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1. Scope
The scope of this process is to display the different options for managing and controlling logistics within the system, as well as inventory control of products, since everything related to this topic is part of one of the fundamental pillars that allows for proper management to offer a good corporate experience and organization. This scope includes the following:
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Inventories
Warehouses and locations
Stock
Costs
Picking
Balancing
Picking Lists
Customs
Packing
Packing Labels
Invoice Printing
Transportation
Delivery
Dispatch
Tracking
Analysis
1.2. Software Coverage
Inventories
Warehouses and locations
Stock
Availability
Movements
Tracking
Lots, Expiry Dates
Costs
By product
By location
Picking
Balancing/Location
Picking lines configuration
Locations on the line
Picking
Picking list
Included as a report in orders.
PDA or tablets for picking
Calculation of the number of boxes
Optional
Customs
Review of dispatched references
Order revaluation
Packing
Packing labels
Invoice printing
Transportation
Delivery
Customs clearance of boxes
Cargo manifest to the carrier
Dispatch
Assignment of dispatch guides
Tracking
Loading transport guides
WS (Web Services)
Files
Status update process
WS (Web Services)
Files
Tracking and communication to users (emails)
Order
Email
Analysis
Logistics reports
2. Definitions
What is the difference between "Inventario" and "Stock"?
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It is the physical or virtual movement of merchandise or products between warehouses and cost centers.
3. Key Features
Warehouse Management: The system allows for the creation of multiple warehouses to enhance control and management of products.
Transfers between Warehouses: Product movements between warehouses can be executed based on the company's needs or strategies.
Freight and Logistics Operator: Multiple freight values can be associated with different logistics operators.
Tracking: Order traceability is supported, allowing for monitoring and tracking of orders.
4. Conditions
For the proper utilization of the software's functionalities, it's necessary to have previously defined the technical and/or business elements, such as:
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Warehouses: Determine which warehouses will be used and whether transfers between them are allowed.
Inventory: Define the minimum inventory levels accepted by the company and the frequency and method of loading and updating these levels.
Packing: Define the packaging to be used based on the handled products.
Carriers and Freight: Define the logistics operators and the freight charges to be applied based on geographical location.
5. Operation
5.1. Journey
Daniel in Logistics for these processes:
Inventory Management
Logistics and Distribution Management
Management of Multiple Warehouses
Management of Pending Orders
Shipping Options
6. Configurable Elements
The following are the elements to configure in the software:
6.1. Main Configurations
Warehouses
Carriers
Reasons for Differences in Picking
Picking Lines
Picking Stations
Shipping Costs
Logistics Information
Types of Inventory Movements
Service Levels
6.2. Related Module Configuration
Freight Values
Logistics Operators
Creation and Costs of Products
6.3. Module Configuration
6.3.1. Warehouses
This module allows for a virtual representation as close as possible to the physical space of the company's warehouses.
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Inventory configuration.
Product cost configuration.
6.3.2. Transport (Carrier)
In this module, the company configures information about the transport entities that will be used throughout the entire logistical process for shipping orders.
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Logistic Information (Shipping cost based on geographical zone).
This information is visible in the order details when the order status is "released."
6.3.3. Pick Discrepancy Reasons (Pinion)
In this manager, the reasons that arise during the picking process are established. The system defaults to the following pick discrepancy reasons:
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Creating a pick discrepancy reason does not require any prior configurations.
6.3.4. Pick Lines (Pinion)
Order picking is a critical activity in logistics, involving the selection and extraction of products from a warehouse to fulfill customer orders. To perform this task effectively and accurately, the operator must follow pick lines, which are the optimal routes they should follow within the warehouse to locate products. These pick lines are specified in a document that contains product details (name, quantity, location, aisle, shelf) and the order in which they should be collected.
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Configuring a pick line enables other processes to be correctly configured, such as:
Picking stations.
6.3.5. Picking Stations (Pinion)
Picking stations are crucial zones within a company's logistical process. In these areas, workers are responsible for selecting the items requested by customers and packing them correctly for shipment. Picking stations should be well-organized and equipped with the necessary resources to ensure efficiency and the quality of service.
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To create picking stations, it is necessary to make prior configurations such as:
Pick Lines.
6.3.6. Shipping Costs
This module allows for the configuration of shipping costs. Using this module, when an order is placed, a calculation of various charges (taxes, products, discounts, shipping, etc.) must be carried out to determine the total order amount. This ensures that the payment is accurate. Shipping costs depend on different factors, such as geographical zones, and can be configured accordingly.
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Configuring shipping costs ensures that other processes are correctly configured, such as:
Logistic Information.
These are visible in the order details.
6.3.7. Logistic Information (Pinion)
The logistic information manager allows for the configuration of everything related to product shipping, categorizing it based on:
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Transport entity.
Political Divisions and Zoning.
Shipping Costs.
This information is visible when making a payment for an order.
6.3.8. Inventory Movement Types (Pinion)
Inventory movements encompass all the processes related to inventory management. Therefore, it is essential to have a comprehensive understanding of the inventory movements that have occurred.
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This information is visible when performing an inventory movement.
6.3.9. Service Level
Service level is a concept that measures a company's ability to meet customer demand without experiencing inventory shortages.
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For instance, a company selling perishable goods may opt for a lower service level to avoid discarding expired products, while a company selling high-demand items might choose a higher service level to prevent lost sales and customers.
7. Detailed Scope
7.1. Inventory
7.1.1. Warehouses and Locations
Warehouses are virtual spaces that enable optimal and proper inventory management by providing access to records of the company's merchandise resources.
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For better inventory management, S4DS supports the management of multiple warehouses and multiple locations.
7.1.2. Stock
7.1.2.1. Availability
Stock refers to the existence and availability of products, both in inventory and in the warehouse. It allows for recording and managing products for sale to customers.
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Product availability and related information.
Recorded movements.
Updating or bulk-loading inventory through flat files or individually through the administrator.
Performing inventory transfers between warehouses.
7.1.2.2. Movements
Having the ability to closely monitor inventory movements and conduct audits of the processes related to inventory is essential for a company. It allows for continuous tracking of the resources available for sales to customers.
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Inventory Addition (0): Adds the stock defined in the file to the warehouse's operational stock.
Inventory Replacement (1): Replaces the stock defined in the file.
Inventory Audit (2): Validates that there are no discrepancies between the actual balance and the system balance.
7.1.2.3. Inventory Movement (Inventory Kardex)
This is a screen where you can view, review, and track inventory movements. Through this module, you can track and query movement types based on SKU categorization.
7.1.3. Costs
Cost, also referred to as expense, is the economic outlay made for the production of a good or the provision of a service. Cost includes the purchase of raw materials, labor payments, production expenses, and administrative costs, among other activities.
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Knowing the actual cost of a product or service is crucial for companies, as this information verifies whether the sale versus cost was profitable or not for the company. Costs are loaded through a flat file or web service (WS).
7.1.3.1. Product
For inventory management, products must be created with all the specifications required by the software.
7.1.3.2. Inventory Entry by Warehouse/Batch
To perform inventory loading, it's necessary to input essential information such as:
SKU (Stock Keeping Unit)
Batch
Warehouse
Units
Expiration date
Cost
7.2. Picking (Order Separation)
To separate an order, three actions need to be executed:
Perform balancing.
Unit separation (Picking).
Perform customs clearance.
7.2.1. Balancing/Location
To have better control and management of the warehouse and products, it is essential to have a good location and storage system for the products. This ultimately pays off in terms of the time and operational expenses related to the logistics process.
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Configuration of pick lines.
Locations within the line.
7.2.2. Picking
Picking is the process of preparing products from orders to be invoiced and dispatched to customers.
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Picking can be done manually by the administrator or through integration. To do it manually, the administrator exports the balancing report. This report involves registering and managing the products that are part of the sales process for the corresponding cycle. It includes information about the pick line (aisles in the warehouse), stations (locations), and the SKU to be picked.
7.3. Packing
Packing is the activity of packaging and preparing orders, aiming to choose the best option based on factors such as:
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Packing Labels
Invoice Printing
7.4. Transport
7.4.1. Carriers and Freight
Transportation is a necessary process in logistics management and can also be one of the most cost-intensive and prone to accidents.
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The number of guides is obtained by dividing the total weight of the order by the weight defined for the guide.
7.4.2. Delivery
Customs clearance for boxes
Cargo manifest to the carrier
7.4.3. Dispatch
Dispatch is the moment when the order has been invoiced and handed over to the logistics operator for delivery to the end customer.
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The primary purpose of this module is to assign a guide number to dispatched orders, according to the carrier or logistics operator. This is done to track the orders throughout the delivery process.
7.5. Tracking
Tracking is the monitoring of the shipment of an order, which is highly important for customers. By accessing the platform through their orders, customers can know in real-time where the product is, the estimated delivery date, or if there are any issues with the delivery.
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Loading transport guides
State update process
Tracking and communication to the user (via emails).
7.6. Analysis
Service Level
Freight Recovery
Logistics Transport Report
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To continue with the training on the S4DS platform, access the Session 11: Customer Service.
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