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Enhance Your Sage 100 Warehouse Processing With ScanForce WMS

January 26, 2022 by Wayne Schulz

ScanForce provided the following February 2022 update about their Sage 100 Warehouse Management solution. This includes new products as well as demonstrations and webinars. Many of these webinars are recorded and will be provided to you after the meeting is held.

Customers who use ScanForce typically are also using mobile bar code scanners so their warehouse employees can pick, pack and ship while completely untethered from a computer.

ScanForce also offers a multi-bin option to allow for inventory items to be assigned into more than one bin. This enhancement also allows for restrictions by bin which can be useful for inspections or allocating of inventory to a specific use such as customer or manufacturing.

Sage 100 Webinar: The 2022 Warehouse: Doing More with Less

Every day we talk to businesses who are struggling to retain sufficient staffing for their warehouse operations. With no end in sight to the current labor shortages, businesses need to find ways to work smarter, not harder, in the warehouse. Join us to learn about tools and workflows for Sage 100 users that can facilitate the movement and tracking of inventory through barcode scanning technology, reducing the need for human intervention and keeping your inventory flowing.

We’ll cover:

  • Hidden ways that being short-staffed hinders growth
  • The basics of Warehouse Management Systems (WMS)
  • How using a WMS fast tracks employee onboarding
  • New workflow automation tools such as Pallet Tracking, Make To Order, and our new enhanced Sales Order Wave Pick/Ship

Tue, Feb 1, 2022 1:00 PM – 1:30 PM EST – Register Here

ScanForce Feature/Product Release Schedule – 2022

Make to Order – create a Production Mgmt Work Ticket directly from a Sales Order – released Q2 2021
Contact ScanForce for more information or to schedule a demo.

Labor Mgmt Console – view and edit Production Mgmt Labor transactions before committing to Sage 100 – released Q2 2021. Read more about Manufacturing Labor Tracking

Enhanced Sales Order Wave Pick/Ship Selection – added to our ScanForce Management Console, sales orders can be selected to be added to a wave of orders to be efficiently picked or shipped together. Orders can be individually selected or bulk selected based on filtering by certain fields. – Released Q3 2021

Support for Sage 2022 – within days of Sage’s release, expected sometime in March.

Container Receipt Management Enhancement for Sage 100

Use Container Receipt Management when you need to receive a shipment on the books for accounting purposes, but the items haven’t been physically received yet and are therefore not available for sale. For example, when a shipment is in transit, perhaps stuck on the water, and you’ve taken ownership of the items, but they haven’t been physically received.

Recent Case Study – All Seasonings Ingredients Achieves Growth After Transitioning to ScanForce

All Seasonings operates three warehouses, including a multiline production facility, and uses Sage to manage its operations. Several years ago, the business determined that directed picking, putaway, replenish, label printing, and license plating would streamline processes and increase efficiency.

The company integrated software with Sage to enable these functions. Unfortunately, however, the solution contained bugs that developers couldn’t resolve, even though the provider promised it would work “right out of the box.” In addition, because All Seasonings does not have an internal IT department, each issue resulted in tens of thousands of dollars in fees from their IT service provider or Sage consultant.

Other ScanForce Enhancements To Streamline Warehouse Processing

ScanForce offers numerous enhancements for Sage 100 / Sage 100cloud. Below are a few which fully integrate with their Warehouse Management offering.

Alias Unit of Measure – This Enhancement allows you to specify a unit of measure and a multiplier tying both to the first General Alias number in Item Maintenance. For example: Item ABC has an Alias Item Number of 123. The Unit of Measure may be CASE and the multiplier would be 24. Each time the user scans the Alias “123” ScanForce will automatically calculate that scan to equal 24 eaches.

Auto-Post – ScanForce Auto­Post automatically updates, or posts, Purchase Order Receipt of Goods, Inventory Transactions, Bill of Material Production Entry, and Product Management transactions. This feature allows a real-­time view of inventory levels. Know exactly what items you have available to sell and ship while eliminating the need to manually update these transactions back in Sage 100.

Dashboards – View real­time data related to Sales Order Status: Ready to Pick, Being Picked, Ready to Pack, and Shipped. Customize the data and view to suit your needs.

Container Receipt Management – Items arriving from overseas may take days or longer to arrive on the receiving dock. However, in many situations, you own the items the moment they leave the dock to being their journey to your location. It is important to account for these items in your inventory system, but not show them as available for sale. Utilizing the benefits within your Sage system provided by the use of Warehouse Codes and Bin Locations (requires the Sage selected DSD / ScanForce Multi­Bin Solution), ScanForce allows you to create a Purchase Order Receipt of Goods in Sage and ‘receive’ the items into a Warehouse or Bin designated for overseas items. ScanForce then allows you to validate the items and quantities based on the data on the initial Purchase Order. The items are automatically transferred from the Overseas Warehouse or Bin to the main locations in the warehouse.

Wave Receiving – This enhancement allows the grouping of Purchase Orders together giving the benefit of going item by item to record a receipt of more than one Purchase Order at a time.

Directed Picking – This feature is available in SF WMS Advanced and SF WMS Premium. Go paperless with SF Directed Picking. The mobile device displays items and locations to pick. The locations are sorted on the handheld affording the user the luxury of walking the warehouse one time to pick an order. More than one bin location may be used when DSD / ScanForce Multi­Bin is installed.

Pick to Pallet – Pick to Pallet offers a streamlined method to stage orders by pallet and then quickly, accurately, and efficiently ship the pallets.

Sales Order Picking – Sage does not allow for a status of an order to show as ‘picked’, but not invoiced. ScanForce provides this feature with SF SO Picking. This is available in SF WMS Advanced and SF WMS Premium. SF WMS Premium moves items out of the initial bin into a ‘staging’ bin location. The program writes back to SO Entry to change the allocated bin to the ‘staging’ bin.

Split Picking – Divide large Sales Orders into more than one picking sheet. Split the order by the number of lines, product line, or any of the category fields to allow more than one user to pick an order at the same time without the confusion of who is set to pick each line.

Wave Picking / Wave Shipping – Group Sales Orders together to pick (or ship) more than one at a time. There are two ways to create a wave – Sales Orders are selected on the mobile device and are “waved” or grouped together within the ScanForce mobile program. You can also create a wave within ScanForce’s Management Console using sophisticated selection criteria. Using SF Directed Picking the user is directed where to go in the warehouse and what to get. Items are automatically sorted by location.

Signature Capture at SO Shipping – This enhancement allows the capture of a signature in ScanForce Sales Order Shipping. The signature is saved as a file that is linked to the order history (invoice history) in Sage. The file can be tied to a printing form to allow the signature to display when the invoice is printed.

Make to Order – Production Management – Upon entering a Make to Order enabled item to a Sales Order, ScanForce’s Make to Order Automation enhancement allows you to create a Production Management Work Ticket directly from Sales Order Entry. ( Sage 100 2020+ )

Multi-Bin – Add the ability to capture WMS transactions including Multi-Bin locations with the handheld.

Pallet / License Plate Tracking – Adds the ability to track a unique ID for a group of items, typically a pallet. Receive, transfer and sell complete pallets.

Auto-Allocate by Case Pack – A new setting within Multi-Bin will allow to auto-allocate by Case Pack. When enabled, if the ordered quantity is greater than or equal to a Case Pack, it will direct the user to the Location Type that stores full cases of product (overstock). If the quantity ordered is less than a full case, then it will direct the user to the normal picking area first, and only to the full case locations if there is nothing else available.

SO Shipping / Delivery Signature Capture – Provides the ability to load orders onto a mobile device to validate remote delivery. Captures the customers’ signature approving the delivery. Data and signature import back to Sage 100 to create invoice. Signature can be added to printed docs and reports.

Filed Under: Sage 100, scanforce Tagged With: scanforce, warehouse management

How to enable Sage 100 wave picking and wave receiving in your warehouse

August 28, 2019 by Darcy Boerio

Warehouses aren’t for storing inventory, they’re for moving inventory. 

Efficient warehouses will find the fastest path to keep inventory flowing. There are a number of different strategies to accomplish this, and there is no one-size-fits-all approach. Some of the commonly used procedures include split picking, bin allocations for direct picking, zone picking, and of course, the topic of this article, which is wave picking/receiving.


Wave picking and receiving are processes that pre-determine the way you move throughout the warehouse to maximize productivity. Items for multiple orders are picked in one pass, minimizing pickers’ “footprints” and keeping inventory on the move.

Let’s break down the two sides to the wave concept. You may find that both are options that could streamline your operations, or perhaps just one or the other. Every warehouse is different. 

Wave Receiving

Waves allow you to group multiple POs together to receive by item. For example, if you receive a large shipment that has multiple items for multiple POs, there’s no need to sort items by purchase order before recording receipts. Simply scan the items in, and they’ll be allocated to the appropriate PO.

Related and based on the wave receiving concept is ScanForce’s new Container Receipt Management (CRM) offering, which is the answer to efficiently receiving items from multiple POs that all arrive together unsorted in a single container. CRM allows you to receive items in a container while it’s still in transit, then verify contents once it arrives, as well as track container details such as container ID numbers and other shipment related info.

Wave Picking

For Picking, waves allow you to pick multiple orders at one time using the most efficient path through the warehouse. With wave picking, your picking order is sorted by bin location rather than SO. This lets you walk the warehouse ONE TIME, rather than duplicating efforts and making multiple trips to the same locations.

A simple analogy for wave picking involves going grocery shopping armed with a shopping list. If your list is in alphabetical order, you will end up going back and forth through aisles, hitting some aisles multiple times. You might go to the produce section for bananas, then over to the meat department for chicken, then back to product for grapes. And so on. Not very efficient!

Scanforce integrated to Sage 100cloud enableds improved wholesale, logistic, loading, shipment and processing within your warehouse

But if your list is sorted by aisle, and the aisles are sorted in location order on your list, you’ll achieve a seamless single path through the store and be on your way!

Read more on this concept here: A Warehouse Nightmare

Fully integrated with Sage 100 / Sage 100cloud

As with all ScanForce solutions, wave picking and receiving in ScanForce are seamlessly integrated with Sage 100, including Sage 100cloud Multi-Bin Basic if you have items in multiple bin locations. Information about quantities picked and received populate the inventory records in Sage for full visibility into whats been picked or received.

Want to learn more? Watch this 20-minute recorded webinar, and we’ll explain what wave picking/receiving is, and what types of warehouse operations can benefit from it. And we’ll show you how easy it is to implement in ScanForce and Sage 100.

Watch “Ride the Warehouse Wave: Wave Picking and Receiving for Sage 100

Filed Under: Sage 100 ERP Tagged With: picking, receiving, sage 100cloud, scanforce, warehouse management, wave

Warehouse Wizard Series Parts 4 – 6

July 9, 2019 by Darcy Boerio

Last month we brought you parts 1 – 3 of the six-part “Warehouse Wizard Series”, a joint effort by ScanForce and Sage Inventory Advisor to provide educational content for Sage 100 users who operate warehouses.

Read Parts 1 – 3 of the Warehouse Wizard Series

And now for parts 4 – 6:

Part 4: Incorrect Levels Drive Excess Inventory

While having excess inventory on hand can seem like a safe bet to make sure you can meet demand, it is not cost-effective and can stunt your business’ growth.

On the other hand, you can have the best methodology imaginable in place to optimize replenishment and avoid excess inventory, but if your inputs are wrong, you will still fail. Good decisions start with accurate data.

Read Reducing Excess Inventory to learn about how to address the complexities associated with not having a source of truth for your levels.

 

Part 5: The Advantages of ABC Analysis

Ranking your items lets you focus on the ones that really matter. Whether they’re high velocity/high value or slow moving/low value or anywhere in between, these criteria can help you make better decisions about where to focus your time and working capital.

 

 

Read up on The 5 Advantages of an Effective ABC Analysis to learn how these classifications can lead to increased profits.

 

Part 6: Free Tools for Sage 100cloud to Optimize Inventory

Your Sage 100cloud subscription comes with a number of free tools that were previously only available for purchase. Two of these products that are included “out of the box” are:

  • DSD/ScanForce Multi-Bin Basic by ScanForce
  • Sage Inventory Advisor Basics by Sage Inventory Advisor

Are you taking advantage of these features you already own? The infographic shows some of the functionality available to help you optimize inventory without purchasing any additional software.

That’s it for the series. Thanks for reading along! You’re a Warehouse Wizard!

Contact ScanForce or Sage Inventory Advisor if we can be of assistance with any of the initiatives you learned about in the series.

Filed Under: Add Ons, Sage 100 ERP, sage 100cloud, scanforce Tagged With: sage inventory advisor, warehouse management

Warehouse Wizard Series Parts 1 – 3

June 13, 2019 by Darcy Boerio

From ensuring that you have an accurate picture of what you have on hand and where everything is to informed decision making on replenishment, there are many moving parts when it comes to managing inventory (pun intended).

The inventory and warehouse experts and Sage Inventory Advisor and ScanForce have teamed up to bring you a series of tips to help you become a “Warehouse Wizard”.  For this article, we’ll look at the first three of the six tips. 

Part 1: Two Sides of Inventory Management

From managing the physical product through accuracy in receiving, pick/pack/ship, physical counts, and labeling, inventory control is crucial to warehouse efficiency. It’s the foundation that allows you to make informed decisions on forecasting, ordering, and expediting, all in the name of inventory optimization.

In this 5 minute video, Russ Graf of NetStock and Steve Showalter of ScanForce discuss the key components of Inventory Control and Inventory Replenishment, and why even if business is booming, NOW is the time to invest in warehouse productivity tools.

Read the full article and watch “The Two Sides of Inventory Management” here.

Part 2: The Right Items in the Right Place at the Right Time

What if your warehouse had just the right amount of inventory to meet demands? Not too little, not too much, but just right? 

Having the right items means faster fulfillment, happy customers, and more sales.

Having them in the right place leads to increased productivity and lower operating costs.

Having them at the right time prevents excess inventory and stock-outs.

And it all leads to increased profit.

Read the full article on how to “get it right” here.

 

Part 3: Hidden Costs of Inventory Spreadsheets

Who doesn’t love Excel? It’s inexpensive and easy to use. But when it comes to managing inventory, it’s not the right tool for the job.

In this 6 minute video, Russ and Steve expose some of the hidden costs lurking in your inventory spreadsheets, and how using tools designed for Sage 100 users can help you avoid the risks of spreadsheet inaccuracies.

Read the full article and watch “The Hidden Costs of Inventory Spreadsheets” here.

Watch here on the Schulz Consulting blog for parts 4 – 6 coming soon!

Want to learn more about the tools discussed in these tips? Visit scanforce.com or inventoryadvisor.co

 

Filed Under: MAS 90 Add Ons, Sage 100 ERP, Sage 100cloud, sage 100cloud, scanforce Tagged With: sage inventory advisor, warehouse management

ScanForce Brings Their Popular Sage 100 Warehouse Management to Sage Intacct

April 3, 2019 by Darcy Boerio

It’s not just the ERP software resellers who are expanding to offer multiple ERP solutions. So, too, are the publishers of 3rd party add-on solutions.

Who Is ScanForce?

A “household name” in the Sage 100 world, ScanForce has been providing barcode scanning and mobile warehouse & sales automation solutions for over 16 years. With hundreds of customers and a large, loyal partner channel, they’ve had great success with Sage 100 over the years. And now they’re expanding their market by releasing a version of their warehouse automation tool set that integrates with Sage Intacct.

Cloud Warehouse Management Backed By 16 Years Experience

As you may know, Sage acquired cloud-based financial management software provider Intacct in 2017. At that time, several of Sage 100 partners had already started supporting Intacct, and since then, many more have chosen to enter the Sage Intacct market. It was based on demand from these partners for a trusted warehouse management provider to help them get more Sage Intacct business that the decision to build the integration originated.

ScanForce At Sage Intacct Business Building Conference 2019

Steve Showalter (l) and Dan Rodriguez (r) of ScanForce at Sage Intacct conference

ScanForce recently attending the Sage Intacct Business Building Conference in Dallas, TX, an invitation-only event for Sage Intacct partners, where their entry into the community was welcomed with much enthusiasm. They also said that the team at Sage Intacct has been incredibly supportive of their efforts, as they’re excited to add solutions that can help them expand their reach in their growing market segment of distribution companies.

Read the full press release here.


ScanForce offers Warehouse Management, Mobile Sales, Manufacturing Automation, Label Printing, and more. 

From simple mobile inventory tools to full-blown WMS (and everything in between) your ScanForce solution expands to your needs. Learn more at https://www.scanforce.com/.

Filed Under: Add Ons, MAS 90 Add Ons, Sage 100 ERP, scanforce Tagged With: sage intacct, warehouse management

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