PRODUCTION INVENTORY … INVENTORY SCANNINGPRODUCTION INVENTORY SCANNING SCANNING ... PROCESS...
Transcript of PRODUCTION INVENTORY … INVENTORY SCANNINGPRODUCTION INVENTORY SCANNING SCANNING ... PROCESS...
PRODUCTION INVENTORYPRODUCTION INVENTORYPRODUCTION INVENTORYPRODUCTION INVENTORY SCANNING SCANNING SCANNING SCANNING
G L O B A L B A K EG L O B A L B A K EG L O B A L B A K EG L O B A L B A K E
PREPARED BY:PREPARED BY:PREPARED BY:PREPARED BY:GLOBALBAKEGLOBALBAKEGLOBALBAKEGLOBALBAKE
1 DECEMBER 20071 DECEMBER 20071 DECEMBER 20071 DECEMBER 2007
Production Inventory Scanning
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CONTENTSCONTENTSCONTENTSCONTENTS
INTRODUCTIONINTRODUCTIONINTRODUCTIONINTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 3333
OVERV IEWOVERVIEWOVERVIEWOVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4444
SOLUTION DEL IVERYSOLUTION DEL IVERYSOLUTION DEL IVERYSOLUTION DEL IVERY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 6666
SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
HARDWARE .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
HANDHELD DEVICE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
COMMUNICATION .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
PALLET BARCODES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
SCANNING STATIONSSCANNING STATIONSSCANNING STATIONSSCANNING STATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 8888
PROCESS STEPSPROCESS STEPSPROCESS STEPSPROCESS STEPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 9999
PALLET PROCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
FROM FREEZER TO L INE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
PRE FREEZER PROCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
LOAD OUT .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
PALLET LABELLING .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
PALLET CHANGE .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
INTERNAL PROCESS ING .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
TRUCK MANAGEMENTTRUCK MANAGEMENTTRUCK MANAGEMENTTRUCK MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . . 13131313
FRE IGHT COMPANIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
TRUCK LOAD SHEETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
P ICK SHEETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
LOAD SHEET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
B ILL OF LADING .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
FUTURE OPTIONSFUTURE OPTIONSFUTURE OPTIONSFUTURE OPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . 19191919
RF ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
PALLET BARCODES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
WAREHOUSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
INWARDS GOODS .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
AWARAWARAWARAWAREHOUSE LOADING PROCEEHOUSE LOADING PROCEEHOUSE LOADING PROCEEHOUSE LOADING PROCE SSSSSSSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20202020
BTRANSFER BETWEEN PABTRANSFER BETWEEN PABTRANSFER BETWEEN PABTRANSFER BETWEEN PA LLETS PROCESSLLETS PROCESSLLETS PROCESSLLETS PROCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 23232323
CPICK AND LOAD PROCECPICK AND LOAD PROCECPICK AND LOAD PROCECPICK AND LOAD PROCE SSSSSSSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .. . . . . . .. . . . . . . 26262626
Production Inventory Scanning
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INTRODUCTIONINTRODUCTIONINTRODUCTIONINTRODUCTION
GlobalBake is extending the use of the inventory facilities to include inventory control
through a scanning interface.
The purpose of having improved inventory control is to reduce the difficulties that
occur when production line output, stock in and stock out number do not agree. If the
confirmation of production is not correct the line efficiency may be compromised, if
stock in the warehouse / freezers is not accurate then inventory is uncertain.
Uncertain inventory may mean failure to deliver customer orders which will be
detrimental to their perception of service levels. Additionally errors in inventory may
lead to financial imbalances relative to the value of stock held.
This document outlines the changes and processes being proposed to allow efficient
flow and accurate recording of inventory. The last section covers some options that
will be considered as later extensions, or valuable advantages, to the implementation.
Production Inventory Scanning
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OVERVIEWOVERVIEWOVERVIEWOVERVIEW
In order to achieve efficient inventory control a simple and effective way of tracking
inventory movement needs to be available. The processes outlined in this document,
which are supported by GlobalBake, will improve the ability to perform product recall
in the event of any contamination issues.
Alternative methods for identification of inventory have been considered and this
proposal is based on a barcode scanning solution for pallets of goods. RFID tagging of
pallets was considered and rejected due to the cost of the associated tracking devices
(chips) if they were sent to customers as well. The future section at the end of the
document proposes that pallets may be RFID tagged to allow some automation of stock
taking procedures.
Conceptually there is one entry point to inventory (from the production lines) and one
exit point (to transport) from inventory control. It is at these two points that the initial
focus of improving inventory control is focussed.
To track product that is to enter inventory a scan is made prior to entry into the
freezers. This scan will also be used to confirm production for the shift which will
improve the accuracy of data recorded at this point and will help to track production
efficiency.
The other scanning point in the system will be at the point of exit to transport for
delivery to customer premises. At this point the transport device and purchase order
are known and will be recorded against the pallet as it exits. Cross checks can be done
at this time to ensure that the scan is appropriate, for example that the pallet’s
contents are appropriate for the Customer / Purchase Order being transported. This is
the point that inventory will be debited with the items on the pallet.
Samples removed from a pallet will continue to be processed as orders from a customer
and accounted for in that manner. The final destination of samples will need to be
recorded by the shipper / deliverer of those items to their final real address for recall
compliance.
Production Inventory Scanning
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SOLUTION DELIVERYSOLUTION DELIVERYSOLUTION DELIVERYSOLUTION DELIVERY
S O F T W A R ES O F T W A R ES O F T W A R ES O F T W A R E
The scanning solution will be delivered in a browser based format. Whilst this format is
not as rich as a more specifically written application it allows faster change, requires
no software on the handheld device and can subsequently be implemented in a quicker
timeframe.
The use of this technology, in conjunction with suitable handheld devices, will allow for
future development to be created that can enhance the interface. This can be done on
an as needed / required basis.
H A R D W A R EH A R D W A R EH A R D W A R EH A R D W A R E
H A N D H E L D D E V I C EH A N D H E L D D E V I C EH A N D H E L D D E V I C EH A N D H E L D D E V I C E
The chosen handheld device must run Windows Mobile 5 or later to support a future
option of Jade based application in subsequent developments. These JADE facilities
will be possible in late 2007 with new releases of the JADE software underlying
GlobalBake.
− The device must support a Microsoft Internet Explorer compatible browser
which will be the target environment for the solution. With Windows Mobile
5 this is implicit.
− A communications interface must be supported to allow the internet browser to
connect in real time to the GlobalBake solution.
− The device must be able to scan a barcode and place the data into a browser
field and enter or tab to the next field on the form. The action required to
submit a completed form to the server must be easy to be carried out in a
freezer environment e.g. possible for an operator wearing gloves.
− The device must be able to scan over a distance that is appropriate for the
distances likely to be involved. If load-out scanning is done from a forklift
then that should be an acceptable scanning distance from the device.
− The supported barcodes must be adequate for the needs of the solution as it
will be implemented.
− Suitable operating parameters of the device must be supported to allow for
temperature and handling issues. Devices investigated have shown
operating temperatures down to 10° Fahrenheit and an ability to cope with
multiple 4 foot drops to polished concrete
Production Inventory Scanning
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C O M M U N I C A T I O NC O M M U N I C A T I O NC O M M U N I C A T I O NC O M M U N I C A T I O N
As noted above the handheld devices must be able to communicate with GlobalBake in
real-time for validation of the data entry at each point. If any proposed scanning
stations do not already have suitable communications then additional devices, and
infrastructure, will be required to be installed. This requirement will depend on the
operating characteristics of the handheld device. Note that as well as hardware to
support the communication there may also be infrastructure to support the
communication back to the web server delivering the application.
P A L L E T B A RP A L L E T B A RP A L L E T B A RP A L L E T B A R C O D E SC O D E SC O D E SC O D E S
In order to identify each pallet as they are scanned at the end of the production lines
pre-printed barcodes must be affixed to the pallets during the pallet packing phase at
the end of the production line. All pallets that are stored in the inventory (freezers
and any other storage spaces) must have an attached pallet number in the form of, at
least, an attached barcode. The attachment of the barcodes will need to be in a
manner and place that ensures:
− The barcodes cannot be accidentally removed during handling.
− They can be easily scanned, probably from a variety of locations at the desired
distance.
Pallet numbers should be serial and pre-printed in order to speed the process at the
production line end.
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SCANNING STATIONSSCANNING STATIONSSCANNING STATIONSSCANNING STATIONS
The number of scanning stations that will be implemented may change over time as
additional functionality is introduced and this section proposes an initial configuration
based on the previous details.
The initial scan will be done at the end of the production lines to confirm production.
The exact point this occurs in the packing process will depend on each clients internal;
processes, choice of barcode attachment and labour issues.
Cost savings, in the number of devices, can be achieved by scanning at a central point
if multiple production lines exist but this can have the difficulty of identification of
final product and source.
The other initial scanning point will be as the inventory is loaded onto trucks and at this
point the load-out will be related to a specific truck and customer / purchase order.
The number of physical devices required at these locations will depend on the
processes in place there for loading of trucks.
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PROCESS STEPSPROCESS STEPSPROCESS STEPSPROCESS STEPS
This section identifies the sequence of events that a pallet will take through its life as
inventory. Assumptions made are:
− Pallets re-entering packing at the end of the production line would require
slightly different handling to cater for this process since GlobalBake already
knows about it and it has existing cartons on the pallet.
− Pallet re-packing, or creation, will be a scanning function. When two partial
pallets are merged for an order or for storage requirements then a
GlobalBake transaction will need to be entered to record the merge results.
P A L L E T P R O C E S SP A L L E T P R O C E S SP A L L E T P R O C E S SP A L L E T P R O C E S S
At some point in the process the pallet identification information must be attached to
the pallet. This could be done at any suitable point, for example as the pallet is placed
at the end of the line for stacking or before the pallets are made available to the end
of the line. This choice is one that the client can make relative to the internal
processes, skills and resources. The pallet must have an identifying barcode prior to it
being scanned at the end of the line or on entry to warehousing.
F R O M F R E E Z E R T O L I N EF R O M F R E E Z E R T O L I N EF R O M F R E E Z E R T O L I N EF R O M F R E E Z E R T O L I N E
When a pallet is taken from inventory to be stacked with additional product from the
line it will be scanned to confirm that the carton count in GlobalBake matches what is
on the pallet. This is to ensure first that the pallet count is accurate and secondly to
ensure that the correct number of cartons will be added from the line. If the count is
wrong then the handheld operator will need to be able to correct the count causing a
stock take loss/gain.
P R E F R E E Z E R P R O C E S SP R E F R E E Z E R P R O C E S SP R E F R E E Z E R P R O C E S SP R E F R E E Z E R P R O C E S S
As each pallet is has been wrapped and is ready to be moved into the freezer the
warehouse person will be required to scan all the information necessary for GlobalBake
to manage the pallet from that point.
Once the pallet is full, and any additional barcodes are attached for ease of
identification, the following scan will be done to update GlobalBake:
− From the production sheet scan the product produced. This scan will include
information that includes any line identifier, the date and the Product
Code.
− Pallet identifier from attached barcode.
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− The number of cartons on the pallet. Note that this will default to a full pallet
unless overridden such as at product change or end of shift.
Once this process is complete the pallet can proceed to the freezer.
The response from scans here will be OK or error. If the process is running smoothly
then errors should be minimal if not negligible. The kinds of errors are that the date is
wrong in the production barcode for the current day, too many cartons of the scanned
product have been produced or the pallet identifier is not valid etc.
L O A D O U TL O A D O U TL O A D O U TL O A D O U T
As each pallet is placed onto a truck the following scans will be done to update the
inventory held in GlobalBake:
− Truck identifier from truck load sheet.
− Purchase order identifier from truck load sheet.
− Pallet id from barcode on the pallet.
Errors that may be reported for this transaction include:
− Pallet not currently included in inventory.
− Purchase order not scheduled for truck.
− Pallet contents invalid for purchase order.
− Out of order load for customer / PO being loaded.
P A L L E T L A B E L L I N GP A L L E T L A B E L L I N GP A L L E T L A B E L L I N GP A L L E T L A B E L L I N G
Once a customer / purchase order is completely loaded on a truck sheets can be
printed to identify the end of that order. They are then attached to the pallets in the
truck and then the next order can be loaded.
Whether these are printed at the loading dock area or elsewhere are choices for the
client to make relative to their processes.
P A L L E T C H A N G EP A L L E T C H A N G EP A L L E T C H A N G EP A L L E T C H A N G E
In circumstances where the contents of one pallet are placed on another then there
will be a process to record this change of pallet by transfer. Possible scenarios when
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this will occur are to merge two partial pallets or to pick an order that includes partial
pallet size order lines.
The information that will be recorded for this transaction are:
− Source pallet or null if this is a stock-take adjustment to a pallet.
− Number of cartons.
− Lot identifier of cartons.
− Target pallet, if this is a merge or Purchase Order if this is a picking function.
Errors that may be reported for this transaction include:
− Source or target pallet not currently included in inventory.
− Lot number not in source pallet.
− Cartons exceed recorded number on source pallet.
− Target pallet has more cartons than maximum.
I N T E R N A L P R O C E S S I N GI N T E R N A L P R O C E S S I N GI N T E R N A L P R O C E S S I N GI N T E R N A L P R O C E S S I N G
To allow for the handheld systems being disabled for some reason it is also possible to
perform the pallet processes from within GlobalBake as per the below screen image.
Figure Figure Figure Figure 1111 Pallet Processes Screen Pallet Processes Screen Pallet Processes Screen Pallet Processes Screen
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TRUCK MANAGEMENTTRUCK MANAGEMENTTRUCK MANAGEMENTTRUCK MANAGEMENT
Truck Management allows the shipping/distribution department to plan for the
deliveries that are to be shipped.
F R E I G H T C O M P A N I E SF R E I G H T C O M P A N I E SF R E I G H T C O M P A N I E SF R E I G H T C O M P A N I E S
At the highest level in the truck management are definitions of freight companies.
These definitions are primarily as a grouping to allow different trucking companies to
be represented and all the associated trucks can be grouped under the company.
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T R U C K L O A D S H E E T ST R U C K L O A D S H E E T ST R U C K L O A D S H E E T ST R U C K L O A D S H E E T S
Within each of the freight companies are the definitions of the associated trucks as
seen below.
Figure Figure Figure Figure 2222 Truck Load Sheet Form Truck Load Sheet Form Truck Load Sheet Form Truck Load Sheet Form
Note that multiple orders can be loaded for a customer and multiple customers can be
loaded on the truck if required. Where multiple customers are loaded then load labels
can be printed to be affixed to pallets to clearly identify the different delivery
boundaries in the truck. Seal numbers can be recorded if used for transport security.
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As pallets are loaded via the handheld interface they appear in the loaded list as per
below:
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R E P O R T SR E P O R T SR E P O R T SR E P O R T S
To facilitate the loading process using handhelds the truck load sheet can produce
reports that will be used during the loading process.
P I C K S H E E T SP I C K S H E E T SP I C K S H E E T SP I C K S H E E T S
The pick sheet is used to tell loaders which products need to be loaded to a particular
truck.
Figure Figure Figure Figure 3333 Pick Sheet Pick Sheet Pick Sheet Pick Sheet
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L O A D S H E E TL O A D S H E E TL O A D S H E E TL O A D S H E E T
The load sheet is used to identify the truck being loaded and can also be used for
manual recording in the event the handheld interface is unavailable.
Figure Figure Figure Figure 4444 Load Sheet Load Sheet Load Sheet Load Sheet
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B I L L O F L A D I N GB I L L O F L A D I N GB I L L O F L A D I N GB I L L O F L A D I N G
Once the truck load is complete a bill of lading can be printed for the driver.
Figure Figure Figure Figure 5555 Bill of lading Bill of lading Bill of lading Bill of lading
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FUTURE OPTIONSFUTURE OPTIONSFUTURE OPTIONSFUTURE OPTIONS
R F I DR F I DR F I DR F I D
RFID tags on pallets placed at end of line, removed at load out can be used to
accelerate stock-take at pallet level since all pallets can be easily identified in the
inventory. Options here include:
− Automation in stock-take using scanning device to find all inventory pallets.
− Passive tags with pure pallet identity.
− Passive tags with identity and product information.
− Active tags for the two scenarios above.
− Automatic scanning at entry/exit points in the warehouse/freezer.
− Alarms for inappropriate action from automatic scanners.
Active tags have an integrated battery and can be scanned from greater distance.
Passive tags rely on the radio signal to generate their response and the distance the
scan works from is much less.
P A L L E T B A R C O D E SP A L L E T B A R C O D E SP A L L E T B A R C O D E SP A L L E T B A R C O D E S
If suitable media can be found it would be possible to print these labels directly from
GlobalBake and this might add an additional opportunity for checking. Indeed the
pallet barcode, rather than being purely a serial number, could be encoded to include
some details such as date, line, shift etc.
W A R E H O U S EW A R E H O U S EW A R E H O U S EW A R E H O U S E
Warehouse locations recorded for inventory control. All movements inside the
warehouse recorded in the system so that every location’s contents are known at all
times.
I N W A R D S G O O D SI N W A R D S G O O D SI N W A R D S G O O D SI N W A R D S G O O D S
Implement scanning at the receipt positions of bulk supplies to track receipt of
ingredients.
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AAAA WAREHOUSE LOADING PRWAREHOUSE LOADING PRWAREHOUSE LOADING PRWAREHOUSE LOADING PROCESSOCESSOCESSOCESS
The Pallet Management system is designed to record the cartons/cases as they are
transferred from the end of the production lines to the warehouse. This record is to
both confirm what has been produced and also for inventory control in the warehouse.
The device will beep if an error is detected (and the sound is turned on!).
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SHIFT START
From the ‘Load Production’ screen scan the printed
barcode for the line/product.
If you scan anything else here an error will be
reported and the screen will remain unchanged.
Get the scanning device from power charger.
Ensure Pallet Management application is running on the
device and get to the production application.
Ensure correct production line barcodes are in place.
Know if a partial pallet is being loaded.
If the pallet from the line is NOT a partial pallet that
already has a barcode label on it take the next barcode
and apply to the pallet.
CLICK
YOU ARE NOW READY TO START
CLICK
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If a ‘full’ pallet label is scanned for a second time
then the system will report an error.
Assuming you have scanned a valid production line
barcode then the screen will show the line, shift and
product information. If this is NOT correct then correct
the production line scan by clicking the ‘pallet
management’ link and getting to the production scan
screen again. Once correct the screen will be ready for
the pallet scan.
Enter the number of cartons made on THIS shift. Normally
this will be the number on the screen (calculated for
expected product) but for the first or last pallet of a
product this may be different.
Once entered press the RETURN key and the system will
return to the production line scan screen and show the
last action.
Scan the pallet barcode and the screen will show the
pallet number and be ready for carton count entry.
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BBBB TRANSFER BETWEEN TRANSFER BETWEEN TRANSFER BETWEEN TRANSFER BETWEEN PALLETS PROCESSPALLETS PROCESSPALLETS PROCESSPALLETS PROCESS
The Pallet Management system is designed to record the pallet location of all
cartons/cases of finished product in inventory. This tracking allows inventory to be
understood and to help accurate movement of pallets to trucks etc .
At times it will be necessary to transfer some cartons/cases from one pallet to another
and the transfer function is used to perform that transfer. If the system does not know
of a transfer then it will create serious issues when those pallets are used elsewhere.
The device will beep if an error is detected (and the sound is turned on!).
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SHIFT START
From the ‘Pallet Transfer’ screen scan the printed
barcode of the pallet that is having product
REMOVED, the ‘from’ pallet.
If you do not scan a valid pallet barcode here an
error will be reported.
Get the scanning device from power charger.
Ensure Pallet Management application is running on the
device and get to the Pallet Transfer application.
CLICK
YOU ARE NOW READY TO START
TRANSFERRING BETWEEN PALLETS
CLICK
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The next screen initially shows the maximum
number of cartons/cases available for transfer
from the batch that you selected. Using the
keypad enter the number of cartons/cases that are
being removed from the pallet, for example 10.
Assuming you have scanned a valid pallet then the
system will respond with a list of the system’s expected
contents of the pallet. Select the line that contains the
products and batch of cartons/cases that are to be
removed from the pallet.
Click the OK button or press Return on the keypad to
continue.
Once the transfer is complete the system will now be
ready for another transfer and it will show the details of
the transfer you have just completed.
Scan the pallet barcode of the pallet having product
ADDED to it, the ‘to’ pallet that is to receive the
cartons/cases.
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CCCC P ICK AND LOAD PROCESP ICK AND LOAD PROCESP ICK AND LOAD PROCESP ICK AND LOAD PROCESSSSS
The Pallet Management system is designed to record the pallets and hence
cartons/cases as they are transferred from the warehouse onto a truck.
The device will beep if an error is detected (and the sound is turned on!).
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SHIFT START
From the ‘Pick and Load’ screen scan the printed
barcode for the truck.
If you scan anything else here an error will be
reported and the screen will remain unchanged.
Get the scanning device from power charger.
Ensure Pallet Management application is running on the
device and get to the Pick and Load application.
Ensure correct truck load barcodes are in place.
CLICK
YOU ARE NOW READY TO START LOADING A TRUCK
CLICK
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Validate that the pallet cartons are correct for the
order and scan the pallet id onto the truck as it is
loaded.
The system will validate that the pallet is OK and
report the pallet as loaded.
Assuming you have scanned a valid truck load sheet check
that the display shows the correct information.
If the system
determines that the
pallet is not correct
for the truck then an
error will be reported.