Adding Value to your Transportation Processes with QAD TMS

Report
Simplifying Your Shipping
Adding Value to your Transportation Processes
Mark McMonagle
VP Solutions Engineer Operations
Simplifying Your Shipping
Agenda
• Adding Value to your Transportation Processes
• Simplifying your Non-Production Shipping
• QAD TMS Overview
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Transportation Management
Global Trade Management
Trade Compliance
Package Exception Management
‘Live’ Software Demonstration
Available On Demand
Recap of Benefits
Q&A
QAD TMS - Adding Value to your Transportation Processes
Return on Investment
• Reduce Transportation Costs
- Consolidations, Rate Shopping, Routing Guide
• Automate Manual Processes
- Reduce keystrokes and duplicate processes
- Error Free and compliant International Paperwork and
Manifests
- Reduction in Overtime
- Reduce Headcount
• Increase opportunities for consolidations
- Zone Skipping, Group destinations
• Eliminate some 3rd party activity
Transportation / Trade Challenges & Opportunities by Industry
Automotive Industry
• Challenge
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Meet Industry Standards (e.g. AIAIG & Odette
Shipping Labels / documents)
Customer-specific document and label
requirements
Customer Routings based on weight/carrier
Scheduled / Consolidated Shipments
• Solution
-
Automate label creation based on product /
customer
Maintain customer-specific routing instructions
electronically
Consolidate shipments by customer for scheduled
deliveries
Transportation / Trade Challenges & Opportunities by Industry
Consumer Products
• Challenge
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Control Shipment Costs (esp. from offshore
suppliers)
On-time deliveries / pro-active customer service
Regulatory Compliance for broad base of
customers
Collaboration with suppliers for direct delivery
to customers
• Solution
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Multi-modal shipments and rate shopping
Restricted party checks and
product/country/end use compliance
Visibility & tracking of inbound and outbound
Transportation / Trade Challenges & Opportunities by Industry
High Tech / Electronics
• Challenge
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On-time delivery for manufacturing lines
Moving parts to spare parts depots / field service
engineers
Some hazmat
Return / Repair Mgmt
• Solution
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Automation of key logistics processes via workflow
management
Electronic routing guide to support customer-routed
shipments and product requirements
Rules-based documentation library ensures crossborder compliance
Product classification for import/export reporting
Package Tracking to ensure on-time delivery
Landed Cost calculations for inventory network
optimization
Transportation / Trade Challenges & Opportunities by Industry
Industrial
• Challenge
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Often hazardous types of shipments
Large / Bulky equipment needing to be
broken up into multiple shipments
Multiple drop shipments
• Solution
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Product compliance checks for hazardous
shipments
Automate hazmat documentation and label
printing
Load building of trucks for multiple drop-offs
Create single manifest for multiple shipments
Transportation / Trade Challenges & Opportunities by Industry
Life Sciences
• Challenge
- On-time Delivery (e.g. critical drug delivery,
for equipment maintenance/repair
- Cold Chain Shipping
- Product Approvals by Country
- Visibility within the Supply Chain
• Solution
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Track inventory from supplier through delivery
to customer
Reduce transportation costs through carrier
and service-level choice
Automate documentation to meeting
country/product-specific regulations
Automate regulatory compliance checks
Transportation / Trade Challenges & Opportunities by Industry
Logistics Service Providers
• Challenge
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Management / Fulfillment for multiple
customers
Reverse Logistics / Return & Repair
Management
Need for visibility to inventory movements
& locations
Accountability for handling goods across
multiple industries/regulatory bodies
• Solution
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A single system for transportation, global
trade and compliance
Visibility to multiple clients, locations,
inventory and transportation tracking
Return labels and tracking of inbound
shipments
Transportation / Trade Challenges & Opportunities by Industry
Retail
• Challenge
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Often high volumes of shipments
Visibility to supply chain to match demand
with inventory availability
Control of transportation costs
Need for import / export compliance as new
suppliers and markets are developed
• Solution
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SOA deployment of PRECISION for high
volume processing
Automated documentation and compliance
checks
Supply Chain visibility and tracking of
inventory
QAD TMS Solution Overview
QAD TMS Solution Overview
Supply Chain Portal &
Transportation Tracking
Package Exception Management
Base
…based on 1
Transportation Management
•Database
•Set of Rules and Workflow
•User Interface (black box / interactive)
•Shared Architecture
Trade Compliance
Global Trade Management
Functional Capabilities
QAD TMS Base
Functional Breakdown: QAD TMS Base
Key Master Tables
Functionality
Standard Integrations
Partners*
Workflow
QAD SE / EE Applications
Products*
Rules/Rulebooks
Other ERP Systems
Languages
QADTMS ePage
Any WMS System
(Includes Translations)
(Form Design)
Edit Codes
Document Production and Distribution
(Numeric Formats)
(Note: This does NOT include Document Library –
See GTM)
Units of Measure
Document Imaging
Currencies
Security Setup
Transaction Types*
Packing
Pack Types*
Dataflow
(Create Master Shipment)
Cost/Charge Codes*
XML Data Exchange Utility
Hazmat UN Codes*
Highway
(Messaging Subsystem)
Functional Capabilities
Transportation Management
Functional Breakdown: QAD TMS
Carrier-Related
Functionality
Functionality
Key Transportation
Documents & Labels
Certified / Approved Carriers
Routing Guide
Packing List
Charge Table/Rate Maintenance
Bill of Lading (BOL)
(Refer to Topic 029 – Per Carrier Functionality)
Generate Tracking Numbers
(Pro #’s / Waybill #’s)
Label Production
(All modes, spreadsheet updates)
Rating
Generic Labels
(Carrier Compliant for Integrated Carriers)
(Other non-carrier charges, e.g., handling, insurance)
Electronic Communication
Rate Shopping
Dispatch / Consignment Notes
Carrier Rate Maintenance and
Upload
Freight Quoting
Hazardous / Dangerous Goods Notes
Rating
Load Offering
(Carrier rates and accessorials)
(e-mail offer of a shipment, portal for carrier to accept,
user selects carrier)
Transit Times
Consolidations/ Master Shipments
Carrier Consolidations
Zone Skipping
(including End-of-Day Manifesting)
(FedEx Int’l Priority Distribution – IPD, UPS
WorldEase, DHL Breakbulk
(ADR , IATA, Sea)
Load Building
Desktop Shipping
Basic Freight Audit
(Match carrier invoice to shipping estimates)
Driver’s Manifest
Sample Worldwide Carrier Coverage
QAD TMS Transportation Management System
Multi-modal Domestic & International Shipping
• Certified with 40+ carriers worldwide
• Automated Routing Guide
- Selection of carrier/mode
- Adhere to company policy / customer routings
• Communication with Multiple Carriers
- Rate, Label and Manifest Shipments
• Return Label Support
• Transportation Visibility in real time
Benefits
• Uniform way of working with all shipments
• Transportation Visibility
• Ensure compliance with carrier requirements
Standard QAD TMS Features
• Automatic Hundredweight Consolidation
• Electronic Communications with Customers and
Carriers
• Carrier Certified Manifests and Labels
• Automated BOL Generation
• Automated EOD Manifest Generation
• Automated HazMat compliance and
documentation
• Automated International Document Generation
• Buy and Sell rating capable
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Could be published vs. negotiated
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Negotiated, with uplift applied
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Manage Promotions around shipping cost
Carrier Certification
Carrier Certification Programmes
• Tracking number generation
• Label
• Rating
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Published / List
Negotiated
• EOD
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FTP, HTTP, other
Test Case Validation
Other Carriers - Overview
• Label
• Rating Engine
• Tracking Number generation
• EOD Manifest
• URL Tracking link
LTL and other Carriers - Shipping Label
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Sender Address Details
Receiver Address Details
Carrier Code
Pro Number (Tracking Number)
Barcode of Pro Number
Also available without Pro number
Customizable reference field
Ship Date
Total Weight
Mailing Label
Zone Skipping
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Consolidate based on end-point delivery
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Ship From nearer to final destination
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Pre-label with alternative Ship From
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Sample: US to US carrier hub
Zone Skipping - Example
QAD TMS Invoice Matching
• Invoice Matching Engine
• Automated Matching for
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Actual Freight Invoice
Estimated Cost
• Determination of discrepancies
• Approval of supplier invoices
• Creation of ‘light’ shipments
QAD TMS Matching Process
• Shipment Retrieval by tracking number
• Invoice Cost tends to be Totalled
• Estimates matched in precedence:
- Freight
- Fuel
- Accessorial charges
• Variance calculated
- Carrier variance (default)
- Shipper variance (manually chosen)
Simplifying your Non-Production Shipping Process
Non-Production Shipping Challenges
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Multiple departments
Different types of shipments
Limited or no process in place
Time consuming
Little oversight
According to a study by PARCEL Magazine and the ARC Advisory Group, poor
management of desktop shipping can lead to shipping cost increases of at least
20% on a yearly basis.
Non-Production Shipping Opportunities
Opportunities for Improvement
• Empower employees
• Control Freight Usage
• Streamline handling in
your mailroom / dock
• Automate
documentation
• Gain visibility to costs
• Consolidation of carriers / accounts
One high-tech firm found that they had 73 different contracts in place with parcel
carriers around the world. By consolidating that to three or four carriers that could
serve the entire company, they found they would save an estimated 10% from their
annual parcel spend.
Non-Production Shipping
Who Uses Desktop shipping?
• Departments and people
across your company
• Shipping things like
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Samples
Engineering pre-production
products
Marketing materials
Documents
Internal assets (Equipment)
Non-Production Shipping Benefits
Why Use Desktop Shipping?
ARC Advisory Group, The High Cost of Desktop Shipping
Functional Capabilities
Package Exception Management
Shipment Tracking Challenges
• Lack of visibility to shipments after they leave your door
• Inability to track every package due to shipment volumes
• Too much time spent looking up tracking numbers via individual
carrier websites
• On-time delivery is critical for timesensitive products
• Missed deliveries means penalties and
damages customer satisfaction
Operational and Carrier Challenges
• No visibility to inbound / return shipments
• Claims are not always made for lost/damaged
shipments due to lack of resources
• No easy way to analyze carrier and
level usage across the organization
service-
• We rely on the carrier to tell us how they
performed
• Invoicing can’t happen until Proof-of-Delivery is
obtained
A Day in the Life of a Typical CSR
Time Consuming / Inefficient Ad hoc Tracking Activities
• Customer calls
• Look up shipment
• Carrier Web site / System
• Call
• Advise customer of delivery
status
Customer
Request
Lost or
Damaged
• Lost / Damaged Shipment
• Look up shipment
• Carrier Web Site / System
• Call
• Raise a Tracer
• Finance needs POD
• Look up shipment
• Carrier Web Site / System
• Call
• Screen shots / off-line notes
of delivery info
Revenue
Recognition
Package Exception Management
Ship
Report
Control Tower
Deliver
In-transit
Manage
Alert
PEM: Delivering Value
Get “Control Tower” Visibility and
Management
Shipments In-transit
Inbound, Outbound and Return Shipping
Automated Alerts
Pro-Active Exception Management and
Communication
• Automated Proof-of-Delivery
• Reporting
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Carrier A
Carrier B
Carrier C
More
Carriers
With Visibility Across ALL Modes and Carriers
QAD TMS Demonstration
Demo Scenarios
Demo Scenario description
Desktop Shipping
Manual Shipment (Domestic) Parcel shipment with rate
shopping
Interfaced Shipment number
0900001
Demo Scenario 001 - UPS Next Air (Domestic)
Interfaced Shipment number
0900002
Demo Scenario 002 - UPS Ground
Interfaced Shipment number
0900003
Demo Scenario 003 - USPS – Parcel Post
Interfaced Shipment number
0900004
Demo Scenario 004 - USA to France (International &
Documents generation)
Interfaced Shipment number
0900005
Demo Scenario 005 - LTL/TL – YFSY 500 Rated (Domestic)
Tracking
Package Exception Management Outbound/Inbound
Standard Integrations
TMS Deployments with Shipper
QAD
7.1.1
Order
Entry
7.9.1
Create
PreShipper
Most popular integration
One interface point at Shipper Creation
Option to deploy in background*
7.9.2
Create
Shipper
QAD/TMS
ABS_MSTR
QAD/TMS
SO_MSTR
TMS
Client
Workflow
Packing
Consolidation
Calculate
Freight
Shipping
Documents
Kick Off
Ship Confirm
Shipping
Documents
Create Shipper
Kick Off
Ship Confirm
Message
TMS
Message / SOA
Compliance
Transaction
Run TMS workflow
Process Compliance / Freight
Print Documents
TMS Deployments with Pre Shipper
QAD
7.1.1
Order
Entry
QAD/TMS
SO_MSTR
TMS
Client
Workflow
TMS
Message / SOA
QAD
Warehousing
(optional)
7.9.1
Create
PreShipper
QAD/TMS
ABS_MSTR
Packing
Consolidation
Compliance
Transaction
Calculate
Freight
TMS Deployments with Discrete Sales Orders
7.1.1
Order
Entry
QAD
7.9.13
SO Packing
List
7.9.1
Create
PreShipper
QAD/TMS
SOD_DET
QAD/TMS
SO_MSTR
TMS
Client
Workflow
TMS
Message / SOA
7.9.15
SO Shipments
Packing
Consolidation
Calculate
Freight
Shipping
Documents
Compliance
Transaction
TMS Deployments QAD Warehousing Messaging
QAD
7.1.1
Order
Entry
High Volume Parcel
Automation
Limited TMS processing
QAD
Warehousing
QAD/TMS
SO_MSTR
Message
TMS
B lack Box / SOA
Compliance
Transaction
Consolidation
Message
Rating /
Labels
Available On Demand
Deployment Options
Global Solution
Local Execution
Established
Express Carrier
Network
On Demand
Reduce Cost of Ownership
On Premise
Traditional deployment
behind the firewall
Save Time. Save Money. No Headaches.
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Reduce costs and control usage
Empower employees
Streamline handling in your mailroom / dock
Ensure compliance
Visibility to all shipments and cost center usage
On Demand for easy on-boarding
Thank you for joining us!
Additional Information Available At:
www.precisionsoftware.com

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