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SOFTWARE MARKETING ASSOCIATES, INC.

The PRO-MAIL System

Warehouse Management Sample Reports


Version 1.1 1/7/03

THE PRO-M A I L SYSTEM

Warehouse Management Sample Reports

Software Marketing Associates, Inc. 2080 Silas Deane Highway Rocky Hill, CT 06067 Phone 860.721.8929 Fax 860.257.9679 www.sma-promail.com

T able of Contents
Introduction Expected Arrivals The Product Summary Report Client Expected Arrivals Report Daily Expected Arrivals Report Expected Arrival Exception Report Inventory Receiving Receiving Inventory Summary Report Receiving Inventory Detail Report Receiving Log Report Unit Placards Inventory Receipt Email Kit Build Request Kit Assembly Request Open Assembly Report Kit Assembly Activity Report Summary Kit Assembly Activity Report Detail Fill Staging Staging Manifest Open Staging Manifest Report Kit Assembly Confirmation Unit Placard Kit Assembly Activity Report Shipping Order Arrives Pick Slip Open Pick Slip Report Packing/Shipping Package Labels Packing List Shipping Label 4 6 6 8 10 12 14 14 16 18 20 22 24 24 26 28 30 32 32 34 36 36 36 37 37 40 42 43 45 47

Shipping Confirmation Email Unshipped Pick Slips Report Management Order Processing Activity Report- Summary Order Processing Activity Report - Detail Shipping Charge Report Employee Productivity Conclusion Appendix A Replenishment Points Under Stock Email Understock Report

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Introduction
The PRO-MAIL Fulfillment Solution includes valuable reporting and email capabilities. There are over 60 reports and forms available in the Order Management System, over 40 reports and forms in the Warehouse Management System and over 20 reports and forms in Project Management. There are several different emails that are generated in both Order Management and Warehouse Management that can be sent to account managers, warehouse managers, individuals entering orders and individuals receiving orders. The email capabilities are an easy way to keep all parties informed on the status of certain task completion. The reports generated by The PRO-MAIL Fulfillment Solution, provide valuable information to account managers and warehouse managers on the operations taking place in the Order Management accounts and in the warehouse. Front end data allows reports to be selected and displayed in different ways. Based on valuable Licensee feedback more reports and email capabilities are added to each release. This document will provide samples and highlights of some of the most valuable reports and emails that are available in The PRO-MAIL Fulfillment Solution concentrating primarily on reports available to warehouse personnel and management. These reports provide a building block of The PRO-MAIL Fulfillment Solution. Read on to see how reporting capabilities in The PRO-MAIL Fulfillment Solution can work for you!
System Relationship

In order to understand the different reports and emails, it is necessary to take a moment to review the systems that comprise The PRO-MAIL Fulfillment Solution. There are four components of The PRO-MAIL Fulfillment Solution. They include the PRO-MAIL Administration System (PMA), the Order Management System (OMS), the Warehouse Management System (WMS) and Project Management (see diagram on p. 5). The PRO-MAIL Administration System (PMA) is used for database administration. The database administrator uses this system to assign users and user classes. The PRO-MAIL Administration System (PMA) displays key system information. The Order Management System (OMS) provides a solution for front end order processing and web order entry. Each client has their own unique OMS. The OMS allows you to define multiple web order entry screens to meet a variety of different client needs, such as, dealers, sales representatives, consumers etc. The OMS has many additional functions, such as, kit assembly and product/version control, order limitation, response tracking etc. The Warehouse Management System (WMS) controls and manages all warehouse activities. One WMS handles incoming requests from the OMS and Project Management. Receives Incoming Inventory Accepts and Processes Incoming Requests
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Helps to Manage Production (Pick/Pack/Staging) Links to Third Party Shipping Carriers

One warehouse stores products for all Order Management Systems (OMS) and Project Management Systems. It provides quality assurance controls for the warehouse. The Project Management System is geared toward direct marketers. It allows for tracking and shipping of direct mailings and large production projects. It is worth noting that Project Management can be configured to share inventory with the Order Management System since both share a common warehouse. This allows easier inventory management. For example, your warehouse may start to provide fulfillment solutions for a client that before only used your services for mail projects. The same inventory is available for both projects and fulfillment needs in cases when the same inventory is used for both mail and fulfillment projects. The chart below provides a basic outline of the function of each of these systems.
Provides front end processing for Ordering via the Web Provides Offer and Kit Management Separates OMSs for each client And more

Order Management System

PRO-MAIL Administration System

Warehouse Management System

Controls and Manages all Warehouse activities Manages intelligent back end processing and shipping Processes requests intelligently from other systems Provides quality assurance controls And more

Controls internal personnel system access Displays Key System information

Project Management System

Allows direct marketers to efficiently manage and track multiple direct mailing projects Provides tools needed for quote estimation Initiates inventory pull requests And more

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Now that you have a basic understanding of The PRO-MAIL Fulfillment Solution, lets look at its valuable reporting capabilities.

Expected Arrivals
When account representatives know a specific product will be delivered to the warehouse, they can enter an Expected Arrival Notice in the OMS or in Project Management. This information is messaged to the WMS. The Expected amount is d isplayed in the Product Inquiry screen in both the OMS and WMS. Additionally, receivers in the warehouse can query the system to determine when products are expected to arrive.

The Product Summary Report


Description The Product Summary Report, which can b e found in the OMS, displays expected quantities for all products. Each product is displayed by Product Type and is sorted by Product Levels that you define. Information in this report includes: Product ID Product Description Quantity on Hand Quantity on Order Quantity Reserved Quantity Unavailable Quantity Available Product Replenishment Point Quantity Backordered Quantity Expected Product Average Monthly Usage

Who requests this report?

Account Representatives and warehouse managers print this report daily to see a list of products that are expected to arrive in the warehouse and their expected quantities.

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Client Expected Arrivals Report


Description The Client Expected Arrivals Report, which can be run from the WMS, provides a list of products expected to arrive in the warehouse for a specified date and time range, organized by owner. Kit assembly requests are also included in this report. In the event that an incomplete shipment is received, this report will display the quantity that was received and the expected balance. Information in this report includes: Date/Time Listed by Owner Job ID Unique ID Product Version Quantity Expected Quantity Received Expected Balance Shipping Information/Comments

Who requests this report?

The report is intended for the warehouse managers use. The warehouse manager may want to review this report daily in order determine when shipments are due into the warehouse.

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Daily Expected Arrivals Report


Description The Daily Expected Arrivals Report is also generated from the WMS. Like the Client Expected Arrivals Report, it provides a list of products expected to arrive in the warehouse for a specified date and time range. However, this report is organized by date and time rather than by owner. This report can be used as a tool to determine how many personnel may be needed for receiving during a particular shift. Information in this report includes: Date/Time Owner/Job ID Unique ID Product Version Quantity Expected Quantity Received Expected Balance Shipping Information/Comments

Who requests this report?

The warehouse manager may want to review this report daily in order to determine when shipments are due into the warehouse. This report can also be used as a tool to determine personnel scheduling.

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Expected Arrival Exception Report


Description The Expected Arrival Exception Report is generated from the OMS. It provides an updated status of items scheduled to arrive in the warehouse, organized by owner. This report helps the user to highlight when an expected arrival does not arrive. Information in this report includes: Product ID Listed by Owner Version Product Description Arrival Date Quantity Expected Quantity Received to Date Quantity Unreceived

Who requests this report?

The warehouse manager runs this report throughout the day in order to see what owners still have outstanding receipts and quantities that the warehouse is still expecting to receive.

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Inventory Receiving
Receiving is the process of entering a specified quantity of products (along with the accompanying container and storage units) into the WMS. The product may already have an on-hand balance due to prior receipts, or may be new to the warehouse. When product receipts are entered into the system, the on-hand balance is increased by the appropriate amount.

Receiving Inventory Summary Report


Description The Receiving Inventory Summary Report is run from the WMS. This report summarizes the products that have been received for a given date and time range. The report is organized by owner. Information in this report includes: Date/Time Receipt ID Unique ID Product Total Pieces Version Shipping Information/Comments

Who requests this report?

This report is intended for the warehouse managers use to be able to see what has been received, how many and from where, for a given time period.

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Receiving Inventory Detail Report


Description The Receiving Inventory Detail Report is similar to the Receiving Inventory Summary Report. The detail report shows Unit IDs, whereas, the summary report does not. This is added in the detail report to show the warehouse manager what unit a particular receipt was placed in and in what warehouse location this unit resides. The detail report as opposed to the summary report, lists in detail the Number of Containers (boxes, for example) that were received per unit (per skid, for example) and the Pieces per Container (pieces per box, for example). Information in this report includes: Date/Time listed by Owner Receipt ID Unique ID Product Unit ID Number of Containers Pieces per Container Loose Pieces Total Pieces Shipping Information/Comments Locations Received

Who requests this report?

This report is helpful to the warehouse manager if they want to take a detailed look at what products were received and into which location they were put.

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Only page 5 of 5 of this report is shown below.

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Receiving Log Report


Description The Receiving Log Report is a WMS report. It is designed to display inventory receipts in date and time order. This report makes it easy to see when products were received into the warehouse, how many pieces were received and from where, for a given time frame. Information in this report includes: Receipt ID Time Product ID Version Unique ID Owner Description Total Pieces Shipping Information/Comments

Who requests this report?

The warehouse manager may choose to run this report daily to track shipment receiving activities.

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Unit Placards
Description The Unit Placard is a document that follows the product from the loading dock to the storage location. The Unit Placard is an identifier that is affixed to the unit at receiving time. The Unit Placard is intended to accompany the unit throughout its life in the warehouse. It contains important information such as the Product ID and its description and the location where it is stored. Most importantly, it contains the unique Unit ID that is assigned to every inventory receipt. This Unit ID is used for pulling inventory off the shelf. Since products often look alike, the Unit ID is quickly used to identify products. Under certain circumstances, such as, when moving or consolidating inventory, the WMS reprints a Unit Placard. Information on this form includes: Unit ID Barcode Date/Time Product ID Product Description Owner Unique ID Lot/Version # of Container per Skid Type of Container Pieces per Container Total Pieces Height Zone Aisle Rack Level

Who uses this form?

The Unit Placard is used by material handlers to physically place the inventory in the appropriate storage location within the warehouse. It is also used by pullers to quickly and easily identify products to pull.

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Inventory Receipt Email


Description The receiving e-mail notice is generated (if you elect to use this options) when an item has been received and entered into the system. Information in this email includes: Product Version Quantity Received Receipt Date and Time Received From Shipped Via Freight Bill Comments Clickable Hyperlink to View Details

Who requests this email?

Customer Service Representatives, Account Representatives and Project Managers primarily request this email be sent to them automatically. Sometimes they forward it to others in their organization or to their clients.

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Click here to be taken to the WMS screen below.

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Kit Build Request


A kit is a product (SKU in the warehouse) that is assembled from other products. Kit requests may be generated three ways. First, kit requests may be generated as kits are needed for orders. This works on the premise of just-in-time inventory. Second, kit requests can be generated in the warehouse due to pre-set, pre-defined build requests. This is done for an anticipated demand of kits. Lastly, kit requests can be manually requested in the OMS. This may be requested by an account representative. Because a kits components may change over time, flexibility is built into the OMS to accommodate and track these changes.

Kit Assembly Request


Description A Kit Assembly Request, which produces an Assembly Manifest form, is printed in the warehouse. Its purpose is to show that a request to build a kit has been made. An Assembly Manifest form tells the assembler how many pieces are needed for each product and gives them instructions by line item on how to assemble the kit. In addition to comments by component, there is the ability to have overall assembly comments print on this form. Information in this report includes: Barcode (Unique Transaction Identifier) Date and Time of Request Date and Time Printed Job Owner of Inventory Building Where Inventory is Located Product Unique ID Product ID Product Description Product Version Quantity to Build Comments entered from Offer and Assembly Request Unit Id From Which to Pull Inventory Location From Which to Pull Inventory Number of Containers to Pull Type of Container Loose Pieces to Pull Total Pieces Comments by Line Assembly Procedures Item Describing

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Who requests this report?

Material handlers in the warehouse use this report every time a kit build is requested.

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Open Assembly Report


Description When a kit assembly is generated there are two parts to the transaction. The Kit quantity to be built is updated as an expected quantity. The components that make up the kit are reserved for kit assembly. When the kit assembly is confirmed the quantity of the kit is updated from expected to on-hand. The component quantities are changed from reserved to pulled for kit building. Larger kit assemblies may be confirmed in partial as kits are built. The Open Assembly Report provides the ability to track partial builds and view work in progress. The report below lists the Assembly Manifests that have not been confirmed. Information in this report includes: Request Time Manifest Type Manifest ID Product ID Product Version Product Description Owner of Inventory Unit ID Building ID Unit Location Containers to Pull Pieces per Container Loose Pieces to Pull Total Manifests Total Detail Lines

Who requests this report?

Warehouse managers commonly run this report every morning to make sure necessary confirmations have been made for the prior day and to view any work in progress.
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Kit Assembly Activity Report Summary


Description The Kit Assembly Activity Report-Summary is designed to list all kits that were built within a given date and time range. The Total Kits Built and Total Requests are totaled at the bottom of the report. Information in this report includes: Kit ID Listed by Date Kit Description Owner of Inventory Quantity Requested Quantity Previously Built Quantity Built in Range Quantity Canceled Balance Total Kits Built Total Requests

Who requests this report?

This report is useful for a warehouse manager to track Kit building activity.

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Kit Assembly Activity Report Detail


Description The Kit Assembly Activity Report Detail lists the same general information as the Summary report; however, in addition, it lists the components of each kit. Information included in this report includes: Kit ID Listed by Date Kit Description Including Components Owner of Inventory Quantity Requested Quantity Previously Built Quantity Built in Range Quantity Canceled Balance Total Kits Built Total Requests

Who requests this report?

Warehouse managers reference this report when they want a detailed list of all the kits that were built during a given date and time range and want to know what products made up each kit.

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Fill Staging
Many Fulfillment operations utilize Staging areas, also referred to as Quick Pick areas, to house frequently used material for Pick and Pack Orders. In this scenario, inventory is pulled from the Warehouse bulk storage area and then transferred to a designated Staging Area. The Staging Area is used to store items that are frequently picked for fulfillment orders. The warehouse manager can define quantity levels for staged items.

Staging Manifest
Description The purpose of a Staging Manifest is to pull from bulk warehouse locations to replenish staging bins. The Staging Manifest provides important information to help you manage your operation. It instructs the material handler on what products to pull, what locations to pull from and in which order (walk sequence). Information in this report includes: Barcode (Unique Transaction Identifier) Date/Time Requested Date/Time Printed Job Owner Building Destination Comments From Unit ID From Unit Location Number of Containers Type of Container Loose Pieces Total Pieces To Unit Id To Unit Location

Who uses this form ?

Material handlers use this form to bring products from bulk storage in the warehouse to staging locations. This form may be generated automatically or on request when products are needed in the staging area.

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Open Staging Manifest Report


Description Once inventory has been moved from its bulk storage location to its staging location, this move must be confirmed in the warehouse system. This is to insure the WMS retains an accurate up-to-date balance of inventory . This also provides maximum flexibility. Pickers may pick products from locations other than listed on the Open Staging Manifest Report. The actual locations products were picked from can be updated in the WMS. The Open Staging Manifest Report is a tool that can be used to see what has not yet been confirmed as having been brought to the Staging locations. This report should be run on a daily basis and outstanding confirmations made as necessary. Information in this report includes: Request Time Manifest Type Manifest ID Product ID Version Product Description Owner of Inventory Unit ID Building ID Unit Location Containers to Pull Pieces per Container Loose Pieces to Pull Total Manifests Total Detail Lines

Who requests this report?

Warehouse managers typically run this report each morning to make sure that all necessary confirmations from the previous day have been made.

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Kit Assembly Confirmation


Kit Assemblies can be confirmed in the WMS when just one has been built, when the entire amount requested has been built, or anywhere in between. Partial confirmation provides an updated count and allows the outstanding amount to be built later or placed back in stock.

Unit Placard
Description Once a Kit has been built, it has to be put away in the warehouse. A Unit Placard prints in the warehouse to mark kits to be placed in warehouse locations.

For More Info

Please reference the Unit Placard section on pages 20-21 of this document...

Kit Assembly Activity Report


Description Once the Kit has been assembled the warehouse manager may want to reference the Kit Assembly Activity Report that was discussed on pages 28-31.

For More Info

Please reference the Kit Assembly Activity Report section on pages 28-31 of this document.

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Shipping Order Arrives


When an order is sent from the OMS to the WMS, a Pick Slip is generated and printed in the warehouse.

Pick Slip
Description: The Pick Slip lists the products that are to be picked from the warehouse in preparation for packing and shipping. Depending on what information you want to see you can choose to print one of several Pick Slip formats. In this example the popular Pick /Pack Slip with Order Summary format is shown. Information in this report is divided into three sections: Basic Information Barcode (Unique Transaction Identifier) Return Address Ship to Address Ship to Comments Ordered by Address Ordered by Comments Order ID Customer ID Order Date Needed by Date Suggested Shipping Purchase Order Number Reference Number

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Order Summary Information Offer ID Offer Description Quantity Ordered Quantity Shipped Quantity Backordered Quantity Canceled Quantity Prior Ship Unit Price Extended Price

Picking Summary Information Unique ID Product ID Product Description Unit ID Location Number of Containers Type of Container Loose Pieces Total Pieces

Who requests this form ?

Material handlers use this form in order to Pick and Pack products for orders. This form may be generated automatically or in a batch, upon request, when orders are transmitted to the warehouse.
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Open Pick Slip Report


Description Once all the products on a Pick Slip have been picked, the Pick Slip is confirmed in the WMS. Confirming the Pick Slip provides quality assurance. Confirmation insures that the WMS maintains accurate details of the warehouse inventory and up to date information in the WMS. The Open Pick Slip Report or Unconfirmed Pull Detail Manifest Report lists Pick Slips that have not yet been confirmed. It is suggested to run this report on a daily basis to keep up on apprised open transactions. Information in this includes: Request Time Sorted by Date Manifest Type Manifest ID Product ID Product Version Product Description Owner of Inventory Unit ID Building ID Unit Location Containers to Pull Pieces per Container Loose Pieces to Pull Total Manifests Total Detail Lines

Who requests this report?

Warehouse managers typically run this report on a daily basis to see what orders still have not shipped.
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Packing/Shipping
Once an order has been picked it is ready to be packed and shipped. The WMS provides the ability to track the packing of orders. This may be executed using one of two options: track packaging and track contents of each package. Track packaging provides the ability to track package type. Tracking the contents of each package allows for the ability of products in packages to be tracked per package. When electing to use these features, Package Labels and a Packing List will need to be printed before shipping orders.

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Package Labels
Description Package Labels are used to track package contents. These barcode labels can be printed on standard address label sheets, made by Avery and Xerox, for example. The intention is to pre-print ample supply of Packing Labels before packing time. When packing an order, simply affix a barcode label to the shipping carton and update the system to reference the Unique ID that corresponds to the package. The barcode is then scanned at the shipping station. A tracking number is then assigned to the package. Information on labels includes: Barcode with corresponding Unique Identifier

Who uses these labels?

Warehouse workers who are designated to pack orders for shipping will request the system print these labels.

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Packing List
Description: After a package is packed using the Packing Workstation in the WMS, a packing list is generated. This list can then be placed into the package before the package is sealed. Information in this report includes: Barcode (Unique Transaction Identifier) Return Address Package Type Pick Pack ID Ship to Address Shipping Comments Ordered by Address Order Comments Order ID Order Date Needed by Date Suggested Shipping Purchase Order Number Reference Number Product ID Product Description Pieces in Package Total Pieces

Who requests this report?

Customers like to see a packing list included with their order. This list is helpful to have if more than one box is shipped for the same order.

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Shipping Label
Description A Shipping Label is generated by the shipping station. This is a UPS or FedEx label for example. The Shipping Label is attached to the package. Information on this label includes: Return Address Ship to Address Shipping Carrier Information Tracking Number Package Weight Number of Packages Billing Information Reference Information

Who uses this label?

A warehouse worker designated to shipping packages will generate this label from the shipping workstation and adhere it to the box.

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Shipping Confirmation Email


Description Once shipping carrier information is communicated to the WMS from the shipping system, an email is sent to the person who placed the order and to the person receiving the order. This email contains a hyperlink to the OMS. Individuals can then click on the tracking hyperlink, which will redirect them to the shipping carriers website if the carrier offers package tracking, such as UPS and FedEx. Email recipients find this email handy because they can click on the hyperlink and view an up-to-date status of their order. Information in this email includes: Order Number Items Ordered Ship to Address Ship Date Tracking Id and Freight Service Link to Detailed Order Status

Who requests this email?

Individuals like to receive this email so that they know when their order has shipped. They like the ability to track the package from initial shipping to delivery.

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Click here to be taken to the OMS screen below.

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Unshipped Pick Slips Report


Description The Unshipped Pick Slips Report is a valuable tool used to help determine which Pick Slips have not yet been shipped. This report is run in the WMS. Reviewing this report on a regular basis will provide warehouse managers the ability to identify potential problems in their warehouse. Information in this report includes: Pick Slip ID Date/Time Processed Order ID Shipping Order ID Ship To Name Number of Lines in Order Number of Pieces per Order Total for System

Who requests this report?

Warehouse managers review this report regularly to determine what Pick Slips have not yet been shipped.

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Management
The WMS offers reports that provide the warehouse manager a global picture of warehouse activities. The four reports listed below show information on order processing, shipping charges and employee productivity.

Order Processing Activity Report- Summary


Description The Order Processing Activity Report-Summary, generated in the WMS, provides a means for the warehouse manager to see how many orders have been received for a given date range, organized by OMS. Information in this report is divided into three sections: Order Status Date Orders Received Number of Orders Received % of Orders Complete

Order Confirmation Orders Deferred Orders Rejected Orders Cancelled

Order Processing Orders Processed Orders Picked Orders Packed Orders Shipped

Who requests this report?

Warehouse managers review this report on an ongoing basis to see how many orders have been received by the warehouse and to determine workload trends.

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Order Processing Activity Report - Detail


Description The Order Processing Activity Report-Detail is similar to the Order Processing Activity-Summary, however as the name implies, it shows more detail than the summary report. Some information included in the detail report as opposed to the summary is the Order ID, Shipping Order ID, Pick Slip ID, and Number of Days to Process. This report is generated in the WMS. Information in this report is divided into three sections: Order Status Date Order Received Order ID Shipping Order ID Pick Slip ID % Complete Number of Days to Process

Order Confirmation Orders Deferred Orders Rejected Orders Cancelled

Order Processing Orders Processed Orders Picked Orders Packed Orders Shipped

Who requests this report?

A warehouse manager may choose to look at this report, if they want to see the processing activity based on each order, rather than see the activity totaled together by date.

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Only the first and last pages of this report are shown.

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Shipping Charge Report


Description The Shipping Charge Report generated in the WMS, gives an overview of all shipments that have left the warehouse. It is organized by shipping carrier. Information in this report includes: Carrier Name Class of Service Number of Shipments Number of Packages Actual Freight Daily Totals by Carrier

Who requests this report?

A warehouse manager may want to reference this report to see how many shipments have gone out on a particular day for a specific shipping carrier.

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Employee P roductivity
Description The Activity Detail Report or simply the Activity Detail Report provides a list of each employees activities by date. This report is generated in the WMS. From looking at this report the warehouse manager can determine if an employee is using their time wisely. Information in this report includes: Employee ID Dates Employee Worked Incoming Shipments Incoming Receipts Incoming Units Units Returned Units put Away Manifests Confirmed Line Items Pulled Units Pulled Outgoing Shipments Packages Shipped Totals by Employee Grand Totals

Who requests this report?

It is helpful for a warehouse manager to refer to this report to keep track of an employees daily work activity.

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Conclusion
The reports in this document offer a glimpse of the many Warehouse Management System Reports offered in The PRO-MAIL Fulfillment Solution. For information on other reports available in The PRO-MAIL Fulfillment Solution or to learn more about our products, contact a Software Marketing Asccociates sales representative.

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Appendix A
Replenishment Points
A Replenishment Point is trigger point where you are notified it is time to reorder. The Target Amount is the quantity you want to achieve as a result of reordering products in the warehouse. Replenishment Point levels can be set for products and kits in the Order Management System (OMS). When a product reaches or falls below this quantity, the OMS sends an email notification to the account representative. This email notifies them that a particular product has reached or fallen below its replenishment point. Account representatives like the replenishment point email feature of The PRO-MAIL Fulfillment Solution because it makes it easier for them to keep up-to-date on products that are running low in the warehouse.

Under Stock Email


The Under Stock Email is generated by the OMS when a product or kit has reached or fallen below set Replenishment Points. Information in this email includes: Product ID Description Owner Amount Available Reorder Point

Who receives this email?

Account Representatives whose email is setup in the Order Management Account, will automatically receive this email when a product or kit reaches or falls below set Replenishment Points.

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Understock Report
The Understock Report lists all products that have gone below or are approaching their Replenishment Points. The Understock Report is generated in the OMS. It is organized by Product Type and Product Sort Group levels. In a quick glance an account representative can see what products have gone below their Replenishment Points and by how much, and what products are close to falling below their Replenishment Points. Information in this report includes: Product ID Organized by Type and Level Product Description Reorder Point On Order Target Quantity Current Available Balance Expected Quantity Under Point Current Back Ordered

Who requests this report?

Account representatives print this report regularly in an effort to keep current on products that are running low in the warehouse.

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