1. © 2008 SYSPRO All rights reserved.

2. Overview SYSPRO WMS

3. 1996 - Founded MSC Located in Newmarket, ON Software Developer Warehouse Management Systems Shop Floor Data Collection Shipping Solutions Custom Solutions Who Are We

4. ERP Integration

5. SYSPRO Integration e.net Schema Mapped to WMS Transaction Each Data Tag in Schema Mapped to Corresponding Data Element in WMS Transaction Standard Mapping Included Mapping Tool Will Allow Add-on Data Schema Held in Memory XML Generated and Passed to SYSPRO Based on Data to Schema Mapping

6. SYSPRO Integration SYSPRO provides 2 schema files for each transaction Parameters Transaction Data COLLECT Data Output Service Each COLLECT transaction is mapped to a SYSPRO transaction Schema

7. SYSPRO Integration Detail sections for each transaction are mapped

8. SYSPRO Integration Advantages: 1.Transactions can be quickly tailored to reflect customer needs 2.Additional transactions can be configured without coding 3.Transactions can be enabled/disabled on a need basis 4.Mapping details can be added/adapted for new or updated schemas without coding 5.Simpler version control of source code for each customer 6.Consistent approach to handling the XML generation of the transaction 7.Schemas and transaction definitions held in memory so performance is excellent

9. Rule Driven Business Logic

10. SFDC vs. WMS

11. COLLECT WMS Warehouse Management

15. Logistics and Inventory Logic Warehouse & Inventory

17. Location Management - Structure Company C1 C2 Site S1 S2 S3 S4 S5 S6 Warehouse W1 W2 W3 Locations L1 L2 L3 Zones

18. Location Management Location Type Bulk, Inspect, Retain LPN, Forward-pick, Etc. Allocate, Receive, Stage, etc. Putaway Task Created Default Dimensions  L/W/H, Volume, Weight. UoM for each Location Type Capacity By Location Type  Container Type  Max Quantity

19. Location Management Location Dimensions  L/W/H, Volume, Weight. UoM for each Temperature High / Low Humidity High / Low Storage Type

20. Location Management Zones Location From / To Level From / To Used for Pick assignment Used for Vehicle / Task assignment

21. Allocations ERP Authorizes Sales Orders, Jobs, Transfer Orders WMS Allocates What is to be Picked Allocation Strategies FEFO FIFO Smallest Quantity Customer Shelf Life can be Considered Strategies Easily Added / Modified

22. Allocation Strategies

23. Allocation Strategy Sequencing

24. Lot Expiry Rules

25. Packaging Types Defined per Item Full Pallet Cases Bundles Inner pack / outer pack SKU’s Used in Picking to Optimize number of Pieces to Pick

26. Container Tracking Item ID’d as Packaging Materials Packaging – Used to Package. e.g.- 5 gal plastic pail for jam (implicit) Warehouse Type – pallets, tote for Shipping (explicit) Partner Inventory Account – Customer, Vendor, Sub- Contractors Shipment-to: Increases Account Balance Return-from: Decreases Account Balance Supported in All Transactions – Internal / External Internal – In-use and On-hand Tracked

27. Overview - WMS All Typical Warehouse transactions supported Multiple methods available for some transactions Security determines what options available to each user Language by User

28. Inventory - WMS Inventory Status – real-time – where is inventory, how much do I have Physical Count Print inventory and other labels

29. Inventory - WMS Inventory Status – real-time – where is inventory, how much do I have Manual Replenishment Additional to Automated Physical Count Print inventory and other labels

30. License Plating Manage inventory with license plates Efficient – single scan of LPN to: o Putaway a pallet (container) o Move pallet from location to location o Pick a pallet for WIP Issue, MTO or SO ship o Greatly Simplifies Count Processes

31. Purchase Receiving - WMS Receive by Item, or List Receive to “Staged”, review/QA then Commit to ERP Vessel Receipts Inbound ASN Supported Print labels – during receipt or on demand

32. Lot Characteristics

33. Work in Process WO picklist on handheld Issue by item rather than from list Reverse issues – re-label WIP receipts to inventory Label print on demand

34. Touch Screen

35. Touch Screen Job Reporting

36. Work Station Work order linked to a production station Define number of SKU’s / Pallet Auto number (LPN) each Case Auto generate label for each Case Option to batch / pre-print Case labels Auto generate lot number Scan any Case at Wrap to Generate Pallet Label

37. Job Assignment to Work Station

38. Recording and Verifying

39. Current Status of Pallet 100082

40. Example Case Label

41. Example Pallet Label

42. Quality Control ERP Knows Lot is Under Advisement WMS Controls What Can be Done with the Lot Controls Actions Based upon Status Codes LPN / Pallet Lot Level (to be added to next release )

43. Status Codes

44. LPN Status

45. Status by Lot

46. Quality Status Update

47. Warehouse stock level management Replenishment Management

48. Replenishment Configuration

49. Manual Replenishment

50. Replenishment Report

51. Task Management Trucks defined – high lift, low lift, hand, etc. Zones of Operation Defined Vehicle Capacities Defined Today: Putaway Tasks Planned: o Cycle Count o Replenishment

52. Task Allocation

53. Wave Pick Paperless Picking etc. Order Picking Process

54. Paperless Picking – WMS Orders Released by ERP Orders displayed in due date sequence Can also be viewed by: o Pick zone o Customer Orders can be unassigned by supervisor Eliminate pick paperwork

55. Pick Zones Location From / To Level From / To Used for Pick assignment User sees only Orders and Lines to be picked from their assigned zone(s)

56. Paperless Picking – WMS Sequencing by due date Color coded for ease of selection o Red : past due o Green : due today o Yellow : due tomorrow o White : 2 or more days in future

57. Picklist Display / Sort Option

58. Picklist Sort Options Location Sales Order Line Location-Package Type

59. Simple Ship – WMS Picklist on Handheld Pick by Line or Location sequence Edit pick – remove picked item, qty Commit to ERP

60. SO Wave - Pick and Packout Pick to ship carton, or Multiple orders in one wave thru warehouse Typically small items Pick to cart or tote then bring to packout station for transfer to ship carton(s )

61. SO Wave – Touch Packout Station Pick to tote on handheld Drop tote on gravity conveyor Packout tote to ship carton(s) Print ship label Print ship papers Ship SO or add to Load and Ship Load

62. SO Pick to Pack Single SO at a time Picklist display options: o SO Line sequence o Warehouse location sequence o Heavy to light item sequence Pick directly into ship container(s) (LPN) Order can be split to multiple pickers Typically larger items and / or order size

63. SO Pick to Pack - Edit What has been done can be undone

64. SO Ship – Load & Ship SO can be shipped singly SO (one or many) can be assigned to a load Load can be shipped as truck leaves dock All SO’s on load updated to ERP Can record: trailer and seal number Print carrier labels Can’t fit all picked to load – transfer to next Shipment Send ASN

65. Shipping Paperwork As Product Is Picked We Know: Item Numbers Weights No. of Packages – Including Type of Package and Content of Each Customer Requirements  Paperwork Format, Cross Dock Requirements, etc. Item Properties – Hazardous, etc. Collect Can Print: Pack List: Line Item or Container Version BOL – Per Order, Consolidated by Ship-to, Master BOL NAFTA Certificate or Origin Proforma / Commercial Invoice – for Customs Clearance Shippers Export Declaration Hazardous Materials Declaration All from Data Comes from ERP

66. Shipping - Special Needs Sysco, McDonalds, IHOP, Starbucks, Loblaws, etc. Meet their spec: Label, Packlist, BOL, etc., or Face charge backs, loss of business Key to success in their world = ACCURACY picked = labeled = shipped = paperwork/ASN  Enforce scan as picking occurs – turn off key entry  Confirm – QA review of what has been picked  Enforce scan of LPN’s onto load – unique bar code option – turn off key entry

67. Shipping - Special Needs Labels LPN / pallet content labels Shipping label – unique to their specification BOL and Pack lists Direct to store versus to DC

68. MTO – Pick and Pack – WMS Functions the same as SO Pick to Pack

69. MTO - Load and Ship – WMS Same process as SO Load and Ship Ship a single order, or Ship the load Print all Shipping Papers

70. MTO – Receive – WMS Functions the same as PO receive

71. MTO Ad-Hoc

72. Pallet Picked to Transfer

73. Load Planning Load planning - Create Truck Loads Assign Orders to Loads  Can Assign in Drop Off Sequence  Planned Load can be picked-as-planned Employee Scheduling - Assign Orders to Pickers All Orders on One Drop to One Picker Individual Orders to Individual Pickers Split Orders Across Multiple Pickers By:  Warehouse  Location Code Sequence Limit What Can Be Picked by Order - Line

74. Load Planning

75. Location Management Bulk inventory Rack based inventory Quick pick / pick face Replenishment Bulk/Rack to pick face Rotation FIFO Smallest quantity – free up space

76. COLLECT WMS Optional

77. Clippership / UPS / FedEx Pass SO and pick data to Clippership Clippership rates and prints waybill label Pick up rate and waybill number(s) Pass to ERP when SO is shipped

78. Time & Attendance and Labor Direct & Indirect Labor Time In-Out Employee mode – does not allow date / time change Clock-in rules – early, late rules enforced Touch, Mobile, PC formats

79. Time & Attendance and Labor Supervisor mode – allows date / time change

80. COLLECT® Architecture

81.  Client ◦ Windows Mobile 5, 6, Pocket PC 2002 ◦ PC / PC touch for some transactions  Desktop ◦ Configuration ◦ PC based transactions  Server ◦ Communications management ◦ To / from Client ◦ To / from the ERP system  DSS ◦ Mapping ◦ Data synchronization  Service Queue ◦ Transactions packaging to ERP, e-mail, etc.  Database Components

82. Technical Environment

83. COLLECT / ERP Integration

84. Client - Mobile

86. Questions