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Adding Value to your Transportation Processes
Mark McMonagleVP Solutions Engineer Operations
Simplifying Your Shipping
• Adding Value to your Transportation Processes• Simplifying your Non-Production Shipping• QAD TMS Overview
- Transportation Management- Global Trade Management- Trade Compliance- Package Exception Management
• ‘Live’ Software Demonstration• Available On Demand• Recap of Benefits• Q&A
Agenda
Simplifying Your Shipping
Return on Investment• Reduce Transportation Costs
- Consolidations, Rate Shopping, Routing Guide
• Automate Manual Processes- Reduce keystrokes and duplicate processes- Error Free and compliant International Paperwork and
Manifests- Reduction in Overtime- Reduce Headcount
• Increase opportunities for consolidations- Zone Skipping, Group destinations
• Eliminate some 3rd party activity
QAD TMS - Adding Value to your Transportation Processes
Automotive Industry• Challenge
- Meet Industry Standards (e.g. AIAIG & Odette Shipping Labels / documents)
- Customer-specific document and label requirements
- Customer Routings based on weight/carrier- Scheduled / Consolidated Shipments
• Solution- Automate label creation based on product /
customer- Maintain customer-specific routing instructions
electronically- Consolidate shipments by customer for
scheduled deliveries
Transportation / Trade Challenges & Opportunities by Industry
Consumer Products
• Challenge- Control Shipment Costs (esp. from offshore
suppliers)- On-time deliveries / pro-active customer
service- Regulatory Compliance for broad base of
customers- Collaboration with suppliers for direct delivery
to customers
• Solution- Multi-modal shipments and rate shopping- Restricted party checks and
product/country/end use compliance- Visibility & tracking of inbound and outbound
Transportation / Trade Challenges & Opportunities by Industry
High Tech / Electronics• Challenge
- On-time delivery for manufacturing lines- Moving parts to spare parts depots / field service
engineers- Some hazmat - Return / Repair Mgmt
• Solution- Automation of key logistics processes via
workflow management- Electronic routing guide to support customer-
routed shipments and product requirements- Rules-based documentation library ensures cross-
border compliance - Product classification for import/export reporting- Package Tracking to ensure on-time delivery- Landed Cost calculations for inventory network
optimization
Transportation / Trade Challenges & Opportunities by Industry
Industrial
• Challenge- Often hazardous types of shipments- Large / Bulky equipment needing to be
broken up into multiple shipments- Multiple drop shipments
• Solution- Product compliance checks for hazardous
shipments- Automate hazmat documentation and label
printing- Load building of trucks for multiple drop-
offs- Create single manifest for multiple
shipments
Transportation / Trade Challenges & Opportunities by Industry
Life Sciences• Challenge
- On-time Delivery (e.g. critical drug delivery, for equipment maintenance/repair
- Cold Chain Shipping- Product Approvals by Country- Visibility within the Supply Chain
• Solution- Track inventory from supplier through
delivery to customer- Reduce transportation costs through carrier
and service-level choice- Automate documentation to meeting
country/product-specific regulations- Automate regulatory compliance checks
Transportation / Trade Challenges & Opportunities by Industry
Logistics Service Providers• Challenge
- Management / Fulfillment for multiple customers
- Reverse Logistics / Return & Repair Management
- Need for visibility to inventory movements & locations
- Accountability for handling goods across multiple industries/regulatory bodies
• Solution- A single system for transportation, global
trade and compliance - Visibility to multiple clients, locations,
inventory and transportation tracking- Return labels and tracking of inbound
shipments
Transportation / Trade Challenges & Opportunities by Industry
Retail
• Challenge- Often high volumes of shipments- Visibility to supply chain to match demand
with inventory availability - Control of transportation costs- Need for import / export compliance as new
suppliers and markets are developed
• Solution- SOA deployment of PRECISION for high
volume processing- Automated documentation and compliance
checks- Supply Chain visibility and tracking of
inventory
Transportation / Trade Challenges & Opportunities by Industry
BaseSupply Chain Portal & Transportation Tracking
Global Trade Management
Transportation Management
Trade Compliance
Package Exception Management
• Database• Set of Rules and Workflow
•User Interface (black box / interactive)• Shared Architecture
…based on 1
QAD TMS Solution Overview
Key Master Tables Functionality Standard Integrations
Partners* Workflow QAD SE / EE Applications
Products* Rules/Rulebooks Other ERP Systems
Languages (Includes Translations)
QADTMS ePage(Form Design)
Any WMS System
Edit Codes(Numeric Formats)
Document Production and Distribution (Note: This does NOT include Document Library – See GTM)
Units of Measure Document Imaging
Currencies Security Setup
Transaction Types* Packing
Pack Types* Dataflow (Create Master Shipment)
Cost/Charge Codes* XML Data Exchange Utility
Hazmat UN Codes* Highway (Messaging Subsystem)
Functional Breakdown: QAD TMS Base
Carrier-Related Functionality
Functionality Key Transportation Documents & Labels
Certified / Approved Carriers (Refer to Topic 029 – Per Carrier Functionality)
Routing Guide Packing List
Generate Tracking Numbers(Pro #’s / Waybill #’s)
Charge Table/Rate Maintenance(All modes, spreadsheet updates)
Bill of Lading (BOL)
Label Production (Carrier Compliant for Integrated Carriers)
Rating(Other non-carrier charges, e.g., handling, insurance)
Generic Labels
Electronic Communication (including End-of-Day Manifesting)
Rate Shopping Dispatch / Consignment Notes
Carrier Rate Maintenance and Upload
Freight Quoting Hazardous / Dangerous Goods Notes(ADR , IATA, Sea)
Rating(Carrier rates and accessorials)
Load Offering(e-mail offer of a shipment, portal for carrier to accept, user selects carrier)
Driver’s Manifest
Transit Times Consolidations/ Master Shipments
Carrier Consolidations(FedEx Int’l Priority Distribution – IPD, UPS WorldEase, DHL Breakbulk
Zone Skipping
Load Building
Desktop Shipping
Basic Freight Audit(Match carrier invoice to shipping estimates)
Functional Breakdown: QAD TMS
Multi-modal Domestic & International Shipping
QAD TMS Transportation Management System
• Certified with 40+ carriers worldwide • Automated Routing Guide
- Selection of carrier/mode- Adhere to company policy / customer routings
• Communication with Multiple Carriers- Rate, Label and Manifest Shipments
• Return Label Support• Transportation Visibility in real time
Benefits
• Uniform way of working with all shipments• Transportation Visibility• Ensure compliance with carrier
requirements
Standard QAD TMS Features• Automatic Hundredweight Consolidation
• Electronic Communications with Customers
and Carriers
• Carrier Certified Manifests and Labels
• Automated BOL Generation
• Automated EOD Manifest Generation
• Automated HazMat compliance and
documentation
• Automated International Document Generation
• Buy and Sell rating capable
- Could be published vs. negotiated
- Negotiated, with uplift applied
- Manage Promotions around shipping cost
Carrier Certification Programmes
• Tracking number generation• Label• Rating
- Published / List- Negotiated
• EOD- FTP, HTTP, other
Test Case Validation
Carrier Certification
• Label
• Rating Engine
• Tracking Number generation
• EOD Manifest
• URL Tracking link
Other Carriers - Overview
• Sender Address Details• Receiver Address Details• Carrier Code• Pro Number (Tracking Number)• Barcode of Pro Number• Also available without Pro number• Customizable reference field• Ship Date• Total Weight
Mailing Label
LTL and other Carriers - Shipping Label
Zone Skipping
• Consolidate based on end-point delivery
• Ship From nearer to final destination
• Pre-label with alternative Ship From
• Sample: US to US carrier hub
QAD TMS Invoice Matching • Invoice Matching Engine• Automated Matching for
- Actual Freight Invoice- Estimated Cost
• Determination of discrepancies• Approval of supplier invoices• Creation of ‘light’ shipments
QAD TMS Matching Process• Shipment Retrieval by tracking number• Invoice Cost tends to be Totalled• Estimates matched in precedence:
- Freight- Fuel- Accessorial charges
• Variance calculated- Carrier variance (default)- Shipper variance (manually chosen)
• Multiple departments• Different types of shipments• Limited or no process in place• Time consuming• Little oversight
Non-Production Shipping Challenges
Simplifying your Non-Production Shipping Process
According to a study by PARCEL Magazine and the ARC Advisory Group, poor management of desktop shipping can lead to shipping cost increases of at least 20% on a yearly basis.
• Empower employees• Control Freight Usage• Streamline handling in
your mailroom / dock• Automate
documentation• Gain visibility to costs• Consolidation of carriers / accounts
Opportunities for Improvement
Non-Production Shipping Opportunities
One high-tech firm found that they had 73 different contracts in place with parcel carriers around the world. By consolidating that to three or four carriers that could serve the entire company, they found they would save an estimated 10% from their annual parcel spend.
• Departments and people across your company
Who Uses Desktop shipping?
Non-Production Shipping
• Shipping things like- Samples- Engineering pre-production
products- Marketing materials- Documents- Internal assets (Equipment)
Why Use Desktop Shipping?
Non-Production Shipping Benefits
ARC Advisory Group, The High Cost of Desktop Shipping
Shipment Tracking Challenges
• On-time delivery is critical for time-sensitive products
• Missed deliveries means penalties and damages customer satisfaction
• Lack of visibility to shipments after they leave your door
• Inability to track every package due to shipment volumes
• Too much time spent looking up tracking numbers via individual carrier websites
Operational and Carrier Challenges• No visibility to inbound / return shipments
• Claims are not always made for lost/damaged shipments due to lack of resources
• No easy way to analyze carrier and service-level usage across the organization
• We rely on the carrier to tell us how they performed
• Invoicing can’t happen until Proof-of-Delivery is obtained
A Day in the Life of a Typical CSRTime Consuming / Inefficient Ad hoc Tracking Activities
• Customer calls• Look up shipment
• Carrier Web site / System• Call
• Advise customer of delivery status
Customer Request
• Lost / Damaged Shipment• Look up shipment
• Carrier Web Site / System• Call
• Raise a Tracer
Lost or Damaged • Finance needs POD
• Look up shipment• Carrier Web Site / System• Call
• Screen shots / off-line notes of delivery info
RevenueRecognition
PEM: Delivering ValueGet “Control Tower” Visibility and Management
• Shipments In-transit• Inbound, Outbound and Return Shipping• Automated Alerts• Pro-Active Exception Management and
Communication• Automated Proof-of-Delivery• Reporting
With Visibility Across ALL Modes and Carriers
Carrier A Carrier B Carrier C Carrier D
Carrier B
Carrier C
Carrier A
More Carriers
Demo Scenarios Demo Scenario description
Desktop Shipping Manual Shipment (Domestic) Parcel shipment with rate shopping
Interfaced Shipment number 0900001
Demo Scenario 001 - UPS Next Air (Domestic)
Interfaced Shipment number 0900002
Demo Scenario 002 - UPS Ground
Interfaced Shipment number 0900003
Demo Scenario 003 - USPS – Parcel Post
Interfaced Shipment number 0900004
Demo Scenario 004 - USA to France (International & Documents generation)
Interfaced Shipment number 0900005
Demo Scenario 005 - LTL/TL – YFSY 500 Rated (Domestic)
Tracking Package Exception Management Outbound/Inbound
TMS Deployments with Shipper
QAD
TMSClientWorkflow
QAD/TMSABS_MSTR
7.1.1OrderEntry
7.9.1Create
PreShipper
7.9.2Create Shipper
PackingConsolidation
CalculateFreight
ShippingDocuments
TMSMessage / SOA
Kick OffShip Confirm
QAD
TMSClientWorkflow
7.1.1OrderEntry
7.9.1Create
PreShipper
PackingConsolidation
CalculateFreight
ShippingDocuments
TMSMessage / SOA
Create ShipperKick Off
Ship Confirm
QAD/TMSSO_MSTR
QAD/TMSABS_MSTR
QAD Warehousing
(optional)
TMS Deployments with Pre Shipper
Most popular integrationOne interface point at Shipper CreationOption to deploy in background*
ComplianceTransaction
ComplianceTransaction
QAD/TMSSO_MSTR
Run TMS workflowProcess Compliance / FreightPrint Documents
Message
TMS Deployments with Discrete Sales Orders
QAD
TMSClientWorkflow
QAD/TMSSOD_DET
7.1.1OrderEntry
7.9.1Create
PreShipper
7.9.13SO Packing
List
PackingConsolidation
CalculateFreight
ShippingDocuments
TMSMessage / SOA
QAD/TMSSO_MSTR
QAD
TMSB lack Box / SOA
7.1.1OrderEntry
Message
QAD Warehousing
TMS Deployments QAD Warehousing Messaging
Consolidation Rating / Labels
Message
7.9.15SO Shipments
ComplianceTransaction
ComplianceTransaction
QAD/TMSSO_MSTR
High Volume ParcelAutomationLimited TMS processing
Deployment Options
Available On Demand
Global Solution
Local Execution
Established Express Carrier Network
On Premise
Traditional deployment behind the firewall
Reduce Cost of Ownership
On Demand
• Reduce costs and control usage• Empower employees• Streamline handling in your mailroom / dock• Ensure compliance • Visibility to all shipments and cost center
usage• On Demand for easy on-boarding
Save Time. Save Money. No Headaches.