Sage Accpac WMS Modular General Overview
Alexander W. Mejía
Product Marketing Manager
Sage Software, Accpac
System Overview
RF/Telnet Server
Web Dispatch
3 Pieces to Sage Accpac WMS
Warehouse Process Cycle
Download/Upload Orders
System Overview
Sage Accpac WMS
Sage Accpac & Pro
Sales Orders
Order Entry
Quantities Shipped
Counts, Adjustments
Adjustments & Counts
Purchase Orders
Quantities Received
Sage Accpac WMS Process Cycle
Warehouse Setup Process
Sage Accpac WMS is
installed and configured
Bins and products are
Inventory is set up in
Sage Accpac WMS
Sage Accpac WMS Login
Utilizing Microsoft Internet Explorer login to WMS’ Web
Dispatch with User Name (ID) and Password.
Support for three languages available
English, Spanish and French.
Web Dispatch Home Page
Sage Accpac WMS 5.0 Editions
Sage Accpac WMS 100:**Sage Accpac WMS 200: Sage Accpac WMS 500:
 Multi-Zone
 Container Receiving
 Packing Station
 EOL & Shipping
 RMAs
 RF Picking
 Lots / Serial / Expiry  Packaging
 RF Receiving
 Advanced
 Carousels / Conveyors
 RF Locator
 Multi-Company / 3PL
 UPS Shipping *
 Kitting
 Vendor Portal/Cross
 Web Dispatch
 Putaway/Slotting/Cube/ Dock
 Order Management
 Multi-Carrier Shipping *
* Requires the “EOL &
 Multi-Location / Site
** 100 edition, Entry Level WMS
Shipping” Module
Module Snapshot
Sell 500
Sell 200
Sell 100
• Electronic format
• Order accessibility through a web browser
• Orders configured easily by business rules
•Electronic format, PO accessibility through a Web Browser
•RMA explanation
•Container receipts, detail processing instruction
Incidents may pertain to specific:
• Sales Orders
• Purchase Orders
• Customers
• Vendors
• Products
Incidents are typically used by Customer
Service Representatives:
• Front office personnel communicates with WH
• Web Dispatcher responds accordingly
• Incidents exposure, top of Web Dispatch screens
Real-time activity monitor:
• Logs Order activities
• Logs Transactions
• Logs Processes
• Via Reports, historical
performance can be retrieved
• Daily activity captured
• Default: half-hour increments
Picking Reports:
Miscellaneous Reports:
Related to Sales Orders
Related to system setup, inventory management,
and functions related to maintenance
Receiving Reports:
Related to Purchase Orders
Custom Reports:
Reports designed with specifically criteria
Inventory Reports:
Related to products and locations
Crystal Reports:
Reports generated by Crystal Reports
Performance Reports:
Related to warehouse operations
Lists all Crystal Reports that have been generated
ODBC Compliant!
Link to the Sage Accpac WMS Tech Support web
site Accpac WMS
(Click above “shortcut”)
Contact Options:
• Email
[email protected]
• Phone
Toll Free (North America) 800-253-1372; International: 604-207-3601
Handheld Technology
Compatible Manufacturers…
• Intermec
• Symbol
• Others
Handhelds Utilize…
• 802.11b Wi-Fi
• Telnet Client
Handheld Functions
Using RF (radio frequency) terminals:
• Equipped with barcode scanners
• Warehouse staff records each stock
• Tracking stock throughout the
• From the moment the products
arrive on the receiving dock
• To the moment the product leaves
the shipping dock
• And reaches the final destination
Control the flow of goods:
• Total customization of Purchase Orders
• Use Alerts, Pivots and Filters
• Receiving department is able to select different views of
the data
Receiving Pivots
Horizontal column
Process Management Flexibility:
• Pivoting displays orders by controlling the
horizontal column.
• Selecting Due Date will display Purchase
Orders in order of the dates the are expected
to arrive.
Receiving Filters
Five of the eighteen purchase orders are expected by UPS
Business Rules Flexibility:
• Filters display orders meeting predefined
• Selecting UPS, for example, will display
only the orders that are expected by UPS
The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria.
For instance, Alerts should be used to look for containers so resources can be prepared.
Receiving Drill Down
Drill down:
• 6 – Not Received POs
• 9 – Being received POs
• 3 – Completed POs
Drill down displays the orders detail screen as depicted below
Order Detail Screen
Receiving Order Details
Drilling down into Order Details:
• Specific PO
• Displays the PO Detail
Handheld and Web Dispatch
From the handheld:
• Module accessibility is controlled by the Web Dispatch Manager via Login
• Login with User ID and Password
• Select 6 – Receiving
• Enter PO number or scan barcoded PO number
Confirm the correct PO is being received:
• Confirm Vendor Number and Vendor Name
• Confirm number of lines and number of units
• Shipment Packslip should match this information
Picker Instructions
Special Instructions:
• Sent down from Web Dispatch
• May use various line details
• Receiver/picker must
acknowledge, otherwise they can’t
continue their processing
• Track instructions via log-on
Receiving Efficiencies
WMS Efficiency:
• Multiple Pos can be received at one time
• POs can be received by multiple receivers
• RMAs can be received
• Select f2 to start receiving
• The system will then direct the receiver
• Easy training for warehouse staff
Product Efficiencies
Select Product to be received by:
• Scanning barcode
• Doing a string/keyword search
• Viewing all PO product
Receiving HH Screens
Enter quantity received:
• O - Represents 12 items on order
• R - Represents 0 items received
• Q - Represents quantity per pack
# Packs represents the number of packs with the assigned packsize and each product can
have 5 packsizes (typically: unit, carton and pallet are used)
Label Efficiencies
Labels on the fly:
• Product that does not arrive barcoded from Vendor can be created
• Use historical or configured data to putaway product to appropriate location
• Consider Velocity
• Consider size code, reach code and handle code
• Pallet labels
• Overstock
• Replenishment
Receiving Locations
Receiving Areas:
• Scan the Bin where product is to be located
• Scan to “receiving area,” then finish unloading entire truck (palletized)
• Enter the number of packs being placed in the location
• Select next product to be received
Receiving History
Products Received:
• Historical log ( ) created
• Select F9 to complete process
• RMAs follow the receiving procedure
• Exception with RMA is that the user is
prompted for comments
Receiving Details
Additional Receiving Details:
• Header level
• Container Cost
• Carrier
• Packlist number
• Detail Level
• Weight, Cube
• Lot
• Serial
• Expiry
• Nearly 3,000 Configuration Options
Control the flow of Sales Orders:
• Total customization of Sales Orders
• Use Alerts, Pivots and Filters
• Web Dispatcher is able to select different views of data
Order Pivots
Horizontal column
Process Management Flexibility:
• Pivoting displays orders by controlling
the horizontal column
• Selecting Ship Via will display the
carriers the Sales Orders are to be
shipped with
Order Filters
Five of the twenty nine sales orders
are destined for California`
Business Rules Flexibility:
• Filters display orders meeting predefined criteria
• Selecting California, for example, will display only
the orders that are shipped to CA
The difference between Filters and Alerts is that Alerts are intended to be used for urgent criteria.
Order Allocation Process
Order Allocation:
• Typically orders are unallocated, known as Hard
• Using predefined business rules, product is
allocated by location to orders
Order Status
Status upon Allocation:
• Held Short
• Some or all lines in the order require stock that is not available
• Held Replenish
• There is stock in the warehouse , but it is not in a pick bin
• Held Format
• There is stock in the warehouse, but it is not available to the
• Stock could be in the wrong packsize, zone or warehouse
• Ready to Wave
• The order is fully allocated and ready to be released to the
warehouse floor for fulfillment
Order Drill Down
Held Short:
• Drill into Shorted orders
• Drill into order
• Drill into product Held Short
Dispatches typically manage allocation process.
Order Short
Held Short:
• Product detail along with business rules help assist in making a choice
in how to move forward with orders
• Can quantity needed be unallocated from another order?
• Is product in a warehouse order not being allocated against?
• Is product expected in soon?
Order Replenishments
• Held Replenish
• Indicates the drivers are not keeping up, typically
• Go to the Reports module, Replenishment
Order Held Replenishments
Held Replenish:
• Remove stock from overstock bins
• Breaking the stock into smaller packsizes
• Move them into pick bins or work areas
Three types of Replenishment:
• Hot
• Min/Max
• Velocity
Order Ready to Wave
Ready to Wave:
• Drill into Ready to Wave orders
• Drill into order
Order Multiple Bins
Ready to Wave:
• Order has been fully allocated
• Ready to be released to the warehouse floor
• 7 – 2415 ordered
• 4, bin A1A8
• 3, bin A1A2
Business rules:
• FIFO, LIFO, FEFO (First Expired, First Out)
• Zones, Warehouse, Shorts, Packsizes, Attributes etc.
• Properly allocate product to orders based on predetermined rules
Wave Labels
Wave Labels:
• Sent down to the WH floor
• Multiple zones, labels can be sent to the zone
• Dispatch is in charge of controlling the work flow within the WH
• Orders that are “Ready to Wave” are waved out to begin picking
Barcoded Wave Label:
• Example of a Wal-mart compliant label
• Wave labels can also be carrier specific; these labels are often
referred to as picking/shipping labels
Picking Styles
Various Picking Styles:
• Progressive Pick
• Reverse Pick
• Wave Pick
• Pick-and-Pass Zones
• Simultaneous Zones
• Wave-Zone Picking
• Order Picking
• Batch Picking
• Product Picking
• Breakdown Picking
• Zone Breakdowns
• Carousel Touch
• Carousel RF
• Touchscreen Pick-and-Price
• Mobile Touchscreen
• Touchscreen Repack
• Pickslip & Nuke
• Ticket Picking
• Label Picking
• Pack & Hold
• Assembly Work orders
• Backorder Picking
• Replenishment Carton Picking
• Cross-dock Picking
Efficiencies are increased by varied picking styles and zone designation
• Login with User ID and Password
• Select 2 – Pick + Pack
• Scan pick/ship label barcode
• Acknowledge Sale Order
Picking Multiple Orders
Multiple Orders:
• Picked at one time (Major benefit of WMS for
• Multiple pickers on a single order
• All via a “single” pass through the WH
• Select f2 to start
Picking Directed
Directed Picking:
• 3 PACKS OF 1 - Represents 3 packs/products in the packsize of 1
• Bin: A1A2 – Represents the location (bin) the product is in in the warehouse
• 2415HH - Represents the product number
• Intermec 2415 Handheld – Represents the product description
• Specific barcoded items
• WMS will confirm the item
• WMS will tell if wrong item
Shipping Accuracy
Shipping Accuracy:
• Scan the picking/shipping label to confirm product against correct
• Reading the label will also confirm the product against order
• “Biggie” number will all be on boxes relating to the order
Shipping Label
Shipping Cartons/Boxes
Directed Shipping:
• Confirm all 3 products can go into the shipping cartons
• Utilize Weight and Cube during the Wave process
• Ensure proper number of picking/shipping labels are created at time of wave
• More picking/shipping labels can be requested at any time
Next item:
• Next location will be directed
• Picker only does one pass
through the warehouse, even if
picking multiple orders
Order Management/Confirmation
Dispatcher Management:
• Pickers continue to next order or
wave when pick completed
• Dispatch screen allows real-time
• Products picked
• Quantities picked
• Who picked
• Date time picked
• Carton content
• Carton weight
• Carton cube
• Track trace number
• All data is utilized to create ASN’s
• Shipping systems can be utilized to
complete fulfillment process
Cycle Count/Stock Count
Inventory Counting:
• Begin “first” count once warehouse is in production
• Discrepancies between inventory reported and actual inventory can occur
• There may be discrepancies, such as
• Unreported damage
• Unrecorded changes
• Theft
• Procedural errors
• For the above reasons, Sage Accpac WMS allows two types of counts:
• One, Cycle Counting
• Performed concurrently with all other warehouse operations
• Two, Stock Count (Physical)
• Full Stock Count requires that Sage Accpac WMS be shut down
Sage Accapc WMS Synopsis
Efficiency, Accuracy & Customer Service:
• Increase pick rates
• Decrease errors
• Increase compliancy
• Maximize WH resources
• Paperless
• Wireless
• Web deployed
Extend your Sage Accpac & Sage Pro ERP
into the warehouse!
A worldwide leader in the
SMB market space

Modular Overview - Axis Global Partners