Loxodo WMS Solution Overview Webinar (Features & Functions)

• Inaccuracy of order items
• Tracking with Paper and Spreadsheets
• Lacking real-time visibility
• Need to reduce discrepancies
• Order to pick, pack, and ship process is cumbersome

[Transcript]

Good morning, everyone. This is Jack Thrush with Navigator.
Welcome to our monthly customer experience webinar. today's webinar is, focused on our Loxodo warehouse management system, pretty excited about it. And, with me, I have, Ralph Hess, who is our VP of sales and marketing, and also the, the, executive, assigned to our Loxodo warehouse management system. And, he’s gonna walk you through the system today, a bit of housekeeping, for those of you who have been on this, these sessions before we place everyone on mute, primarily because of background noise and the dreaded go to webinar echo. so it may, it very difficult to present things. So we put everyone on mute. If you have any questions, that you're thinking of, we'll save a little time at the end. just utilize the questions box on the go to webinar, like pop out screen. That should be up on your screen. so just type your questions in there, and again, we'll answer them at the end of the session. If for some reason we don't get to your question or we can't answer it on the call, we'll follow up with you individually, but, thank you for joining and with that, I'll turn it over to Ralph.
Great. Thanks. Good morning to you as well, Jack, and, and to all who are on this webinar, welcome back to, I see there's a number of you, you, that we've spoken to about, Loxodo, warehouse management previously, who may have seen earlier versions of it and to those of you who are new welcome, we're very excited to introduce our, our really sophisticated warehouse management solution to you in, the marketplace. So Loxodo, as, as we talk about it is a native multi-tenant public cloud solution. that's a, that's a mouthful bottom line. It was built on the cloud, born on the cloud and has been built from scratch over the last two years to take advantage of what the cloud has to offer. So it is a full cycle solution that's designed to make warehouse simple again, obviously over the last two or three years, there's been a lot of changes in the way that people are doing warehousing, trying to get as streamlined as possible.
labor constraints, can be a challenge. And so what you wanna have in place are the right tools to optimize your operation that are easy to consume, for those workers who have decided that they wanna continue working in, in the warehouse environment and actually make it a little bit of fun as well. Our system is fully integrated with the solutions that you already use and are familiar with. It is integrated with both SAP Business ByDesign and SAP Business One. And those integrations differ a little bit in terms of their depth purely because of the depth of ByDesign and its existing warehouse management capabilities. And frankly, with Business One in its somewhat lack of sophisticated warehouse capabilities, we have a little bit of a different integration. And I'll talk about that as we're, we're going through the presentation today.
So it is designed for your warehousing needs. what we found in the marketplace as we looked three years ago at this point was that there were very sophisticated, solutions for the high end, which would start at, you know, $250,000 for licensing and a million-dollar implementation things like Manhattan and associates, high jump, et cetera. And then there were other ones at the lower end, which really became, you know, the fish bowls of the world, if you will that provided some degree of warehouse management, but wasn't really well integrated with your ERP (Enterprise Resource Management) solution. So we saw that there was an opportunity in the marketplace for the small to mid-size enterprises that really wanted to move to the cloud and take advantage of the latest technologies. So Loxodo is designed to increase your throughput by reducing manual workloads, right?
If you're using paper today, we can obviously significantly increase your throughput, improve the input and output, processing times with managed picking processes. So what that means is it’s, having your users make less decisions themselves. The system is, has a lot of configurability that will talk about today that allows you to have your warehousers do less thinking and just execute the transactions. same thing with the directed put away process to decrease those cycle times and improve space utilization, efficiently supply production areas, increase efficiency by simplifying the picking, packing and shipping processes. So, you know, long gone are the, Hey, where is this product? What, how much should I pick for this order? That type of thing, increased customer satisfaction with quicker order fulfillment and accuracy and order tracking. That's one that I think people really underestimate the value of as you take a look at it in the industry, the standard is about $250 cost per shipping error.
And so the more that you can squash those shipping errors, not only are you saving money, you're increasing your customer satisfaction. And then what it also provides is a single source for the truth of inventory transactions and traceability. we're very big right now in the life sciences community. And so that traceability the track and trace is, is a very strong element of the solution. Now, as, as we take a look at it, we, as I told you, we, we speak and integrate with both ByDesign and Business One ByDesign has a very, fairly sophisticated internal warehouse management kinda layout and logistics, methodology within it. And so what we've done is, is taken kind of the capabilities that are in ByDesign and even flush those out even further. And then what we've done is all also with business one where it doesn't have that type of capability, we connect to business one at the, at the warehouse level and then build out those capabilities within Loxodo itself.
So it does provide flexible and dynamic warehouse layout support of logistics handling units. And you may refer to those as license plates, SSCs carts, totes, et cetera. So essentially that concept of being able to scan one, you know, ID and be able to pick up product and move it around the warehouse, it is an optimized UI for improved adoption and productivity. What you see when we get to the application itself is that it's really current and consumer quality, right? So if somebody can use their iPhone, they can go ahead and use our app on the Android device, multiple picking strategies. So everybody has different ways and wants to have the maximum amount of flexibility in picking and fulfilling. in the warehouse, we support that, the directed activities. We talked about that a little bit, really, you know, streamlining, put aways and storage profiles and being able to make, have the system make decisions about where to slot material and also the best way and most efficient way to go pull that material.
The pack-out functionality has integration with the scales shipping functionality integrates with PaceJet, and, there is a built in label designer and there are real time dashboards provide insight into your warehouse operations. So really it's trying to provides and does deliver on kind of the promises of the latest technologies. So the technology itself, for those who, who care about the technology piece, it is the front end is web, it's angular, it's HTML using material design, backend development for, for APIs, C sharp, databases, Microsoft server, and the hosting environment is Azure. the front end is for the mobile app itself. although the, the, the web piece is a responsive design, which will scale in size to, to the device that you have it on. we do deliver a front-end Google, Android type application.
and that's built on flutter with angular, HTML 5 and CSS 3 material design. So for a, from a technology perspective, we're leveraging, the latest and greatest from the best in the industry, in terms of, the technology stack. from there, I think what we'll do is, you know, we don't really wanna talk too much. This was a presentation that was, meant for a number of different audiences. we do have a, you know, this is not just an application that we're developing, on the side. it's a significant investment for Navigator Business Solutions. It's a real part of our strategy moving forward. And so it's important to understand that we have rigorous development, quality assurance and, and deployment controls on the application. we're not really talking about just, Hey, you know, this, this add on that. You're gonna go put on your server and, you know, it's gonna get updated every once in a while. We are staying with the cadence of SAP in providing continuous innovation, which we're releasing at times monthly, depending upon the needs. And then, we’ll be following up with the quarterly approach that, that SAP is using for both business one and ByDesign as well.
So enough with the slideshow, let's go ahead and talk about the application itself. So I've logged into Loxodo as myself as a super user within the application. and as you take a look, this is what the, the front end looks like. This is what the web UI looks like. when you log on, you're seeing a dashboard which, provides you with some insight into the, what’s going on in your warehouse at this particular point in time, how many open tasks are out there? How many completed tasks, what the percentage complete is kinda shipping and what the processing time is per shipment, little bit about daily task completion and the types of, as there are, then some picking and packing and location activity and employee performance. you can see that in this particular tenant, I’m doing the majority of the work.
So that, that gives you a little bit of insight into your operation. As we take a look at it, you hear me many tasks for those in the audience that are ByDesign people, you are used to tasks as, as kind of that unit of work that you're going to accomplish in order to what we call confirm a transaction for the Business One community. what that means is that we will be taking purchase order orders, production orders, and we will be consuming those, and then releasing tasks that you will assign to your warehouse operators, as they're using the system. And we'll get into that in just a little bit, as we take a look, you can see that I have my overview, but the user interface for standard user, becomes much more something that looks like this. It looks much more like kind of that Fiore task metaphor.
And so as I take a look at it, if I'm scaling this to a handheld, it's gonna scale appropriately. And, this is how somebody would go ahead and, and tap into the tasks that they're going to use. I happen to be running on a Microsoft surface. So if I just tap my screen, you're going to see it's going to bring up all the receiving tasks that I have, available to access. Or if I want to just go for my tasks, I can go ahead and do that as well. So I'll just tap on my tasks and I can see that I don't have any specific ones, assigned to me. So again, you see me just using that touch screen, to be able to, access the tasks that I want. So that's a little bit about how that user interface looks like for, for your average user.
If I go back to my dashboard and, then we just open up our times here, you can see there's a start and end date. so it goes back five days, you can set that, to whatever, whatever it is you wanna have as a view of your data, but let's talk about the work centers a little bit. So as we take a look, we cover all of the logistics or supply chain, kind of links if you will. So we have inbound processing, we have outbound processing, we have internal warehouse management. We do support production from a materials perspective. We're not so supporting it from a labor perspective as of yet. there is a placeholder for handling, container shipments. that's not fully built out as of yet. We have item management, we have warehouse set up, we have equipment, and then we have settings within the system as well.
So let's just take a look at a few let's drill in a little bit into the, the, perhaps the, the warehouse setup itself. So as I look at the warehouse, I go into setup, you’ll see, I have some options here, so I can take a look at setting up my warehouse, looking at my bins. kind of an interesting aspect is we use carts. So if Ralph HES actually picks something or Joe Smith picks something, or Joan jet picks something that is going to go into her user cart, and then until they complete the transaction, it will remain in that user cart. So there's full accountability, and we always know where the inventory is each step of the way, couple of points of setup that I, that I just wanted to go into here is, is in the warehouse.
We can have, a flexible layout in, within our warehouse. So if I take a look at this AMCO, Loxodo warehouse, if I drill into it, I can see that I have. and so I have my warehouse, I have zones, and these may be just, you know, kind of, maybe it's a set of racks. Maybe it's a bulk storage area, but it's essentially a segregation of an area within the warehouse. And so here I have, you know, kind of typical warehouse receiving storage, hazardous materials, area, production inspection, receiving, shipping, and then perhaps a separate location for accessories. Now, if that's good enough, and then I just wanna say, Hey, what bins do I have in that particular zone? I can take a look at that. So if I go into my receiving bin, I can see that I give the bin a barcode.
I give it a human readable name, so that when I'm printing the label, which by the way I can do directly from this screen, I can see it will print this R 1101 as a barcode and give me the human readable name there. I can indicate what type of bin this is. So if I wanted to just make this a put away bin, meaning that I'm only going to receive into it, I'm not going to have sales pick from it, you know, a sales order or a production order pick from it. I can do that. so I have the concept of a pick-put, locations that maybe for forward picking locations I would have as pick only. So I wouldn't wanna be putting things away automatically in there, or just the put away, or if I'm going to be processing returns through this particular bin location, I would flag it as a bin.
So that's, you know, as we take a look at a, at a receiving bin, that's really pretty good. That's, that's enough for us to be able to transact in it. Now you'll, I'll go into a little bit more of the sophisticated way out of a bin in just one second. But one part that I wanted to make note of is that throughout the system, you will see this inventory ledger. And so I have the ability to search on anything that occurred within this bin over the course of time. So if I want to say, Hey, did I receive any BF1900s in here?
You'll see that it's gonna go find that. And it's going to say, yeah, you received that on March 24th. I did this in preparation of this demonstration and, and there it is. And so now if I wanted to perhaps look for a batch number, maybe I wanted to look for batch number 10032. I'm not going, I don't have any in there. So in, in this particular bin, so as I look at it, I have this inventory ledger, which if you remember, I said that Loxodo became your inventory, version of truth, system of truth for all transactions and traceability. this is one way in which it does that.
So that's in terms of, of a warehouse and a zone. That's an example of that. Now, if I go back to my zones and look at my storage zone, what I've done is come up with another subdivision of the locations within my storage area, within the warehouse. And I have rack storage, I have bulk storage, and maybe I have some refrigerated storage that I need to, to utilize. And so as I take a look at the bins within this particular area, I can then go in and take a look and see a bit more about how we can define a bin. And again, this isn't intended to be a real tutorial on, on the whole setup of the system, but there's some elements here that I wanna make sure I cover. So that as we're going through the system, you understand how it's making its decision.
So in this case, I have my, this is my cryo storage, refrigerated storage. It is a put pick, on my travel sequence, through the warehouse, meaning how I'm going to lay the warehouse out so that people are traveling in the most efficient manner. If I'm picking from it, this is the second location within this area that I'm going to pick from. If I happen to be putting away, it's going to be the fifth stop on my travel sequence. So I have the ability to be able to lay out the warehouse and travel sequence, both from a picking perspective and a put away perspective. I then can indicate whether this particular bin is going to have a storage profile. Now, storage profiles are a real flexible way of setting up the storage rules within Loxodo. So I can have multiple storage profiles.
And obviously I have some listed here in this case, this would be saying any item that has a storage profile equal to negative 36 Celsius, or maybe if it was a hazardous material, anything that has a hazardous material designation should be placed in the bins that have that storage profile. I can also indicate a maximum number of license plates that could be pallets. That could be cases, whatever that kind of license plate or logistics handling unit is that you are, identifying within Loxodo. If I'm doing lot control, do I wanna have multiple batches per location? do I need to establish a maximum weight, as we know, as we're, as we're taking a look at rack storage, I can obviously put a lot more weight in a storage location. That's on the floor, perhaps on the second level, the third level, but the maximum weight oftentimes will decrease the higher you go.
And then I have my dimensions as well. All of these can be taken into account system is deciding what it should put away during the put away algorithm. So there's a lot of flexibility. Do you have to use it all? Nope, absolutely not. And, if you decide not to use it all, there's ways that you can configure the system in the warehouse level. So if I go to my warehouse level, this is where I can go ahead and start to set some of the rules that I want to have. So I can configure at a very detail level at the bin level, or I can tell the system at the warehouse level, what it, how it should behave. So if I'm taking a look at, when I'm defining a warehouse, I'm giving it a code, I'm giving it a name.
I have a default for what type of picking I'm going to do. So I can either do a pick to clean where if I have bits and pieces of the same product, in multiple low, I may want to go pick those to clean those locations out, or I may want to minimize the touches and, say that every time I do a pick, I want to grab what's ever closest to the full quantity on that particular line, so that I'm not, so I'm having the minimum number of touches on my picks. The system does support multiple, strategies in terms of picking. And this is picking of sales orders. When we talk about picking, so I can do wave picks, I can do wave pick to orders, and I can do pick to orders. we'll talk a bit more about that on the outbound side, but this is setting up what the default is for this particular warehouse.
serialized validation at this point, soda supports full validation, which means if a product is serialized, it needs to be recorded on every logistics transaction. we do FIFO, we do LIFO. we allow for cross zone picking, or restrict cross zone picking so that if I have somebody that's needing to pick and the pallet area, because they're authorized in qualified on specific equipment then, and then other people who are just gonna use, picking using carts. Well, maybe I don't wanna allow cross zone picking. So I'll have picking tasks, for each individual zone that can be assigned to the right people. So in this case, when I say, yes, I'm enabling cross zone picking. So regardless of what the zone is, I will only generate one pick list and pick task for that particular order.
I can set a default number of shelf-life days. So if I'm handling, shelf life sensitive product, when I'm picking, I can, picking either pulling for a, a production order or pulling for a sales order. It can set kind of a minimum shelf life days, the put-away generation. So am I going to use the storage profiles like I had indicated, do I wanna just use randomized, which by the way, is what Amazon uses in their huge warehouses, or do I wanna consolidate my inventory in other words, find where that product is already located, fill that bin up and then find the one next to it. So multiple strategies in terms of put aways, shipping integration, whether you're, at this point, we do integrate with PaceJet, in this case for, for this demo, I'm just using my, Loxodo ship tasks, I can indicate how many steps I want in that shipping process.
Do I wanna pack out and then a ship separate ship process or not? and then when I get to, label printing, do I want to automatically, print labels for my inbound releases, automatically print license plates, or, and then whether I wanna will allow negative inventory in my production area. So, I went into that into a bit of detail because this is where a lot of the logic gets set up. It is then further enhanced as you're defining and weighing your warehouse out. And then that ties into how we augment the information, From our ERP here within Loxodo to be able to take advantage of some of those additional storage capabilities. So here, as I, as I move into the item master what's important to understand is that the ERP is still your golden system for item mass material master information.
So anything that's entered there is going to be integrated to Loxodo and is going to, be able to be changed in a way that that affects the ERP. What it will allow you to do is enhance that definition. So that if I, I take a look at perhaps some of my, you’ll see me kind of focus on the BF items, that's where we have a lot of information. we'll see that, if I perhaps go into this particular item, you'll see that it has all the information that is contained within the, within ERP it's picking up how it's controlled, whether it's a controlled item, a batch item, or a serialized item, this cannot be changed once you have inventory, especially, as it relates to the ERP and then you can see that I have, the ability to set a bar code.
I can set G tins, et cetera. I have the item group and item code class, which are flowing over from, from the ERP. I have the ability to enhance, cycle count groups. So I can create cycle count groups and assign items to cycle count groups. And then we have our storage profiles indicating whether when I store this product, do I wanna adhere to a specific profile in this case, really dropping down on the number of profiles that I have set up, or whether I'm going to store that in a particular area within the warehouse, or whether I'm going to say that I wanna store it in a particular zone within a warehouse. So again, you don't have to go down to that real granular level of bin by bin. You can do it by zone. You can do it by area, whatever, whatever tends to work for you.
So I'm just gonna say, I want this in my stored, anywhere in my storage area, we have unit of measure conversion. so if I want to have any unit of measure, if I wanna say, Hey, you know, one, case hit the case instead of that, or, you know, 100 let's say equals, 100 eaches. I can go ahead and do that. if I wanna have unit of measure characteristics, so setting up, people, the folks from the ByDesign community will understand this. I can have an, each, I can have a case. I can have a pallet. I can set default bins as well. if I want to say that, Hey, I want this particular product, primarily in this picking bin, and maybe I want to have eaches, and I want to have a minimum quantity of 12 eaches. but I have a maximum stocking quantity of 96 eaches. And then I can set if I wanna set a default standard replenishment bin, maybe coming from pallet row 1. I can go ahead and do that. I also have an inventory overview. So if I have any of this product in inventory, I kind of picked a bad one here to go into, it will go ahead and show that inventory. and then again, I have my inventory ledger.
So as we take a look at the item master, there are additional pieces of information that you can use to make the system work better for you. Additionally, what I wanted to do is just talk a little bit about one of the additional capabilities of, Loxodo that isn't really supported out of the ERP. but it's supported in Loxodo in a way that the can be enhanced to kind of some user defined fields in the ERP. So oftentimes in, in, food and beverage life sciences regulated industries, you'll have, what's called a catch weight item. very simply put, we need to measure our inventory in two dimensions, two units of measures. So in this case, I have a, I'm called it a catch weight product. It's a gel block. You oftentimes I'll use the example of a wheel of cheese.
but essentially, it's saying we're going to stock it in each's, but I also wanna know the secondary unit of measure of weight in this case, it's weight, it's in kilograms. And so as I take a look at my inventory overview, when I'm keeping track of my inventory, I can see not just that I have 10 in stock, but if I actually go to my inventory overview, I will see that I have 10 in stock and 20.75 kilograms in stock. So if any of the, the folks on, on the call or the webinar here today, have that need for catch weight, or really measuring in two dimensions, please talk to us about that it is a feature and a capability of the system. Okay. Couple of last, tidbits here on, on some of the configuration, because it is important to understand, to see how it works.
in the settings area, I do have all my master data, this master data, things like units of measure, synchronize over from, from, both Business One and ByDesign, I can have, box types. So as I look at box types, if I, if I'm packing out into different types of boxes, as part of the shipping process, I can go ahead and, and, create those and leverage 'em in the pack-out process. I have my storage profiles, which we talked a little bit about. I have, cost centers. So, specifically in, ByDesign, if I'm leveraging cost centers and need to, have my inventory transactions, things like inventory adjustments, consumptions, et cetera, hit a particular cost center. I can that, and then lastly, really our forms label designer. So there is an, an out of the box forms designer. it does come with labels defined for, your standard type label.
So, you know, my item batch label is obviously gonna have an item and a batch on it. what's important to understand is that you can have multiple copies, different types of copies of, of these types of forms and labels. And then we, provide a, a label management tool. This is the first iteration of it. we're where you can go ahead and, and set for each bin, item, item, batch, license plate, or packing slip. You can go ahead and, and edit the, the report that you have associated with that. but it also allows us to say, if I'm, let's say if I'm printing items, where do I wanna print them from, perhaps I want to, at them from the receipt confirmation, and I wanna automatically print them. perhaps I wanna print one every time I do a pick task. so I, I have this ability to be able to not only create the labels, but also to manage how they're printed and whether they're automatically printed or manually printed, et cetera. This is a functionality that is really, this is kind of first version of it and it’s, being built out so that it can be applied to multiple places within the workflow of Loxodo.
Okay. Let's, let's now take a look. That's probably enough about, about kind of the setup and, and how some of the calculations are done, but I thought it was important to kind of give that background. So I'm go back to my dashboard here and let's talk through just, a few transactions. Let's first about the process. So whether it's an inbound, which would be an inbound receipt, either a customer return or a, purchase order, whether it's an outbound, which in the case of, an outbound would be a sales order or a supplier return, I'm going to go ahead and take the, the approach where I'm receiving a request from the ERP for ByDesign community. These are our put away tasks that are being synced over PR you know, into, Loxodo. And then I have the opportunity to go ahead and take a look at what they are.
I can then go ahead and release them, meaning I'm going to go ahead and release them and assign them to a user. So let's go ahead. And I'm going to release this particular receiving task in this case, be a purchase order from Business One, I'm saying that I want it received in my receiving area, and now I'm going to generate that receiving task. Now, if I take a look at it, what that really kind of the user story or the narrative is I've heard from, materials, that there's a shipment that's coming in. And so now this, I know that it's coming in, truck pulls up as a warehouse supervisor. I'm going to go ahead and go in and release that particular purchase order, or that particular task to go ahead and physically receive the product. Now we do have it streamlined. You can go ahead and start receiving at this point.
but I don't wanna do that. What I wanna do is we'll go ahead and see that that's released. And what that does is creates a task. As you can see this receiving task, this one on March 24th and each task is given a unique identifier for traceability. If I wanted to go into that task and see what it was, what’s, what's coming in, I can go ahead and do that. If I needed to go ahead and print the item labels for what was to be received, I can do it at that point, or as you saw, they can automatically be printed. If I wanna let anybody go ahead and receive that I can just let that be. Whoever is at the, at the warehouse dock, if they go into their, assign into their tasks and, and look at the tasks, they can go ahead, do it. If I wanna specifically assign this to somebody, I can go ahead and specifically assign it to somebody, and that will then show up in their tasks to go ahead and be received.
Now, I know that may seem a bit like, boy, there's a lot of steps there, but really I'm doing it all in, in, within the context of two minutes and explaining it. But as you have different people playing different roles, it flows very nicely and it provides a nice control. So now, as I take a look at that receiving task, that’s been assigned to me. And, and so what does that mean? So as I then kinda look at my handheld application, and I'm just pulling that over through my emulator here, you'll see that there's only five receiving tasks there now. As I go in, I'm going to see that increase to six, and I'm also going to see my tasks. And if I go into my tasks, I will go and see that that particular task has been assigned to me.
So there it is that task, which I just assigned is now at the top of my queue to be executed. So depending upon the complexity of your warehouse, right, you may wanna be granular and assigning people tasks, or you may wanna have them just go into their task. So here again, this is a different way of getting there and look at the available tasks, and then those available tasks that, that Ralph, can access for purposes of going ahead and doing, receiving. Now that we're on the handheld, let's take a little bit of a look at it. So as you can see, I'm again, using kind of the tile metaphor, for displaying the tasks that are available for processing. I'm using my drag down to go ahead and refresh that. if I go up to my work center area, you can see that I've got different ways of accessing the information.
So if I don't wanna use the tiles and I wanna go ahead and take a look at my received tests, I can go in that way as well. So again, we're meeting the, the customers and the users in a way that they want to be able to use the system. So here I can see all the execution portions of the system, which are the tasks that I can perform using the handheld. additionally, I have settings, so I can configure a Bluetooth scanner, which is what I'm using today. I can indicate which warehouse I'm going to operate in. So if I'm switching between warehouses, I can go ahead and do that here. if I want to select a particular printer for output, you know, which if I move throughout the warehouse and I wanna attach to a different, label printer, I can go ahead and do that here.
I can set my time outs, et cetera. And, and my about is obviously giving me what version, what the release is, that type of thing. So, it is a very rich, full and robust, application that's that's on an Android application right now. So let's just take a very quick look at receiving, let’s go ahead and receive that particular set of products in. So if I wanna go ahead again, tapping on the task ID itself is going to tell me, Hey, what should I be expecting here? let me do that. And I know we've taken a bit of time, in getting through, a lot of this, but what we'll do is go through this, this receiving task now. So what it's going to do when I tap on the orange arrow, which is my way to start a task, I'm going to confirm that I wanna take it, and now it's going to ask me, Hey, go to receiving and, and scan out and receiving location.
So I'm going to walk up to that location. I just need to get my barcodes in place here, scan that, and the system will validate. So within Loxodo, everything wants a, from and a to location. So in this case, we're bringing the product into the warehouse. So we want to, make sure we're identifying what location it's coming in now. Let's go ahead and receive that packing material. And let's say that we actually receive this, in two cases of 250, and I want on to identify, each case with a license plate identifier. So what I can do is I can go in, tap on the plus button here. So I'm going to go tap on the plus meaning, Hey, I wanna create a new license plate. If I have a row of license plates or an existing license plate number I wanna use, I can go ahead and scan that right here, otherwise I can automatically generate the license plate, which I have the ability to define what the, what the scheme is for that definition. Go ahead and confirm that. And now I can go ahead and receive the BF3406.
It's going to ask me for my quantity. Now, if I have a barcoded quantity, that's great. Otherwise I can just type it in, or I can use my buttons to go ahead and do that as well. So there's that I've received that onto that particular license plate. And now I'm going to say, I want another license plate. We'll confirm that. And then we'll receive the remainder of that product onto that license plate. So and when I said I can use my buttons, you'll notice here, there's an increase in, in a plus 10 and a minus 10 and a plus, and that type of thing. So I can either go up that way. I can type it in, so multiple ways in which I can go and, and receive. So you notice I've purposely over received there. let me go ahead now and receive some of this fish oil in, and this fish oil just came in and, we’re just, we don't really wanna use license plating on it.
We're just gonna go ahead and receive that in as is now, it's going to ask me for a batch number. And in this case, you'll notice it's asking me for all the elements of what you would have with something related to a batch. Now I'm going to allow the system to generate a batch number. I'm going to indicate that it was produced on the 20th. and I'm going to have an expiration date on this, and maybe I have a manufacturer's batch number that I need to capture. I'll just go ahead and do that. And I will go and receive our quantity.
It's gonna ask me if I wanna create the batch here. And so I'm gonna say yes, create that batch. And now you'll notice that it has created batch number 1034, and I've received in a hundred kilograms now, perhaps I didn't, I didn't enter the right quantity. I can use the pencil to go ahead and edit that quantity. And so we'll go ahead and just enter the 250, when I'm done, I'm going to click the confirm button. So everything within Loxodo, again, it's going to indicate and, and give you warnings. So if I said, Hey, you know what, oops, I, you know, it's over the plan , let me just go review that, let me go recheck it. Yep. It is, that is the, the five 30 that I did physically receive. Let me go ahead and do that. And now what you'll see is that that product is received into the warehouse and is available, both in the ERP and in Loxodo itself. So if I just move that aside, and if I go to item, actually, let's go to the warehouse setup. Let's go to my receiving bin. This is another way to be able to see some information within the system.
If I drop that down, we'll go ahead and see all of the information that we have. So there's our, our 1900, that I had received in previously. I also have my license plates that I received in. You'll see, I have a lot of license plates in my, in my warehouse. And so what you're gonna notice is because I did not, and I purposely did this because I did not change my location. It received that fish oil onto this license plate. And I did that on purpose because I wanna show the functionality of license plates. Now we do have about five minutes left to go. What I do wanna show is just a very quick, put away process. and then we'll show kind of an outbound process and then we'll wrap up and, and open it up for questions. So what I wanna do now is now that that product is in my receiving location. Let's go back to my handheld and I'm going to wanna put that away. So as I take a look at my put away task, I can either create, put away tasks using Loxodo, meaning that I can go ahead into my inbound process and create a put away task and actually direct people where to put things. And here you can see we've got a couple different people, logged in here, or I can use the
Ad hoc put away process. So let's go ahead and use the ad hoc put away process. And what this is just saying, okay, I'm going to, you know, this is rather typical. I'm going to have somebody walk up to the receiving location. The system is going to load everything that's in that receiving location. Now, frankly, I, this is gonna take, probably 10, 12 seconds, reason being, because I have all of those license plates, it's figuring out what's on those license plates, how the storage profiles all align and how it should tell me to put product away. But once I have that up, you can see that I can scroll through here and I can see all the, the product that's in my receiving locations. That gives you a little bit of an idea of how, how quick it can work.
Now, if I wanna go up to that, that particular license plate and put it away, I can go ahead and scan that license plate, and that's going to put that in my cart. And so when I'm ready to go and put that particular product away, I'm just going to quick start. But in this case, what I'm going to do is I'm gonna scan that second license plate. We're gonna put, pretend that we have, both of those on our forklift. We're able to kind of pick both of those up, and I'm going to start the process of, of putting away by clicking the start button. The system is now using the configuration of the items, the configuration of the warehouse, the configuration of the bins, cetera, to be able to CA calculate where it's gonna recommend that you put this product.
If it can arrive at a location, it will arrive at a location. So in this case, it's telling me to bring it to, PR04. I don't have a bar code for that. So just proving that you can actually type into it. I'm just gonna click PR04. You can see it's having me put away license plate 97. I do that. And now license plate 97 is put away. So as you can see, that's really the benefit of using license plating. I'm just scanning that one identifier, for purposes of transacting multiple items. And in this case, it's asking me again to put something in PR zero four. It wants to always confirm where I am. And so now I'm going to scan that license plate 98, and now that license plate 98 is put away in that location as well. Now, one of the reasons I wanted to show you the mixed license plate is because what I was able to do with that was be able to put two products away, different quantities, batch product, and it was all done with one transaction. So again, as I move this out of the way a little bit, and if we go to our item management and inventory, and if I go to, actually, let's go ahead and go to my bin, and we're gonna go to PR04.
As I take a look, I have licensed plate 98, and those products are there. So, you’ll also notice that, with, ByDesign, when I have an inspection plan on product, it can go in as inspected. It allows me to move it around, but I cannot consume it in any way. Okay. Again, I know we're running a little short on time, but one of the benefits of the outbound side before we wrap up is that as I take a look at outbound requests, which again, for ByDesign is my pick task. And for Business One is my, is my sales order itself. what I can see is giving me, the ability to understand what I can and can't pick. So if I was, if I was great out here, I would be seeing that I had, that I wouldn't be able to, to pick the product if I wanted to go ahead and just take a look at my line items. I can see that I can partially fulfill some of these items. I can do a complete fulfillment on these items. Let's go ahead and pick the last, the last three or the last couple here. And, do what we call a generate.
Now, what it's doing is it's taking a look at the products that are on this particular set of sales orders. And it's going to go ahead and I can either do wave pick a wave picked order, or I can go ahead and do a pick to order. So in this case, what it's doing is saying, if I'm going to do a wave pick, it's going to consolidate my requirements, have me pick only once for the, for the clear gem-gel, baseboard, stripper. and then when I go ahead and complete that it will go ahead and create a single Pack. It will break out the Pack tasks into the individual orders that need to be packed out. So what I'm going to do at this point is we'll, we'll, we'll leave it off at that. what I will commit to everybody on this webinar is that we will go ahead and, create a separate video of the fulfillment process so that you can actually see it. That will be kind of one of the, the parting gifts we give you, for attending a webinar. And then certainly, we’re open to questions. So Jack, at this point, I think I'll turn it back to you. And are there any questions,
Sorry, I was on mute there. yeah, we got a couple questions. So first question is work centers is access set up similar to ByDesign with regard to security and is there separate user administration required in Loxodo?
So there is, so work centers are, at this point, they, you, you have access to really two different levels. One is a standard user, which can only execute tasks and a super user, which can, which can have access to the requests and release those requests. but it does not have security down to the individual work center that is, that will be a, a part of a release later in the year. And yes, it is a separate administration So, as I pop this up, on the screen, you'll see that I have a separate, separate administration. If I go into my user list, I do have a separate user list. We do not need any additional licensing for Business One or ByDesign to use the application. so you know, the, the users themselves are, are just, really foundational in, Loxodo itself.
Yeah. That’s you answered the next question was what does licensing look like? Do all Loxodo users also have to have a ByDesign license and basically correct me if I'm wrong. The only, reason they would need a BYN license is if they needed to do other tasks in ByDesign
That's. That's correct, Jack. Yes.
All right. what kind of output with carton details are available in an SAP ByDesign we'd love we want to do ASNs
that's a, that's an excellent question at this juncture. We are not passing back carton details, that is, usually provided by the pack-out process within, ByDesign itself. so we're, we're sending back a, a delivery we're sending back an outbound. basically we're sending back a confirmation of the pick request and then, depending on how you have ByDesign configured, it will either take that all the way to a delivery and release that delivery, or it will just create the delivery and then you can do the, the packing out at that point. We are looking at that. but I wanna be very, transparent in that it's not in the system right now.
Good questions. right now there are no additional questions. and that's probably a good thing because we're, we're buttoning up against the top of the hour here.
Great. I'd like to, thank everybody for their attendance here. Hopefully this, provide I to do some insight as to, to where we are with Loxodo, currently in active implementation in six different companies. and, you know, our, our next projects that we'll be able to take on really would be, towards the, the second quarter. So, if there's interest, obviously your account manager is available, Jack Thrush or Kevin Meek, and, they'll work with me on, on, positioning the right solution for you.