Berling Associates Using Supply Data For Better Cargo Management An Illustrative Cargo Management Solution Berling Associates – Assisting Clients To Redefine How The Game Is Played
Introduction To Our Illustrative Cargo Management Solution Ø Our Cargo Management Solution provides insight to where a company’s cargo is in the supply chain from the time it leaves its origin point or source, until it arrives at the company’s receiving dock. Ø In addition to visibility of cargo movement, with our Cargo Management Solution, a company also has insight into freight costs. Too many times purchasing personnel are frantically focused on getting the material from the supplier to the dock on time. During this expenditure of effort, the focus is narrowed to moving the material. Not much attention is expended toward the collection of the freight costs associated with the movement. Our Cargo Management Solution enables a company to record its freight costs and to attach it to a particular shipment. The benefit of this functionality is the ability to analyze and evaluate freight costs for a supplier, a freight lane or any other dimension of movement. Freight is no longer a nondescript accumulation of payments sitting in one general ledger account. Ø The power of our Cargo Management Solution is its ability to provide a company views into its cargo movement data with the point and a click of a mouse. The richness of this functionality is demonstrated in the views. These views allow a company to “see into” the containers, trucks or planes to view its shipments in detail, not just at the bill of lading level, but through the purchase order level, down to the purchase order line item level. This is the level of detail the company’s customer service personnel need to make promises to customers or to apprise customers of changing shipment arrival dates. This is the same level of detail the company needs to make manufacturing aware of critical raw material shipment arrival times and to plan and man its receiving dock schedule. Ø All of the views within our cargo management solution are “drillable”, with the point and a click of a mouse, down through the product hierarchy to the item or SKU level. This feature provides flexibility and usability for those with big picture needs and for those with more detail level needs. Berling Associates – Assisting Clients To Redefine How The Game Is Played 2
Illustrative Cargo Management Solution Cargo Management Views and Input Screens Ø Cargo Management Views • Arrival Date Exceptions • Cargo Tracking • Item Quantity Exceptions • Supplier Performance Ø Cargo Management Input Screens • New Shipment Information • New Invoice Information Berling Associates – Assisting Clients To Redefine How The Game Is Played 3
Cargo Management Views - Arrival Date Exceptions View Overview Ø The Arrival Date Exceptions View is available with the click of a mouse. It instantly provides a view of arrival date exceptions. Ø Listed in the view is the person responsible for the shipment; in this example this is the buyer. Ø Also presented is purchase order information down to the line item level of detail. Ø The user is able to see the important date information: the requested date, the “system” available to promise date, the estimated arrival date at the receiving dock. Ø The information in this view is drillable at the item column. Berling Associates – Assisting Clients To Redefine How The Game Is Played 4
Cargo Management Views - Arrival Date Exceptions View PO Line # Item Request Date Promised Date Available to Promise Destination ETA Johnson, Sue 3106 1 6 BRHC 3 10/11/XX 11/25/XX 12/06/XX Johnson, Sue 3106 2 6 BRHC 5 10/11/XX 11/25/XX 12/06/XX Johnson, Sue 3106 3 6 BRHC 7 10/11/XX 11/25/XX 12/06/XX Johnson, Sue 3245 1 6 BRHC 3 10/25/XX 11/25/XX 12/06/XX Johnson, Sue 3245 2 6 BRHC 5 10/25/XX 11/25/XX 12/06/XX Trainer, Bob 4063 1 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 2 TBT 42 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 3 TBT 42 NY 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 4 TBT 42 RD 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 5 TBT 35 NY 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 6 TBT 35 RD 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 7 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 8 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 9 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 10 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Trainer, Bob 4063 11 TBT 41 BK 9/24/XX 11/15/XX 11/22/XX 2/22/XY Buyer Ø Clicking on the item number immediately presents a view into the quantities on-hand at this movement, in addition to critical date information related to the shipment. See the next slide. Berling Associates – Assisting Clients To Redefine How The Game Is Played 5
Cargo Management Views - Arrival Date Exceptions View Quantities On-Hand For This Item: 6 BRHC 3 Container Quantity Sailing Date Port of Departure ETA Destination ETA CAXU 4679911 1200 10/26/XX QUINDAO 11/26/XX 12/6/XX Note: The total quantity on all containers is 1200 Ø This view supplements the quantity information related to the specific container by alerting the company personnel to the total quantity of this line item being shipped. This total quantity is obtained by accumulating the quantities of this purchase order line item across multiple containers, when necessary. This functionality provides the company with complete shipment information in one view. Ø Clicking the container number drills us down another level into the view. See the next slide. Berling Associates – Assisting Clients To Redefine How The Game Is Played 6
Cargo Management Input Screens – New Shipment Information For Container And Its Contents Mother Vessel Sailing Date Reference # Container Number Port of Loading Delivery Date at POL Port of Discharge Port Of Departure ETA Wild Eagle V 24 10/26/XX TA 580030 CAXU 4679911 QUINGDAO 10/24/XX ATLANTA 11/26/XX Feeder Vessel Sailing Date Final Destination ETA Container Size Seal Number Total Cartons Bill of Lading # NA NA ATLANTA 12/6/XX 40’ 203678 473 615105317 Container Type Total CBM Total KGS Mode Transit International Carrier Console Charges Scheduled Mode Transit Atlanta CL 38. 65 4685 WATER EXDO-EIO 125 3435 RAIL Total Pieces Inventory Value Archive Status 1 7530 Comments ACTIVE Ø All the critical information regarding the shipment is revealed. Scan across the data fields and notice all of the information that company personnel need to know to effectively manage this shipment is presented in an easy to absorb and intuitive format. This information is editable for changes in the movement schedule and is “built” as information becomes available in the system. Ø See the next slide for the bottom part of this view Berling Associates – Assisting Clients To Redefine How The Game Is Played 7
Cargo Management Views - Arrival Date Exceptions View Shipment Information For Container And Its Contents Container Items – Click on values in “Quantity Shipped” to edit Buyer PO # Line # Item # Quantity Ordered Quantity Shipped Request Date Promised Date Available To Promise Johnson, Sue 3106 1 6 BRHC 3 1200 10/11/XX 11/25/XX Johnson, Sue 3106 2 6 BRHC 5 300 10/11/XX 11/25/XX Johnson, Sue 3106 3 6 BRHC 7 500 10/11/XX 11/25/XX Johnson, Sue 3245 1 6 BRHC 3 700 10/25/XX 11/25/XX Johnson, Sue 3245 2 6 BRHC 5 800 10/25/XX 11/25/XX Date Change History – Most recent first, initial value last Timestamp Sailing Date (mother vessel) 4/16/XX 8: 35 AM 2/25/XX 4: 06 PM Sailing Date (feeder vessel) Port of Departure ETA Destination ETA User 10/26/XX 11/26/XX 12/6/XX Johnson, Sue Ø Looking at the lower portion of the screen, company personnel see all the data regarding the shipment. The responsible person is identified, in addition to all the pertinent data about the shipment. Importantly, the updatable quantity shipped information is available. The quantity information gives company personnel critical insight as to the ability to promise quantities to customers or to internal users. The available to promise date information is highlighted when it falls outside a preset parameter, either early or late. Ø Also provided, is a history of changes made to the shipment record and who made the changes. This information provides at a glance if things are moving according to plan and how the shippers are performing. Berling Associates – Assisting Clients To Redefine How The Game Is Played 8
Cargo Management Views – Cargo Tracking View BOL/Container # Sailing Date Port of Destination ETA 678462776 10/11/XX 11/20/XX NYKU 2465881 10/11/XX 11/21/XX NYKU 4547525 10/11/XX 11/20/XX NYKU 4525070 10/11/XX 11/20/XX NYKU 4573400 10/11/XX 11/21/XX TEXU 7033685 10/24/XX 11/15/XX 11/19/XX TRIU 5768798 10/24/XX 11/15/XX 11/20/XX TRIU 5604602 10/29/XX 11/14/XX 11/20/XX TCKU 9586510 10/29/XX 11/14/XX 11/22/XX TTNU 9217675 10/29/XX 11/14/XX 11/22/XX TRLU 4105075 11/8/XX 12/3/XX 12/6/XX TTNU 4014715 11/8/XX 12/3/XX 12/13/XX INBU 3412037 11/8/XX 12/2/XX 12/11/XX 10/26/XX 11/26/XX 12/6/XX 615105317 CAXU 4679911 Ø The Cargo Tracking View is similar to the Arrival Date Exceptions View. It provides the same type of drillable views into the data, down to the same shipment information screen as seen in the previous slide. Berling Associates – Assisting Clients To Redefine How The Game Is Played 9
Cargo Management Views – Item Quantity Exceptions View Buyer PO # Line # Item # Quantity Ordered Quantity Shipped Johnson, Sue 4445 90 MZC 13426 336 156 Johnson, Sue 4252 91 FB 35 LBK 06 H 860 430 Johnson, Sue 4252 92 FB 35 LBK 07 1, 200 600 Johnson, Sue 4252 93 FB 35 LBK 07 H 1, 100 550 Johnson, Sue 4252 94 FB 35 LBK 08 1, 340 670 Johnson, Sue 4252 95 FB 35 LBK 08 H 1, 180 590 Johnson, Sue 4252 96 FB 35 LBK 09 1, 460 730 Johnson, Sue 4252 97 FB 35 LBK 09 H 1, 200 600 Johnson, Sue 4252 98 FN 35 LBK 10 1, 400 700 Trainer, Bob 4229 1 SBVPANWN 1, 440 2, 200 Trainer, Bob 4213 1 GBP 110 PWM 30, 000 26, 000 Trainer, Bob 4250 1 GBP 100 PWM 40, 008 15, 204 Ø The Item Quantity Exceptions View focuses on quantities. It displays quantities ordered and quantities shipped. This is critical customer service information for supply chain members. As with the other views, this information is drillable to the detail shipment information. Ø This series of views is organized so company personnel can quickly see total units across different shipments (in the case of purchase orders shipped on multiple shipments) so as to be able to understand exactly where they are relative to the quantities they ordered. Berling Associates – Assisting Clients To Redefine How The Game Is Played 10
Cargo Management Views – Supplier Performance View Container Line Items PO Line Items # POs # Line Items Early Late On Time Quantity Correct Quantity Incorrect Asia Sports Wear 3 26 0 10 16 25 1 Chin Shang Industrial Company, Ltd 1 11 2 0 9 9 2 Chang Luh Shoes Company, Ltd 2 81 81 0 0 81 0 Dongsong Kids Wear Company, Ltd 2 5 0 5 0 Metroplace Company 3 46 0 0 46 46 0 Pac Rim Specialties Company, Ltd 3 16 0 0 16 14 2 Goods Company, Ltd 14 105 50 21 34 93 12 Sports K Pro, Ltd 2 11 11 0 0 11 0 Supplier Ø As all the information is accumulated and provided in the various views, in the background, the application is keeping score. A supplier scorecard is maintained for each supplier. The scorecard reveals at a glance who is shipping on time and accurately, and who is not. Ø Once again, all of the report line items are drillable revealing the detail within each of the performance measures. Berling Associates – Assisting Clients To Redefine How The Game Is Played 11
Cargo Management Input Screens – New Shipment Information For Container And Its Contents Sailing Date Reference # Container Number Port of Loading Delivery Date at POL Port of Discharge Port Of Departure ETA Feeder Vessel Sailing Date Final Destination ETA Container Size Seal Number Total Cartons Bill of Lading # Container Type Total CBM Total KGS Mode Transit International Carrier Console Charges Scheduled Mode Transit Atlanta Total Pieces Inventory Value Archive Status Mother Vessel 1 Comments Ø The Cargo Management Solution has a custom feature, which will allow the user to import information, eliminating several of the input keystrokes. Ø Absent the installation of the custom import function, adding shipment information is quick, easy and intuitive. The input template is the same template in the previous slides. The functionality is also present to add a purchase order to an existing shipment. Ø Many shipping, freight and freight forwarding companies provided shipment pre-alerts and alerts on movement information electronically. This information can also be imported with a custom application interface. Berling Associates – Assisting Clients To Redefine How The Game Is Played 12
Cargo Management Input Screens – New Invoice Information Shipping Related Costs Invoice Process Date Freight Other Duty Invoice Date Invoice Number Entry Number Bill of Lading Number Reference Number Other Charge 1 Other Charge 2 Other Charge 3 Comments Ø The Cargo Management Solution has a custom feature, which will allow the user to import information, eliminating several of the input keystrokes. Ø Absent the installation of the custom import function, adding invoice information is quick, easy and intuitive. Calendar tools are available to make date entry easier. Ø The invoice search functionality is the same as that for the shipment information. Berling Associates – Assisting Clients To Redefine How The Game Is Played 13
Summing Up Our Illustrative Cargo Management Solution Ø Our Cargo Management Solution enables companies to more effectively manage their supply chain activities. Ø Inventory managers, product planners, purchasing personnel, transportation managers, and customer service representatives can instantly access information on every dynamic aspect of inventory. Ø This is accomplished with the ease of a click of a mouse, eliminating the need to rely on others to write long and complex queries and eliminating the learning curve associated with using business intelligence tools. Ø Our focus is on providing quick access to the data company personnel need to perform their cargo management activities. Ø With our Cargo Management Solution the data within each deep and detailed view can be exported to Excel for further analysis or manipulation. Ø Our Cargo Management Solution is a data store application, which interacts with the company’s ERP system. Our views in our application are customized to fit each company’s particular needs. Berling Associates – Assisting Clients To Redefine How The Game Is Played 14
Contact Us Rob Berling Associates 550 Pharr Road, Suite 212 Atlanta, GA 30305 tel. 404. 365. 9836 ♦♦♦ fax. 404. 365. 9837 www. berlingassociates. com rberling@berlingassociates. com Berling Associates – Assisting Clients To Redefine How The Game Is Played 15
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