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Dexterity Warehouse Management Jim Southern www.barcode-it.co.uk

Dexterity Warehouse Management for Sage 200

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How Sage 200 users can benefit from automated warehouse management using barcodes and WiFi terminals. Dexterity WMS for Sage 200 - by Jim Southern of Barcode-IT

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Page 1: Dexterity Warehouse Management for Sage 200

Dexterity Warehouse Management

Jim Southern

www.barcode-it.co.uk

Page 2: Dexterity Warehouse Management for Sage 200

Company Profile

Established 1989 – Clitheroe, Lancashire

Dexterity is wholly developed and owned by Dash

Accredited Developer for Sage Mid Market (Sage 200)

Cisco Select Certified Partner (SMB Specialists)

Microsoft Developer Network Subscriber (MSDN)

www.barcode-it.co.uk

Page 3: Dexterity Warehouse Management for Sage 200

Dexterity Technology

Microsoft SQL Server 2005 or better

Microsoft Visual Studio .NET Development

Infragistics Design Layer

Virtual Server Compatible – VMware

“Live” Sage Integration via Business Objects (SBO)

Same environment as Sage 200

www.barcode-it.co.uk

Page 4: Dexterity Warehouse Management for Sage 200

Dexterity WMS Functionality

www.barcode-it.co.uk

Suppliers Deliveries

Order Management

Order Picking

Despatch & RoutingO

utbo

und

Inbo

und

Pick Face Replenishment

Stocktake PI Checks

Audit & Traceability

Goods Receiving

Intelligent Putaway

QC Checks

Efficiency Accuracy Optimisation

The Smart Warehouse

Customers Demand

Dexterity Warehouse Management Solution

Payback ROI

Other

Manufacture

Suppliers

On Time

Service

Delivery

Page 5: Dexterity Warehouse Management for Sage 200

Top Warehouse Issues

Inventory Inaccuracy

Poor Space & Location Management

Poor Picking & Put-Away Procedures

Stocktake Timeouts & Effort

Inefficient Labour Utilisation

Order Picking Errors

www.barcode-it.co.uk

Page 6: Dexterity Warehouse Management for Sage 200

Warehouse Efficiency

Inefficient Labour Utilization

Inefficient Put-Away Procedures

Inefficient Picking Procedures

Picking & Shipping Errors

www.barcode-it.co.uk

Labour time analysis in a typical warehouse

Thompson Associates - USA

Travel TimePick OrdersFind ProductsProcess Orders

Page 7: Dexterity Warehouse Management for Sage 200

Equipment in the Warehouse

www.barcode-it.co.uk

Handheld Terminals Fork Truck Terminals

Mobile Printers Desktop Printers Wireless Network

Wearable Terminals

Page 8: Dexterity Warehouse Management for Sage 200

Barcode Driven

Product Labels

Batch Numbers

Pallet ID Labels

Pick Notes

Package ID

Tracking Numbers

Despatch Notes

www.barcode-it.co.uk

Page 9: Dexterity Warehouse Management for Sage 200

Goods Receiving

Receives against the PO record

Uses RF Terminal or Dexterity Screen to receive stock

QC Options can be built in

Mobile Terminal process

Dexterity Screen process

Cross Dock / Back to Back / Reservations

Customer Returns

www.barcode-it.co.uk

Page 10: Dexterity Warehouse Management for Sage 200

Receiving & Putaway Strategies

System can guide the putaway based on warehouse rules

Pickface for product first (single pickface per product)

Bays above the pickface Empty location in the same aisle Same Product Group locations Reduces putaway time and accuracy Increases order pick efficiency

www.barcode-it.co.uk

GroupLoc Aisle

Ship Rec’v

Page 11: Dexterity Warehouse Management for Sage 200

Planning & Order Management

Colour codes for order status

“Live” view of all outstanding orders

Group and sort orders by customer, due date, carrier, etc.

www.barcode-it.co.uk

Page 12: Dexterity Warehouse Management for Sage 200

Order Picking & Despatch

Automates Order Picking via Mobile Terminals Dexterity guides the picker to the correct locations

to pick order lines Picking Activities Validated Against Sales Order Ensures Customer Receives an Accurately Picked

Order Order Check Process – Blind check to ensure a

true recount Print Despatch Notes with Shipping ID, Customer

Labels, Package Labels, Carrier Tracking Labels

www.barcode-it.co.uk

1

2

4

5

3

Ship Rec’v

Page 13: Dexterity Warehouse Management for Sage 200

Managing Pallet Units

Dexterity manages pallet units Unique “Pallet ID” binds the stock together in the system Manage pallet sizes & locations Single scan for pallet movements Pick whole pallets units for bulk orders No item counting or errors

www.barcode-it.co.uk

Unique Pallet Record

Page 14: Dexterity Warehouse Management for Sage 200

Back to Back Orders / Reservations

Dexterity manages “Back to Back” orders from Sage 200 Dexterity uniquely labels and reserves the stock for the Sales Order

www.barcode-it.co.uk

Shipping Labels

Dexterity will identify whether there are linked SO’s for the items from the PO record.

Pallets are labelled and identified with unique customer and package ID’s with linked SO details.

Create Pallets/Packages

Page 15: Dexterity Warehouse Management for Sage 200

Pick to Box/Bundles/Packages

Pick & Pack Multiple Packages for an Order / Shipment

www.barcode-it.co.uk

small items Unique Package Label

Individual package numbers shown on delivery documents with contents

Page 16: Dexterity Warehouse Management for Sage 200

Carrier Software Integration

Seamless Integration with Carrier Shipping Software

www.barcode-it.co.uk

Automatically creates shipping labels, records carrier tracking details Complete traceability from pick to delivery

Page 17: Dexterity Warehouse Management for Sage 200

“Live” Messaging - email

Automates the line of communication from warehouse

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Low Stock Orders Shipped

Stock Arrivals

Purchasing Sales

Low Pickface

Warehouse Manager

QA Issues

WH Manager

QA Manager

WH Manager Purchasing Customer A/C Manager

StockoutsWH Manager

Purchasing

Page 18: Dexterity Warehouse Management for Sage 200

Pickface Management

Proactive Replenishment Daily task to fill pick face locations Active Dashboard Views to Identify Low Pickface & Replenishment Tasks Priority based on:

Empty Pickface Low (Minimum) Stock Levels Demand for an item based on current daily orders

www.barcode-it.co.uk

Page 19: Dexterity Warehouse Management for Sage 200

Stocktaking / Cycle Counting / PI

Physical Counts: Scan the locations and items to quickly count stock.

Reduces stocktaking time and leads to perpetual inventory methods.

Perpetual Inventory / Cycle Counting – Periodically by Location.

Optional in-task counting (putaway & picking interleaved)

Creates Stocktake in Sage 200 for Review & Posting

www.barcode-it.co.uk

Page 20: Dexterity Warehouse Management for Sage 200

Promotes Efficient Warehouse Layout

Use Dexterity statistics to determine the most efficient warehouse layout Generating velocity statistics helps the Warehouse Manager improve warehouse

layout

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Slow

Medium

Fast

Ship Rec’v

Page 21: Dexterity Warehouse Management for Sage 200

Dexterity WMS / Sage Integration

www.barcode-it.co.uk

Page 22: Dexterity Warehouse Management for Sage 200

System ArchitectureBuilt on Microsoft™.NET

“Live” end-to-end system

www.barcode-it.co.uk

Sage 200 (SBO)

email alerts

Putaway

Picking

Locations

Zones

GRN

Labels

Pick Notes

Despatch Notes

Mobile Terminals/ Printers

Warehouse Floor Operatives

Carrier

Integration

Dexterity DocumentsRules

Processes

Page 23: Dexterity Warehouse Management for Sage 200

Dashboards & KPI’s

The Dexterity Dashboard is a powerful tool used to provide a real-time “mission control” view of Warehouse Operations as well as giving instant reporting of Key Performance Indicators (KPI’s)

“Live” data views in dials, charts, graphs & grids Say goodbye to “hearsay” figures This is actual live information Save on manual and spreadsheet work for monthly KPI’s Measure Actual v Planned in real-time Data Analysis based on Historical Data Pick out warehouse wide statistics Specific Process Statistics (Picking, Receipts, Issues) User Specific Statistics (User Activity Levels)

www.barcode-it.co.uk

Page 24: Dexterity Warehouse Management for Sage 200

Dexterity Software Demonstration

www.barcode-it.co.uk

Page 25: Dexterity Warehouse Management for Sage 200

Dexion Comino

Warehouse & Storage Solutions Sage 200 Integration Distribution Operation QA Inbound Process Back to Back & Stock Reservations Pick to Bundle – Unique ID & Labelling Vehicle Loading Delivery Documentation Multi-Company with Sage 200

www.barcode-it.co.uk

“We chose Dexterity WMS from Barcode-IT primarily because of its very tight integration with Sage 200. However, in addition to the software, we have been very impressed with the completion of the project by Barcode-IT within our very demanding timescale.” says Eric Wood-Thompson, Warehouse & Inventory Manager at Dexion.

Page 26: Dexterity Warehouse Management for Sage 200

Coach House Antiques

Furniture & Giftware Wholesaler Sage 200 Integration Distribution Operation 500,000ft2 Warehouse 14,000 SKU’s Route Planning & Picking Reverse Load Building Pick to Box – ID & Labelling Customer Returns Delivery Documentation Showroom Order Taking

www.barcode-it.co.uk

"The Dexterity WMS has enabled us to expand the business to a level that we could not have reached without its implementation." says Marilyn Burgoyne, IT Manager at Coach House. “With Dexterity our warehouse operation is really efficient and completely transparent. The equipment is easy to use so training new staff is incredibly quick."

Page 27: Dexterity Warehouse Management for Sage 200

Kays Medical

Medical Supplies Sage 200 Integration Linked Back to Back Orders Discreet Order Picking Kit Building / BOM Customer Returns Delivery Documentation

www.barcode-it.co.uk

"The Dexterity WMS solution was ideal to integrate with Sage 200 and Barcode-IT made our barcoding ideas into a reality." says Andy Johnson, Operations Manager at Kays Medical. “Dexterity has allowed our operation to be much more efficient and picking accuracy is almost 100%. Staff literally can't pick the wrong items now!"

Page 28: Dexterity Warehouse Management for Sage 200

Bristol Novelty Ltd

Fancy Dress & Novelty Wholesalers Sage 200 Integration 800 New Product Lines per Year 15% Increase in Productivity in 12 Months 100% Warehouse Visibility Monitor & Measure Picker Performance Selected Dexterity over competitors for flexibility

www.barcode-it.co.uk

“Dexterity WMS has helped us save both time and money since its installation. The flexibility of Dexterity and the help from the Barcode-IT team tailoring the system to fit our requirements, made the daunting prospect of changing the way we were operating a much smoother experience.” says Danny Ryall, Operations Manager at Bristol Novelty.

Page 29: Dexterity Warehouse Management for Sage 200

Endon Lighting

Premier UK Lighting Wholesaler Sage 200 Integration Container Management Automated Pick Order Allocation Bulk Order Picking Housekeeping & Dual Cycling Advanced Location Management

Ti-Hi Pallet management Carrier Software Integration Delivery Documentation

www.barcode-it.co.uk

"Dexterity has allowed us to refine our stock profile, without compromising our customer service." says Greg Ward, Logistics Manager at Endon Lighting. "We now always have the right products ready to ship without over stocking, which was previously a major problem. Before Dexterity we re-checked all picked orders before dispatch, but now accuracy is so high we pick and directly dispatch to the customer, which saves time and man power."

Page 30: Dexterity Warehouse Management for Sage 200

Dexterity Features Summary

Goods Receiving and Putaway Location Management Quarantine Locations Pick Face Management Sales Order Management Back to Back Order Management Create & Manage Shipments Directed Order & Wave Picking Despatch Documentation Carrier Software Automation “Live” Messaging - (email) Space Management Multi-Location and Company Sage 200 “Live” Integration

www.barcode-it.co.uk

Page 31: Dexterity Warehouse Management for Sage 200

The Dexterity Advantage

Flexible Software – Matches your Working Practices Takes the Warehouse Rules outside Sage 200

More Flexible Product / Location Management Pallets / Bundles / Boxes

Powerful Order Management Utilities Dashboards & KPI Management Reporting Back to Back Orders & Stock Reservation Shipments & Consignment Management Can provide Advanced Shipping Notice (ASN) to Customer / Carrier Carrier Software Integration – Auto Generate Tracking Labels Manages All Warehouse Documentation Automatically “Live” Messaging to Staff / Customer / Carrier Flexible Equipment Options to Suit the Warehouse Operation Software Customisation for 100% fit

www.barcode-it.co.uk

Page 32: Dexterity Warehouse Management for Sage 200

Project Services

Project Scope & Design Determine Warehouse Best Practice Wireless Site Survey On-Site Installation Configuration Services Sage 200 Integration Project Management System & User Training On-Site “Go-Live” On-Going Support

www.barcode-it.co.uk

Design

Implement

ManageSupport

Scope

Page 33: Dexterity Warehouse Management for Sage 200

ROI & Justification Questions

Payback is gained by increasing warehouse productivity, accuracy and efficiency whilst maintaining or reducing cost levels.

Be able to deliver more with the same resource levels

Typical Questions: Is your labour resource in the warehouse fully utilised? Are your warehouse tasks and processes streamlined and performed in the most efficient

way? How many putaway, pick and despatch errors do you currently have? Do you have customer returns and fines for incorrect deliveries? Do you have to shut down warehouse operations to do stocktakes? Do you have additional practices and checks that could be eliminated by introducing a

WMS system? Are you holding too much stock with poor stock rotation practices? Do you have to print customer labels & despatch documentation manually?

www.barcode-it.co.uk