WAREHOUSING AND ADVANCED WAREHOUSING Emily Sroda emily srodarsmus

Table of Contents RSM Overview……………………………. . 3 Presenters. . . ………………………………. . 4 Warehousing……………………………….

RSM Overview § 5 th Largest Accounting Firm in USA, HQ in Chicago §

Presenters Katie Costello Manager – Consumer Products & Retail Technology Solutions • Katie is

Warehousing (WMS) • Inventory inquiries ⁻ On hand inventory by location • Inventory journal

RSM Inventory Trace Accelerator 6 © 2018 RSM US LLP. All Rights Reserved.

RSM Inventory Trace Accelerator 7 © 2018 RSM US LLP. All Rights Reserved.

Advanced Warehousing (WAX) • License plate • Work ⁻ Workers ⁻ Block/unblock ⁻ Waves

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Table of Contents RSM Overview……………………………. . 3 Presenters. . . ………………………………. . 4 Warehousing………………………………. 5 RSM Inventory trace accelerator…………………. . . 6 Advanced Warehousing ………………………. 8 2 © 2018 RSM US LLP. All Rights Reserved.

RSM Overview § 5 th Largest Accounting Firm in USA, HQ in Chicago § In the USA…& Worldwide § More than 9, 000 employees in US and 40 K worldwide § Presence in more than 90 cities in US and 110 countries § Industry Focus: § Retail Stores, Catalog / Call Center § Food & Beverage § Life Sciences § Manufacturing § Wholesale § Dynamics 365 End to End Services Focus § Implementation Consulting Services § Managed Support Services § Training Academy © 2018 RSM US LLP. All Rights Reserved.

Presenters Katie Costello Manager – Consumer Products & Retail Technology Solutions • Katie is a forward driving force for our clients and prospects within RSM’s Consumer products and retail practice. Katie helps identify and solve technology business challenges by providing software solutions, data analytics and insight into changes within the industry. Emily Sroda Your pic here 4 © 2018 RSM US LLP. All Rights Reserved. Associate – Warehouse management expert • Emily is a dedicated problem solver for RSM’s manufacturing clientele. Emily strives to recognize issues and create solutions by understanding the inventory and warehousing business processes and goals the client would like to achieve.

Warehousing (WMS) • Inventory inquiries ⁻ On hand inventory by location • Inventory journal ⁻ Adjustment/counting ⁻ Movement/transfer • Quality management ⁻ Automate checks ⁻ Ad hoc • Inbound ⁻ Register > print receipt > post • Outbound processing ⁻ Reserve > pick > ship • Inventory trace 5 © 2018 RSM US LLP. All Rights Reserved.

Advanced Warehousing (WAX) • License plate • Work ⁻ Workers ⁻ Block/unblock ⁻ Waves 8 © 2018 RSM US LLP. All Rights Reserved. • Mobile Device ⁻ ⁻ ⁻ ⁻ Inbound receiving Outbound shipments Cycle counting Work list Inquiries Production Warehouse movement