D I R E C T E D P U T A WA Y

This document introduces the directed putaway function, how to customize the directed
putaway logic for your warehouse, and how you use directed putaway on the handheld in the
warehouse. The following topics are discussed:
About Directed Putaway on page 1
Directed Putaway Process Overview on page 2
Creating Profiles on page 3.
Assigning Profiles on page 13
Directed Putaway Handheld Functions on page 16
For installers, a few Setup Notes on page 17 have been provided. For those considering a
customized version, Additional Profile Options on page 18 have been provided.

ABOUT DIRECTED PUTAWAY

Directed putaway allows receivers, putaway drivers and other warehouse users to search for an
appropriate bin for product during receiving, fill bins, and direct move functions. If requested,
the directed putaway function on the handheld provides a suggested destination bin. However,
the handheld user can override the suggested bin and put the product into another suitable bin.
Suggestions are provided to the handheld user based on factors such as item velocity, cube,
special handling, primary locations, alternate locations and overflow locations to determine the
optimal place to locate the goods. The putaway logic is defined in Web Dispatch in a directed
putaway profile. Profiles let you customize the way you determine putaway bins in your
warehouse. You can define multiple profiles, which can be assigned to different warehouse
operations, or different products.
Directed putaway results in better utilization of labor, equipment and maximized utilization of
storage locations.

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Directed Putaway Process Overview

DIRECTED PUTAWAY PROCESS OVERVIEW

The following is an overview of the high-level steps involved in the directed putaway process.
1 Create a directed putaway profile. Profiles define how to determine the putaway bin. Each
profile has a unique name (code). Creating profiles involves the following substeps:
a Enter the general information that identifies each profile.
b Define the logic criteria that determines the destination bin.
c Since the logic defined to determine the destination may or may not succeed, you can
define multiple logic groups in one profile each logic group is a called a sequence.
Define additional logic sequences, if necessary to complete the profile.
d Test the profile. A Profile Testing tool is provided so you verify the directed putaway
profiles before implementing them in the warehouse.
2 Add as may profiles as needed for your various warehouse operations.
3 Assign profile to warehouse putaway operations such as receiving, direct move,
replenishment, adjusting-in, kitting.
4 During warehouse operations that add product to a bin (receiving, replenishment, adjust-
in move-in, pull kits), use the F2 Function key on the handheld invoke the directed
putaway function and provide a suggested putaway bin.
The directed putaway logic is transparent to warehouse users. They will only see the
resultant suggested destination for the product they are putting away. However, in
Warehouse Setup, you do have the option of configuring the handheld to display
additional information such as size code, reach code, and formal packsize name.

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 Creating Profiles
Before You Begin

CREATING PROFILES
Profiles define the logic that determines the destination bin. A profile contains alternate logic
in case the primary logic fails.

Before You Begin

In order to create and edit profiles, you must set write permission for the rbprofile.xml file as
follows:

Set write permission

for all machine users

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Creating Profiles
The Profile Configuring Screen

The Profile Configuring Screen

To display the Profile Configuration screen, from the side-menu bar, select Reports, then
Miscellaneous and then Directed Putaway Profile Report. The initial screen displays with
the default confguration.

Tip: Multiple users should not edit any profiles at the same time, even if they are
editing different profiles. If concurrent editing occurs, the last update may overwrite
previous changes by another user, even if they were not editing the same profile.

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 Creating Profiles
The Profile Configuring Screen

Profile Properties
Profile Code a unique code that identifies the logic that determines the destination bin of
the products. This code is needed to assign the putaway logic to warehouse operations.

Profile Description Use this field to provide more description of the bin location logic for
example, High Volume Products.

Location In a multi-location environment, select the physical location of the destination

bin.

If Failed Goto Bin Location A bin destination that will be used if a match is not found after
trying all logic sequences. The choices are:
An empty carton bin - this is the first empty carton bin the system finds (first
according to bin number)
Last pickbin for the product
Last putaway bin for the product
A pre-defined bin for this purpose. This bin is specified in the Warehouse Setup.

Defining the Bin Determination Logic (Sequence)

A logic group that determines the destination bin is a called a sequence. You may define more
than one sequence for each profile. If the primary sequence cannot find a bin, a secondary
logic sequence will be at attempted. For more informations, see Adding Logic Sequences on
page 8.
The fields that can used to define the logic sequence include:

Handle Code Use this field to specify if and how the directed putaway logic will consider
handle codes when determining the destination bin for a product. A handle code is a code
that defines product groupings according to specific handling requirements, for example,
Fragile, Hazmat, Freezer, or Heavy. Handle codes are assigned to bins in bin rules, and to
products in the PRODMSTR table. The choices for this field are:
Directed putaway should ignore handle codes.
Match the handle code assigned to the product in the PRODMSTR table. There must
be an exact match between the handle code for the product and the handle code for
the bin.
Select a bin with a specific handle code. For example, if the following handle codes
were specified in the bin rules: Freezer, Damaged and Heavy, they would appear in
the drop down list and you could select one. The directed putaway function would
find a bin with the selected handle code, regardless of the handle code (or lack of it)
associated with the product in the PRODMSTR table.

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Creating Profiles
The Profile Configuring Screen

Size Code Use this field to specify if and how the directed putaway logic will consider size
codes when determining the destination bin for a product.
Product sizes codes are determined by product velocity, which defines the activity of a
product/packsize/location. The Accellos One Warehouses velocity calculations assign
each product/packsize/location a size code of A, B, or C depending on the average
CUBE moved. The top 20% of active products are assigned A, the next 40% are assigned
B, and the remainder are assigned C. Alternately, size codes can be assigned to
products in the PRODMSTR table.
Size codes are assigned to bins in bin rules. Specifying size codes in the bin rules, groups
bins by size.
The purpose of using size codes is to assign, for example, A (high-volume) product/
packsizes to the A bins, to minimize replenishment.
The choices for this field are:
Directed putaway should ignore size codes.
Match the size code assigned to the product in the PRODMSTR table (Match Size
Codes From Prodmstr). There must be an exact match between the size code for the
product and the size code for the bin.
Match within one size, the size code assigned to the product in the PRODMSTR table
(Match Size Codes From Prodmstr +/- 1). The match between the size code for the
product and the size code for the bin must be within one size larger or one size
smaller.
Match within two sizes, the size code assigned to the product in the PRODMSTR
table (Match Size Codes From Prodmstr +/- 2). The match between the size code
for the product and the size code for the bin must be within two sizes larger or two
sizes smaller.
Match the size code assigned to the product via Accellos One Warehouses velocity
calculations (Match Size Codes From Warehouse Statistics). There must be an
exact match between the size code for the product in warehouse statistics and the size
code for the bin.
Select a bin with a specific size code. For example, if the following size codes were
specified in the bin rules: A, B, C, D, E and F, they would appear in the drop down list
and you could select one. The directed putaway function would find a bin with the
selected size code, regardless of the sizecode (or lack of it) associated with the
product in the in the PRODMSTR table or from the warehouse statistics provided by
the velocity calculation.

Reach Code Use this field to specify if and how the directed putaway logic will consider
reach codes when determining the destination bin for a product.
Reach codes define product groupings according to how often the product is picked.
Reach code represents how often you stick your hand into a bin for that product/packsize.
It is not how many units you pick, but the number of times you visit the bin.
Reach codes are assigned to bins in bin rules. Specifying reach codes in the bin rules,
groups bins according to convenience. When you setup the bin rules, you assign a better
(i.e., easy to reach/most accessible) bin to products with more activity.

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 Creating Profiles
The Profile Configuring Screen

Product reach codes are determined by product velocity, which defines the activity of a
product/packsize/location. The Accellos One Warehouses velocity calculations assign
each product/packsize/location a reach code of A, B, or C depending on the number of
pick lines how many times a picker will stick his hand into a bin for that product/
packsize. The top 20% of active products are assigned A, the next 40% are assigned B,
and the remainder are assigned C. Alternately, reach codes can be assigned to products
in the PRODMSTR table.
The purpose of using reach codes is to assign, for example, A (high-frequency) product/
packsizes to the A bins, to reduce picker effort and improve productivity.
The choices for this field are:
Directed putaway should ignore reach codes.
Match the reach code assigned to the product in the PRODMSTR table (Match Reach
Codes From Prodmstr). There must be an exact match between the reach code for
the product and the reach code for the bin.
Match within one measurement, the reach code assigned to the product in the
PRODMSTR table (Match Reach Codes From Prodmstr +/- 1). The match between
the reach code for the product and the reach code for the bin must be within one
measurement larger or one measurement smaller.
Match within two measurements, the reach code assigned to the product in the
PRODMSTR table (Match Reach Codes From Prodmstr +/- 2). The match between
the reach code for the product and the reach code for the bin must be within two
measurements larger or two measurements smaller.
Match the reach code assigned to the product via Accellos One Warehouses velocity
calculations (Match Reach Codes From Warehouse Statistics). There must be an
exact match between the reach code for the product in warehouse statistics and the
reach code for the bin.
Select a bin with a specific reach code. For example, if the following reach codes were
specified in the bin rules: A, B, C, D, E and F, they would appear in the drop down list
and you could select one. The directed putaway function would find a bin with the
selected reach code, regardless of the reach code (or lack of it) associated with the
product in the in the PRODMSTR table or from the warehouse statistics provided by
the velocity calculation.
After defining the logic sequence, you can optionally define additional logic sequences for the
profile as described next, or if finished defining logic sequences, save the profile as described
in Saving Profiles on page 11, then continue by Testing Profiles on page 11 and Assigning
Profiles on page 13.

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Creating Profiles
The Profile Configuring Screen

Adding Logic Sequences

Optionally, you may define additional logic sequences. Since the logic defined to determine
the destination bin may or may not succeed, you can define multiple logic groups in one
profile. If the primary sequence cannot find a bin, a secondary logic sequence will be at
attempted, and so on.
For example, a new warehouse may eventually want to use size and reach codes based on
warehouse statistics. However, it will take time to accumulate those statistics, so until the
statistics are available, size and reach code could be taken from the values downloaded in the
PRODMST table. In this case you could define a 1st sequence that would take the size and
reach code from warehouse statistics and also define a 2nd sequence that would take the size
and reach code from PRODMST table. When the directed putaway function is run, it would go
to 2nd sequence until warehouse statistics were available. After warehouse statistics were
available, it would never need to go to PRODMST table again.

NOTE: Although you can define any number of additional sequences, keep in
mind that the more you set, the slower the speed of the putaway recommendation
results. Only add sequences if necessary, and add as few as possible.

> To add a new logic sequence:

1 Click the Add New Sequence button. A dialog box asks to confirm adding a new
sequence.

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 Creating Profiles
The Profile Configuring Screen

2 Click OK. A new tab displays with the next sequence number.

3 Define the logic sequence as described in Defining the Bin Determination Logic (Sequence)
on page 5.
4 Optionally add more sequences (however, remember that this will affect performance). To
add a new sequence, click on the Sequence #1 tab and then click the Add New
Sequence button. Define the logic sequence as described in Defining the Bin
Determination Logic (Sequence) on page 5.
5 When you are finished adding logic sequences, save the profile as described in Saving
Profiles on page 11.

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Creating Profiles
The Profile Configuring Screen

Deleting Sequences
> To delete a logic sequence from a directed putaway profile:
1 From the Profile Configuration screen, click on the Sequence # tab of the sequence you
wish to delete.

2 Click the Remove Sequence # button. A dialog box asks to confirm deleting the
sequence.

3 Click OK. The sequence is removed from the profile.

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 Creating Profiles
Testing Profiles

Saving Profiles
> To save a directed putaway profile:
1 At the bottom of the Profile Configuration screen, click the Save Profile button. A dialog
box asks to confirm saving the profile.

2 Click OK. The profile is saved.

Testing Profiles
The Accellos One Warehouse directed putaway function has a unique verification tool that lets
you test profiles before assigning them for use in the warehouse.
> To test a directed putaway profile:
1 From the Profile Configuration screen, click the Test Profile button. The Test Profile dia-
log box displays.

2 Enter a product code in the Product field.

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Creating Profiles
Testing Profiles

3 Select an Operation from the drop-down list, the possible entries are: Receiving, Direct
Move, Adjust In, Replenishment, Pull Kit.

4 All other fields are optional, depending on the test(s) you wish to run on the profile.

5 Click the Run Test button. The Result displays the destination bin selected by the
directed putaway function, plus relevant information in the Message field.

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 Assigning Profiles
Testing Profiles

ASSIGNING PROFILES
After configuring the directed putaway profile(s), it is important that the directed putaway
logic is applied correctly to warehouse activities that recommend putaway bins on the
handhelds. The directed putaway suggestions are available for warehouse functions that add
products to a bin, such as receiving, direct move, replenishment, kitting.
Assigning directed putaway profiles is that way you ensure that the correct logic is applied to
the desired warehouse function. Profiles can be assigned to specific warehouse operations, or
to product groups for specific operations.
There are two methods to display the Assign Profiles configuration tool:
From the side-menu bar, select Reports, then Miscellaneous and then Assign Profile to
Operation. Enter the Profile Code and click Go.
or
From the Profile Configuration screen for the profile you wish to assign, click the Assign
Profile button The Assign Profiles dialog box displays.

There are three different ways to assign profiles, as described in the sections following - By
Profile, By Operation and By Product Class.
By Profile and By Operation are similar in that you match warehouse operations to
directed putaway profiles; the screens are laid out differently and By Operation assigns a
single profile to a single operation, while By Profile allows you to assign a single profile to
multiple operations.
By Product Class lets you select a warehouse operation and profile to apply to a specific
product group.

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Assigning Profiles
Assigning Profiles By Profile

Assigning Profiles By Profile

Assign a directed putaway profile to one or more warehouse operations.
> To assign a profile to specific warehouse operation(s):
1 On the Assign Profiles dialog box, click the By Profile tab.
2 Select the Profile from the drop-down list.
3 Select the check box(es) for the operation(s) to which you want to assign the profile.
4 Click the Save button.

Assigning Profiles By Operation

Assign a directed putaway profile to the selected warehouse operation.
> To assign an operation to a directed putaway profile:
1 On the Assign Profiles dialog box, click the By Operation tab.
2 Select the Operation from the drop-down list.
3 Select the radio button for the profile to which you want to assign the operation.
4 Click the Save button.

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 Assigning Profiles
Assigning Profiles By Product Class

Assigning Profiles By Product Class

Product classes are a way of grouping together products for efficiency and identification.
Product classes can be downloaded with product information (in the VA records) from the
host system or, they can be defined in the PRODCLAS table in Accellos One Warehouse.
When you assign By Product, you assign products belonging to a product class to a single
operation and to a specific directed putaway profile.
> To assign a product class to a specific operation and profile:
1 On the Assign Profiles dialog box, click the By Product tab.
2 Type the Product Class in the field.
3 Select the Operation from the drop-down list.
4 Select the Profile from the drop-down list.
5 Click the Save button

Default Profiles and Assignments

If you have not defined any profiles or assignments, the default profile is assigned to all
operations.

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Directed Putaway Handheld Functions
Viewing Assignments

Viewing Assignments
There is a report that allows you to view product class assignments to operations and
profiles.From the side-menu bar, select Reports, then Miscellaneous and then Product Class
Profile Assignment Report.

DIRECTED PUTAWAY HANDHELD FUNCTIONS

The directed putaway function is available to handheld users for any warehouse operation that
adds product to a bin, including receiving, replenishment, adjust-in, direct move-in and pull
kit.
When a warehouse user is ready to putaway product, the first bin suggested on the handheld
uses standard putaway logic. To invoke the directed putaway function, the user must press the
use the F2 Function key. The F2 directed putaway function provides a provides a suggested
destination bin based on the directed putaway profiles and assignments configured in Web
Dispatch. However, the handheld user can override the suggested bin and put the product
into another suitable bin.

original recommended putaway bin

directed putaway bin

About the Handheld Display

The actual information that is displayed on the warehouse is determined by the Warehouse
Setup. The information and options available are described in Configuration for the Handheld
Display on page 17.

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 Setup Notes
Configuration Switch

SETUP NOTES

Configuration Switch
DP_OVERFLOW_BIN Use this switch to define the Pre-Defined Bin option for the If Failed
Goto Bun Location field in the profile. Lets you define a specific bin destination that will
be used if a match is not found after trying all logic sequences associated with the profile.
This switch can only be accesses via
General Setup>I. Advanced>Administrator>Warehouse Configuration by Name.

Configuration for the Handheld Display

Accessed via General Setup>G. Warehouse Process Configuration>Stock Locator
Configuration. Click the Advanced tab.

Days Of Available Inventory To Show This determines the display on directed putaway
and letdown function screens for number of days worth of inventory expected to be
available (according to the velocity calculation) to fill sales orders. Enter the number of
days for which you would like to display available inventory.

Show Reach Code Reach code information will be displayed for the product and users can
filter their search for empty bins by entering reach codes.

Show Size Code Size code information will be displayed for the product and users can filter
their search for empty bins by entering size codes.

Show Formal Packsize Name Formal packsize name will be displayed on the first page of
directed putaway. Otherwise, only the packsizes will be displayed.

Need Product / Bin Sticky? Does not allow other product even if the bin is empty. This
configuration will work if the rules of the bins are sticky. otherwise, it did not work

Verify Pick Bin In Fill Bin Function In fill bins, verify check is introduced for all the
putaway bins. Otherwise it will not verify for dedicated empty bins.

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Additional Profile Options
Configuration for the Handheld Display

ADDITIONAL PROFILE OPTIONS

The following is a description of the unselectable options in the Profile Configuration.
Currently they are unavailable to the administrator. However, they can be activated in the
XML file if you wish a customized version.

Use Only Unreserved BinsSelect this option to indicate that the putaway logic should use
only bins that are not reserved (i.e. have not been reserved using the Make Unavailable
function in the Web Dispatch Bin report. If not selected, the putaway logic will use any
bin, regardless of whether it has been reserved or not.

Use Empty Or Filled Bins Specify whether the putaway logic should consider if a putaway
bin currently has stock in it. The options are:
Use only empty bins
Use only bins that currently have some stock in them (partially-filled bins)
Use any bins, regardless of whether they are empty or have some stock

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 Additional Profile Options
Configuration for the Handheld Display

Bin Cube CapacitySpecify to what extend you wish to fill the bin. The options are:
Fill to 10% by cube capacity
Fill to 20% by cube capacity
Fill to 30% by cube capacity
Fill to 40% by cube capacity
Fill to 50% by cube capacity
Fill to 60% by cube capacity
Fill to 70% by cube capacity
Fill to 80% by cube capacity
Fill to 90% by cube capacity
Fill to 100% by cube capacity
Ignore cube capacity (fill as much or as little as you have)

Pending OrdersThis provides a simplified cross-docking functionality that wont let you
putaway products that have sales order that are in HELD SHORT or HELD FORMAT status
because they are waiting for the product you are putting away. The choices are:
Disabled i.e., disregard pending orders; Pickbin is provided to the handheld user
as usual.
Enable, putaway cannot exceed pending order qty the handheld user will not
be provided the pickbin.
Enable, putaway can exceed pending order qty the handheld user will be
warned, but will be provided the pick bin if they choose to ignore the warning.

Match Current Pickbin ToThis option lets you factor in flexibility if the desired pickbin cant
be used. For each character in the bin labels, you can select how close to approximate the
final destination bin to the current pickbin. The choices are (for each character in the bin
label):
Ignore do not use this option.
Exact an exact match between this character in the bin label of the final
destination bin and the same character in the bin label of the current pickbin.
+/- 1 The match between the value of this character in the bin label of the final
destination bin must be within one larger or one smaller than the same character in
the bin label of the current pickbin.
+/- 2 The match between the value of this character in the bin label of the final
destination bin must be within two larger or two smaller than the same character in
the bin label of the current pickbin.
+/- 3 The match between the value of this character in the bin label of the final
destination bin must be within three larger or three smaller than the same character
in the bin label of the current pickbin.

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Additional Profile Options
Configuration for the Handheld Display

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