5801: Retail Industry Solutions - Warehouse Management

Course Type

  • Self-Paced

Duration

  • 56 hours, 53 minutes

Target Audience

  • EndUsers
  • SuperUser

Course Description

This curriculum contains industry solutions and associated trainings in regards to Warehouse Management.

Course Notes

  • Functional Lessons

Lesson Details

7571-01: WMS Strategic Concepts - Introduction

Lesson Objectives

The introduction video gives an overview of WMS and how it 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 help in managing the yard and dock locations in a warehouse.

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

Lesson Objectives

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

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

Lesson Objectives

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

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

Lesson Objectives

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

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

Lesson Objectives

The outbound operation course describes the features of WMS that help process outbound waves and manage shipping from a warehouse.

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

Lesson Objectives

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

9 Minutes Video
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 the warehouse operations.

17 Minutes Video
5701: Warehouse Management - Bulk Picking (Voice vs RF) Example

Lesson Objectives

This video will help you understand how Voice Navigation helps to execute Bulk Picking faster in warehouse

1 Minutes Video
5701: Warehouse Management - Web UI Overview

Lesson Objectives

This course explains the UI elements and navigation options in the Web installation of WMS. It also describes the advanced features and role-based displays in the Web UI

5 Minutes Video
5701: Warehouse Management - Web UI Navigation Basics Demonstration

Lesson Objectives

This demo will introduce you to the basic navigation of Warehouse Management Web UI

15 Minutes Video
5701: Client Navigation

Lesson Objectives

This job aid illustrates the overall Client user interface for WMS and how to navigate within it

10 Minutes PDF
5701: Mobile Solutions Navigation

Lesson Objectives

This job aid illustrates the overall Mobile Solutions user interface for WMS and how to navigate within it

30 Minutes PDF
5701: Voice Navigation

Lesson Objectives

This job aid illustrates the overall Mobile Solutions user interface for WMS and how to navigate within it

5 Minutes PDF
5701: Warehouse Management - Client UI Navigation Overview

Lesson Objectives

This downloadable artifact explains the UI elements and navigation options in the Client installation of WMS

40 Minutes PDF
5701: Warehouse Management - Mobile UI Navigation Basics Demonstration

Lesson Objectives

This demo will introduce you to the basic navigation of Warehouse Management Mobile UI

5 Minutes Video
5701: Warehouse Management - Voice Navigation Overview

Lesson Objectives

This downloadable artifact explains voice and its benefits. It also describes the various tasks that can be conducted using voice at the warehouse. It briefly explains the voice architecture and how it works in Warehouse Management

20 Minutes Video
5701: Warehouse Management - Mobile UI Overview

Lesson Objectives

This course gives an overview of WM Mobile UI. It also describes how WM is accessed through the Mobile UI

3 Minutes Video
5701: Warehouse Management - Voice vs. RF Device Usage Comparison

Lesson Objectives

This video will help you compare the usage of RF Device vs. Voice Navigation in Warehouse

4 Minutes Video
5701: Warehouse Management - RF Navigation Overview

Lesson Objectives

This downloadable artifact describes the navigation in Warehouse application by using keys and menus (of RF Device terminal)

20 Minutes Video
5701: Warehouse Management Business Readiness Series - Setting Up Warehouse Equipment

Lesson Objectives

This curriculum provides insight on the significance of Equipment and Hardware Devices in warehouse operations and how they can be configured to meet varied business requirements

25 Minutes Video
5701: Warehouse Management Business Readiness Series - Handling Production Process in Warehouse Management

Lesson Objectives

This curriculum comprises three videos on how Warehouse Management handles the production process in the warehouse and the configuration options available therein

53 Minutes Video
5701: Warehouse Management Business Readiness Training Series – Inventory Management in Warehouse Management

Lesson Objectives

This curriculum explains how Inventory is managed effectively and efficiently in Warehouse Management. In this curriculum, you will explore how inventory is stored, tracked and the changes to inventory are managed. You will also explore how inventory counting is carried out in Warehouse Management and replenishment process is handled.

3 Hours 23 Minutes Video
5701: Warehouse Management Business Readiness Series – Handling Outbound in Warehouse Management: Order Processing

Lesson Objectives

This curriculum explains Order Processing (part of Outbound Process) in Warehouse Management. In this curriculum, you will explore the different stages involved in Order Processing- Handling Outbound Orders, Shipment/Wave Planning, Shipment Allocation, Pick Release, Handing Shortages, and Outbound Order Tracking.

1 Hour 42 Minutes Video
5701: Warehouse Management Business Readiness Series - Setting Workflows in Warehouse Management

Lesson Objectives

In Warehouse Management, you can configure a Workflow that can be executed in sequence for the activities that take place during inbound, inventory management, production, and outbound processes. You will explore master workflow and warehouse workflow configurations, sampling rate, exit points, criteria and note type configurations as well.

1 Hour 17 Minutes Video
5701: Warehouse Management Business Readiness Series - Setting Up Work for Warehouse Operations

Lesson Objectives

Warehouse Management facilitates the distribution of work in work areas and work zones by using the directed work concept. The successfully run warehouses use directed work for a large percentage of their business. Warehouse Management uses permission, priority, and proximity to decide how to distribute directed work to operators. Explore the Work parameters and the three distribution factors that Warehouse Management uses to distributed directed work.

1 Hour 4 Minutes Video
5701: Warehouse Management Business Readiness Series - Inbound Processes in Warehouse Management

Lesson Objectives

Warehouse Management provides you a seamless inbound process workflow to receive and store the inbound inventory. In this curriculum, you will explore the six phases of the receiving process and the various factors considered in Warehouse Management to determine the storage location while storing the received inventory.

3 Hours 37 Minutes Video
5701: Warehouse Management Business Readiness Series - Yard Management in Warehouse Management

Lesson Objectives

Warehouses need to manage yard locations, dock locations, and transportation equipment, so that the receiving and shipping activities take place without any interruptions or delays. Discover the different ways of handling Yard and Dock Doors in the warehouse using Warehouse Management.

59 Minutes Video
5701: Warehouse Management Business Readiness Series - Handling Partners in Warehouse Management

Lesson Objectives

Partners play a major role in Warehouse Management activities. It is important to have a seamless collaboration with Partners namely- Suppliers, Carriers, Customers, and Clients while executing warehouse operations or activities. Explore the roles and responsibilities of different Partners and the parameters that you can configure in Warehouse Management to enable efficient warehouse management operations.

1 Hour 15 Minutes Video
5701: Warehouse Management Business Readiness Series - Handling Outbound in Warehouse Management: Shipping Process

Lesson Objectives

This curriculum explains the Shipping process (part of Outbound Process) in Warehouse Management. In this curriculum, you will explore the Shipping Process, Packaging and Processing Picked Inventory for Shipping, Staging the Shipment in the Shipping Dock, Creating an Outbound Load, Creating Outbound Paperwork, Loading Shipments onto Transportation Equipment, and Shipment Completion Process.

1 Hour 50 Minutes Video
5701: Warehouse Management Business Readiness Series - Handling External Systems and Integrations in Warehouse Management

Lesson Objectives

Warehouse Management receives information from various external systems during inbound, outbound, and typical inventory management operations. At the same time, they need to process and send back the information to these external systems. It is critical to process the integration flow between systems to receive, track, process, and ship inventory. The curriculum introduces you to the integration capabilities of Warehouse Management and the type of information handled.

1 Hour 53 Minutes Video
5701: Warehouse Management Business Readiness Series: Handling Outbound in Warehouse Management – Picking Process

Lesson Objectives

This curriculum explains the Picking process (part of Outbound Process) in Warehouse Management. In this curriculum, you will explore Pick Methods, various activities associated with the picking process and introduces you to mass confirm picks and pick replacement process.

1 Hour 35 Minutes Video
5701: Warehouse Management Business Readiness Series - Setting Up Warehouse Layout for Warehouse Operations

Lesson Objectives

A basic warehouse layout is designed considering how efficiently activities such as receiving, storing, picking, counting, and shipping of inventory are performed. Explore warehouse layout levels, types, location types, and other associated parameters that you can configure while defining a warehouse layout.

1 Hour 21 Minutes Video
4601-01: Navigation v2020.1

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 v2020.1

Lesson Objectives

Identify the users, roles, and system administrator in WMS


Lesson Exercises

Copying a User

1 Hour ILT
4601-03: Warehouse Layout v2020.1

Lesson Objectives

Identify five levels of warehouse layout in WMS


Lesson Exercises

Not Applicable

1 Hour ILT
4601-04: Yard Management v2020.1

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 v2020.1

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 v2020.1

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 v2020.1

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)
  • View Outbound Shipment and Picking Information (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 v2020.1

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 v2020.1

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 v2020.1

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 v2020.1

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 v2020.1

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
Warehouse Management User Stories
40 Minutes PDF
DMS101: Industry Solutions: Data Management Services Overview

Lesson Objectives

In this video, you will explore the Data Management Services (DMS) Dashboard as well as an example of how it is used in a demo environment

6 Minutes Video
DMS101: Data Doctor UI Overview

Lesson Objectives

This document provides an overview of the different views in the data doctor.

15 Minutes Video
5802_IS_DataDoctor

Lesson Objectives

In this video, you will explore the IS Data Doctor

6 Minutes Video
5790-25: Industry Cloud: WMS Demo

Lesson Objectives

This course covers contents on solution walkthrough of the Industry Solution for Warehouse Management

8 Minutes Video
DMS101:DMA - Data Doctor Analytical App V2020.1.0.0

Lesson Objectives

This videos is a presentation on Data Doctor in the Analytics App

3 Minutes Video
DMS101: Cost to Deliver Analytical App V2020.1.0.0

Lesson Objectives

This video reviews the cost to deliver analytical App

2 Minutes Video
5790-C5-01: DMA - Shopper Insights Analtical Application

Lesson Objectives

Industry Cloud video showcasing Shopper Insights Analytical Application that is leveraged in cloud offerings

4 Minutes Video
5802_IS_CustomerInsights

Lesson Objectives

4 Minutes Video
5790-10: Grocery Cloud: Write offs

Lesson Objectives

This course covers the content on the Write-off use case within the Retail Grocery cloud

4 Minutes Video
DMS101: DMA - Shopper Insights Analytical App V2020.1.0.0

Lesson Objectives

This video is about shopper insights

3 Minutes Video
DMS101: Space Planning Performance Analysis and Action

Lesson Objectives

This video reviews the space planning performance and actions in the Data Management Services Dashboard

2 Minutes Video
5790-13: Industry Cloud: CatMan User Story demo and Analytic Apps

Lesson Objectives

This course provides a review of the Category Management Industry Solution and the artifacts included as well as a solution walkthrough

29 Minutes Video