Overview

• Products and Inventory

  Current Inventory: 

   

  Item Master: A master list of every item code entered into the system for a particular customer.  The list contains one record per item code, and summarizes the item's basic information and current standing in inventory.  

  Note: Item Code is synonymous with Item Number, Product Code, Product, Item, and Code 

   

  Inventory Units: Shows all items currently in stock, manifested and not put away for a particular customer by the pallet. 

   

  Bin Inventory: Shows all of a particular item in stock separated by bins. 

   

  Past Inventory:

   

  Invoiced Units: Shows all units that have been invoiced, including: inbound and outbound units and services.

   

  Invoiced Pallets: Shows all pallets that have been invoiced for services performed. 

   

  Pallets:

   

  Customer Pallets Listing: Shows all pallets in stock, manifested or not putaway for one particular customer 

   

  Global Pallets Listing: Shows all pallets currently in stock across all customers 

   

  Inventory Features: 

   

  Inventory Aging Notifications: System notifications that notify certain employees of possible item expirations. 

  Inventory aging notifications can be set for particular item classes, or for a specific item, and can notify employees a certain number of days leading up to an expiration/use by date, a sell by date or a certain number of days since inventory has been packed.  
  
  

  UOM Conversions: Keep track of unit of measure conversions for an item's current unit of measure

  Note: Units of Measure are maintained under the Admin Menu by I.T.

Current Inventory

• Key Information

  Item Master 

  Days to Sell By: The number of days from the pack date to the sell by date can be specified.  This will preload Sell By dates for inventory that is created through manufacturing.  
  
  Days to Use By/Expiration: The number of days from the pack date to the use by/expiration date can be specified.  This will preload the Use By/Expiration dates for inventory that is created through manufacturing.
  
  

  Pack and Size: Specific multiples of an item per pack 
  
  Example:
  5 OZ/6 Count Carton
  2000/pallet 
  
  

  Crush Factor: Used to prioritize picking sequence of various items for a single order. A lower crush factor indicates an item is not likely to get crushed by others stacking on top. A higher crush factor indicates the item is more likely to get crushed by others stacking on it. You can use various combinations of crush factors throughout your inventory to signal the system to pick the least crushable product first, then stacking other more crushable product on top of those.
  
  

  Brand: Create customer specific brands through the Warehouse Menu

  
  Class: Create classes of goods through the Warehouse Menu

   

  Storage Restrictions: Create storage restrictions through the Warehouse Menu

  Example: 

  Halal

  Kosher 

   

  Allocation Sequence: FIFO: Orders will allocate pallets on a first in first out basis (Putaway Date (Earliest Date First). For the same date: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First))

  LIFO: Orders will allocate pallets on a last in last out basis (Putaway Date (Latest Date First). For the same date: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First))

  Lot/Expiration/Sell by/Receipt Date: Orders will allocate to pallets in the order of lot number, Lot Value (Lowest Alphabetical first A001, then B001, then B002, etc), For same Lot: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First), expiration date, sell by date, and then receipt date.  

   

  Bin Pick Sequence: Picking is done based off of the bin's location in order of: area, aisle, row, depth, and then the height 

   

  Gross Weight: Total weight of an item including packaging 

  Note: The gross weight maintained for an item will be used for shipping purposes only, not billing, and will only be displayed on the first page of BOLs.

  *Exceptions:

  Catch weight items will display catch weights on the first page of BOLs if applicable 

  No unit pallets will display their pallet weights on the first page of BOLs

  
  Catch Weight Restrictions:
  Note: Lb and Kg are supported units of measure
  
  

  % Margin of Error: determines the amount allowed above and below the standard weight for a catch weight item 

  Example: Catch Weight Item 1

  Standard Weight: 45 lbs 

  %Margin of Error: 50%

  
  45 x .50 = 22.5 

  45 + 22.5 = 67.5 lbs maximum 

  45 - 22.5 = 22.5 lbs minimum 
  
  

  Net Weight: Total weight of a non catch/set weight item.  This information is only collected for items defined as "N/A" as opposed to Catch or Set, and is used for display only on Case Labels.  

  
  Label Rounding: This rounding rule dictates how many decimal places a weight displayed on a case label will show.  

  
  Pick Aid Symbol: A small symbol can be assigned to any sku in order to help easily identify products during picking etc.  When assigned, the small symbol will automatically print on case labels, product labels, pick tickets, as well as show up on scan guns during the picking process.  

  
  Voice Pick: Voice picking allows warehouse workers to listen to voice prompts using headsets that direct them to locations throughout the warehouse for order fulfillment.  If enabled, case labels will automatically display a voice picking code which warehouse workers will use to validate their picks.  

   

  Ti-Hi: Determines how boxes/cases will be stacked on a pallet

  Ti (Full Layers): How many cases can fit on a single row of a pallet

  Hi: How high you can stack the boxes/cases before squishing down becomes an issue

   

  Velocity: Item Movement at the inventory level(Putaways, Pulls, Picks)

  *Keep track of which items move/sell the most 

  *First Activity Date recorded once first putaway is created

• Inventory Unit Key Information

  Inventory Units:

   

  Catch Weights: 

   

  Catch weights will only be taken into account for total weight/cost calculations if all weights have been assigned, until then the standard weight will be used 
  
  

   

  Unit Information Adjustments: 

  
  All pre-inventory(not putaway/received) cases/information can be adjusted up until it has been formally placed in inventory
  
  # of cases, item number, description, and weight information cannot be adjusted once putaway/received (RF Adjustments can be used as necessary) 
  
  

  Inventory unit information cannot be edited if allocated to an order or pull queue  

   

   

• Managing Inventory Units

  Managing An Inventory Unit:
  
  

  1. Go to the Warehouse Menu and click on the Inventory Units Sub-Menu to view all items in inventory or click on the Inventory Units icon on the Item Master listing page to view a particular item in inventory.
  
  
  
  
  
  

  
  
  
  2. You are now viewing the Inventory Unit Inquiry 
  
  
  
  3. Click on the Edit Inventory Unit icon next to the inventory to be maintained 
  
  
  
  4. Adjust information as necessary and click on one of the Save buttons to save the changes 

  
  
  
  

  Generating Subtotals and Excel Downloads:

  Subtotals are supported for manual ids, lots and exclusion reasons(both pallet and bin exclusions) 
  
  
  1. Select either Manual Id A-Z, Lot A-Z, or Exclusion Reason from the Order By Dropdown 
  
  
  
  2. Click on the Show All Button 
  
  
  
  3. Click on Download Table to download an excel sheet 
  
  
  
  
  

  Searching by Date:

  Search inventory using date selections that include: Received/Creation Date, Packed/Production Date, Sell By Date, or Expiration/Use By Date. 
  
  Limit results to either before or after Packed/Production Dates, Sell By Dates or Expiration/Use by Dates.  
  
  Received/Created 9/07/21 
  
  
  
  Packed After 9/01/21 
  
  
  
  Expiration Before 9/23/21
  
  
  
  
  

• Topography
  View at a glance, the current capacity for a given warehouse and area.  
  
  
  
  
  
  
  View Warehouse Capacity 
  
  
  
  View Area Capacity 
  
  
  
  View Area & Aisle Capacity 
  
  
  
  
  
  Download Excel Spreadsheets 
  
  
  
  
  Review Area and Warehouse Level # of Pallet Spaces 
  
  
  
  
  
  
  
  
  
  
  Note: The number of pallet spaces per area and warehouse are used to determine both the % of Area and % of Warehouse values at the pallet count level.  The % of Area at the Bin level is calculated based on the total number of active bins within that area.  Contact I.T for area-level pallet space setup.  
  
  Example: Cooler | 30 Bins Total in Area | 10 Total Pallet Spaces in Area | 40 Total Pallet Spaces in Warehouse
  
  Open Bin Count : 27 
  Open % of Area : 27/30 x 100 = 90% of bins in the cooler are open 
  
  Occupied Bin Count : 3 
  Occupied % of Area : 3/30 x 100 = 10% of bins in the cold storage cooler are occupied 
  
  
  Occupied Pallet Count : 3 
  Occupied % of Area : 3/10 x 100 = 30% of the area is occupied by these 3 pallets 
  Occupied % of Warehouse : 3/40 x 100 = 7.5% of the warehouse is occupied by these 3 pallets
  
  

Past Inventory

Pallets

• Pallet Info
  View and maintain a pallet's information.  
  
  
  Pallet Contents: 
  
  1. Go to RF Menu and click on the Pallet Info Sub-Menu 
  
  
  
  2. Enter or scan the pallet id and click the Next Pallet Button 
  
  
  
  
  
  Manufacture Start/In: Remove all or some units from a pallet to start manfucturing 
  
  
  
  Pallet Adjustments: Adjust the unit count on a pallet 
  
  
  
  Weights: Maintain the catch weights assigned to a pallet 
  
  
  
  Move Pallet: Move the pallet into a different bin/location 
  
  

Bins

• Key Information

  Bins:

  Bin Format
  (A.B.CC.D.E)
  A=Area
  B=Aisle (A-Z)
  CC=Row (00-99)
  D=Level (A-Z)
  E=Depth (0-9) optional
  
  Example: C.A.01.A.1 
  Area ( C ): Cooler 
  Aisle ( A ): First aisle 
  Row ( 01 ): Second row 
  Level ( A ): Ground level
  Depth ( 1 ): First in line
  
  Bin Sequencing: 
  Pushback:  One bin that contains a maximum number of multiple pallets located in a particular order inside the bin 
  Note:Allow multiple pallets must be set to yes, max pallets must be given a value and floor and manifest bins set to no
  
  Bulk:  One bin that contains multiple pallets without a set maximum defined 
  Note:Allow multiple pallets must be set to yes and floor and manifest bins set to no
  
  Bulk Limited: One bin that contains multiple pallets with a set maximum defined 
  Note:Allow multiple pallets must be set to yes and floor and manifest bins set to no
  
  
  Max Pallets: A set limit on the number of pallets a bin is allowed to carry
  
  Pallet Count: Total number of pallets currently occupying the bin
  
  Bin Storage Restriction: Assign a storage restriction to a bin to prevent certain items from entering certain bins
  
  Bin Exclusion: Prevent the contents of this bin from being allocated to for customer orders.  All pallets located inside of an excluded bin will be prevented from being allocated for picking. 
  *Note: Any pallet or case not already allocated to an order or pull queue can be moved in and out of excluded bins.  Bin exclusions can only be assigned or changed for bins that are empty.    
  
  Bin State: 
  

  Occupied Bins: Pallet(s) are in the bin and NOTHING is scheduled

  Scheduled Bins:  Pallet(s) are scheduled to be putaway or received into this bin

  *Scheduled status regardless if it is technically occupied by other pallets

  Open: No pallets are located in the bin and it is available for pallet input 
  
  
  

• Managing Bins

  Creating a Bin

  
  1. Go to the Warehouse Menu and click on the Bins Sub-Menu 
  
  
  
  
  
  2. Click on the Add New button 
  
  
  
  
  
  3. Fill in all of the necessary information, then click on one of the Save buttons to save the bin 
  
  
  
  

  
  4. Activate the bin 
  
  Note: All bins by default are disabled and must be activated in order to be used 
  
  
  

  Activating a Bin
  
  

  1. Go to the Warehouse Menu and click on the Bin Activation Sub-Menu 
  
  
  
  
  2. Enter the Bin to Activate, then click the Activate button 
  
  
  
  
  
  

  Managing a Bin 

  1. Click on the Manage icon next to the bin of choice 
  
  
  
  
  
  2. Adjust information as necessary, then click on one of the Save buttons to save the changes 
  (Edit, bin info etc., other bin screens)
  
  
  
  
  
  

  Disabling a Bin
  
  

  1. Click on the Manage icon next to the bin of choice 
  
  
  
  
  2. Click on the Disable button 
  *Once the bin has been disabled, it must be reactivated in order to be used 
  
  
  
  
  
  3. The bin is now disabled 
  
  
  

  
  
  Bin Activity

  Displays a list of all activities associated with a particular bin.
  
  Activites can include: 
  
  Moving pallets to and from the bin
  Deleting pallets  
  
  
  1. Click on the Activity icon (Lightning bolt) next to the bin of choice 
  
  
  
  
  
  2. You are now viewing the Bin Activity Listing page 
  
  
  
  
  

  Excluding a Bin

  Exclude bins from being allocated to for customer orders. 
  
  1. Click on the Manage Icon next to the bin of choice
  
  
  
  2. Select an exclusion reason from the Bin Exclusion Dropdown and click on one of the Save Buttons to save the entry 
  
  
  
  3. The bin is now excluded from being used for allocation/picking for all outbound customer orders
  
  
  
  
  

  Maintaining Bin Exclusion Reasons:

   
  1. Go to the Warehouse Menu and click on the Allocation Exclusion Reasons Sub-Menu
  
  
  
  2.  Add and maintain exclusion reasons to apply to both bins and pallets
  
  

• Bin Exclusions
  Use bin exclusions to prevent the contents of a bin from being allocated to customer orders.  All pallets located inside of an excluded bin will be prevented from being allocated for picking. 

   

  Note:Any pallet or case not already allocated to an order or pull queue can be moved in and out of excluded bins. 
  
  
  Creating a Bin Exclusion: 
  
  1. Go to the Warehouse Menu and click on the Allocation Exclusion Reasons Sub-Menu 
  
  
  
  2. Add and maintain exclusion reasons 
  
  Note: Exclusion reasons can be assigned to a particular bin or pallet 
  
  
  
  
  
  Assigning an Exclusion to a Bin: 
  
  1. Click on the Manage Icon next to the bin of choice (exclusions can only be applied/changed for bins that are empty) 
  
  
  
  
  2. Select an exclusion reason from the Bin Exclusion Dropdown and click on one of the Save Buttons to save the entry 
  
  
  
  
  3. The bin is now excluded from being used for allocation/picking for all outbound customer orders
  
  
  
  

• Bin Restrictions
  Prevent certain items from entering certain bins.  
  
  
  Creating a Bin Restriction: 
  
  1. Go to the Warehouse Menu and click on the Storage Restrictions Sub-Menu 
  
  
  
  2. Add and maintain storage restrictions  
  
  
  
  
  Assigning a Restriction to a Bin: 
  
  1. Click on the Manage Icon next to the bin of choice 
  
  
  
  2. Select a storage restriction from the Storage Restriction Dropdown and click on one of the Save Buttons to save the entry 
  
  
  
  3. The bin will now no longer allow any item that has a different restriction
  
  
  
  
  Assigning a Restriction to Multiple Bins: 
  
  1. Search for the bin(s) you'd like to update
  
  
  
  2. Select an option from the Change to Restriction Drop-down, and click on the Change Restriction Button 
  
  
  
  3. Click Okay on the confirmation pop-up 
  
  
  
  
  
  
  
  4. Now when selecting a restriction during a receipt, only bins assigned that restriction will be available for selection
  
  

• Bin Priorities

  Assign a priority to a bin to help automate bin selection for pallets
  
  
  Creating a Bin Priority: 
  
  1. Go to the Warehouse Menu and click on the Bin Priorities Sub-Menu 
  
  
  
  2. Add and maintain bin priorities
  
  
  
  
  Assigning a Priority to a Bin: 
  
  1. Click on the Manage Icon next to the bin of choice
  
  
  
  2. Select a bin priority from the Bin Priority Dropdown and click on one of the Save Buttons to save the entry
  
  
  
  3. Now when selecting a priority during a putaway, only bins assigned that priority will be available for selection    
  
  
  
  
  Assigning a Priority to Multiple Bins:  
  
  1. Search for the bin(s) you'd like to update
  
  
  
  2. Select an option from the Change to Priority Drop-down, and click on the Change Priority Button
  
  
  
  3. Click Okay on the confirmation pop-up
  
  
  
  
  
  

  

• Bin Height
  Assign a height to a bin to help automate bin selection for pallets that require a minimum height.
  
  
  Assigning a Height to a Bin:    
  
  1. Click on the Manage Icon next to the bin of choice 
  
  
  
  2. Select a height from the Bin Height Dropdown and click on one of the Save Buttons to save the entry 
  
  
  
  3. Now when specifying a minimum height required during a receipt, only bins that meet that minimum height will be available for selection   
  
  
  
  

• Bin Environments
  Assign a bin environment to a bin to prevent certain items from entering certain bins 
  
  
  Creating a Bin Environment: 
  
  1. Go to the Warehouse Menu and click on the Bin Environments Sub-Menu 
  
  
  
  2. Add and maintain bin environments
  
  
  
  
  Assigning an Environment to a Bin: 
  
  1. Click on the Manage Icon next to the bin of choice
  
  
  
  2. Select a bin environment from the Bin Environment Dropdown and click on one of the Save Buttons to save the entry
  
  
  
  3. Now when selecting a environment during a receipt, only bins assigned that environment will be available for selection
  
  
  
  

• Customer Bin Assignments
  1. Click on the Bin Assignments Icon 
  
  
  
  2. Search for the Bin(s) to assign
  
  
  
  3. Check each checkbox next to each bin to select, or use the Check All Button to select all bins on the list 
  
  
  
  4. Click on the Save to Account Button to save the assignments 
  
  
  
  Note: Once a customer is assigned to one or more bins, their inventory must be placed in one of those corresponding bins.  In addition, if a bin is assigned to one or more customers, other customers that are not currently assigned to the bin cannot have their inventory placed there.

Inventory Features

• Item Attachments
  Upload photos of labels, actual product images, and any other information deemed relevant for a particular product.
  
  1. Click on the Add Attachments Icon 
  
  
  
  2. Click on the Add New Button 
  
  
  
  3. Click on the Choose File Button and select a file to upload
  
  
  
  4. Add a description, then click Save 
  
  
  
  

• Inventory Aging Notifications

  Inventory Aging Notification by Class 
  
  

  1.  Go to the Warehouse Menu and click on the Inventory Aging Notifications Sub-Menu
  
  
  
  
  
  2. Click on the Add New button 
  
  
  
  
  
  3. Fill in the necessary information, then click on one of the Save buttons to save the notification 
  
  Example: Start sending System Notifications on a daily basis to David Scotti when any item in the Beef item class has a sell by date in 14 days or less
  
  
  
  
  4. Emails or system notifications will be sent out accordingly 
  
  Example: System Notification 
  
  
  

  Inventory Aging Notification by Item 

  1. Go to the Warehouse Menu and click on the Item Master Sub-Menu 
  
  
  
  
  
  2. Click on the Carrot icon and then the Edit Item icon next to the item of choice 
  
  
  
  3. Click on the Aging Notifications button 
  
  
  
  
  
  
  
  
  4. Click on the Add New button 
  
  
  
  
  
  5. Fill in the necessary information and click one of the Save buttons to save the notification 
  
  Example: Start sending Email Notifications to all Warehouse Managers daily once there is inventory for BEEF01 that has a sell by in 14 days or less
  
  
  
  
  
  6. Emails or system notifications will be sent out accordingly 
  
  Example: Email Notification

• UOM Conversions
  Maintain various UOM Conversions in order to purchase items using a different UOM than the UOM to be stocked.  
  
  Example: Purchase one twenty-gal drum of bleach, while stocking twenty gallons in inventory.  
  
  
  1. Go to the Warehouse Menu and click on the Item Master Sub-Menu
  
  
  
  2.  Click on the Carrot icon and then the Edit Item icon next to the item of choice 
  
  
  
  3. Click on the UOM Conversions button 
  
  
  
  4. Click on the Add New button
   
  
  
  5. Select a From Unit of Measure (Each/Bin/Case), then enter the Conversion Factor and click on one of the Save buttons to save the record 
  
  

  Example 1: BLEACH01

  Item Master Stocking UOM: GALLONS 
  Purchase UOM: EACH(Drum) 
  
  Each to Gallons(Stocking UOM) Conversion:
  (1 Each(Drum) = 20 gallons)
  
  From Unit of Measure: Each 
  Conversion Factor: 20 
  
  1 x 20= 20 Gallons 
  
  
  
  
  
  
  

  Example 2: PBOWL01

  Item Master Stocking UOM: EACH 
  Purchase UOM: CASE 
  
  Case to Eaches(Stocking UOM) Conversion:
  (1 Case = 500 eaches(Bowls))
  
  From Unit of Measure: Case 
  Conversion Factor: 500 
  
  1 x 500 = 500 Eaches 
  
  
  
  
  
  
  

  Purchasing Using UOM Conversions:

  Once a uom conversion has been established, items can then be purchased using that newly associated unit of measure, or the stocking unit of measure.  However, items will be automatically stocked based off of the Item Master's Stocking UOM, regardless of purchase UOM.
  
  Example:Purchase 5 cases of plastic bowls (500 bowls per case)
  2500 bowls will be stored in inventory
  
  
  
  
  
  
  
  
  
  Note: Units of Measure are maintained under the Admin Menu by I.T.

• UPC/GTIN Codes

  UPC Codes:

  UPC barcodes can be scanned throughout the system in any item input field prompt, in lieu of manually typing in the information.  UPC codes must be associated first, with their respective item number in order to use the UPC barcodes for scanning.     
  
  Associating UPC Codes: 
  
  1. Go to the Warehouse Menu and click on the Item Master Sub-Menu
  
  
  
  2. Click on the Scanning Icon 
  
  
  
  3. Select UPC Codes from the Type Dropdown, then click on the Add New Button 
  
  
  
  4. Click on the Scan Button 
  
  
  
  5. Scan the UPC code, then click on the Next Step Button 
  
  
  
  6. The UPC code is now associated with an item 
  
  
  
  

  GTIN Codes: 

  GTIN barcodes can be scanned throughout the system in any item input field prompt, in lieu of manually typing in the information.  Any information contained within the barcode including the item number, lot etc. will preload accordingly as well.  GTIN codes must be associated first, with their respective item number in order to use the GTIN barcodes for scanning.     
  
  GTIN barcodes can also be scanned to take catch weights.  While associating the GTIN with the item code is not necessary in this instance, it is recommended.  
  
  Associating GTIN Codes: 
  
  1. Go to the Warehouse Menu and click on the Item Master Sub-Menu
  
  
  
  2. Click on the Scanning Icon 
  
  
  
  3. Select GTIN Codes from the Type Dropdown, then click on the Add New Button 
  
  
  
  4. Click on the Scan Button 
  
  
  
  5. Scan the GTIN code, then click on the Next Step Button 
  
  
  
  6. The GTIN code is now associated with an item 
  
  
  
  

  Associating Re-Label GTIN Codes:

   

  Re-Label GTIN Codes are GTIN codes that your customers may use that differ from the GTIN Codes that you utilize.  These Re-Label GTIN Codes can be used to generate separate labels that your customers can use when receiving product. 

   

  1. To make a GTIN Code available for Re-Label, add a new GTIN Code association for that GTIN, then add both a Re-Label Description and Re-Label Printed Text.
  
  Note: The Re-Label Printed Text will be displayed and printed directly on the label, while th Re-Label Description is purely internal only and will not show up on the label. 
  
   

   

• Customer Item Lists and Portal
  Maintain customer specific item lists and give customers access to view their items and orders.  
  
  
  1. Go to the Sales Menu and click on the Customers Sub-Menu
  
  
  
  2. Click on the Managed Items Icon 
  
  
  
  3. Check the items to assign, then click on the Save to Account button to finalize the assignment 
  
  Note: Use the Check All/Uncheck All Buttons + the Save to Account Button, or the Remove All Assignments Button to assign/unassign large numbers of items.  
  
  
  
  4. Give customers access to a portal of their items and orders (Optional - Contact I.T. to setup) 
  
  
  
  
  
  
  
  Note: Portal users will only see the items and prices that are assigned specifically to them.