dexterity sage200

Dexterity Warehouse Management

Jim Southern

www.barcode-it.co.uk

Company Profile

� Established 1992 – 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)


Dexterity Technology

� Microsoft SQL Server 2005/2008 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


Dexterity WMS Functionality


Suppliers Deliveries

Order

Management

Order Picking

Despatch &

Routing

Out

boun

d

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

Top Warehouse Issues

� Inventory Inaccuracy

� Poor Space & Location Management

� Poor Picking & Put-Away Procedures

� Stocktake Timeouts & Effort

� Inefficient Labour Utilisation

� Order Picking Errors


Warehouse Efficiency

� Inefficient Labour Utilization

� Inefficient Put-Away Procedures

� Inefficient Picking Procedures

� Picking & Shipping Errors


Labour time analysis in a typical

warehouse

Tomkins Associates - USA

Travel Time

Pick Orders

Find ProductsProcess Orders


Handheld Terminals Fork Truck Terminals

Mobile Printers Desktop Printers Wireless Network

Wearable Terminals

Equipment in the Warehouse

Barcode Driven

� Product Labels

� Batch Numbers

� Pallet ID Labels

� Pick Notes

� Package ID

� Tracking Numbers

� Despatch Notes


Managing Stock

� Stock Management Rules

• FIFO

• Batch / Lot Numbers

• Expiry / Best Before Dates

• Shelf Life

• Serial Numbers

• Pallet Units (Unique ID’s)

• Packages / Boxes / Bundles

• Complete Traceability


Goods Receiving

� Receives against the PO record

� Uses RF Terminal or Dexterity Screen to receive stock

� QC Options can be built in (with multiple statuses: QC, Quarantine, On-Hold)

� Mobile Terminal process

� Dexterity Screen process

� Cross Dock / Back to Back / Reservations

� Label Pallets / Items at Goods In

� Customer Returns


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


GroupLoc Aisle

Ship Rec’v

Planning & Order Management

� Colour codes for order status

� “Live” view of all outstanding orders

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


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


1

2

4

5

3

Ship Rec’v

Pickface Management

� Proactive Replenishment

� Daily task to fill pick face locations

� Active Dashboard Views and Alerts to Identify Low

Pickface & Replenishment Tasks

� Priority based on:

� Empty Pickface

� Low (Minimum) Stock Levels

� Demand for an item based on current daily

orders


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


Unique Pallet Record

� Dexterity manages “Back to Back” orders from Sage 200

� Dexterity uniquely labels and reserves the stock for the Sales Order

� Cross Dock possibility to direct to pick at receipt


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

Back to Back / Stock Reservations

Pick to Box/Bundles/Packages

� Pick & Pack Multiple Packages for an Order / Shipment


small items Unique Package Label

� Individual package numbers shown on delivery documents with contents

� Seamless Integration with Carrier Shipping Software


� Automatically creates shipping labels, records carrier tracking details

� Complete traceability from pick to delivery

Carrier Software Integration

Works Orders & BOM

� The Kitting and Bill of Materials (BOM) module in Dexterity WMS allows you to manage top level

items and sub-components.

� The Dexterity module can integrate with the Sage 200 BOM and Manufacturing modules or operate

as a standalone feature.


� Complete history of the Works Order from creation through issuing materials to manufacturing to the

booking of finished goods. Links Works Order to Sales Order & Customer.

ManufacturingRaw Materials WH

Pick & Issue Components to

Works Orders

Works Orders

Receive

Finished Goods

Stocktaking / Cycle Counting / PI

� Physical Counts: Scan the locations and items

to quickly count stock.

� Cycle Counting – Periodically by Location.

� Optional in-task counting (putaway & picking

interleaved)


Promotes Efficient Warehouse Layout

� Use Dexterity statistics to determine the most efficient warehouse layout

� Generating velocity statistics helps the Warehouse Manager improve warehouse layout


Slow

Medium

Fast

Ship Rec’v

“Live” Messaging - emails

� Automates the line of communication from warehouse


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)


Dexterity WMS / Sage Integration


System Architecture

Built on Microsoft™.NET

“Live” end-to-end system


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

Dexterity Software Demonstration


� 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


“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.

Dexion Comino

� Fruit & Nut Cereal Bars & Mueslis� Sage 200 Integration� Manufacturing & Distribution Operation� QC Stock Status Management� Ingredients & Finished Goods� Works Order & Manufacturing Traceability� Order Picking with Batch & Julien Date

Management� Delivery Documentation� Carrier Software Integration (UPS)


“Our customer Eat Natural, a manufacturer and supplier of nutritional cereal bars, needed a solution to manage and automate their inventory

and warehouse operations and processes to work alongside Sage 200.

After considering their requirements we introduced Barcode-IT with their

Dexterity WMS solution because it offered a Sage listed solution and a

complete warehouse management system.”Says Natalie White, Managing Director at ESPI.

Eat Natural

� Furniture & Giftware Wholesaler� Sage 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


"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."

Coach House Antiques

� Medical Supplies

� Sage 200 2010 Integration

� Linked Back to Back Orders

� Discreet Order Picking

� Kit Building / BOM

� Customer Returns

� Delivery Documentation


"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!"

Kays Medical

� Fancy Dress & Novelty Wholesalers


� 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


“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.

Bristol Novelty

� Premier UK Lighting Wholesaler


� Container Management

� Automated Pick Order Allocation

� Bulk Order Picking

� Housekeeping & Dual Cycling

� Advanced Location Management

� Ti-Hi Pallet management

� Carrier Software Integration

� Delivery Documentation


"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 despatch, but now accuracy is so high we pick and directly dispatch to the

customer, which saves time and man power."

Endon Lighting

� 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


Dexterity Features Summary

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 & Flexible Order Management Utilities

� Dashboards & KPI Management Reporting

� Back to Back Orders & Stock Reservation

� Shipments & Consignment Management

� Works Order Management for Manufacturers

� 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 Available for 100% fit


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


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?


dexterity sage200

Documents

sales order

despatchautomates order

order linespicking activities

sage mid market sage

shipping id

goods receivingreceives

goods incustomer

putaway strategiessystem