4601: Warehouse Management Product Introduction

Course Type

  • Instructor Led

Duration

  • 4 days

Target Audience

  • EndUser
  • SuperUser

Course Description

Warehouse Management System (WMS) helps optimize all warehousing tasks. It facilitates the most agile, productive, and lean distribution operations possible. Through a combination of concepts, hands-on exercises, and demos, this curriculum offers a comprehensive functional training on WMS.

Course Notes

  • Prework
  • 12 Lessons

Lesson Details

7571-01: WMS Strategic Concepts - Introduction

Lesson Objectives

This video gives an overview of WMS that helps in efficient warehouse management with its wide range of functionalities and features

6 Minutes Video
7571-02: WMS Strategic Concepts - Yard Management

Lesson Objectives

The yard management course describes the features of WMS that helps in managing the yard and dock locations in a warehouse

24 Minutes eLearning
7571-03: WMS Strategic Concepts - Inbound Operation

Lesson Objectives

The inbound operation course describes the features of WMS that helps manage the receiving and storing process in a warehouse

24 Minutes eLearning
7571-04: WMS Strategic Concepts - Inventory Management

Lesson Objectives

The inventory management course describes the features of WMS that helps to track, store, and manage inventory in a warehouse

24 Minutes eLearning
7571-05: WMS Strategic Concepts - Production and Work Order

Lesson Objectives

The production and work order course describes the features of WMS that helps manage roduction process based on the work orders created in a warehouse

22 Minutes eLearning
7571-06: WMS Strategic Concepts - Outbound Operations

Lesson Objectives

The outbound operation course describes the features of WMS that helps process outbound waves and manage shipments from a warehouse

25 Minutes eLearning
7571-07: WMS Strategic Concepts - Integration

Lesson Objectives

The integration course describes how WMS can integrate with third-party systems to optimize supply chain process and make the warehouse operations seamless and efficient

9 Minutes eLearning
7571-08: WMS Strategic Concepts - WMS Web UI

Lesson Objectives

The WMS Web UI course gives an overview of the different WMS pages that help execute warehouse operations

17 Minutes eLearning
4601: Yard Management

Lesson Objectives

This video gives an overview of yard management in a warehouse

4 Minutes Video
4601: Receiving and Storing Inventory

Lesson Objectives

This video gives an overview of receiving in a warehouse

7 Minutes Video
4601: Inventory Management

Lesson Objectives

This video gives an overview of inventory management in a warehouse

7 Minutes Video
4601: Order Processing

Lesson Objectives

This video gives an overview of processing an order in a warehouse

4 Minutes Video
4601: Order Shipping

Lesson Objectives

This video gives an overview of shipping an order in a warehouse

4 Minutes Video
4601: Picking

Lesson Objectives

This video gives an overview of picking an order in a warehouse

4 Minutes Video
4601-01: Navigation

Lesson Objectives

  • Log onto the WMS instance
  • Navigate through various applications in WMS

Lesson Exercises

Logging into WMS Web UI

2 Hours ILT
4601-02: Users, Roles, and System Administrator

Lesson Objectives

Identify the users, roles, and system administrator in WMS


Lesson Exercises

Copying a User

1 Hour ILT
4601-03: Warehouse Layout

Lesson Objectives

Identify five levels of warehouse layout in WMS


Lesson Exercises

Not Applicable

1 Hour ILT
4601-04: Yard Management

Lesson Objectives

  • Maintain appointments for transportation equipment
  • Perform basic yard functions
  • Identify the yard audit process

Lesson Exercises

  • Add an Appointment to a Dock Set (Web Ul)
  • Check in Equipment Without an Appointment (Web Ul)
  • Review Yard Activity (Web Ul)‭
  • Schedule a Move to Another Door (Web Ul)
  • View and Maintain Work (Web Ul)‭
  • Perform Directed Movement of Equipment to a Dock Door (RF)
  • Unload Inbound Shipment (Web Ul)‭
  • Check Out Equipment (Web Ul)‭
  • Schedule Equipment Audit (Web Ul)‭
2 Hours ILT
4601-05: Receiving

Lesson Objectives

  • Explain the concept of receiving in WMS
  • Explain six phases of the receiving process in WMS
  • Explain the process of receiving a new order in WMS
  • Review Web Ul issues
  • Receive items from an inbound order
  • Receive items without an order
  • Check in, receive, and check out items without equipment
  • Receive ASN inventory for a non-trusted supplier

Lesson Exercises

  • Viewing an Inbound Shipment (Web Ul)
  • Adding/Scheduling an Appointment with Equipment for an Inbound Shipment (Web Ul)
  • Checking in an Inbound Shipment with Transportation Equipment to the Yard (Web Ul)
  • Moving Transportation Equipment from a Yard Location to a Dock Door Immediately (Web Ul)
  • Identifying an Item (Web Ul)
  • Identifying an Item and Storing the Inventory in a Receiving Stage Location (RF)
  • Viewing Received Items (Web Ul)
  • Viewing Inventory (Web Ul)
  • Putaway Inventory Immediately to User-Specified Staging Location (Web Ul) 
  • Putaway Inventory Immediately to System-Selected Location (Web Ul)
  • Receiving and Storing an Item to a Directed Storage Location (RF)
  • Reviewing Over, Short, Damaged (OSD) Report (Web Ul)
  • Closing and Dispatching Transportation Equipment (Web Ul)
  • Viewing an Inbound Order (Web Ul)
  • Adding an Existing Inbound Order to a Shipment (Web Ul)
  • Checking in an Inbound Transportation Equipment Without an Appointment (Web Ul)
  • Checking in an Inbound Transportation Equipment Without an Appointment (Web Ul)
  • Copying a Basic Item (Web Ul)
  • Identifying and Storing Unexpected Item to a Directed Storage Location (RF)
  • Identifying UOMs and Storing an Item to a Directed Storage Location (RF)
  • Identifying and Storing an Item with Attributes to a Directed Storage Location (RF)
  • Identifying and Storing a Serialized Item to a Directed Storage Location (RF)
  • Identifying and Storing Date-Controlled Items to a Directed Storage Location (RF)
  • Receiving Damaged Inventory (RF)
  • Identifying and Storing an Item with a New Footprint to a Directed Storage Location (RF)
  • Identifying and Storing a Catch Weight Item to a Directed Storage Location
  • Putaway Inventory Through Work Queue to System-Selected Location (Web Ul)
  • Viewing and Maintaining the Work Queue (Web Ul)
  • Performing Storage through the Work Queue (RF)
  • Reversing an LPN from Received Inventory (RF)
  • Identifying and Storing an Item to an Override Suggested Location (RF)
  • Closing and Dispatching Transportation Equipment (Web Ul)
  • Reviewing and Maintaining Unexpected Items (Web Ul Issues)
  • Direct a User to a Storage Location for an Item on an LPN (Web Ul Issues)
  • Review and Maintain Items That Are Not Receivable (Web Ul Issues)
  • Review Location Overrides That Have Occurred (Web Ul Issues)
  • Review the Receiving Overages That Have Occurred (Web Ul Issues)
  • Review the Receiving Shortages That Have Occurred (Web Ul Issues)
  • Review the Receiving Damages That Have Occurred (Web Ul Issues)
  • Receiving an Item from an Inbound Order Only (RF)
  • Receiving an Item Without an Order (RF)
  • Check in Inbound Shipment Without Transport Equipment (Web Ul)
  • Identify and Receive Inventory for an Inbound Shipment (RF)
  • Close an Inbound Shipment (Web Ul)
  • Check in Inbound Transport Equipment for Non-Trusted Supplier (Web Ul)
  • Validate Inventory for a Non-Trusted Supplier (RF)
  • Close and Dispatch Inbound Equipment for Non-Trusted Supplier (Web Ul)
4 Hours ILT
4601-06: Returns

Lesson Objectives

  • Explain the concept of e-commerce returns in WMS
  • Explain how to process an expected return in WMS
  • Explain how to process an unexpected return in WMS
  • Explain how to process a return against an existing order in WMS

Lesson Exercises

  • Receive Return Arrival LPNs (RF)
  • View Return Arrival LPNs (Web Ul)
  • Process an Expected Return by Using the LPN That Was Returned (Web Ul)
  • Process an Expected Return Without Return Arrival LPNs (Web Ul)
2 Hours ILT
4601-07: Inventory 2020.1

Lesson Objectives

  • Understand different inventory issues and how to handle them
  • Explain how to position inventory in the warehouse
  • Demonstrate how to maintain accuracy of inventory the warehouse
  • Explain how to maintain condition of inventory in the warehouse

Lesson Exercises

  • Handle Different Inventory Issue (Web Ul)
  • View Dashboard Utilization (Web Ul)
  • Perform Undirected Full Inventory Move (RF)
  • Perform Undirected Partial Inventory Move (RF)
  • Generate Top-Off Replenishment (Web Ul)
  • Perform Top-Off Replenishment (RF)
  • View Dashboard Adjustment Information (Web Ul)
  • Perform Inventory Adjustment and Add Inventory (Web Ul)
  • Perform Inventory Adjustment Approvals (RF)
  • Perform Inventory Adjustment Transactions (Web Ul)
  • View Dashboard Count Information (Web Ul)
  • Schedule a Count (Web Ul)
  • Manage Count Templates for Use When Performing Regular Counts on Specific Criteria(Web Ul)
  • Perform Cycle Count (RF)
  • Perform Audit Count (RF)
  • Change Inventory Status (Web Ul)
  • Change Inventory Status (RF)
  • View Dashboard Hold Information (Web Ul)
  • Create a Hold for the Existing or Future Inventory (Web Ul)
  • Apply a New Hold to Existing Inventory (Web Ul)
  • View the Inventory That Is Placed on Hold (Web Ul)
  • Release a Hold Placed on Inventory (Web Ul)
4 Hours ILT
4601-08: Outbound Process Overview

Lesson Objectives

  • Define outbound order
  • List the different stages involved in outbound order process workflow

Lesson Exercises

  • View and Maintain an Outbound Order (Web Ul)
  • View and Maintain an Outbound Shipment (Web Ul)
  • Plan Outbound Rush Order (Web Ul)
  • Allocate Outbound Wave (Web Ul)
  • View Outbound Shipment and Picking Information (Web Ul)
  • Create and Plan One Order into an Outbound Load (Web Ul)
  • Directed Pallet Picking (RF/Mobile Ul)
  • Viewing Status and History of an Order (Web Ul)
  • Creating and Checking in Shipping Transportation Equipment (Web Ul)
  • Loading Transportation Equipment through Undirected Work (RF/Mobile Ul)
  • Closing and Dispatching Transportation Equipment (Web Ul)
1 Hour 30 Minutes ILT
4601-09: Outbound Planning

Lesson Objectives

  • Explain how to view and maintain outbound orders, shipments, and loads
  • Understand how to plan an order into a wave and allocate and monitor the wave
  • Explain how to plan for a rush order
  • Explain how to plan shipments to a multi-stop outbound load
  • Describe the exceptions that can occur in the order planning process

Lesson Exercises

  • Plan Several Different Sets of Orders into Several Different Waves (Web Ul)
  • Allocate an Outbound Wave (Web Ul)
  • View Outbound Shipping and Picking Results (Web Ul)
  • Create and Plan Shipments into Stops for an Outbound Load (Web Ul)
  • Plan and Allocate Outbound Loads into a Wave (Web Ul)
  • View and Maintain an Outbound Load (Web Ul)
  • View Outbound Shipment and Picking Information (Web Ul)
  • Change the Carrier for an Order (Web Ul)
  • Manage Shortage and Replenishment Issues (Web Ul)
3 Hours ILT
4601-10: Picking

Lesson Objectives

  • Explain how to manage work for pickers
  • Explain how to perform different types of picks
  • Describe how to handle different picking issues
  • Describe pick method release rules
  • Explain how to perform pick types: bulk, threshold, and combination of the two
  • Explain how to perform pallet build after picking
  • Explain how to confirm picks executed outside the application

Lesson Exercises

  • Releasing Held Picks (Web Ul)
  • Reviewing Picking Dashboard and Managing Replenishments (Web Ul)
  • Viewing Work in the Work Queue (Web Ul)
  • Changing the Priority of a Wave (Web Ul)
  • Assigning Work to a Specific User (Web Ul)
  • Performing Carton Picking (RF/Mobile Ul)
  • Performing Work Assignment (RF/Mobile Ul)
  • Cancelling a Pick (RF/Mobile Ul)
  • Viewing Picking Issues (Web Ul)
  • Performing Bulk Picking (RF/Mobile Ul)
  • Performing Threshold Picking (RF/Mobile Ul)
4 Hour ILT
4601-11: Packing

Lesson Objectives

  • Explain how to perform the packing process
  • List the difference between packaging and auditing
  • Describe how to handle a discrepancy

Lesson Exercises

  • Plan Outbound Packing Order into a Wave (Web Ul)
  • Perform Picking to a Packing Location (RF)
  • Process Packing (Web Ul)
1 Hour ILT
4601-12: Shipping

Lesson Objectives

  • Explain the shipping process
  • Explain how to perform outbound load planning, inventory loading, and dispatching of transportation equipment
  • Explain how to handle shipping issues

Lesson Exercises

  • Creating a Load for a Shipment (Web Ul)‭
  • Loading Transportation Equipment through Undirected Work (RF)
  • Closing Shipping Equipment (RF)‭
  • Dispatching Transportation Equipment (RF)
  • Canceling an Item, Unloading Equipment, and Returning to Stock (RF)
2 Hours ILT
4601-13: Production

Lesson Objectives

  • Explain how to manage production lines in WMS
  • Explain how to manage work orders in WMS
  • Explain how to create a work order from Bill of Materials (BOM).

Lesson Exercises

  • Viewing Production Lines (Web Ul)
  • Viewing a Work Order (Web Ul)
  • Assigning a Work Order to a Production Line (Web Ul)
  • Allocating a Work Order (Web Ul)
  • Picking Work Order (RF)
  • Starting with and Stopping a Work Order (Web Ul)
  • Transferring Components to the Production Line (RF) 
  • Monitoring the Progress of a Work Order (Web Ul)
  • Receiving Top Level Item (Web Ul)
  • Identifying Finished Items from the Production Line (RF)
  • Reviewing Work Order Progress (Web Ul)
  • Exceptions Entering Quantities (Web Ul)
  • Exceptions Returning to Stock (Web Ul)
  • Exceptions Returning to Stock (RF/Mobile UI)
  • Closing a Work Order (Web Ul)
  • Searching and Viewing a BOM (Web Ul)
3 Hours ILT
4601: L04-Yard Management Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Yard Management lesson

30 Minutes Self-Study
4601: L05-Receiving Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Receiving lesson

30 Minutes Self-Study
4601: L06-Returns Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Returns lesson

30 Minutes Self-Study
4601: L07-Inventory Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Inventory lesson

30 Minutes Self-Study
4601: L09-Outbound Planning Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Outbound Planning lesson

30 Minutes Self-Study
4601: L10-Picking Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Picking lesson

30 Minutes Self-Study
4601: L12-Shipping Post Class Assignment

Lesson Objectives

This postclass assignment is more of a self-study material that is based on the concepts covered in the Shipping lesson

30 Minutes Self-Study