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Selecting Warehouse Software from WMS and ERP Providers is a valuable research & training report!  Finding the BEST warehouse module or warehouse management system takes time, effort, and dedication.

 

Research reports, books, and RFP question sets.

 

 

WMS warehouse management systems are complex.  Selecting the right WMS is critical for short and long term success!

 

 

Table of Contents

This publication contains two major themes - First theme is to identify functionality (expected , differences, and deficiencies).

Second is to educate on WMS basics, intermediates, interfacings, data exchange, differencies between WMS & ERP, and best practices on selecting and implementing warehouse software.

Appendix A to H contains a thorough list of software companies to assist the software selection team on locating specific solutions. An extensive Glossary concludes this publication.

 

 

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    Table of Contents Page
    Target Audience 1
    Table Of Contents 2
    Introduction 7
    Mission & Goals 8
    Additional Help Is Available 9
       
    Due Diligence In New Warehousing Software Selection 10
    Common Reasons For Failure In Doing A Proper Search 10
    Due Diligence – Look At All Of Your Options 11
    Due Diligence – Learn About Technology & Warehousing Software 11
    How To Be Extremely Successful In The Wms Software Project 12
    Who Are You? – Start There – What Is The Big Picture? 13
    Start An Initial Scope Document 14
    Search Techniques 14
    How To Select WMS Software - Diagram 1 15
    What Is A Warehouse Management System? 16
    High Level View - What Is A Warehouse Management System? 19
    Mindset Of A Conductor & Orchestra 21
    Importance Of Software Selection Steps 22
    What Is A Differentiator? 23
    What Is A Common Deficiency? 23
    Filling In The Gap – Custom – Next Release Enhancement? 23
    Warehouse Management Systems Will Work Best If You Have 24
       
    Chapter 1 - Expected Base Line Functionality 25
    Core Functionality To Expect 26
    Built-In Utility Software To Expect 28
    Expect Leveraging Of 3rd Party Software Products 29
       
    Chapter 2 - Differentiators 31
    Items That Fluctuate In Warehousing Software 31
    Summary Of Differentiators 32
   

Fill In The Gap Explanation

35
    Equipment Table 36
    Unique Paths 38
    Sub-Part Number 38
    Automatic Release To Picking For Emergency Orders 39
    Automatic Grouping & Release To Picking 40
    Wave Selection Criteria 41
    Carton Selection & Pick To Carton 42
    Pick To Carrier Shipping Label – Optimized Pick To Carton Method 44
    Weigh-In-Motion Conveyor 45
    Repack Function 46
    Cubics Per Uom 47
    Bin Locator System 49
    Lot Control - Date Code Masking 50
    Catch Weight And Dual Qty Capture 51
    Part Condition - Item Condition Code 52
    RFID Tag Function 53
    Interleaving Of Multiple Tasks 54
    Cross Docking 55
    Work Orders & Manufacturing 56
    Client Configurable System 57
    Configuration Of The Client’s Customer Level 58
    Labor Productivity Information 59
    Labor Productivity Standards – Engineered Labor Standards 60
    Supply Chain Event Management (SCEM) - Go Past Fax, Pager, & Email 61
    SCEM– KPI & Non-Compliance Performance Reporting 62
    SCEM– Workflow 62
    Metrics, KPIs, and Dashboards 63
    Score Cards 67
    Standard XML Transactions 68
    Standard Interface To Material Handling Equipment 69
    Standard Interface To Shipping Manifesting System 70
    Voice Enablement 72
       
    Chapter 3 - Common Deficiencies 73
    Items Not Found In Most Warehousing Software 73
    Summary Of Common Deficiencies 74
    Document Imaging Processing = Paperclip Images 76
    Material Safety Data Sheet (MSDS) Processing 77
    Certificate Of Compliance Statement (CERT) Processing 81
    Hazardous Material Handling 82
    Yard Management On Tracking Trailers 84
    Order Entry – Enter An Outbound Order 86
    Automatic Re-Warehousing Optimization 87
    Inventory Valuation Report 88
    Standard Interface To Load Optimization Software 89
    Standard Interface To Route Optimization Software 89
    Standard Interface To Dimension & Weighing Equipment 90
    Standard Interface To SAP, Oracle, Baan, Peoplesoft 92
       
    Chapter 4 - WMS Strengths Versus ERP 93
    The Strengths Of Warehouse Management Systems In Comparison To Enterprise Solutions 93
    Understanding WMS & ERP Differences 94
    Warehouse Management Systems Strengths 94
    1. Advanced Bin Locator 95
    2. Slotting Optimization 95
    3. Dynamic RF Task Queue 95
    4. Configurable Warehouse Task "Work Flow" 96
    5. Employee Certification Setup 96
    6. Engineered Labor Standards & Labor Performance 97
    7. Warehouse Accountability – Transaction History 97
    8. Recall & Traceability 97
    9. Warehouse Equipment Definition 98
    10. Driving Material Handling Equipment Via Interfaces. 98
    11. Dock Scheduling 99
    12. Trailer Yard Management System 99
    13. Work Centers 99
    14. 3rd Party Logistics Product Ownership 100
    15. 3PL Contract Rates & 3PL Billing 100
    16. Advanced 3PL Inventory Allocation Methods 101
    Private Warehousing Needs 3PL Functionality 101
    17. Outbound Order Picking Methods 102
    18. Reverse Truck Loading Sequence 102
    19. Transportation Management System 102
    20. Eliminate Computer Down Time 103
    21. ERP Interfaces 103
    Conclusion - Focus On Needed Functionality 103
       
    Chapter 5 - Ready... Set... Send RFP 104
    Step By Step Process Explained - Diagram 9 105
    Reality Check 106
    Remember The Basic Functionality 107
    Internationalization 107
    Part Number Size 107
    3rd Party Logistics (3PL) – Public & Contract Warehousing 107
    Lot Controlled Items 107
    Serialized Items 107
    Bonded Warehouses 108
    Common API For Data Push & Pull 108
    Compliance Labeling & Packing Lists 108
    Shipping Labels 108
    Standard Operating Systems 108
       
    Prepare The RFP 109
    Develop Cover Letter 109
    Provide Company Background 109
    Provide Warehouse Details & Statistics 110
    Reminder - Tailor The RFP 117
    While Waiting For The Responses 117
    Scoring The RFP 118
    Analyze The RFP Responses 119
    One Page Cost Summary 120
    How To Select WMS Software - Diagram 10 121
    Minimum Number Of Installed Customers 122
    Customers In Your Industry 122
    Excellent I/O Data Throughput Performance 122
    Clean Financial History 122
    Good Revenue To Employee Ratio 122
    Excellent References 122
    Final Selection 123
    Selecting The Site To Tour – Site Visit Selection Tips 124
    Site Visit Benefits 125
    Site Visit Questions 126
    Headquarter Visit Benefits 128
    Software Selection Conclusion 130
       
    Chapter 6 - Implementation of New Software 131
    Can You Increase the 41% Satisfaction Factor? 132
    Implementation Roadmap 132
    Implementation Costs 133
    How To Be Extremely Successful In The WMS Software Project 134
    The Human Side of WMS Implementations 138
    WMS Software: The Importance of Testing 143
       
   
APPENDIX
 
    A - Warehouse Management System (WMS) Software Providers 148
    B - Enterprise Solutions (ERP) Providers With A Warehouse Module 168
    C - Shipment Manifesting Systems (SMS) 172
    D - Load Building Software Providers 175
    E - Warehouse Simulation Software Providers 177
    F - Slotting Optimization Software Providers 179
    G - Labor Management System (LMS) Software Providers 181
    H - Yard Management System (YMS) Software Providers 184
       
    Glossary 187
    Index 206
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