SWMS How To’s by Role – CRT -...

SWMS How To’s by Role – CRT

Receiver Loader Selector Day Forklift

Night Forklift

Inv. Control

Driver Ck-in

SWMS Coord

Slot Coord

Inbound Scheduler

Night Clerk

Day FLS

Night FLS Manager

Check Inv. status of items √ √ √ √

Use Manifest Detail √ Use Manifest Overview √

Look up Items √ √ √ √ √ √ √ √ √ √ √ √ √ √ Look up Locations √ √ √ √ √ √ √ √ √ √ √ √ √ √

Create a location √ √ Perform a Put-a-way √ √ Look up Transactions √ √ √ √

Slot Floating Items √ √ √ Add Users to Labor Batch √ √ √

Edit a Labor Batch √ √ √

Add a User to SOS √ √ √

View Active Users in SOS √ √ √

Change a Users SOS Job Code

√ √ √

9/2/2005 ©2004, SYSCO All rights reserved 1



Night Forklift

Inv. Control

Driver Ck-in

SWMS Coord

Slot Coord

Inbound Scheduler

Night Clerk

Day FLS

Night FLS Manager

Pool a SOS Batch √ √ √

Reserve Batch in SOS √ √ √

Insert Indirect Time √ √ Manually Enter a Catchweight

√ √

Open a PO √ Correct PO √ Close a PO √ Check the Status of a PO √

Check in a PO √ Release a PO √ √ Release a Line Item on a PO

√

Print Demand License Plate √ Reprint a License Plate √ Find a Reserve Location

√




Night Forklift

Inv. Control

Driver Ck-in

SWMS Coord

Slot Coord

Inbound Scheduler

Night Clerk

Day FLS

Night FLS Manager

Assign reserve Location √

Process Orders √ √ √ Review Labor Tasks √ √

Slot Items √ √ Change Deliver Stops √ √ √

Close a Route √ √ √ Collect UPC's √ √ Perform a Transfer √ √ √ Perform Home Slot Transfer √ √

Perform a Swap √ √ √ Perform a Warehouse Out √ √ Perform Cycle Counts √ Perform Demand Replenishment √ √ Perform Non-Demand Replenishment

√ √

Run Next Letdown SQL √ √



SWMS How To’s by Role – RF Unit


Night Forklift

Inv. Control

Driver Ck-in

SWMS Coord

Slot Coord

Inbound Scheduler

Night Clerk

Day FLS

Night FLS Manager

Use Manifest Overview √ Look up

Items √ √ √ √ √ √ √ √ √ √ √ √ √ √

Look up Location √ √ √ √ √ √ √ √ √ √ √ √ √ √

Create a location

Perform Put-a-way √ √

Close a PO √ Check Status

of a PO

Check in a PO √

Review Labor Tasks √ √

Collect UPC's √ √

Perform a Transfer √ √ √

Perform Home Slot Transfer

√ √

Perform a Swap √ √ √

Use Manifest Overview √


SWMS How To’s for CRT and RF Units

Table of Contents SWMS HOW TO’S BY ROLE – CRT SWMS HOW TO’S BY ROLE – CRT.................................................................................1

SWMS HOW TO’S BY ROLE – CRT...................................................................................................................................................2

SWMS HOW TO’S BY ROLE – CRT...................................................................................................................................................3

SWMS HOW TO’S BY ROLE – RF UNIT...........................................................................................................................................4

HOW TO CHECK INVENTORY STATUS OF ITEMS...................................................................................................................11 WHY IS THIS IMPORTANT?....................................................................................................................................................................11 WHO DOES THIS? .................................................................................................................................................................................11 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................11 PROCEDURE FOR CRT..........................................................................................................................................................................11

HOW TO USE MANIFEST DETAIL..................................................................................................................................................12 WHY IS THIS IMPORTANT?....................................................................................................................................................................12 WHO DOES THIS? .................................................................................................................................................................................12 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................12 PROCEDURE FOR CRT..........................................................................................................................................................................12 PROCEDURE FOR RF.............................................................................................................................................................................15

HOW TO USE MANIFEST OVERVIEW ..........................................................................................................................................16 WHY IS THIS IMPORTANT?....................................................................................................................................................................16 WHO DOES THIS? .................................................................................................................................................................................16 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................16 PROCEDURE FOR CRT..........................................................................................................................................................................16

HOW TO LOOK UP ITEMS ...............................................................................................................................................................17 WHY IS THIS IMPORTANT?....................................................................................................................................................................17 WHO DOES THIS? .................................................................................................................................................................................17 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................17 PROCEDURE FOR CRT..........................................................................................................................................................................17 PROCEDURE FOR RF.............................................................................................................................................................................18

HOW TO LOOK UP LOCATIONS ....................................................................................................................................................19 WHY IS THIS IMPORTANT?....................................................................................................................................................................19 WHO DOES THIS? .................................................................................................................................................................................19 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................19 PROCEDURE FOR CRT..........................................................................................................................................................................19 PROCEDURE FOR RF.............................................................................................................................................................................20

HOW TO CREATE A LOCATION ....................................................................................................................................................21 WHY IS THIS IMPORTANT?....................................................................................................................................................................21 WHO DOES THIS? .................................................................................................................................................................................21 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................21 DEFINITIONS ........................................................................................................................................................................................21 PROCEDURES FOR CRT........................................................................................................................................................................22


HOW TO PERFORM A PUT-A-WAY ...............................................................................................................................................23 WHY IS THIS IMPORTANT?....................................................................................................................................................................23 WHO DOES THIS? .................................................................................................................................................................................23 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................23 PROCEDURE FOR RF.............................................................................................................................................................................23

HOW TO LOOK UP TRANSACTIONS.............................................................................................................................................24 WHY IS THIS IMPORTANT?....................................................................................................................................................................24 WHO DOES THIS? .................................................................................................................................................................................24 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................24 PROCEDURE FOR CRT..........................................................................................................................................................................24

HOW TO SLOT FLOATING ITEMS.................................................................................................................................................25 WHY IS THIS IMPORTANT?....................................................................................................................................................................25 WHO DOES THIS? .................................................................................................................................................................................25 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................25 PROCEDURE FOR CRT..........................................................................................................................................................................25

HOW TO ADD USERS TO LABOR BATCH ....................................................................................................................................27 WHY IS THIS IMPORTANT?....................................................................................................................................................................27 WHO DOES THIS? .................................................................................................................................................................................27 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................27 PROCEDURE FOR CRT..........................................................................................................................................................................27

HOW TO EDIT A LABOR BATCH....................................................................................................................................................29 WHY IS THIS IMPORTANT?....................................................................................................................................................................29 WHO DOES THIS? .................................................................................................................................................................................29 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................29 PROCEDURES FOR CRT........................................................................................................................................................................29

HOW TO ADD A USER TO SOS ........................................................................................................................................................30 WHY IS THIS IMPORTANT?....................................................................................................................................................................30 WHO DOES THIS? .................................................................................................................................................................................30 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................30 PROCEDURE FOR CRT..........................................................................................................................................................................30

HOW TO VIEW ACTIVE USERS IN SOS ........................................................................................................................................31 WHY IS THIS IMPORTANT?....................................................................................................................................................................31 WHO DOES THIS? .................................................................................................................................................................................31 PROCEDURES FOR CRT........................................................................................................................................................................31 FIELD DESCRIPTIONS ...........................................................................................................................................................................31

HOW TO CHANGE A USER’S SOS JOB CODE .............................................................................................................................32 WHY IS THIS IMPORTANT?....................................................................................................................................................................32 WHO DOES THIS? .................................................................................................................................................................................32 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................32 PROCEDURE FOR CRT..........................................................................................................................................................................32

HOW TO POOL A SOS BATCH.........................................................................................................................................................33 WHY IS THIS IMPORTANT?....................................................................................................................................................................33 WHO DOES THIS? .................................................................................................................................................................................33 PROCEDURE FOR CRT..........................................................................................................................................................................33


HOW TO RESERVE A BATCH IN SOS............................................................................................................................................34 WHY IS THIS IMPORTANT?....................................................................................................................................................................34 WHO DOES THIS? .................................................................................................................................................................................34 PROCEDURES FOR CRT........................................................................................................................................................................34

HOW TO INSERT INDIRECT TIME ................................................................................................................................................35 WHY IS THIS IMPORTANT?....................................................................................................................................................................35 WHO DOES THIS? .................................................................................................................................................................................35 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................35 PROCEDURES FOR CRT........................................................................................................................................................................35

HOW TO MANUALLY ENTER A CATCHWEIGHT .....................................................................................................................36 WHY IS THIS IMPORTANT?....................................................................................................................................................................36 WHO DOES THIS? .................................................................................................................................................................................36 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................36 PROCEDURES FOR CRT........................................................................................................................................................................36

HOW TO OPEN A PO..........................................................................................................................................................................37 WHY IS THIS IMPORTANT?....................................................................................................................................................................37 WHO DOES THIS? .................................................................................................................................................................................37 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................37 STATUS OF A PO ..................................................................................................................................................................................37 PROCEDURES FOR CRT........................................................................................................................................................................37

HOW TO CORRECT A PO .................................................................................................................................................................39 WHY IS THIS IMPORTANT?....................................................................................................................................................................39 WHO DOES THIS? .................................................................................................................................................................................39 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................39 PROCEDURES FOR CRT........................................................................................................................................................................39

HOW TO CLOSE A PO........................................................................................................................................................................40 WHY IS THIS IMPORTANT?....................................................................................................................................................................40 WHO DOES THIS? .................................................................................................................................................................................40 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................40 STATUS OF A PO ..................................................................................................................................................................................40 PROCEDURES FOR CRT........................................................................................................................................................................40 PROCEDURES FOR RF...........................................................................................................................................................................42

HOW TO CHECK THE STATUS OF A PO ......................................................................................................................................43 WHY IS THIS IMPORTANT?....................................................................................................................................................................43 WHO DOES THIS? .................................................................................................................................................................................43 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................43 STATUS OF A PO ..................................................................................................................................................................................43 PROCEDURES FOR CRT........................................................................................................................................................................43

HOW TO CHECK IN A PO .................................................................................................................................................................44 WHY IS THIS IMPORTANT?....................................................................................................................................................................44 WHO DOES THIS? .................................................................................................................................................................................44 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................44 STATUS OF A PO ..................................................................................................................................................................................44 PROCEDURES FOR CRT........................................................................................................................................................................44 PROCEDURES FOR RF...........................................................................................................................................................................47


HOW TO RELEASE A PO ..................................................................................................................................................................48 WHY IS THIS IMPORTANT?....................................................................................................................................................................48 WHO DOES THIS? .................................................................................................................................................................................48 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................48 STATUS OF A PO ..................................................................................................................................................................................48 PROCEDURES FOR CRT........................................................................................................................................................................48

HOW TO RELEASE A LINE ITEM ON A PO .................................................................................................................................50 WHY IS THIS IMPORTANT?....................................................................................................................................................................50 WHO DOES THIS? .................................................................................................................................................................................50 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................50 PROCEDURES FOR CRT........................................................................................................................................................................50

HOW TO PRINT A DEMAND LICENSE PLATE............................................................................................................................52 WHY IS THIS IMPORTANT?....................................................................................................................................................................52 WHO DOES THIS? .................................................................................................................................................................................52 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................52 PROCEDURES FOR CRT........................................................................................................................................................................52

HOW TO REPRINT A LICENSE PLATE.........................................................................................................................................54 WHY IS THIS IMPORTANT?....................................................................................................................................................................54 WHO DOES THIS? .................................................................................................................................................................................54 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................54 PROCEDURES FOR CRT........................................................................................................................................................................54

HOW TO FIND A RESERVE LOCATION .......................................................................................................................................55 WHY IS THIS IMPORTANT?....................................................................................................................................................................55 WHO DOES THIS? .................................................................................................................................................................................55 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................55 PROCEDURES FOR CRT........................................................................................................................................................................55

HOW TO ASSIGN A RESERVE LOCATION ..................................................................................................................................56 WHY IS THIS IMPORTANT?....................................................................................................................................................................56 WHO DOES THIS? .................................................................................................................................................................................56 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................56 PROCEDURES FOR CRT........................................................................................................................................................................56

HOW TO PROCESS ORDERS............................................................................................................................................................57 WHY IS THIS IMPORTANT?....................................................................................................................................................................57 WHO DOES THIS? .................................................................................................................................................................................57 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................57 PROCEDURES FOR CRT........................................................................................................................................................................57

HOW TO REVIEW LABOR TASKS..................................................................................................................................................59 WHY IS THIS IMPORTANT?....................................................................................................................................................................59 WHO DOES THIS? .................................................................................................................................................................................59 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................59 PROCEDURES FOR CRT........................................................................................................................................................................59 PROCEDURES FOR RF...........................................................................................................................................................................60


HOW TO SLOT ITEMS.......................................................................................................................................................................61 WHY IS THIS IMPORTANT?....................................................................................................................................................................61 WHO DOES THIS? .................................................................................................................................................................................61 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................61 PROCEDURES FOR CRT........................................................................................................................................................................61

HOW TO CHANGE DELIVERY STOPS ..........................................................................................................................................63 WHY IS THIS IMPORTANT?....................................................................................................................................................................63 WHO DOES THIS? .................................................................................................................................................................................63 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................63 PROCEDURES FOR CRT........................................................................................................................................................................63

HOW TO CLOSE A ROUTE...............................................................................................................................................................65 WHY IS THIS IMPORTANT?....................................................................................................................................................................65 WHO DOES THIS? .................................................................................................................................................................................65 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................65 PROCEDURES FOR CRT........................................................................................................................................................................65

HOW TO COLLECT UPC’S ...............................................................................................................................................................66 WHY IS THIS IMPORTANT?....................................................................................................................................................................66 WHO DOES THIS? .................................................................................................................................................................................66 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................66 PROCEDURES FOR RF...........................................................................................................................................................................66

HOW TO PERFORM A TRANSFER .................................................................................................................................................68 WHY IS THIS IMPORTANT?....................................................................................................................................................................68 WHO DOES THIS? .................................................................................................................................................................................68 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................68 PROCEDURES FOR CRT........................................................................................................................................................................68 PROCEDURES FOR RF...........................................................................................................................................................................69

HOW TO PERFORM A HOME SLOT TRANSFER........................................................................................................................70 WHY IS THIS IMPORTANT?....................................................................................................................................................................70 WHO DOES THIS? .................................................................................................................................................................................70 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................70 PROCEDURES FOR CRT........................................................................................................................................................................70 PROCEDURES FOR RF...........................................................................................................................................................................72

HOW TO PERFORM A SWAP...........................................................................................................................................................73 WHY IS THIS IMPORTANT?....................................................................................................................................................................73 WHO DOES THIS? .................................................................................................................................................................................73 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................73 PROCEDURES FOR CRT........................................................................................................................................................................73 PROCEDURES FOR RF...........................................................................................................................................................................74

HOW TO PERFORM A WAREHOUSE OUT...................................................................................................................................75 WHY IS THIS IMPORTANT?....................................................................................................................................................................75 WHO DOES THIS? .................................................................................................................................................................................75 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................75 PROCEDURES FOR CRT........................................................................................................................................................................75


HOW TO PERFORM CYCLE COUNTS...........................................................................................................................................76 WHY IS THIS IMPORTANT?....................................................................................................................................................................76 WHO DOES THIS? .................................................................................................................................................................................76 PARTS ..................................................................................................................................................................................................76 PART I PROCEDURES FOR CRT.............................................................................................................................................................76 PART I PROCEDURES FOR CRT.............................................................................................................................................................78 PART II PROCEDURES FOR RF ..............................................................................................................................................................79

HOW TO PERFORM DEMAND REPLENISHMENTS ..................................................................................................................81 WHY IS THIS IMPORTANT?....................................................................................................................................................................81 WHO DOES THIS? .................................................................................................................................................................................81 PROCEDURES FOR RF...........................................................................................................................................................................81

HOW TO PERFORM NON-DEMAND REPLENISHMENTS ........................................................................................................83 WHY IS THIS IMPORTANT?....................................................................................................................................................................83 WHO DOES THIS? .................................................................................................................................................................................83 PROCEDURES FOR RF...........................................................................................................................................................................83

HOW TO RUN NEXT LETDOWN SQL ............................................................................................................................................87 WHY IS THIS IMPORTANT?....................................................................................................................................................................87 WHO DOES THIS? .................................................................................................................................................................................87 WHAT IS NEEDED TO GET STARTED? ....................................................................................................................................................87 PROCEDURES FOR CRT........................................................................................................................................................................87


How to Check Inventory Status of Items

Why is this important?

Checking the inventory status allows you to see if the item is on Hold (HLD) or Available (AVL).

Status Means License Plate is….

Hold (HLD) Prevented from being shipped in SWMS Available (AVL) Available for shipping

Who does this? • Receivers

• Inventory Control Personnel • Warehouse Day Supervisors • Warehouse Managers

What is needed to get started?

An item number or license plate number or SWMS location is needed to look up a specific item in the Inventory/Inventory screen.

Procedure for CRT

Follow the steps below to check inventory status of items using the CRT.

Step Action

1 Go into the Inventory section of the SWMS Inventory menu. 2 Place an Item Number or License Plate Number or Location into the appropriate

query field and press F9 to execute the query. 3 Select the Location or License Plate and look to the Status (Sta) column on the

right side of the screen. Result: The status is displayed.


How to Use Manifest Detail


Using the Manifest Detail screen is how returns (product coming back from the customer) are processed back into inventory.

Who does this? • Driver Check-in Personnel


A manifest number is needed to look up a manifest as well as the necessary paperwork and product coming back from the driver.

Procedure for CRT

Follow the steps below to look up a manifest via the CRT.

Step Action

1 Go to the Driver Check-in menu on the main SWMS screen. 2 Go to Manifest ovrvw. 3 Enter the Manifest number in the appropriate field. Hit the F9 key.

Result: Manifest information is shown

4 Once appropriate manifest is highlighted, press F10 to access the menu bar. 5 Press Enter with Manifest_details highlighted.

Result: You will now be on the Manifest Details screen, which shows all items that were on that manifest.

6 Use the arrow key to move up or down and highlight the item that is being returned.

7 Press F10 to access the menu bar. With item-Returns highlighted, press Enter.

To Return… Go to Step #... One item 8 Multiple items 14

Continued on next page


How to Use Manifest Detail, Continued

Procedure for CRT (continued)

Step Action

8 To return one item, select Current Item. Result: A pop-up window will display.

9 Key in the appropriate Reason Code. OR Press F4 for a list and follow the steps below.

Step Action 1 Arrow down to the Reason Code and press Enter. 2 Tab to the Case or Splt column and enter in the correct number of

cases and/or splits returned. Note: Non-splittable items cannot be returned as splits.

10 Press F7 to save changes. 11 Press F3 to return to the main screen.

Result: The right column Dtl Stat will now show that item as RTN.

12 Repeat steps 8-11 until all items are returned. 13 Press F10 to access the menu bar and arrow over to Print, after all returns have

been entered. Result: Return license plates will print for all entered returns.





Step Action 14 Select All Items or Invoice-Return from the Item-Returns menu to return

multiple items. 15 Use the Overage menu option to return an overage (i.e. product that came back

on a truck with no label). 16 Press F10 to access the menu and arrow to manifest-Close once all returns have

been processed. Press Enter. Result: A Manifest Close Returns Summary screen displays showing the details of all processed returns.

17 Follow the appropriate action. IF… THEN… Something was forgotten, Press F3 to go back to the Manifest

Detail screen and finish the returns as necessary.

All returns are showing on the Returns Summary screen,

Press F10 and arrow to Manifest Close.

Press Enter. Result: A message at the bottom of the screen will verify that the close has occurred.




Procedure for RF

While the RF’s functionality is very similar to the CRT, there are a few things that can’t be done on the RF unit currently (full invoice returns and manifest close).

Step Action

1 Choose Putaway and then Returns on RF from the Main Menu. Result: The system then prompts for a printer to be scanned. Note: The printer must be turned on before scanning.

2 Select one of the three options below.

# Option To be Used IF…. 1 Order Seq # The returned product has a pick label on it. 2 Item UPC No label is on the product. 3 Inv # Item #

UOM There is no label and the UPC does not scan.

Result: The screens on the RF unit will prompt for the necessary information (i.e. temperature, weight etc).

3 Press the Submit key once the screen has been filled out completely. Result: A return license plate will print out for the returned item(s). Only one license plate will print for each item code, regardless of the quantity returned of that item. The printer must be on for the license plates to print.


How to Use Manifest Overview


Checking the manifest overview allows you to see if the manifest is on Open (OPN) or Closed (CLS).

Status Means Manifest is….

Open (OPN) Able to be changed (returns processing) Closed (CLS) Unable to be changed

Who does this? • Driver Check-in Personnel


A manifest number is needed to look up a manifest in the Driver-Check-In/Manifest ovrvw screen.

Procedure for CRT

Follow the steps below to look up a manifest via the CRT.

Step Action

1 Go to the Driver Check-in menu on the main SWMS screen. 2 Go to Manifest ovrvw. 3 Enter the manifest number in the appropriate field. Press F9.

Result: Status of Manifest is shown in the status field.


How to Look up Items


If product is unknown, looking it up via SWMS is the easiest way.

Who does this? • All Warehouse Personnel


• Product and/or description

Procedure for CRT

Follow the steps below to look up items via the CRT.

Step Action

1 From the main screen, go to Inventory, Inventory. 2 Enter known information (i.e. description: chicken, brand: Tyson) in the query

blocks. Note: Put a % at the beginning and end of the information entered to help with wild card searches.

3 Press F9. 4 Use the arrow buttons to scroll up or down through the list to locate the item.



How to Look up Items, Continued

Procedure for RF

Follow the steps below to look up items via the RF unit.

Step Action

1 From the main screen, go to Stock Status. 2 Select one of the following options to look up the item.

# Option By… To be Used IF…. 1 License Scanning the license plate of the item 2 Location Scanning the location from where the item came 3 Product Entering in the item/SUPC number 4 UPC Scanning the UPC on the item

Result: Subsequent screens will ask for the necessary information to be scanned or entered.

3 Press the Submit button on the screen or the Enter button on the keyboard after scanning or entering the information.


How to Look up Locations


If a product’s location is unknown, looking it up via SWMS is the easiest way

Who does this? • All Warehouse Personnel


• Product • SUPC

Procedure for CRT

Follow the steps below to look up locations via the CRT.

Step Action

1 Go to Inventory, Inventory from the main screen. 2 Enter known information (i.e. description: chicken, brand: Tyson) or item # in the

query blocks. Note: Put a % at the beginning and end of the information entered to help with wild card searches

3 Press F9 to query. 4 Using the arrow buttons, scroll up or down through the list to locate the item 5 Once the correct item number is known, press F8 to return to the query section

and enter in the item #. Clear out (i.e. “space” over any remaining information). 6 Press F9 to query.

Result: Query results display.

7 Scroll through the list with the arrow keys. Result: The location of the items is shown in the Location column.



How to Look up Locations, Continued

Procedure for RF

Follow the steps below to look up locations via the RF.

Step Action

1 Go to Stock Status from the main screen. Result: It is possible to choose a variety of ways to look up the location of an item.

2 Select one of the following options to look up the location.

# Option By… To be Used IF…. 1 License Scanning the license plate of the item 3 Product Entering in the item/SUPC number 4 UPC Scanning the UPC on the item

Result: Subsequent screens will ask for the necessary information to be scanned or entered.

5 After scanning or entering the information, press the Submit button on the screen or the Enter button on the keyboard.

6 Scroll through the list with the arrow keys after the results return. Result: The location of the items is shown in the Location column. Note: The home slot/pick slot of that item is where the license # and location number are the same.


How to Create a Location


Before an item can be received or shipped, it must be slotted in SWMS.

Who does this? • SWMS Coordinator

• Slot Coordinator


• SUPC

Definitions The following is a list of key terms.

Term Description Example Number of

Cubic Inches This is a measurement of the total size of an object. It is determined by measuring Length x Width x Height.

18 x 12 x 8 = 1,728 cubic inches

Aisle Side The side of the aisle the product is stored on.

Right side of an aisle is usually the even side and the left side of an aisle is the odd side.

Floor Height The height from the floor to where the cross bar begins in inches.

18 inches

Pick Aisle The aisle in which the product is located. This is represented by the first two characters of the rack label.

DG99B1

Pick Location (Pick Loc)

The bay and zone in which product is located. This is represented by a two digit number and a letter.

DG99B1

Pick Level The level in which the product is sitting. This is represented by a single digit.

DG99B1

Liftoff Height The clearance needed by the forklift operator to place a pallet in a slot.

84 inches



How to Create a Location, Continued

Procedures for CRT

Follow the steps below to create a location via the CRT.

Step Action

1 Go to Maintenance, Location, Logical from the main menu. 2 Press F10.

Result: The cursor moves to the menu bar.

3 Select New and press Enter. 4 Enter the new location. 5 Enter the appropriate slot types. 6 Scroll to the status field and enter AVL. 7 Scroll to the Cube field and enter the number of cubic inches. 8 Scroll to the Pic Loc? Field

IF…. Then…. Slot is a pick location Enter Y Slot is a reserve location Enter N

9 Enter the appropriate Put and Pick Zones. 10 Enter the aisle side.

• E = Even side • O = Odd side

11 Enter the floor height. 12 Enter the Pick Aisle, Pick Loc, and Pick Level.

Example: DG99B1

13 Enter the height of the slot. Note: Slot height is in inches.

14 Enter the liftoff height. 15 Press F7 to save changes.


How to Perform a Put-a-way


Product must be put-a-way each day.

Who does this? • Day Forklift Operators

• Driver Check-in Personnel


• Product to be put-a-way with a valid license plate (LPN).

Procedure for RF

Follow the steps below to put-a-way items via the CRT.

Step Action

1 Choose Putaway, Putaway from the Main Menu. Result: The system prompts for a license plate to be scanned.

2 Use the gun to scan the LPN of the product that needs to be putaway. 3 After scanning all the LPNs that will be putaway on a specific trip, press the F2

button to Travel. Result: The system will organize the LPNs in the most efficient manner based on the location to which they are going.

4 Travel to the location desired to put the product away. 5 Scan the LPN of the pallet/product being putaway.

Result: The screen will show some detail of the product.

6 Verify that the correct product has been selected. 7 Put the product into the appropriate slot. 8 Scan the rack label of the corresponding slot.

Note: If the product has been directed to a level that is too high to scan, scan the lowest label scannable in the same vertical column (i.e., if the product is directed to CA17A7, scan CA17A1).


How to Look up Transactions


Researching transactions can help warehouse personnel understand what has happened with product since it came into the warehouse.

Who does this? • Warehouse Supervisors

• Inventory Control Personnel


One of the following: • Item # • License Plate (LPN) • User ID • Date

Procedure for CRT

Follow the steps below to look up transactions via the CRT.

Step Action

1 Go to Maintenance, Transaction from the main screen. 2 In the query blocks, enter known information (i.e. Item #, LPN, User ID, or Date).

Note: The more information that is placed in the query blocks, the more specific the information that will be provided in the data.

3 Press F9. Result: Information is displayed including transaction date and time.


How to Slot Floating Items


If a return from a driver comes back that has been unslotted, the item must be slotted before it can be returned to inventory.


• Slot Coordinator • Driver Check-in Personnel


• SUPC

Procedure for CRT

Follow the steps below to slot floating items via the CRT.

Step Action

1 Go to Maintenance, Location, Logical from the main screen. 2 In the query blocks, enter the following information.

• Item # N • Pick Loc N • Float Loc Y • Area (applicable area C-Cooler; D-Dry; F-Frozen)

3 Press F9 to query. Result: The locations shown are available to use for slotting items.

4 Arrow to the location where the item will be slotted. 5 Press F10 and choose Edit. 6 Press F10 and choose Slot Item. 7 Enter the Item # in the Item field. 8 Tab to the Cust Pref Vendor field and enter a -. 9 Tab to the Zone field.

Result: The Zone field will automatically populate and a pop-up window will display. Press F3.



How to Slot Floating Items, Continued


Step Action 10 Tab to the UOM field and enter 0 (zero). 11 Tab again which will return to the Item field. Press F7 to commit.

Result: A message will appear at the bottom of the screen “Transaction Complete.”

12 Press F3 twice to exit back to the Maintenance, Location, Logical screen. Note: The location should no longer show on the screen as it is now being used.

13 Press F8 to return to the query block to verify that the slotting did occur. Enter the location used for the slotting. Clear out (i.e. “space over” all remaining data in the query block. Result: The data should show that the location has the item attached to it. Note: If during the slotting process, an error occurs displaying that the item is not floating, return to step 2 and change Float Loc to N and complete the steps.


How to Add Users to Labor Batch


A Supervisor or Manager might need to edit a current or historical labor batch based on a number of reasons.


• Warehouse Managers


• User ID • Batch number • Date of batch to change

Procedure for CRT

Follow the steps below to add users to a labor batch via the CRT.

Step Action

1 IF… THEN… Today’s batch Go to Labor, Supervisor, Current

from the main screen.

Historical batch Go to Labor, Supervisor, Histbatches from the main screen.

2 In the query blocks, enter the appropriate information.

Note: The appropriate information includes, User ID, Job Code, Date, etc.

3 Press F9 to query. 4 Highlight the batch to change, with the arrow keys. 5 Press F10.


6 Select Edit. Result: The batch detail screen displays.

7 Tab to the field(s) requiring change.



How to Add Users to Labor Batch, Continued


Step Action

8 Make the necessary changes. 9 Press F7 to save changes. 10 Press F3 to return to the batches screen.


How to Edit a Labor Batch


A Supervisor or Manager might need to edit a current or historical labor batch based on a number of reasons.




• User ID • Batch number • Date of batch to change

Procedures for CRT

Follow the steps below to edit a labor batch via the CRT.

Step Action

1 IF… THEN… Today’s batch Go to Labor, Supervisor, Current

from the main screen.

Historical batch Go to Labor, Supervisor, Histbatches from the main screen.

2 In the query blocks, enter the appropriate information.

Example: User ID, Job Code, Date

3 Press F9 to query. 4 Highlight the batch to change, with the arrow keys. 5 Press F10. 6 Select Edit.

Result: The batch detail screen displays.

7 Tab to the field(s) requiring change. 8 Press F7 to save the changes. 9 Press F3 to return to the Batches screen.


How to Add a User to SOS


All Selector new hires require access to SOS.




The new Associates SWMS User ID.

Procedure for CRT

Follow the steps below to add a user to SOS via the CRT.

Step Action

1 Go to Order, SOS, User Config, from the main menu 2 Press F10


3 Select New Result: The Add a new user screen is displayed

4 Enter the following: Field Enter User ID USSXXX Primary Job Code Job code the associate uses most. If

unknown, press F4 for a listing. Alt Job Code #1 DSLUNI Alt Job Code #2 CSLUNI Alt Job Code #3 FSLUNI Default Job Code Same as Primary Job Code Print FL Label Y Enter Qty N Training Labels N

5 Press F7 to save changes.


How to View Active Users in SOS


This will allow you to review which selectors are actively selecting.



Procedures for CRT

Follow the steps below to view active users in SOS via the CRT.

Step Action

1 Go to Order, SOS, (Dry, Freezer, or Cooler) Status, from the main menu. Result: The screen displays with Associates name in the Selector name column.

2 Press Q to exit.

Field Descriptions

The table below identifies each field on the screen.

Field Displays Start When the Selector started the current batch.

PrjTim The Estimated time necessary to finish the current batch. Units The remaining cases/splits to be pulled. Idle The time since the Selectors last scan.

Location The last slot the Selector scanned.


How to Change a User’s SOS Job Code


Throughout the night shift, Associates may need to be moved to different job codes, such as DSLNOR (dry selector) to FSLNOR (freezer selector)




The Associates SWMS User ID.

Procedure for CRT

Follow the steps below to change a user’s SOS job code via the CRT.

Step Action

1 Go to Order, SOS, User Config from the main menu. 2 In the Selectors ID field, enter the Associates User ID.

Example: USSBAR

3 Press F9 to query. Result: The cursor displays the Selectors ID.

4 Press F10. Result: The cursor moves to the menu bar.

5 Select Edit. 6 Use the arrow keys to scroll to the Primary Job code. 7 Enter the new code. 8 Press F7 to save changes.


How to Pool a SOS Batch


It provides Supervisors with the ability to assign newer Selectors easier batches so they can learn proper selection procedures. These batches only transmit to those Selectors the following job codes: • DTRAIN • CTRAIN • FTRAIN



Procedure for CRT

Follow the steps below to pool a batch in SOS using the CRT.

Step Action

1 Go to Order, SOS, Training from the main menu. 2 Enter query information.

Example: Area, Reference No-Route, Max Stops, Items, Cases

3 Press F9 to query. 4 Highlight the batch to Pool. 5 Press F10.


6 Select Pool. 7 Press the Enter key.

Result: The following message is displayed; Assignment xxxxx added to training pool.

8 Press Enter. Result: Pooled batches showing P in the reserved column is displayed.


How to Reserve a Batch in SOS


By reserving a batch, a Supervisor can assign pull batches out of the work sequence if that batch requires special handling. This prevents Selectors form pulling these batches with the standard batch assignments.



Procedures for CRT

Follow the steps below to reserve a batch in SOS via the CRT.

Step Action

1 Go to Order, SOS, Training from the main menu. 2 Enter query information.

Example: Area, Reference No-Route, Max Stops, Items, Cases

3 Press F9 to query. 4 Highlight the batch to Reserve. 5 Press F10.


6 Select Reserve. 7 Press the Enter key.

Result: The following message is displayed; Assignment xxxxx reserved.

8 Press Enter. Result: Reserved batches showing Y in the reserved column is displayed.


How to Insert Indirect Time


Supervisors may need to insert indirect time because an Associate takes a break or attends a meeting.

Who does this? • Warehouse Night Supervisors

• Warehouse Night Clerks


The User ID of the Associate requiring indirect time.

Procedures for CRT

Follow the steps below to insert direct time via the CRT.

Step Action

1 Go to Labor, Supervisor, Insert, Add Indirect from the main menu. 2 Enter the following:

Field Enter

Indirect Code The necessary code. Duration(Min) Indirect time in minutes Start Date/Time Starting time in mm/dd/yy hh24:mi

3 Press Tab. 4

IF… THEN… Assigning a single user time Type the User ID in the UserID field. Assigning group time Type the Supervisor ID in the

SupervisorID field.

5 Press F9 to query. 6 In the Sel Column, highlight the names and press F4.

Result: An asterisk (*) displays next to the name.



How to Manually Enter a Catchweight


If your OpCo is not on SOS, or the Selector does not enter a catchweight for an item, it must be entered manually.




• Route • Stop Number • Product • Weight

Procedures for CRT

Follow the steps below to manually enter a catchweight of items via the CRT.

Step Action

1 Go to Order, Pick Adjustment from the main menu. 2 Enter the Route Number in the route number field. 3 Press F10. 4 Select Catchweights. 5 Highlight the item that requires a catchweight. 6 Press F10.


7 Select edit-cw. Result: A pop up window displays.

8 Enter a catchweight for each line in the pop-up window. 9 Press F7 to save changes.

Result: The Pick Adjustments-Catchweights screen displays with a value shown in the Total Catch Wt. Column.

10 Press F3. Result: The Pick Adjustments Overview screen displays.


How to Open a PO


In order for a Purchase Order (PO) to be processed, it must first be opened. This will allow inventory to be updated in SWMS and product moved into the warehouse.



• PO number

Status of a PO The PO Status indicates the current stage of the PO. The table below identifies the various

statuses of a PO.

Status Description NEW PO is not checked in. OPN PO is currently being checked in. SCH PO might have been previously opened, but

it is not currently in the check in process. CLO PO is closed.

Procedures for CRT

Follow the steps below to open a PO via the CRT.

Step Action

1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query.

Result: The cursor moves to the PO# field.

4 IF… THEN… The dock door is known that will receive the PO

Use the arrow keys to tab over to the Door Column field and enter the door number

The dock door is not known that will receive the PO

Use the arrow keys to tab over to the door column field and press F4, to select a door.


How to Open a PO, Continued

Procedures for CRT (continued)

Step Action

5 Press F7 to save the changes. 6 Press F10.


7 Select Open. 8 Select Current.

Result: A blank screen displays with the following message; Currently processing request to open SN/PO #

9 When prompted, press Enter. Result: The SN/PO Overview screen displays and the PO status (STA column) displays OPN.


How to Correct a PO


Once a purchase order (PO) is in CLS (closed) status, only Inventory Control personnel with Proforma correction access can make changes.

Who does this? • Inventory Control Personnel


• PO Number

Procedures for CRT

Follow the steps below to correct a PO via the CRT.

Step Action

1 Go to Receiving, Corrections from the main menu. 2 Type the PO# into the SN#/PO# field. 3 Press F9 to query. 4 Press F10.


5 Select Edit. Result: The cursor moves to the Qty Corr field.

6 Scroll to the License number field by using the arrow keys. 7 Enter the new quantity in the Qty field. 8 Press F7 to save.

Note: If catchweight requires adjustment, arrow to the correct license plate.


10 Select Adj-weight. Result: The Catchweight Entry pop-up window appears.

11 Enter the new weight (for the entire item) in the New Total Weight field. 12 Press F7 to save.

Note: The weight entered, displays in the Total Weight Field.


How to Close a PO


In order for the vouchering process (paying the vendor) to begin, a Purchase Order (PO) must be in CLS (closed) status.



• Open PO number


statuses of a PO.



Procedures for CRT

Follow the steps below to close a PO via the CRT.

Step Action

1 Go to Receiving, Purchase Order from the main menu. 2 Enter the PO Number in the query block field. 3 Press F9 to query. 4 Press F10.




How to Close a PO, Continued


Step Action

5 Select Close. Result: The Close SN/PO window displays the PO summary and the cursor appears in the Special Pallets Rcvd field.

6 Indicate if this is a Special Pallet IF…. THEN…. Yes Go to step 7 below. No Go to step 8 below

7 Enter Y.

Result: A Special Pallet Supplier screen is displayed. • Enter the Pallet Supplier (F4 displays a listing) • Press Tab, and then enter the quantity of special pallets received. • Press Enter. • Press F7 to save. • Press F3 to return to the PO Close screen. Result: The cursor appears in the UserID field.

8 Enter N. Result: The cursor appears in the UserID field.

9 Enter the User ID and press Tab. 10 Enter Y in the Close SN/PO field and press Enter.

Result: A pop-up window displays, SN/PO Close completed.

11 Press Enter. Result: The PO is closed.



How to Close a PO, Continued

Procedures for RF

Follow the steps below to close a PO via the RF unit.

Step Action

1 Go to Receiving, Close PO from the main menu. 2 Scan or type the PO number to close. 3 Are there special pallets such as CHEP pallets?

IF…. THEN…. Yes Go to step 4. No Go to step 10.

4 Select Yes and press Enter.

Result: A Special Pallets window is displayed.

5 Highlight the appropriate pallet supplier and press Next. Result: A window is displayed requesting the quantity of special pallets received.

6 Enter the appropriate quantity and press Update. 7 Select Close.

Note: A verification screen may appear prompting for any missing catchweights.

8 IF…. THEN…. The missing catchweights verification screen appears

Go to step 9.

The missing catchweights verification screen does not appear

Go to step 10.

9 Enter the appropriate weight(s) and press Submit.

Result: The PO Close Summary screen displays a summary of all cases, splits, and pallets ordered and received.

10 Press Next. Result: The PO is closed.


How to Check the Status of a PO


To determine if a Purchase Order (PO) has been received or if it is in the receiving process.

Who does this? • Inbound Scheduler


• PO number


statuses of a PO.



Procedures for CRT

Follow the steps below to check the status of a PO via the CRT.

Step Action


Result: The PO status is displayed in the STA column.


How to Check In a PO


To determine if a Purchase Order (PO) has been received or if it is in the receiving process.



• PO number • Product • Bill of Lading


statuses of a PO.



Procedures for CRT

Follow the steps below to check in a PO via the CRT.

Step Action



5 Select Check In. Note: Because SWMS is an exception-based inventory system, only quantity differences require recording. If the quantity ordered and the quantity received is the same, no information needs to be recorded.



How to Check In a PO, Continued


Step Action

6 Highlight the desired license plate (LP) in the Qty Rec field. 7 Enter the quantity.

Note: Only enter the quantity if it differs from the entry in the Qty Ord field.

8 In the D field IF…. THEN…. Y is displayed Go to step 9. N or the field is blank Go to step 16.

9 Scroll to the license plate displaying a Y.

Note: The Y indicates that data is needed for this license plate such as Catchweight information, temperature, or harvest data.


11 Select Data. Result: A pop up window is displayed.

12 Enter any required information.

Note: For COOL products, the field title Presence of COO Y/N, requires an entry asking if the product lists the country of origin.

IF…. THEN…. Entering total weight Enter weight for the entire item

number, not by license plate. Entering temperature Enter the temperature by pallet. Entering dates Enter expiration/manufacturer for

each pallet.

13 Press Tab. Note: If more information is needed, the appropriate field will be highlighted.





Step Action 14 Press F7 to save. 15 Press F3 to exit the pop up window.

Result: The D field changes from Y to C (collected).

16 Press F3 to return to SN/PO Overview screen. Result: The PO is now checked in.




Procedures for RF

Follow the steps below to check in a PO via the RF unit.

Step Action

1 Go to Receiving, Check in from the main menu. 2 Scan the License Plate.

Result: The screen will display LP#, PO#, and Exp Qty with a value already entered. Warning: The only situation in which a value needs to be entered is if the quantity received on the license plate (LP) is different than the Exp Qty value on the screen. Note: Because SWMS is an exception-based inventory system, only quantity differences require recording. If the quantity ordered and the quantity received is the same, no information needs to be recorded.

3 Press Enter. Result: The LP required data collection screen is displayed.

4 IF…. Then…. Product is a C.O.O.L. item A pop up window will display

verifying COOL data. Select Yes and enter information based on the table below.

Product is not a C.O.O.L. item Enter the required information. IF…. THEN…. Entering weight Enter weight for the entire item

number, not by license plate. Colleting temperature Enter the temperature by pallet. Colleting dates Enter expiration/manufacturer for

each pallet. 5 Press Enter after entering the appropriate data.

Result: The PO is ready to be closed.


How to Release a PO


If a Purchase Order (PO) has incorrect information on it, product may be rejected. By releasing a PO changes can be made to that PO and new paperwork can be generated.


• Slot Coordinators


• PO number • PO must be in OPN (open) status


statuses of a PO.



Procedures for CRT

Follow the steps below to release a PO via the CRT.

Step Action


Result: The PO is displayed.


5 Select Release. Result: A caution window displays to verify release.



How to Release a PO, Continued


Step Action

7 Select Yes. Result: An acknowledgement window displays.

8 Select OK. Result: The PO status is updated to show SCH (scheduled).


How to Release a Line Item on a PO


In order to change a specific item on a purchase order (PO), the line item will need to be released.




Procedures for CRT

Follow the steps below to process orders via the CRT.

Step Action


Result: The PO is displayed.


5 Select Check In. 6 Arrow to the line item to be released. 7 Press F10.


8 Select Release. Result: A Warning pop up window appears.



How to Release a Line Item on a PO, Continued


Step Action

9 Select YES. Result: An extended PO is created. Note: To work with the extended PO • Press F8. • Scroll to the PO# field. • Type % after the PO number.


How to Print a Demand License Plate


A demand license plate (LP) will need to be printed if more product arrives than was originally ordered.



• PO number • Product(s) • Bill of Lading

Procedures for CRT

Follow the steps below to print a demand license plate via the CRT.

Step Action



5 Select Check In. IF…. Then…. The product quantity is more than the quantity ordered

Only print a demand LP if the existing LP is full (already contains complete Ti x Hi).

An existing LP is not full Adjust excess product onto that pallet by adjusting the quantity in the Qty Rec column.

All LP’s are full Verify that the cursor is on the correct item number.

6 Press F10.




How to Print a Demand License Plate, Continued


Step Action

7 Select Print, then Demand. Result: A pop up window is displayed.

8 In the Status field, type AVL. 9 In the Label Q field, type the printer queue.

Note: The printer queue is where the license plate prints. Press F4 for a list.

10 In the Qty Rec field, type the new license plate quantity. Warning: The quantity received cannot be larger than the items Ti x Hi.

11 Press Enter. Result: A new line appears on the SN/PO detail screen.


How to Reprint a License Plate


If a license plate (LO) is damaged or lost, a new license will need to be printed.



• PO number • Product(s) • Bill of lading

Procedures for CRT

Follow the steps below to reprint a license plate via the CRT.

Step Action



5 Select Check In. 6 Arrow to the LP line to be reprinted. 7 Press F10.

Result: The cursor moves to the menu bar and pop up window is displayed.

8 Select Print, then Demand. 9 In the Label field, type the printer queue on which to print the LP.

Note: Press F4 for a list.

10 Press Enter. Result: A “complete” message is displayed in the status box.

11 Press F3. Result: The SN/PO detail screen is displayed.


How to Find a Reserve Location


On occasion, SWMS is unable to locate a reserve slot to store product during the receiving process. When this occurs, finding a reserve slot will need to be done manually.




Procedures for CRT

Follow the steps below to manually find a reserve location via the CRT.

Step Action

1 Go to Maintenance, Location, Logical from the main menu. Result: The Logical Location Overview screen is displayed.

2 Enter the following information.

Field Data to be entered Location Area/Aisle% (DA%, CB%, FD%) Item# N Pick Loc? N Status AVL Cube > size needed (>30 displays slots

bigger than 30 cube)

3 Press F9 to query. Note: Use any listed location as the reserve slot.

4 Write down the reserve slot to assign. (This will be needed when assigning a reserve slot)


How to Assign a Reserve Location


On occasion, SWMS is unable to locate a reserve slot to store product during the receiving process. When this occurs, assigning a reserve slot will need to be done manually.




Procedures for CRT

Follow the steps below to manually assign a reserve location via the CRT.

Step Action


Result: The P.O. is displayed.


5 Select Check In. 6 Arrow to the item line needing a reserve location. 7 Press Tab to move the cursor to the PUT Locn field. 8 Enter the reserve location that you wrote down. 9 Press F7 to save changes.


How to Process Orders


When an order is processed, it creates the batches for the night crew.




• Wave sheet from the Transportation department

Procedures for CRT

Follow the steps below to process orders via the CRT.

Step Action

1 Go to Order, Order Process from the main menu. 2 Enter the following information

Field Data

Order Type REG Status NEW

3 Press F9 to query. 4 Scroll to the Seq field on the first route to be generated and press F4. 5 Scroll to the Seq field on the last route to be generated and press F4.

Result: SWMS assigns sequence numbers to the routes to generate. Warning: Do not generate more than 8 routs at any one time. Note: It is possible to overwrite sequence numbers if needed. To do this, move the cursor to the appropriate line and press F4.

6 Once completed sequencing the routs, Press F10. Result: The cursor moves to the menu bar.

7 Select Generate, and press Enter.



How to Process Orders, Continued


Step Action

8 Select Batch, and press Enter. Result: The Fold Number Entry window is displayed.

9 IF…. Then…. The Interleaving Route Batches (folding batches) SysPar is Y

Go to step 10.

The Interleaving Route Batches (folding batches) SysPar is N

Go to step 12.

10 Enter the number of routes to generate. 11 Press Tab to scroll to the Cooler and Dry fields and enter the same number from

the previous step. 12 Press F7 to save.

Result: The following message appears: Working; Route Generation Complete.


How to Review Labor Tasks


This allows a user to manually sign on to a labor batch.


• Day Forklift Operators


• User ID • Batch Number

Procedures for CRT

Follow the steps below to review labor tasks via the CRT.

Step Action

1 Go to Labor, Task Assign from the main menu. 2 Enter the User ID and press Tab. 3 Enter the Batch Number.

Note: Use batch number ISTOP or other indirect code.

4 Press Enter. Result: An acknowledgement window is displayed.

5 Press Enter. Result: A password screen is displayed.

6 Enter password to exit the screen.



How to Review Labor Tasks, Continued

Procedures for RF

Follow the steps below to review labor tasks via the RF unit.

Step Action

1 Select Task Assign from the main menu. 2 Scan the Batch Information.

Note: Batch information includes ISTOP or other available indirect codes. Some codes may require a supervisor to enter a password.


How to Slot Items


Items being received in the warehouse will need to be slotted before they arrive.


• Slot Coordinator


• SUPC

Procedures for CRT

Follow the steps below to slot items via the CRT.

Step Action

1 Go to Maintenance, Location, Logical from the main menu. 2 Enter the following information.

Field Data to be entered

Item# N Pick Loc Y Float Loc N Status AVL Area Applicable area

( C- Cooler, D- Dry, or F- Frozen)

3 Press F9 to query. Result: The available slotting locations are displayed.

4 Arrow to the location in which to slot the item and press F10. Result: The cursor moves to the menu bar.

5 Select Edit then Slot Item. 6 Enter the item number (SUPC) in the item field. 7 Enter a – (dash), into the Cust Pref Vendor field.

Result: The zone field automatically defaults and a pop up window appears.



How to Slot Items, Continued


Step Action

8 Press F3. 9 Enter a 0 (zero) in the UOM field. 10 Press Tab to return to the item field. 11 Press F7 to save changes.

Result: A message appears stating Transaction Complete.

12 Press F3 twice. Result: The Logical Location Overview screen is displayed.


How to Change Delivery Stops


Deliver stop numbers may need to be changed on routs to better satisfy a customer’s needs.




• Immediate (non-regular) orders Example: Will-call orders

Procedures for CRT

Follow the steps below to change deliver stops via the CRT.

Step Action

1 Go to Order, Order Process from the main menu. 2 Enter the following information.

Field Data to be entered

Order Type Reg Status New

3 Press F9 to query. 4 Arrow to the Seq column of the route to change. 5 Press F10.


6 Select View, then Per Invoice. Result: The Route Detail Per Invoice screen is displayed.



How to Change Delivery Stops, Continued


Step Action

7 Press F10. Result: The cursor moves to the menu bar. Warning: Changing routes is acceptable as long as the selection method remains the same.

8 Select Change Stop. Result: The Change Stop or Route window is displayed with the cursor in the New Route field.

9 Tab to the New Stop field. 10 Enter the new stop number. 11 Press F7 to save changes. 12 Press F3 twice.

Result: The Order Generation screen is displayed.


How to Close a Route


Before a delivery can occur, or a customer invoice is generated, the route must be closed.




• Route number to close

Procedures for CRT

Follow the steps below to close a route via the CRT.

Step Action

1 Go to Order, Pick adjustment from the main menu. 2 Enter the Route Number in the route no. field. 3 Press F10.


4 Warning: Do not perform a Day-Close. Select Route Close. Note: The Truck Close window is displayed and shows a summary of entered warehouse outs, and catchweights. Entry should be 0 (zero).

5 Type Y in the Close This Truck Y/N field. Press Enter.

Result: The following message is displayed: Transaction Complete


How to Collect UPC’s


Before a delivery can occur, or a customer invoice is generated, the route must be closed.




• Item number • Product

Procedures for RF

Follow the steps below to collect UPC’s via the RF unit.

Step Action

1 Go to Stock Status from the main menu. 2 Select Collect UPC 3

IF…. Then…. A license plate (LP) is available Select By License A license plate (LP) is not available Select By Location

4 Scan the License Plate (LP), or the Location.

Result: An information screen is displayed.

5 Verify that the information shown is correct. 6 Press Continue.



How to Collect UPC’s, Continued

Procedures for RF (continued)

Step Action

7 IF…. Then…. The UPC data is available Scan the UPC/Barcode.

Go to step 8. The UPC data is unavailable or the scan was invalid

Select No UPC Go to step 10.

8 Press Submit. Result: A pop up window displays asking for Bar-coded sides.

9 Select the number of sides on the box that displays a bar code. 10 Press Submit.

Result: The UPC information is saved.


How to Perform a Transfer


Items in reserve slots may need to be switched to increase efficiency.


• SWMS Coordinator • Slot Coordinator


• Item number • Location of products to swap

Procedures for CRT

Follow the steps below to perform a transfer via the CRT.

Step Action

1 Go to Maintenance, inv Admin from the main menu. 2 Enter the Item Number in the item field. 3 Press F9 to query. 4 Arrow to the line of the product to transfer. 5 Press F10.


6 Select Transfer. Result: A window displays with the cursor on the From Loc field of the current item.

7 Press Tab twice. Result: The cursor moves to the To Loc field.

8 Enter the new location for the product. 9 Press F7 to save changes.



How to Perform a Transfer, Continued

Procedures for RF

Follow the steps below to perform a transfer via the RF unit.

Step Action

1 Go to Inv Admin from the main menu. 2 Select Transfer. 3 Scan or enter the License Plate Number (LPN) of the transferred product. 4 Press Query.

Result: Available slots to transfer the product are displayed.

5 Highlight one of the suggest slots. 6 Press OK.

Result: The license plate that is being moved is displayed in the Source Loc field (where product is currently) and a reserve location.

7 IF…. THEN…. The reserve location is fine Scan the location The reserve location is not fine Select another location

8 Scan or enter the new location for the pallet.

Note: The location must be a reserve location.


How to Perform a Home Slot Transfer


If, after performing a replenishment, there is not enough room in the pick slot for all of the product, the remaining inventory must be moved into a reserve slot.


• Night Forklift Operators


• Item number • Available reserve location • Available license plate number (LPN)

Procedures for CRT

Follow the steps below to perform a home slot transfer via the CRT.

Step Action

1 Go to Maintenance, inv Admin from the main menu. 2 Enter the Item Number in the item field. 3 Press F9 to query. 4 Arrow to the line with the same location and license plate (LP).

Note: The Home slot uses the same location and license plate.


6 Select Home Transfer and press Enter. Result: The cursor moves to the From Loc field.

7 Press Tab. Result: The cursor moves to the To Loc field.

8 Enter the new Slot Location. 9 Press Tab. 10 Enter the License Plate in the License # field.

Note: This is the LP to be attached to the product being moved.



How to Perform a Home Slot Transfer, Continued


Step Action 11 Press Tab. 12 If applicable, enter the Exp Date or Mfg Date information. 13 Press Tab. 14 Enter the number of cases and/or splits to move to the new location in the

Trans Qty field. 15 Press F3 to return to the Inv Admin screen.

Result: A new line displays showing the location, license plate number, and number of transferred cases.



How to Perform a Home Slot Transfer, Continued

Procedures for RF

Follow the steps below to perform a home slot transfer via the RF unit.

Step Action

1 Go to Inv Admin from the main menu. 2 Select Home Slot Transfer.

Result: One of the following screen is displayed. Screen Description Scan Home Loc This is the current product location

(pick slot). Scan LP The license plate to attach to the

product being moved. Scan Res Loc The location where the product is

being moved.

3 Enter the appropriate information and press Submit. Note: If applicable, a window will display requesting Exp Date or Mfg Date information.

4 Enter the requested information and press OK. Result: The Transfer Quantity screen is displayed. Note: This is the quantity moving from the home slot to the new reserve slot.

5 Press Submit. Note: If the line is splittable, a screen will display requesting the number of splits to transfer.

6 Enter the case/split quantity and press Submit. Result: A summary screen is displayed with the number of transferred cases and splits.

7 Press Submit.


How to Perform a Swap


Due to weight or box configuration, it may be necessary to switch home slots with another product.


• SWMS Coordinator • Slot Coordinator


• Item number • Location of product to swap

Procedures for CRT

Follow the steps below to perform a swap via the CRT.

Step Action

1 Go to Maintenance, inv Admin from the main menu. 2 Enter the Item Number in the item field. 3 Press F9 to query. 4 Arrow to the line with the same location and license plate (LP).

Note: When the location and license plate are the same, the item is in its home slot.


6 Select Swap. Result: The cursor moves to the From Loc field.

7 Press Tab. Result: The cursor moves to the To Loc field.

8 Enter the new location in which to swap the product. Note: The new location must be the same pallet type and size to fit the product.




How to Perform a Swap, Continued

Procedures for RF

Follow the steps below to perform a home slot transfer via the RF unit.

Step Action

1 Go to Inv Admin from the main menu. 2 Select Swap. 3 Scan or enter the slot location where the product currently is, in the Scan From

Loc field. 4 Scan or enter the slot location where the product is going in the Scan To Loc

field. 5 Press Submit.

Result: The products are swapped.


How to Perform a Warehouse Out


On occasion, a warehouse will run out of a product. When this occurs, a manual out (warehouse out) will need to be done to remove the product from customer’s invoices.




• Route • Stop number • Product • Quantity to remove from the invoice

Procedures for CRT

Follow the steps below to perform a warehouse out via the CRT.

Step Action

1 Go to Order, Pick Adjustment from the main menu. 2 Enter the Route Number in the route number field. 3 Press F10.


4 Select Wh-Outs. Result: The Pick Adjustments-Warehouse Outs screen is displayed.

5 Highlight the Shrt Qty column of the item to be removed from the invoice. 6 Enter the Shorted Amount (quantity not on the invoice) in the Shrt Qty field. 7 Press F7 to save changes. 8 Press F3.

Result: The Pick Adjustments Overview screen displays.

9 If necessary, select another route to make modifications.


How to Perform Cycle Counts


Running a cycle count on a regular basis will help maintain inventory integrity.

Who does this? • Inventory Control Personnel

Parts Cycle counts are conducted in two parts.

Part Description 1 Generate the necessary paperwork required to perform cycle counts. 2 Using the paperwork, manually perform a cycle count.

Part I procedures for CRT

Follow the steps below to generate the necessary paperwork required to perform cycle counts via the CRT.

Step Action

1 Go to Inventory, Cycle Count from the main menu. 2 Enter the following data into the appropriate fields.

• Area • Item number • Last counted information


4 Select Generate. Result: A list of cycle counts is generated and the cursor moves to the “S” column. Note: To clear undesired counts, move the cursor to the line to be deleted and press F4.



How to Perform Cycle Counts, Continued

Part I procedures for CRT (continued)

Step Action

5 Once completed, press F10. Result: The cursor moves to the menu bar.

6 Select Clear, then Selections. 7

IF you want…. THEN…. To commit the remaining counts • Press F10

• Commit • All

To print the cycle count paperwork Go to step 8.

8 • Press F10 Print • Cc asgn • All Result: The Display Report window is displayed.

9 Select the Printer Queue from the queue field. 10 Press Enter. 11 Press F3.

Result: The Cycle Counts Assignment window is displayed and the paperwork is generated.

12 A manual cycle count must be performed before moving on.




Part I procedures for CRT

Upon completion of the manual cycle count, follow the steps below to enter the information via the CRT.

Step Action

1 Press F10 from the Cycle Counts Assignment window. Result: The cursor moves to the menu bar.

2 Select Edit. 3 Enter the generated Group number from the Asgn Group field.

Note: The group numbers are generated when printing the cycle counts.

4 Press F9 to query. Result: The cursor displays in the New Case column.

5 Highlight the case count difference. Warning: Do not enter unchanged items.

6 Press F7 to save changes. Note: The Inventory Control Manager can approve cycle counts and create re-count tasks.




Part II procedures for RF

Upon completion of the manual cycle count, follow the steps below to enter the information via the RF unit.

Step Action

1 Go to Cycle Count from the main menu. 2 Select By Assignment. 3 Select By Aisle. 4 Select the Area code to be counted.

• C (Cooler) • D (Dry) • F (Frozen) Result: A screen displays all aisles requiring counts and the number of counts for each aisle.

5 Highlight the aisle to be counted. 6 Press Query.

Result: The screen displays all locations in the aisle to count and the number of counts for that slot. Note: Pick slots are always 1 and reserve slots can be greater than 1 if multiple license plates/items exist in the slot.

7 Highlight the slot to count and press Query. Result: The screen displays a brief summary of what is in the slot.

8 Verify that the products on the screen match the products in the slot. IF…. THEN…. The products match Go to step 9. The products do not match Contact a supervisor.




Part II procedures for RF (continued)

Step Action

9 Press Next. 10 Enter the quantities in the New Asoh fields.

• CS for case quantity • SP for split quantity Note: If the items cannot be split, the SP field is grayed out.

11 Enter the quantity of cases/splits in the slot. 12 Press Submit.

IF…. THEN…. The quantity in the slot, matches the quantity in SWMS

SWMS directs you to part I procedures for CRT step 9.

The quantity in the slot, does not match the quantity in SWMS

SWMS displays an error message and directs you part I procedures for CRT step 11.

Note: If the first count does not match with SWMS, two counts of the same quantities are required before moving to the next count.


How to Perform Demand Replenishments


In order to fill orders, slots that are empty or near empty must be replenished. This helps to maintain product integrity and that customers receive the product that is ordered.

Who does this? • Night Forklift Operators


Procedures for RF

Follow the steps below to perform demand replenishments via the RF unit.

Step Action

1 Go to Inventory, Demand Repl from the main menu. 2 Select the Area from the area field.

• C (Cooler) • D (Dry) • F (Frozen) Result: A screen displays showing the aisle names.

3 IF you need to work…. THEN…. In only one aisle Highlight that aisle and press F9. Go

to step 5. In multiple aisles Go to step 4

4 Select the Start and Stop aisles from the drop down boxes at the top of the

screen. Example: Aisle FA to aisle FB. Result: SWMS displays the tasks to complete.



How to Perform Demand Replenishments, Continued


Step Action

5 Highlight the task to complete. 6 Press Query or Enter.

Result: A screen is displayed.

7 Travel to the location listed to pull the product. 8 Verify that the product and license number are correct. 9 Warning: Do not press the submit key.

Scan the license number. Result: The Location Info screen is displayed.

10 Scan the Rack Label of the destination location (Dest Loc). Note: The destination location is the slot where the pallet/product is going.

11 IF…. THEN…. The product is going to a level too high to scan

Scan the lowest label in the same vertical column.

Example: If the product is directed to CA17A7, then scan CA17A1.


How to Perform Non-Demand Replenishments


In order to fill orders, slots that are empty or near empty must be replenished. This helps to maintain product integrity and that customers receive the product that is ordered. Performing non-demand replenishments decreases the amount of demand replenishments for the forklift operators.

Who does this? • Night Forklift Operators


Procedures for RF

Follow the steps below to perform non-demand replenishments via the RF unit.

Step Action

1 Go to Replenish from the main menu. 2 Select Non-Dmd Replenish. 3

IF…. THEN…. A supervisor is generating the replenishment

Select By Assignment. Go to step 4.

This is being generated by location Go to step 13

4 Select the Area from the area field. • C (Cooler) • D (Dry) • F (Frozen) Result: A screen displays showing the aisle names. Example: FS (Area = Freezer, Aisle = S)



How to Perform Non-Demand Replenishments, Continued


Step Action

5 Highlight the aisle to work in and press Query. Result: SWMS displays tasks in slot order to complete on that aisle.

6 Highlight the task to be completed. 7 Press Query or Enter.

Result: A screen displays.

8 Travel to the location shown to pull the product. 9 Verify the product and license numbers are correct. 10 Warning: Do not press the submit key.

Scan the license number. Result: A window is displayed asking if you would like to pick more pallets.

11 Select No. Result: The Location Info screen is displayed.


13 IF…. THEN…. The product is going to a level too high to scan



14 IF…. THEN…. This replenishment is being entered by location

Select By Location

Result: A window is displayed requesting the To Location.

15 Scan or Type the slot needing replenishment in the To Loc field.





Step Action 16

IF…. THEN…. The slot meets the replenishment criteria predetermined in SWMS

A screen displays the available reserve pallets.

The slot does not meet the replenishment criteria predetermined in SWMS

A red warning will appear at the bottom of the screen stating No Task Generated.

17 Highlight the appropriate pallet. 18 Press Query.

Result: The Pallet Detail screen is displayed.

19 Travel to the location shown to pull the product. 20 Verify the product and license numbers are correct. 21 Warning: Do not press the submit key.

Scan the license number. Result: A window is displayed asking if you would like to pick more pallets.

22 Select No. Result: The Location Info screen is displayed.






Step Action 24

IF…. THEN…. The product is going to a level too high to scan




How to Run Next Letdown SQL


If inventory is incorrect and product needs to be moved from a reserve slot to a home slot, the Next Letdown SQL command displays the best pallet to let down. This is based on rotation and product expiration date.




• Item number of the product to replenish.

Procedures for CRT

Follow the steps below to run the next letdown SQL via the CRT.

Step Action

Go to Maintenance, Prnt Conf, run Sql from the main menu. Press F4 in the Enter Script Name field.

Result: A list is displayed.

Enter N. Select nxt_letdwn. Press Enter. Tab to the Confirm field and enter Y. Press Enter. Enter the Item Number. Press Enter.

Result: The pallets to be used to replenish the pick slot are displayed in order.

SWMS How To’s by Role – CRT -...

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