warehouse management for sap business one (inventory pro) - product presentation

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Customer Facing Slides Product Presentation

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Inventory Pro is a warehouse management application from CitiXsys. It is tightly integrated with SAP Business One and enables users to effectively manage inventory across the organization. Increased automation and item tracking capabilities in Inventory Pro helps improve inventory accuracy and provides the ability to manage stock on hand with customer demand.Inventory Pro enhances the core SAP Business One inventory management capabilities, extending the following functionalities: Multiple Units of MeasureAvailable to Promise (ATP)Bin ManagementInventory AllocationWarehouse operations with RF Handheld devicesIntegration with shipping carriers

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Page 1: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Customer Facing Slides

Product Presentation

Page 2: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Inventory Pro Customers (partial list)

Page 3: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Inventory Pro Customers (partial list)

Page 4: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Product Availability

• Languages– English– Spanish– Portuguese (Brazil)– French

• SAP Business One Versions– 2007 A, B– 8.8 Global Release

Page 5: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Demonstration Sequence

Multiple Units of measure

Available to Promise

Bin Management

Inventory Allocation

Reports and Inquiries

Overview

RF Handheld Device

Shipping Integration

Tools & Utilities

Page 6: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Overview

• A light warehousing solution – ideal for SME

• Enhances the core SAP Business One inventory management capabilities

• Highly Modular and Scalable– Select from the Six(6)

modules available

• Horizontal Application – can be deployed across industry segments

• Ease of deployment, use and maintenance

Page 7: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Overview (Modules in IP)

• Enhances the core SAP Business One inventory management capabilities

• Modules in Inventory Pro– Multiple Units of Measure– Available to Promise (ATP)– Bin Management– Inventory Allocation– Warehouse operations with RF

Handheld devices– Integration with shipping carriers

Page 8: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Business Architecture (Deployment Landscape)

• Classical SAP Business One Addon

• Typically used by warehouse manager in a warehouse

• Multiple modes of connectivity to central SAP Business One– VPN– Remote Desk Top

connection– Citrix

SAP Business One Running IP Addon

Head Office

Warehouse

Page 9: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Inventory Pro Licensing

• Licensed component configured at the head office

• Paper based Inventory Pro licensed per company – IP users as per SAP Business One licensing

• RF module has 2 licensed components– Base RF Integration Engine – comes with

one (1) RF Handheld license– Additional RF Handheld license

Page 10: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Multiple Units of Measure

• Master Data Management– Define multiple alternate units of

measure for each item– Maintain price lists for alternate

units of measure– Extend special pricing for

alternate units of measure

• Sales & Purchase Transactions– Create marketing documents in

alternate units of measure– System Keeps track of base UOM

Page 11: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Available to Promise

Sales Order Management– Determine the earliest

available date for the ordered quantity

– Determine ATP quantity on the desired delivery date

– View detailed ATP report– Consider holidays in ATP

calculations

Page 12: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Inventory Allocations

Sales &Production Order Management

– Reserve inventory at Bin level (Hard Allocation) or at Warehouse level (Soft Allocation)

– Multiple Allocation methods:• FIFO• LIFO• Zone Preference

– Min Bin Quantity

Page 13: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Inventory Allocations Contd…

• Block allocation of partial quantities

• Block allocation of un-approved orders

• Back Order Allocation in Goods Receipt PO

Page 14: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Multi – Bin (Inventory Management)

Inventory Management– Multi-Zone Warehousing– Serial and Batch tracking– Real-time visibility of

stock– Define default location

per item– Multiple storage locations

per item

Page 15: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Multi – Bin (Inventory Management)

Inventory Management

– Relocation of stock within the warehouse (Intra-warehouse Bin movement)

– Stock take within Bins and inventory reconciliation

Page 16: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Multi – Bin (Inventory Receipt)

Inventory Receipt– Carry out

Inventory Put-Away individually for each GRPO

– Bulk Put-Away Inventory through a Put-Away Wizard

Page 17: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Order Management

• Manage Sales and Production orders through 5 step process– Open– Allocated– Released– Released to Pick– Picked

• Move orders through the process either by

– Document Number– By Customer

• Allocate inventory either– Manually– Automatically based on rules

defined

Page 18: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Pick Tickets

• Pick ticket can be generated– Customer wise– Zone wise– Item Wise

• Pick tickets can be printed automatically based on user option

• Pick tickets can be assigned to pickers in the order management process

Page 19: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Picking Process

Carry out Picking for– Sales Orders or a

Production Orders– Independent Picking

used for Goods Issue or Inventory Transfer documents

Picking can be done– From Order Management– Individually for each

order from Picking Screen

– Through Picking wizard

Page 20: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Shipping Integration

• Extends an interface to integrate with third party shipping applications such as UPS World Ship

• Automatic application of shipping charges as freights in delivery documents

• This integration is currently available in North America

Page 21: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Radio Frequency Handheld based operations

Use RF Handheld to carry out the following transactions•Purchase Order goods receipt•Inventory Put-away•Paperless picking•Pack to carton•Intra-Warehouse bin movement•Stock Take

Page 22: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Reports

• Select from multiple in-built reports

• Customize inbuilt reports as per user specifications– Specify custom .rpt– Attach stored

procedure to the .rpt

Page 23: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

Tools and Utilities

• Bin Definition Tool– Define Bins in Excel and

upload into IP

• Transfer from “sys Bin”– Move stock into appropriate

bins.– Typically used when IP is

implemented after SAP B1 implementation

• Inventory Tracking Tool– Excel based stock taking tool

• Attach Alt UOM set– Excel based tool to attach

UOM sets to Item Master

Page 24: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

About Us – CitiXsys Technologies

Business Drivers– Products for SAP® Business One in Retail,

Warehousing, Distribution

– Largest SAP® Business One Services Partner in the world

– Reseller of SAP® Business One in US, Canada and India

– Installation, Implementation, Integration and Customization Services

– Strategic Partner for SAP Ecosystem Opportunities

Operating Locations in US, Canada, UK, Australia and India

Global Employee Count: 225+ 700 seat R & D and Support Center in India

Page 25: Warehouse management for SAP Business One (Inventory Pro) - Product Presentation

About Us – Global Footprint

USA - CitiXsys Americas Inc New YorkRockefeller Center7th floor, 1230 Avenue of the Americas New York NY 10020 USAT: 1 212 745 1365 F: 1 646 349 3441 E: [email protected]

New Hampshire264 South River Road, #474Bedford NH 03110USA T: 1 603 232 8252 F: 1 646 390 1988E: [email protected]

Chicago22nd Floor, The Merc, West Loop30 South Wacker DriveChicago, IL 60606USAT: 1 630 359 5956F: 1 630 697 1315E: [email protected]

ChicagoCantera Center 4320 Winfield Road, Suite 200Warrenville, Chicago, IL 60555USAT: 1 630 836 8528 F: 1 630 836 8010 E: [email protected]  

Canada – Toronto CitiXsys Canada Inc 8th Floor, 2425 Matheson Blvd. East Mississauga, ON L4W 5K4 Canada T:1 905 361 2886 F:1 905 361 6401 E: [email protected]

EMEA - London CitiXsys UK Ltd Lakeside House, 1 Furzeground Way Stockley Park, Uxbridge UB11 1BD United Kingdom T: 44 0 208 622 3006 F: 44 0 845 280 8848 E: [email protected]

India - New DelhiCitiXsys Technologies Pvt Ltd A-24/5, MCIE, Mathura Road New Delhi 110044 India T: 91 11 42696666 F: 91 11 42696600E: [email protected]

Asia Pacific - Sydney CitiXsys Australia Pty Ltd Tower 2, Level 20, 201 Sussex Street Sydney NSW 2000 Australia T: 61 2 9006 1616 F: 61 2 9006 1515E:[email protected]