of
     SAP Business One
                                       connectivity to central
   Running Inventory Pro
          Add-on
                                       SAP Business One
                                       • VPN
                                       • Remote Desk Top connection
                                       • Citrix
Inventory Pro Licensing




Licensed component configured at the     RF module has 2 licensed components
head office                              • Base RF Integration Engine – comes with one
Paper based Inventory Pro licensed per     (1) RF Handheld license
company – IP users as per SAP Business   • Additional RF Handheld license
One licensing
Multiple Units of Measure


                            Master Data Management
                            • Define multiple alternate units of measure for
                              each item
                            • Maintain price lists for alternate units of
                              measure
                            • Extend special pricing for alternate units of
                              measure


                            Sales & Purchase Transactions
                            • Create marketing documents in alternate
                              units of measure
                            • System Keeps track of base UOM
Available to Promise




                       Sales Order Management
                       • Determine the earliest available date for the
                         ordered quantity
                       • Determine ATP quantity on the desired
                         delivery date
                       • View detailed ATP report
                       • Consider holidays in ATP calculations
Inventory Allocations

                        Sales & Production Order
                        Management
                        • Reserve inventory at Bin level (Hard
                          Allocation) or at Warehouse level (Soft
                          Allocation)
                        • Multiple Allocation methods:
                          –   FIFO
                          –   LIFO
                          –   Best Fit Quantity
                          –   Zone Preference
                        • Min Bin Quantity

                        Block allocation of partial quantities
                        Block allocation of un-approved orders
                        Back Order Allocation in Goods
                        Receipt PO
Multi – Bin (Inventory Management)




                                     Inventory Management
                                     • Multi-Zone Warehousing
                                     • Serial and Batch tracking
                                     • Real-time visibility of stock
                                     • Define default location per item
                                     • Multiple storage locations per item
                                     • Relocation of stock within the warehouse
                                       (Intra-warehouse Bin movement)
                                     • Stock take within Bins and inventory
                                       reconciliation
Multi – Bin (Inventory Receipt)




                                  Inventory Receipt
                                  • Carry out Inventory Put-Away individually for
                                    each GRPO
                                  • Bulk Put-Away Inventory through a Put-Away
                                    Wizard
Order Management

                   Manage Sales and Production orders
                   through 5 step process
                   •   Open
                   •   Allocated
                   •   Released
                   •   Released to Pick
                   •   Picked


                   Move orders through the process
                   either by
                   • Document Number
                   • By Customer


                   Allocate inventory either
                   • Manually
                   • Automatically based on rules defined
Pick Tickets



               Pick tickets can be generated
               • Customer wise
               • Zone wise
               • Item Wise


               Pick tickets can be printed
               automatically based on user option

               Pick tickets can be assigned to pickers
               in the order management process
Picking Process




                  Carry out Picking for
                  • Sales Orders or a Production Orders
                  • Independent Picking used for Goods Issue or
                    Inventory Transfer documents


                  Picking can be done
                  • From Order Management
                  • Individually for each order from Picking
                    Screen
                  • Through Picking wizard
Shipping Integration

Extends an interface to
integrate with third
party shipping
applications such as UPS
World Ship

Automatic application of
shipping charges as
freights in delivery
documents


This integration is
currently available in
North America
Radio Frequency Handheld Based Operations
Use RF Handheld to carry out the following transactions
Purchase Order goods receipt   Pack to carton
Inventory Put-away             Intra-Warehouse bin movement
Paperless picking              Stock Take
Reports




          Select from multiple in-built reports
          Customize inbuilt reports as per user specifications
          • Specify custom .rpt
          • Attach stored procedure to the .rpt
Tools and Utilities


                 Bin Definition Tool
                 • Define Bins in Excel and upload into IP
                 Transfer from “sys Bin”
                 • Move stock into appropriate bins.
                 • Typically used when IP is implemented after SAP B1
                   implementation
                 Inventory Tracking Tool
                 • Excel based stock taking tool
                 Attach Alt UOM set
                 • Excel based tool to attach UOM sets to Item Master
Global Footprint
 USA - New York                   USA - Chicago                          USA - New Hampshire                 Canada - Toronto
 Rockefeller Center, 7th Floor,   The Merc, West Loop, 22nd Floor 30     264 South River Road, Suite 544,    2425 Matheson Blvd. 8th Floor,
 1230 Avenue of the Americas,     South Wacker Drive                     Bedford NH 03110                    Mississauga ON L4W 5K4
 New York NY 10020                Chicago, IL 60606                      USA                                 CANADA
 USA                              USA                                    T: 1 347 768 8743                   T: 1 905 361 2886
 T: 1 212 745 1365                T: 1 630 359 5956                      F: 1 646 349 3441
                                  F: 1 630 303 9706                      E: newhampshire [at] citixsys.com
                                                                                                             F: 1 905 361 6401
 F: 1 212 618 6309
 E: newyork [at] citixsys.com     E: chicago [at] citixsys.com                                               E: toronto [at] citixsys.com
                                                                         India - New Delhi
 Mexico – Guadalajara             UK - London                            A-24/5, MCIE                        India - New Delhi
 InterContinental Plaza Del Sol   Lakeside House, 1 Furzeground          Mathura Road                        Level 2, Elegance, Mathura
 Avenida Moctezuma 3515, Esq.     Way, Stockley Park, Uxbridge UB11      New Delhi 110044                    Road, Jasola, New Delhi 110025
 López Mateos Sur,                1BD                                    India                               INDIA
 Edificio AstralPlaza,            UNITED KINGDOM                         T: 91 11 4269 6666                  M: 91 9560022735
 T: 81 8421 0315                  T: 44 207 193 5607                     F: 91 11 4269 6600                  E: newdelhi [at] citixsys.com
 F: 52 33 3880 1200               F: 44 207 681 1016                     E: newdelhi [at] citixsys.com
 E: mexico [at] citixsys.com      E: london [at] citixsys.com                                                Panama - Panama City
                                                                         Australia - Perth                   World Trade Center, 53rd Street,
 Australia - Sydney               Australia - Melbourne                  Level 29, Forrest Centre, 221 St    Marbella, 1st Floor, Commercial
 Tower 2, Level 20, 201 Sussex    Level 27, 525 Collins Street, Rialto   Georges Tce, Perth WA 6000          Area, Panama City, P.O. Box
 Street, Sydney NSW 2000          South Tower, Melbourne 3000            AUSTRALIA                           0832-0588
 AUSTRALIA                        AUSTRALIA                              T: 61 8 9288 0662                   T: 1 630 359 5956
 T: 61 2 9006 1616                T: 61 3 9935 2916                      F: 61 8 9481 3177                   F: 1 630 303 9706
 F: 61 2 9006 1515                F: 61 3 9935 2750                      E: perth [at] citixsys.com          E: panama [at] citixsys.com
 E: sydney [at] citixsys.com      E: melbourne [at] citixsys.com

 South East Asia- Singapore
 3 Temasek Avenue, Centennial
 Towers, Level 21,
 Singapore 039190
 T: 65 6549 7417
 F: 65 6549 7001
 E: singapore [at] citixsys.com
N e w Yo r k | L o n d o n | S y d n e y | M e x i c o | N e w D e l h i | P a n a m a | S i n g a p o r e




Thank You

For more information:
sales@citixsys.com
www.citixsys.com

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Inventory Management for SAP Business One - Product Presentation - English

  • 1. Efficient Inventory & Warehouse Management Solution
  • 3. CitiXsys Fast Facts Over 4000 SAP customers globally Over 550 Vertical Solution customers in more than 45 countries Each office having sales & delivery capabilities (Local CitiXsys Employees) 200+ of partners globally Leader in Retail/ distribution segment within SAP community
  • 4. Product Portfolio Retail Warehousing & Planning & Management Distribution Analysis iVend Retail Inventory Pro iPlan – Enhanced MRP, Forecasting & OTB (Open Item Matrix to Buy) Inventory Pro on Radio Frequency iView – Business iVend Loyalty Intelligence iVend Mobile iVend Analytics – Simplify complex analysis process iVend eCommerce
  • 5. Overview A light warehousing solution – ideal for SME Enhances the core SAP Business One inventory management capabilities Highly Modular and Scalable • Select from the Six(6) modules available Horizontal Application – can be deployed across industry segments Ease of deployment, use and maintenance
  • 6. Product Availability Languages Portuguese English Spanish French Italian German Chinese (Brazil) SAP Business One Versions 8.8x Global Release
  • 7. Modules in Inventory Pro Enhances the core SAP Business One inventory management capabilities Modules in Inventory Pro • Multiple Units of Measure • Integration with shipping carriers • Available to Promise (ATP) • Inventory Allocation • Warehouse operations with RF • Bin Management Handheld devices
  • 8. Business Architecture (Deployment Landscape) Classical SAP Business Head Office One Add-on Warehouse Typically used by warehouse manager in a warehouse Multiple modes of SAP Business One connectivity to central Running Inventory Pro Add-on SAP Business One • VPN • Remote Desk Top connection • Citrix
  • 9. Inventory Pro Licensing Licensed component configured at the RF module has 2 licensed components head office • Base RF Integration Engine – comes with one Paper based Inventory Pro licensed per (1) RF Handheld license company – IP users as per SAP Business • Additional RF Handheld license One licensing
  • 10. Multiple Units of Measure Master Data Management • Define multiple alternate units of measure for each item • Maintain price lists for alternate units of measure • Extend special pricing for alternate units of measure Sales & Purchase Transactions • Create marketing documents in alternate units of measure • System Keeps track of base UOM
  • 11. Available to Promise Sales Order Management • Determine the earliest available date for the ordered quantity • Determine ATP quantity on the desired delivery date • View detailed ATP report • Consider holidays in ATP calculations
  • 12. Inventory Allocations Sales & Production Order Management • Reserve inventory at Bin level (Hard Allocation) or at Warehouse level (Soft Allocation) • Multiple Allocation methods: – FIFO – LIFO – Best Fit Quantity – Zone Preference • Min Bin Quantity Block allocation of partial quantities Block allocation of un-approved orders Back Order Allocation in Goods Receipt PO
  • 13. Multi – Bin (Inventory Management) Inventory Management • Multi-Zone Warehousing • Serial and Batch tracking • Real-time visibility of stock • Define default location per item • Multiple storage locations per item • Relocation of stock within the warehouse (Intra-warehouse Bin movement) • Stock take within Bins and inventory reconciliation
  • 14. Multi – Bin (Inventory Receipt) Inventory Receipt • Carry out Inventory Put-Away individually for each GRPO • Bulk Put-Away Inventory through a Put-Away Wizard
  • 15. Order Management Manage Sales and Production orders through 5 step process • Open • Allocated • Released • Released to Pick • Picked Move orders through the process either by • Document Number • By Customer Allocate inventory either • Manually • Automatically based on rules defined
  • 16. Pick Tickets Pick tickets can be generated • Customer wise • Zone wise • Item Wise Pick tickets can be printed automatically based on user option Pick tickets can be assigned to pickers in the order management process
  • 17. Picking Process Carry out Picking for • Sales Orders or a Production Orders • Independent Picking used for Goods Issue or Inventory Transfer documents Picking can be done • From Order Management • Individually for each order from Picking Screen • Through Picking wizard
  • 18. Shipping Integration Extends an interface to integrate with third party shipping applications such as UPS World Ship Automatic application of shipping charges as freights in delivery documents This integration is currently available in North America
  • 19. Radio Frequency Handheld Based Operations Use RF Handheld to carry out the following transactions Purchase Order goods receipt Pack to carton Inventory Put-away Intra-Warehouse bin movement Paperless picking Stock Take
  • 20. Reports Select from multiple in-built reports Customize inbuilt reports as per user specifications • Specify custom .rpt • Attach stored procedure to the .rpt
  • 21. Tools and Utilities Bin Definition Tool • Define Bins in Excel and upload into IP Transfer from “sys Bin” • Move stock into appropriate bins. • Typically used when IP is implemented after SAP B1 implementation Inventory Tracking Tool • Excel based stock taking tool Attach Alt UOM set • Excel based tool to attach UOM sets to Item Master
  • 22. Global Footprint USA - New York USA - Chicago USA - New Hampshire Canada - Toronto Rockefeller Center, 7th Floor, The Merc, West Loop, 22nd Floor 30 264 South River Road, Suite 544, 2425 Matheson Blvd. 8th Floor, 1230 Avenue of the Americas, South Wacker Drive Bedford NH 03110 Mississauga ON L4W 5K4 New York NY 10020 Chicago, IL 60606 USA CANADA USA USA T: 1 347 768 8743 T: 1 905 361 2886 T: 1 212 745 1365 T: 1 630 359 5956 F: 1 646 349 3441 F: 1 630 303 9706 E: newhampshire [at] citixsys.com F: 1 905 361 6401 F: 1 212 618 6309 E: newyork [at] citixsys.com E: chicago [at] citixsys.com E: toronto [at] citixsys.com India - New Delhi Mexico – Guadalajara UK - London A-24/5, MCIE India - New Delhi InterContinental Plaza Del Sol Lakeside House, 1 Furzeground Mathura Road Level 2, Elegance, Mathura Avenida Moctezuma 3515, Esq. Way, Stockley Park, Uxbridge UB11 New Delhi 110044 Road, Jasola, New Delhi 110025 López Mateos Sur, 1BD India INDIA Edificio AstralPlaza, UNITED KINGDOM T: 91 11 4269 6666 M: 91 9560022735 T: 81 8421 0315 T: 44 207 193 5607 F: 91 11 4269 6600 E: newdelhi [at] citixsys.com F: 52 33 3880 1200 F: 44 207 681 1016 E: newdelhi [at] citixsys.com E: mexico [at] citixsys.com E: london [at] citixsys.com Panama - Panama City Australia - Perth World Trade Center, 53rd Street, Australia - Sydney Australia - Melbourne Level 29, Forrest Centre, 221 St Marbella, 1st Floor, Commercial Tower 2, Level 20, 201 Sussex Level 27, 525 Collins Street, Rialto Georges Tce, Perth WA 6000 Area, Panama City, P.O. Box Street, Sydney NSW 2000 South Tower, Melbourne 3000 AUSTRALIA 0832-0588 AUSTRALIA AUSTRALIA T: 61 8 9288 0662 T: 1 630 359 5956 T: 61 2 9006 1616 T: 61 3 9935 2916 F: 61 8 9481 3177 F: 1 630 303 9706 F: 61 2 9006 1515 F: 61 3 9935 2750 E: perth [at] citixsys.com E: panama [at] citixsys.com E: sydney [at] citixsys.com E: melbourne [at] citixsys.com South East Asia- Singapore 3 Temasek Avenue, Centennial Towers, Level 21, Singapore 039190 T: 65 6549 7417 F: 65 6549 7001 E: singapore [at] citixsys.com
  • 23. N e w Yo r k | L o n d o n | S y d n e y | M e x i c o | N e w D e l h i | P a n a m a | S i n g a p o r e Thank You For more information: sales@citixsys.com www.citixsys.com