Warehouse Module:

PICKING THE ORDER

Segregation by picking section

One method of printing picking documents is with one customer's order per picking document. Another method is to produce multiple picking documents by customer, by sections of the warehouse, for example: freezer, cooler, dry goods. This allows for simultaneous picking of orders.

Bulk picking capabilities

Certain groups of products can be designated for "bulk" picking, for example, the freezer. Whenever picking documents are selected for printing, an additional bulk summary listing by route would be produced for only those products.

Various methods of printing

Picking documents can be selected for printing either individually by order, all orders ready for picking, or only certain route(s). The picking documents and/or labels can be sorted by picking section and slot location.

Combine orders at picking

In the system setup, orders for the same customer and the same delivery date can be automatically combined into one order at picking. You can also exclude certain customers from this option.

RELEASING THE ORDER

Simple 'no change' processing order

If an order is picked as ordered, a simple function prepares the order for invoicing. Only items with short shipments and catch weight products require line product changes. The system edits for variable weight items to make sure the weights get recorded.

Weighted product entry

Releasing an order prepares it prior to invoice printing. Variances from the quantity ordered can be easily entered. For products that are variable or "catch" weight, the system checks that all actual weight(s) are entered. Catch weights can be entered in one total or individually on a catch weight screen which will total them for you. For example: If 98 pieces were ordered then a screen would display 98 areas for the weights to be entered. You can system wide choose to have these weights entered twice to be verified. These individual catch weights are saved and can be printed on the invoice.

Substitution capability

If substitutions have been made in the warehouse, these can easily be entered and the invoice will indicate the product ordered as "out" and the substituted product as "sub".

Freight/Minimum order surcharge override

All freight and minimum order surcharges are displayed and can be changed or removed at your discretion.

PRINTING THE ORDER

Flexible invoice format

The sequencing and grouping of items on the invoice has been made extremely flexible to meet the needs of your customers. You can setup a general sequence overall and / or setup a different sequence for certain customers.

Some examples of our existing setup options allow you to choose invoices to print in sequences by: product #, category / product number, by brand alphabetically, by product description alphabetically, by brand / description alphabetically, by slot number pick sequence and others.

You have options to print sub totals, and summary information in total or by category / department on the invoice. You can also control the skipping to a new page.

You have the added features of setting up for selected customers a cross reference of their item number to your item number. You can also relate their defined departments / categories to your item number. Their exact sequence for printing each item can also be optionally setup. This allows printing your item number and their item number on the invoice. Their department totals with their department description can print.

We provide standard invoice formats which match the space to print the sizes used in our system of our brand, pack size, description, etc. Only the company logo and terms and conditions need to be changed. This avoids extra programming costs of trying to use up an existing supply of invoices and the problems of trying to squeeze larger descriptive fields provided with our software into areas on another form where the space might not be available.

But you can use the ones you have now if that is your decision.

Duplicate copies of invoices / bill of lading

There is also a provision for customers to print Bill of Lading copies on their own custom forms. This can be done individually for orders or for all.

Variable Weights printed on invoice

For variable weight items, an option allows you to have the weight of each piece or case printed on the invoice when several pieces or cases of the same item are ordered. This makes it easy for your customers to check their order at delivery time.

Suggested retail pricing

Suggested retail pricing can print for selected customers.

Reprint invoices

Invoices can be reprinted anytime from the invoice history. This enables you to make copies of invoices without searching through files. You also have the feature of recalling an invoice by date on the screen from the history and zeroing down to the line item to view how the line was priced, the cost used, and deals supplied.

During the day, you have the ability to reprint current invoices by selection if you have had printer problems or damaged the original invoices.

Driver's trip report/manifest produced

Along with the invoices produced for a route/truck, a driver's trip report/manifest is also printed. It prints all the stops he has to make on that trip. The invoice amount and terms are printed and optional areas are provided to write cash received and arrival/departure times by stop. By route, optional pages are provided for his over/under cash report balancing and refrigerated temperature logging and truck maintenance notes. A summary copy of this report can be kept in the office as well in the event you wish to get in touch with a driver during the day.

Daily order file listings

In addition to reports that can be selected at any time, numerous daily reports include sales and profitability reports detail or summary by product group, category, salesreps, territory , and item. There are over 35 available day end reports which can be optionally setup to be automatically produced.

Lost sales tracking and analysis

CDI provides tracking of lost sales. Lost sales quantity and amounts are kept.  Besides reporting and displays, this information is interfaced into the purchasing system. 

INVENTORY MANAGEMENT MODULE

For the eternal question: Do we have it in stock? Your profit and customer goodwill hinge on that question. Proper inventory management and control is important in any business, but in food distribution it is absolutely vital. Accutech's Inventory Management Module was designed to handle weights and broken units as well as provide meaningful and accurate "to the second" information.

HIGHLIGHTS

HANDLES MULTIPLE WAREHOUSE LOCATIONS

The system handles multiple warehouse locations and associated inventories allowing information to be displayed or printed by individual warehouse or all locations combined. With one system you can invoice and ship by warehouse location. If you use 'public' warehousing in various locations you can maintain your inventory balances with their associated lot numbers.

TRACKING OF MULTIPLE COSTS

Last cost, and average cost are maintained by warehouse location and are available for displays and reporting. The purchasing system allows you to establish formulas for which cost elements are to be used for the inventory cost and, also a cost which allows markups for ongoing pricing. When a receipt is processed the last cost is updated and a new weighted average cost is calculated. The pricing system allows you to use a pricing based cost and a market cost. 

WEIGHT AND BROKEN CASE QUANTITIES HANDLED WITH THE SAME PRODUCT NUMBER

Quantities maintained in inventory also keep a broken case quantity within the same product number. All quantities displayed or printed always show whole and broken case. Extended cost values include broken case quantities. All our systems were designed for the food industry with weight, full and broken case capability.

QUANTITY AND WEIGHT TRACKING

CDI tracks both quantity and weight throughout the system for products which are sold by the pound or kilogram. The inventory system retains the actual weight not just the average weight, thus allowing inventory to be tracked and reported and allows displays of weighted products by weight and case quantities.

AUTOMATIC MAIN/SUB ALLOCATIONS

The system allows you to inventory and purchase under a 'main' product number and set up one or more 'sub' products sold by another unit of measure. The 'sub' products will automatically draw inventory from the 'main' using your established conversion factors, for example, if you bring lettuce in by the case of 24's and sell 24's. You also repack to 12's and 6's with different pricing structures. Another example would be for turnips, cabbage, etc. where you bring them in and sell by standard case weights, or for smaller quantities you can set up a sub where it is sold by the pound even though you purchase by the case (e.g. Bananas).

WAREHOUSING PUTAWAY, LETDOWN AND PICKING OPERATIONS

The new warehousing features of inventory control provide full stock locater options and lot control.

The basics

The purchasing system will produce a receiving document awaiting the receipt of the products from the supplier. This document shows the normal home slot picking location and overflow zone areas. These can be changed at receipt time after putaway if the home slot or zones were moved. For a simple operation this form is used for putaway and the inventory balance for an item is kept as one total regardless of how many slots it is located in. Picking documents can show the same home slot picking slot with the overflow zones. The pickers if they run out of product can refer to overflow zones on the pick document and ask for the home slot to be replenished.

Additional feature options

LETDOWN / REPLENISHMENT

All inventory quantities are up to date the second they are effected. The online inquiries allow immediate access to all inventory information without running a report. Access to all inquiries can be done by product number or by alpha search 

With this system you have the ability to take an 'image' of inventory balances and costs prior to a physical inventory and continue regular processing of orders. Counts can be entered after and variances updated.

Other features are: