Netsuite - WMS Alignment Deck 2019_NOAM_WMS_EN

Presenter’s Title
Organization, Division or Business Unit
Month 00, 2020
Name
NetSuite WMS
SuiteSuccess Alignment

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4
3
2
1
Inventory Operations
Inbound Operations
Out
Configuration
Agenda
Outbound Operations

Warehouse
Management
Introduction

Warehouse Management Overview

NetSuite WMS Offering

CONFIGURATION
Locations Bins
Put
Strategies
Pick
Strategies
Zones
Items, Families
and Groups,
Preferred Bins
System
Rules
CONFIGURATION
• Configure NetSuite WMS to
align with physical warehouse
structure
• Define item characteristics
• Develop Rules to drive
efficient putaway and picking
• System rules dictate
operations in the warehouse
ROLE:
Warehouse
Manager

INVENTORY HIEARCHY
WMS INVENTORYHIERARCHY
• Warehouse is the physical
building
• Virtual warehouses may be
utilized to segregate inventory
• User defined zones (1 or many)
• Bins are the physical storage
locations
• Bins are aligned to zones
ROLE:
Warehouse
Manager
Subsidiary
North
America
Warehouse #2
US-2
W1 - Zone 1
Example: Primary Bins
W1 - Zone 2
Example: Overflow A
Warehouse #1
US-1
W2 - Zone A
Example: Primary Bins
W2 – Zone B
Example: Overflow A

DEMO FACILTY LAYOUT

Mobile Device Options

NetSuite WMS leverages the mobility and convenience of RF mobile devices to process inbound,
outbound, and inventory transactions and post real-time updates to your NetSuite account. For use with
NetSuite WMS, NetSuite recommends RF mobile devices include the following features:
• HTML 5 & JavaScript enabled browser (TLS 1.2 compliant)
• 1D or 2D barcode scanner (2D = composite barcode scanning)
• At least 1Gb flash memory
• 4 inch or larger touch screen
• 802.11a/b/g enabled
• Bluetooth enabled (for mobile printers or scanners)
• Interactive Sensor Technology (IST) (optional for future use)
• ruggedized or semi-ruggedized (optional customer preference)
Mobile Device Requirements

InboundOperations

Unload
Truck
NS WMS Mobile
Putaway
Print
Labels
Dmg /
Inspect Bin
Cross Dock
Staging
NetSuite PO /
TO / RA
NS WMS
Mobile
Receiving
Assign
Inv Status
Inbound
Staging
Preferred
Bin
Put
Strategies
Overflow
Zone 1
Overflow
Zone “x”
Outbound
Operations
(Fulfillment)
Manufacturing
Internal
Operations
Item Receipt
Posted
Inventory On-
Hand / Available
Cross Dock
Storage
INBOUND OPERATIONS

MOBILE RECEIVING
MOBILE RECEIVING
• Decide if product 1) Damaged,
2) Requires Inspection, 3)
Cross Dock
• Assign inventory status codes
to disposition inventory as
‘available’ or ‘unavailable’
• Locate product to an inbound
staging location
• Receiving staging ensures up
to the minute inventory
location accuracy
ROLE:
WMS Mobile
Operator
Unload
Truck
Damage
d?
No
NS WMS
Mobile
PO
Receiving
RMA?
QA
Inspect?
NS WMS Mobile
Putaway
Print
Labels
Cross
Dock?
Assign
‘Damaged’
Inv Status
Inbound
Staging Bin
Inbound
Staging Bin
Yes
Assign ‘QA’
Inv Status
Assign ‘Cross
Dock’ Inv Status
No
No
No
Inbound
Staging Bin
Assign ‘Good’
Inv Status
Inbound
Staging Bin
Print
Labels
NS WMS Mobile
RMA
Receiving

I
Composite Barcode
Support for scanning composite and 2D barcodes: scan 1 element and populate multiple data entries
• Inbound
− Receiving
− Putaway
• Outbound
− Picking
• Inventory
− Bin Transfer
− Cycle Count
− Inventory Transfer
− Replenishment
2D Barcode
Note: May require
specialized
hardware
1D Barcode

NS WMS: PO Receipt
SCREEN 5
1. Select PO link from displayed list
SCREEN 6
1. Press “i” icon on top right to view PO
information
SCREEN 7
1. View PO information
2. Collapse information
SCREEN 8 (Inventory Item, damaged)
1. Scan item or key enter item or select
item link
2. NS-II1357E, press ‘Enter Item’

NS WMS: PO Receipt
SCREEN 5
1. Select PO link from displayed list
SCREEN 6
1. Press “i” icon on top right to view PO
information
SCREEN 7
1. View PO information
2. Collapse information
item link

NS WMS: PO Receipt
1. Press “i” icon on top right to view item
information
1. View item information
2. Collapse item information
1. Change ‘inventory status’
2. Note: ’Back Order’ qty display for cross
dock decisions
1. Select ‘SSWMS Damaged Inventory’

NS WMS: PO Receipt
1. Enter quantity 5
2. Press ‘Enter Quantity’
1. Scan stage bin or key enter stage bin or
select stage bin link
2. IB-StageBin01, press ‘Enter Bin’
SCREEN 11 (Inventory Item, good)
item link
1. ‘Inventory Status’ remains ‘Good’
2. Enter quantity 20

NS WMS: PO Receipt
1. Scan stage bin or key enter stage bin
or select stage bin link
1. Toggle the ‘Show Completed’ icon
SCREEN 15 (Inventory Item, UOM Case)
item link
2. NS-II2468C, press ‘Enter Item’
2. Enter qty 10, change UOM ‘Pallets’

NS WMS: PO Receipt
1. Over receipt not allowed, 10 pallets is
more than 10 cases
1. Change UOM ‘Cases(1)’
SCREEN 20 (Lot Numbered Item)
item link
2. NS-LN3571E, press ‘Enter Item’

NS WMS: PO Receipt
1. Scan or key enter lot number
2. Scan or key enter expiry date
3. Press ‘Enter Lot’ *composite barcode scan is an option*
2. Enter qty 20
SCREEN 24 (Serial Number Item)
item link
2. NS-SN0846E, press ‘Enter Item’

NS WMS: PO Receipt
2. Enter qty 2
1. Scan or key enter serial number, 1 of 2
2. Press ‘Enter Serial Number’
1. Scan or key enter serial number, 2 of 2

NS WMS: PO Receipt
SCREEN 29
1. PO receipt completed
2. Press ‘Receive Next PO’ or ‘Main Menu’

27
MOBILE PRINTING MOBILE PRINTING
• Print labels from items
• Print labels from inventory
• Print labels before receiving
• Print labels after receiving
ROLE:
WMS Mobile
Operator
Unload
Truck
Damage
d?
No
NS WMS
Mobile
PO
Receiving
RMA?
QA
Inspect?
NS WMS Mobile
Putaway
Print
Labels
Cross
Dock?
Assign
‘Damaged’ Inv
Status
Inbound
Staging Bin
Inbound
Staging Bin
Yes
Assign ‘QA’
Inv Status
Assign ‘Cross
Dock’ Inv Status
No
No
No
Inbound
Staging Bin
Assign ‘Good’
Inv Status
Inbound
Staging Bin
Print
Labels
NS WMS Mobile
RMA
Receiving

• Print Labels from Items
- Print Item or Pallet Labels for ANY Item that exists in the NetSuite Item Master
- For Numbered Items (e.g. Lot-Controlled/Serialized), resulting label(s) will NOT include Lot # / Serial # detail
- Filtering criteria is Item-based
• Print Labels from Inventory
- Print Item or Pallet Labels for ANY NetSuite Item with On-Hand Inventory > 0
- For Numbered items (e.g. Lot-Controlled/Serialized), resulting label(s) will include Lot # / Serial # detail
- Filter criteria is Item/Inventory-based
• Print Labels Before Receiving
- Print Item or Pallet Labels for Items on a particular PO / RA Transaction
- Filter criteria is Transaction + Item-based
• Print Labels After Receiving
- Print Item or Pallet Labels for Items on a particular PO / RA Transaction
- For Numbered items (e.g. Lot-Controlled/Serialized), resulting label(s) will include Lot # / Serial # detail
- Filter criteria is Transaction + Item-based
NetSuite WMS SuiteSuccess Mobile Label Printing

Print Labels from Items
• Select menu option
• Enter/Scan filter criteria → All filter criteria is “contains” (system responds to any/all matched criteria)
• Select desired record for label printing
• Enter/Select Qty, Printer, Format
• Formats = 2x3 Item, 4x6 Item, 4x6 Pallet
SCREEN 1 SCREEN 3
SCREEN 2 SCREEN 4
Item Label
Example:
Pallet Label
Example:

Print Labels from Inventory
• Formats = 2x3 Item (numbered/non-numbered), 4x6 Item (numbered/non-numbered), 4x6 Pallet (numbered/non-numbered),
SCREEN 1 SCREEN 3
SCREEN 2 SCREEN 4
Item Label
Example:
Pallet Label
Example:

Print Labels Before Receiving
• Formats = 2x3 Item, 4x6 Item, 4x6 Pallet
SCREEN 1 SCREEN 3
SCREEN 2 SCREEN 4
Item Label
Example:
Pallet Label
Example:

Print Labels After Receiving
• Formats = 2x3 Item (numbered/non-numbered), 4x6 Item (numbered/non-numbered), 4x6 Pallet (numbered/non-numbered)
SCREEN 1 SCREEN 3
SCREEN 2 SCREEN 4
Item Label
Example:
Pallet Label
Example:

33
MOBILE PUTAWAY MOBILE PUTAWAY
• Configurable Put Strategies direct
users to zones using item
characteristics
• Configurable Put Strategies are
easily updated to adapt to changing
business needs
• Warehouse performance are
analyzed to drive ongoing
warehouse efficiency
• Real time inventory updates ensure
up to the minute inventory location
and accuracy
ROLE:
WMS Mobile
Operator
NS WMS
Mobile
Putaway
WMS Zone A
(A Velocity Overflow Bins)
Inbound
Staging
(pickup)
Put
Strategies
WMS Zone C
(C Velocity Overflow Bins)
WMS Zone B
(B Velocity Overflow Bins)
WMS Preferred Bins
(IF Item Configured)
QA Inspection Zone
Damaged Zone
Cross Dock Zone

NS WMS: Putaway from IB Staging
SCREEN 1
1. Log in
2. Select warehouse location
SCREEN 2
1. Select Receiving
SCREEN 3
1. Select Putaway
SCREEN 4
1. Scan or key enter Staging Bin or bin
link
2. Press ‘Enter Staging Bin/Item’

SCREEN 5 (Inventory Item)
item link
1. Press ‘i’ icon to view item information
1. Press the picture icon to enlarge
SCREEN 8
1. Press ‘X’ to close

1. Select inventory status
2. Key enter quantity
1. Scan or key enter bin location or select
bin link
2. Press ‘Enter To Bin’
1. Press ‘Next Putaway’
SCREEN 12
1. Scan or key enter Staging Bin or bin
link

item link
2. NS-II2468C, press ‘Enter Item’
1. Select inventory status (as needed)
bin link
SCREEN 16

SCREEN 17
1. Scan or key enter Staging Bin or bin link
item link
2. NS-LN2571E, press ‘Enter Item’
1. Scan or key enter lot number or select
lot link
2. Press ‘Enter Lot’
SCREEN 20

bin link
SCREEN 22
1. Scan or key enter Staging Bin or bin link
SCREEN 23 (Serial Numbered Item)
item link
2. NS-SN0848E, press ‘Enter Item’

1. Scan or key enter serial number 1 of 4
1. Scan or key enter serial number 2 of 4
3. Repeat for 3 and 4 of 4
bin link

SCREEN 28
2. Repeat as requried

42
RMA RECEIVING RMARECEIVING
• Return merchandise is assigned an
inventory status to segregate the
inventory
• Locate product to an inbound
returns staging location
• After inspection, return inventory
may be returned to stock or
removed’
• Receiving staging ensures up to the
minute inventory location accuracy
ROLE:
WMS Mobile
Operator
Yes
NS WMS
Mobile PO
Receiving
RMA?
Print
Labels
Assign
‘Damaged’ Inv
Status
No
Assign
‘QA’ Inv
Status
No
No
Damage
d?
Restock
?
NS WMS
Mobile
Putaway
Adjust
Inventory
Yes
Inbound
Staging
Bin
Yes
Unload
Truck
Inbound
Staging
Bin
NS WMS Mobile
RMA
Receiving

OutboundOperations

44
OUTBOUND OPERATIONS
Sales/Transfer
Order(s)
Parcel or
LTL/TL
Ship?
Integrated Parcel
Shipping
(UPS Worldship, Fedex
Ship Manager, USPS
Endicia) NAOM Only
Shipping
Item Fulfillment
Posted
Order Status = Shipped
/ Pending Bill
Order
Release
Template
Order Line
Selection
Picking
Type:
Single or
Multi
Order?
Pick
Report OR
Paperless
Pick Strategies Outbound
Stage
NS WMS Mobile
Multi-Order
Picking
NS WMS Mobile
Single Order
Picking
Print Pick
Report
Print Pick
Report
NS WMS Mobile
Quick Ship
Print
Print
Paperless
NS WMS Pack
Orders
Create Wave

45
WAVE / ORDER RELEASE WAVE RELEASE
• Utilize filter criteria to sort orders for
release to the warehouse
• Single order picking (w/ pick report
or paperless)
• Multi order picking “batch pick” (w/
pick report or paperless)
• Configurable Pick Strategies direct
characteristics and/or order type
• Configurable Pick Strategies are
business needs
ROLE:
WMS Outbound
Manager
Sales Order Order Line
Selection
Order
Release
Template
Pick Strategies
Print Pick
Report
NS WMS Mobile
Picking
(Single or Multi
Order)
Distribute Pick
Reports
Paperless
Pick Report
OR
Paperless
Print Pick
Report
Picking
Type: Single
or Multi
Order?
Assign Priority
Assign Picker
(optional)
Release Wave

46
PICK STRATEGIES PICK STRATEGIES
• Configurable Pick Strategies direct
characteristics
• Configurable Pick Strategies are
business needs
• Warehouse performance are
analyzed to drive ongoing
warehouse efficiency
ROLE:
WMS Mobile
Operator
Wave /
Order
Release
WMS Zone C
(C Velocity Overflow Bins)
Pick
Strategies
QA / Damaged Zone
WMS Zone B
(B Velocity Overflow Bins)
WMS Zone A
(A Velocity Overflow Bins)
WMS Preferred Bins
(IF Item Configured)
Cross Dock Zone
Catch All Pick Strategy

NS WMS: Release Orders to Warehouse
SCREEN 1 – Order Release Criteria
1. Select desired template: ‘SSWMS Wave: SO by Order Type/Expected Ship Date/Ship Via
2. Select ‘SSWMS Standard Order Type’, Expected Ship Date, ’UPS 2nd Day Air’
3. Press ‘Search’

SCREEN 2 – Wave (review orders)
1. Set Priority (optional), select Picking Type (‘Single Order or ‘Multiple Orders’)
2. Set Status (IF ‘Pending Release’ user is able to assign user(s) to created pick tasks, IF ‘Released’ pick tasks are ‘unassigned’ and wave is released for picking)
3. Review orders, select or deselect orders as desired
4. Review Summary box on right of screen
5. Change tab view to ‘Line Items

SCREEN 3 – Wave (review line items)
1. Review sales order line(s) selected
2. Press ‘Save’ to create pick tasks

SCREEN 4 – Wave (release pick tasks)
1. Confirmation of wave/order release
3. Select Pick Task tab

1. Confirmation of wave/order release
3. Select Pick Task tab
4. Press ’Edit’ to assign pick task(s) to user(s)

1. Select task(s) to release
2. Assign user to pick task(s) at header level or by each pick task
3. Set Status to ‘Released’
4. Press ’Save’ to release wave

SCREEN 7 – Wave Released
1. Wave/order release confirmation

NS WMS: Order Release
SCREEN 3 – Pick Report for Multi Order
1. View Pick Report

55
MOBILE PICKING MOBILE PICKING
• Single order pick (one at a time)
• Multi order pick (more than order at
a time, aka “batch” pick)
• NS WMS provides suggested pick
bin locations in the directed zone to
improve picking efficiency
• Real time updates for order
fulfillment visibility
ROLE:
WMS Mobile
Operator
Single or
Multi Order
Pick?
NS WMS
Pack Orders
Multi
Single
Wave Number
Item Pack
Staging Bin
Bin
Location
Quantity
Additional Picks
Pick Task Pick Tote Nbr
by Order
Sales Order
Number

56
MOBILE PICKING
Multi Order

NS WMS: Mobile Multi-Order Picking w/ Pack
Station Staging
SCREEN 1
1. Log in
SCREEN 2
1. Select Picking
SCREEN 3
1. Select Multi-Order Picking
SCREEN 4 (add visible column)
1. Press the columns icon to left of
magnifying icon

NS WMS: Mobile Multi-Order Picking with Pack
Station Staging Staging
1. Add ‘Total Quantity’ to the visible
columns
2. Press ‘Done’
SCREEN 6 (sort by total qty column)
1. Sort by ’Total Quantity’
2. Press the ‘Total Quantity’ header
1. Waves sorted by total quantity
descending
SCREEN 8 (start picking)
1. Scan or key enter or select wave #
2. Press ‘Enter Wave #’

Station Staging
1. Scan or key enter pick task #, Press
‘Enter Pick Task’ (in bin seq)
2. Press item link
1. Press ‘Show all bins’
1. Display of ‘recommended bin’
2. All bins displayed in ‘pick to clean’
1. Scan or key enter or select bin
2. Press ‘Enter Bin’

Station Staging
1. Scan or key enter or select item to pick
2. Press ‘Enter Item’
SCREEN 14 (Inventory Item, SO238)
1. Need 5, 1 available
2. Key enter quantity = 1
1. Scan or key enter a temporary picking
carton number (cnt # may be reused)
2. Press ‘ Enter Carton’

Station Staging
1. No further items in bin
2. Press ‘Bin Empty’
SCREEN 18 (Inventory Item,SO238)
1. Returned to picks
1. Scan or key enter pick task #, Press
‘Enter Pick Task’ (in bin seq)
2. Press item link

Station Staging

Station Staging
2. Press ‘ Enter Carton’ (diff ctn 2nd order)
SCREEN 24
1. Press ‘Next Pick Task’
SCREEN 25
magnifying icon
SCREEN 26
1. Add ‘Pick Task #’ to the visible columns
2. Press ‘Done’

Station Staging
SCREEN 27
1. View only
2. Pick task are in ascending order for best
walking path
SCREEN 28 (Inventory Item, UOM ex)
1. Scan or key enter pick task # (bins in
sequence)
2. Press ‘Enter Pick Task’
SCREEN 30 (Inventory Item, UOM)

Station Staging
2. Press ‘Enter Carton’ (ctn 1st order)
1. Carton # from wrong order, not allowed
to mix
2. CTN239 not for order SO238
1. Enter correct temp picking carton for
order
2. Press ‘Enter Carton’

Station Staging
SCREEN 35
SCREEN 36 (Lot # Inventory Item)
1. Scan or key pick task #

Station Staging
2. Scan or key enter or select lot # link
SCREEN 40 (Lot # Inv Item, SO238)
SCREEN 41
SCREEN 42 (Serial # Inventory Item)
sequence)

Station Staging
SCREEN 44 (Serial # Inv Item)
SCREEN 45 (Serial # Inv Item)
1. Press ‘Show possible serial numbers’

Station Staging
SCREEN 48 (Serial # Inv Item, 1 of 2)
1. Scan or key enter serial number
SCREEN 49 (Serial # Inv Item, 2 of 2)
SCREEN 50 (Serial # Inv Item, SO239)

Station Staging
SCREEN 51 (Picking Complete)
1. Press ‘Go To Staging’
SCREEN 52 (Put in Staging)
SCREEN 53 (Put in Staging)
1. Scan or key enter or select staging bin
link
2. Press ‘Enter Staging Bin’
SCREEN 54 (Multi Order Pick Complete)
1. Press ‘Next Wave’
2. Complete

71
MOBILE PICKING
Single Order

NS WMS: Mobile Single Order Picking with
Pack Station Stage
SCREEN 1
1. Log in
SCREEN 2
1. Select Picking
SCREEN 3
1. Select Single Order Picking
SCREEN 4
1. Press ‘Sales Order’

Pack Station Stage
magnifying icon
1. Add ‘Total Quantity’ and ‘Ship Date’ to
the visible columns
2. Press ‘Done’
1. Sort by Ship Date’
2. Press the ‘Ship Date’ header
3. Ship date sorted in ascending date
1. Scan or key enter or select order #
2. Press ‘Enter Order #’

Pack Station Stage
magnifying icon
1. Add ‘Pick Task #’ to the visible columns
2. Press ‘Done’
1. View only
2. Pick task are in ascending order for best
walking path
sequence)

Pack Station Stage

Pack Station Stage
SCREEN 14
sequence)

Pack Station Stage
SCREEN 20

Pack Station Stage
SCREEN 21 (Lot Inventory Item)
sequence)
2. Scan or key enter or select lot # link

Pack Station Stage
SCREEN 24
sequence)

Pack Station Stage
1. Press ‘Show possible serial numbers’
1. View serial numbers

Pack Station Stage
SCREEN 32 (Serial Inventory Item)
2. Press ‘Enter Carton’ (ctn 1st order)
SCREEN 33
SCREEN 34
1. Scan or key enter or select staging bin
link

Pack Station Stage
SCREEN 35
1. Single order pick complete
2. Press ‘Next Order’

83
PACKING
PACKING (PACK VERIFICATION)
• Pack confirm single order or multiple
orders at a time
• Pack verification help ensure order
accuracy improving customer
satisfaction
ROLE:
WMS Mobile
Operator
NS WMS
Pack Orders
Seal
Shipping
Carton
Pack
Staging Bin
NS WMS
Mobile Quick
Ship
Enter Pack
Criteria
Enter/scan
Carton #, Box
Size, Weight
Select/Confirm
Order Lines to
Carton(s) LPN
Print
Packing
Slip

NS WMS: WMS Pack Orders
SCREEN 1
1. Enter Location
2. Enter ‘Transaction #’ and/or ‘Order Type’ and/or ‘Ship Method’ and/or ‘Pick Carton’ (Note: ‘Pick Carton’ may be utilized if using pick to cartons/totes during the picking
process)
3. Press ‘Display’

SCREEN 2
1. Select the order lines to pack, visually confirm item and qty for packing (change quantities as needed)
2. Mandatory: Enter Carton, Enter Weight (carton: could be scanned from pre-printed label, weight: can be key entered or passed from a scale)
3. Optional: Enter ‘Size’ (shipping carton size is manual entry)
4. Press ‘Submit’

SCREEN 3
1. Packing confirmation screen
2. Press ‘Print Packing Slip’

SCREEN 4
1. Example Packing Slip (print or save to computer)

88
SHIPPING SHIPPING
• Real time parcel shipping integration
with FedEx, UPS, and USPS
(NOAM Only)
• Parcel ship labels printed in real
time from parcel carrier
• LTL and TL shipping with Mobile
Quick Ship
ROLE:
WMS Outbound
Operator
Parcel
Ship or
LTL/TL?
Enter
‘Tracking
Nbr/BOL
Number
Integration to
FedEx / UPS /
USPS
NS WMS Mobile
Quick Ship
Shipping Completed
Enter/Scan
Sales Order
Print Carrier
Ship Label from
Carrier
Software
Return Ship
Information to
NetSuite
Generate
Tracking
Information
Place Labels
as Required
to Shipping
Cartons
Place Labels
as Required
to Shipping
Cartons
Print Labels as
Required
Parcel
LTL/TL
Enter/Scan
Shipping
Carton Nbr

NS WMS: Mobile Quick Ship
SCREEN 1
1. Log in
SCREEN 2
1. Select Picking
SCREEN 3
1. Select Quick Ship
SCREEN 4
1. Press ‘Sales Order’

SCREEN 5
magnifying icon
SCREEN 6
1. Select desired columns to view
2. Press ‘Done’
SCREEN 7
1. Change sort order of ‘Ship Date’ column
by pressing column header
SCREEN 8
1. Scan or key enter or select sales order
to ship

SCREEN 9
1. Press the information icon to view sales
order information
SCREEN 10
1. Display of sales order information
SCREEN 11
1. Scan or key enter or select carton
number(s) to ship
SCREEN 12
1. Scan or key enter parcel tracking
number or LTL/TL BOL number to ship
2. Press ‘Enter Tracking #’

SCREEN 13
1. Return to ‘Main Menu’ or
2. Continue to ‘Next Shipment”

InventoryOperations

94
INVENTORY OPERATIONS INVENTORY OPERATIONS
• Bin to Bin Replenishment
• Cycle Count
• Searches
• Reports
• KPIs
ROLE:
All
Bin to Bin
Replenishment
Cycle Count Search Inventory
Inventory Transfer Create Inventory

95
BIN REPLENISHMENT BIN REPLENISHMENT
• Defined minimum and maximum
quantities for preferred picking bin
locations
• Generate paperless replenishments
for warehouse users
• Controlled replenishments reduce
risk of order shorts
ROLE:
WMS
Outbound
Manager
WMS Mobile
Operator
WMS
Outbound
Manager
WMS
Mobile
Operator
Additional Replenishments
Scan ‘From’
Bin Location
‘List’ Replenishment
Items from Task List
NS WMS
Generate Bin
Replenishment
NS WMS
Replenishment
Scan ‘To’
Location
Scan Item Enter
Quantity

NS WMS: Bin To Bin Replenishment
SCREEN 1 – Generate Replenishment
1. Start screen

1. Enter ‘Location’
2. Enter any one or combination of ‘Item Classification’, ‘Item Family’, ‘Item Group’, or ‘Item’

1. Select replenishment(s) to generate
2. Press ‘Generate & Release’

1. Replenishment confirmation

SCREEN 1
1. Log in
SCREEN 2
1. Select Inventory
SCREEN 3
1. Select Replenishment
SCREEN 4
1. Select item to replenish

SCREEN 5
1. Press ‘Show all bins’ to view all
available pull from bins
SCREEN 6
1. Select information icon to see
replenishment task details
SCREEN 7
1. Scan or key enter or select link for pull
from bin
SCREEN 8
1. Scan or key enter or select link to
confirm item

SCREEN 9
1. Press information icon to see item detail
SCREEN 10
1. Press information icon to see
replenishment task details
SCREEN 11
1. Key enter the pull quantity
SCREEN 12
1. Scan or key enter or select link to
confirm put to replenishment bin

SCREEN 13
1. Press ‘Main Menu’ or
2. Press ‘Next Task’ for next
replenishment

104
CYCLE COUNT CYCLE COUNT
• Cycle count plans to release counts
to mobile warehouse users
• Plan rules using item and/or bin
characteristics
• Manager ability to ‘approve’ or
‘reject’ counts
ROLE:
WMS
Outbound
Manager
WMS Mobile
Operator
WMS
Outbound
Manager
WMS
Mobile
Operator
Additional Cycle Counts
Scan Item /
Scan Bin
Location
‘List’ Cycle
Counts from
Task List
NS WMS
Cycle Count
Generate and
Release
NS WMS
Cycle Count
Enter Count
Quantity
Approve /
Reject
Count?
End Cycle Count
‘Start’ Cycle
Count
Reject
Approved

NS WMS: Cycle Count
SCREEN 1 – Cycle Count Plan (managerial role)
1. List Cycle Count Plans
2. Create/Modify Cycle Count Plan(s)

NS WMS: Cycle Count
SCREEN 2 – Cycle Count Plan (managerial role)
1. Cycle Count Plan for ‘Cycle Count Plan by Item NS-II1357E’

NS WMS: Cycle Count
SCREEN 1 – Generate Cycle Count Plan (managerial role)
1. Plan Number = ‘Cycle Count Plan by Item NS-II1357E’

NS WMS: Cycle Count
SCREEN 2 – Cycle Count Generation and Release (managerial role)
1. Select bin or bins to cycle count
2. Press ‘Generate & Release’

NS WMS: Cycle Count
1. Confirmation Screen
2. Press ‘Start Count’

NS WMS: Mobile Cycle Count (1st count)
SCREEN 1
1. Log in
SCREEN 2
1. Select Inventory
SCREEN 3
1. Select Cycle Count
magnifying icon.

1. Add ‘Bins’ and ‘Items’ to the visible
columns
2. Press ‘Done’
SCREEN 6
1. Scan or key enter or select plan # link
2. Press the ‘Enter Plan #’
SCREEN 7
1. Select the cycle count task link
SCREEN 8
1. Scan or key enter or select bin to count

1. Scan or key enter or select item to
count
SCREEN 10
1. Key enter counted quantity
2. Press the ‘Enter Quantity’
SCREEN 11
1. Count complete
2. Press ‘Next Plan’

NS WMS: Cycle Count
SCREEN 1 – Cycle Counts with Pending Recounts (managerial role)
1. View counts to be reviewed
2. Select link for recount

NS WMS: Cycle Count
1. Select ‘View’ for the discrepancy link

NS WMS: Cycle Count
1. Press ‘Complete Count’

NS WMS: Cycle Count
1. Press ‘Reject’

NS WMS: Cycle Count
1. Informational, no action
2. Mobil operator to count

NS WMS: Mobile Cycle Count (recount)
SCREEN 1
1. Log in
SCREEN 2
1. Select Inventory
SCREEN 3
1. Select Cycle Count
magnifying icon.

1. Add ‘Bins’ and ‘Items’ to the visible
columns
2. Press ‘Done’
SCREEN 6
1. Toggle the ‘Show Completed’ button
SCREEN 7
1. Key enter or select bin to count
2. Press ‘Enter Plan #’
SCREEN 8
1. Select the cycle count task link

1. Scan or key enter or select bin to count
SCREEN 10
1. Scan or key enter or select item to
count
SCREEN 11
SCREEN 12
1. Count complete
2. Press ‘Next Plan’

NS WMS: Cycle Count
1. View counts to be reviewed
2. Select link for recount

NS WMS: Cycle Count
1. Select ‘View’ for the discrepancy link

NS WMS: Cycle Count
1. Press ‘Complete Count’

NS WMS: Cycle Count
1. Press ‘Approve’

NS WMS: Cycle Count
1. Confirmation of approved discrepancy count

NS WMS: Cycle Count
SCREEN 6 – Review General Ledger (managerial role)
1. Change role to ‘Administrator’
2. Search for ‘General Ledger’, select

NS WMS: Cycle Count
SCREEN 7 – Review General Ledger (managerial role)
1. Search on page for account ‘5890 WMS Inventory Adjustment’

129
WORK ORDERS WORK ORDERS
• Work orders for ‘build to stock’
finished goods
• Single level bill of material items
• Paperless picking of component
work orders
• Build final assembly and locate to
stage location prior to final putaway
ROLE:
NS WMS Mobile
WO Build
Assembly
NS WMS Mobile
Work Order
Picking
Pick Work Order
Components
‘List’ Work
Orders to Pick
Enter/Scan WIP
Bin (WIP Stage
Bin Location)
‘List’ Work
Orders to Build
Build Work
Order
Assembly
Enter/Scan Work
Order Complete
Bin Location
Pick Components for Additional WOs
Assemble Additional WOs
NS WMS Mobile
Putaway
WMS Mobile
Operator

NS WMS: Work Order
SCREEN 1 – Work Order
1. ‘Released’ Work Order

NS WMS: Work Order Pick
SCREEN 1
1. Log in
SCREEN 2
1. Select Work Orders
SCREEN 3
1. Select Picking
SCREEN 4
1. Scan or key enter or work order to pick
2. Press ‘Enter Work Order #’

SCREEN 5
1. Select pick task, NS-Comp01
SCREEN 6
1. Scan or key enter or select bin to pick
from
SCREEN 7
1. Scan or key enter or item to pick
SCREEN 8
1. Key enter quantity to pick

SCREEN 9
SCREEN 10
SCREEN 11
from
SCREEN 12

SCREEN 13
SCREEN 14
SCREEN 15
SCREEN 16
from

SCREEN 17
SCREEN 18
SCREEN 19
SCREEN 20
2. Scan or key enter or select stage bin

SCREEN 21
1. Work order pick completed
2. Press ‘Main Menu’ or ‘ Next Work
Order’

NS WMS: Work Order Build
SCREEN 1
1. Log in
SCREEN 2
1. Select Work Orders
SCREEN 3
1. Select Build Assembly
SCREEN 4
1. Scan or key enter or select work order
to build
2. Press ‘ Enter Work Order #’

NS WMS: Work Order Build
SCREEN 5
1. Key enter build quantity
2. Select desired ‘Inventory Status’
SCREEN 6
1. Scan or key enter or select build stage
bin
SCREEN 7
1. Build complete
2. Press ‘Main Menu’ or ‘Next Order’

Dashboard, Reminders, & KPI’s
KPI’s
• Late Purchase Orders
• Late Shipped Orders
• Number of Customer Returns
• SSWMS Sales Order Lines per Hour
• SSWMS Sales Order Lines Fulfilled
• SSWMS Sales Order Total Value Fulfilled
CUSTOM SEARCHES
• SSWMS WMS PO and SO by Status
Today Search
• SSWMS Purchase Order Search
• SSWMS Sales Orders Search
REMINDERS
• SSWMS Purchase Orders ‘To Receive’
Today
• SSWMS Sales Orders ‘To Ship’ This Week
• SSWMS ‘To Do’ Purchase Orders (Pending
Receipt)
• SSWMS ‘To Do’ Transfer Orders (Pending
Receipt)
• SSWMS ‘To Do’ Sales Orders (Pending
Fulfillment)
Fulfillment)
• SSWMS ‘To Do’ Cycle Count (Counts for
Manager Review)
• SSWMS ‘To Do’ Replenishment (Bin to Bin)
• SSWMS ‘In Progress’ Purchase Orders
(Partially Received)
• SSWMS ‘In Progress’ Transfer Orders
• SSWMS ‘In Progress’ Sales Orders (Partially
Fulfilled)
(Partially Fulfilled)
• SSWMS ‘Completed’ Putaway Tasks Today
MANAGE TEAM TASKS, EVENTS,
AND BUSINESS HEALTH
REAL-TIME REPORTS
ANYWHERE
TRACK INVENTORY FROM
ANYWHERE
MONITOR FREQUENTLY-
WAREHOUSE ACTIVITIES

Reports
OUTBOUND
• Order Release by Pick Report Number
• Pick Report Generation Status
• Pick Reports Grouped by Date Search
• ‘To Do’ Work Orders (Review and Release)
• ‘To Do’ Work Orders (Pending Fulfilment)
• Label Print Search
• SSWMS Sales Orders ‘To Ship’ This Week
Receipt)
• SSWMS ‘To Do’ Sales Orders (Pending
Fulfillment)
Fulfillment)
• SSWMS ‘In Progress’ Sales Orders (Partially
Fulfilled)
(Partially Fulfilled)
INVENTORY (cont.)
• Cycle Count (For Manager Review)
• Cycle Count (Items for Recount)
INBOUND
• Inbound Open Task Search
• Inbound Close Task Search
• PO Search
• Returns ‘To Receive’ Today Search
• SSWMS Purchase Orders ‘To Receive’
Today
• SSWMS ‘To Do’ Purchase Orders (Pending
Receipt)
Receipt)
• SSWMS ‘In Progress’ Purchase Orders
• SSWMS ‘Completed’ Putaway Tasks Today
INVENTORY
• Inventory Open Task Search
• Inventory Close Task Search
• Lot Expiration Search
AND BUSINESS HEALTH
REAL-TIME REPORTS
ANYWHERE
ANYWHERE
MONITOR FREQUENTLY-

Reports
INVENTORY
• Inventory Open Task Search
• Inventory Close Task Search
• Lot Expiration Search
• Cycle Count (For Manager Review)
• Cycle Count (Items for Recount)
AND BUSINESS HEALTH
REAL-TIME REPORTS
ANYWHERE
ANYWHERE
MONITOR FREQUENTLY-

Increase
Profitability
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Collaborate As
Virtual Teams
Gain Executive
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Breakdown
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and Transparency
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Break
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Improve Project
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Manage

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