Slotting allows you to manage inventory for pickable primary locations in order to maximize warehouse picking efficiencies. During the slotting process, the system determines the best location for new and existing items based on product data, location data, past and anticipated pick frequency and sales history. Information analyzed includes unit sales, open purchase orders, on hand quantity, item velocity, item group, item weight and size, and location pick volume. Based on this analysis, the system determines which products should be moved to a different pickable primary location.
In this topic:
• Slotting Example: Transfer Discontinued Items
• Slotting Example: Transfer Top Performing Items
• Slotting Example: Upload Primary Transfers for All Items
For more information: See:
• Printing Primary Capacity Reports (PPCR) to generate reports used for slotting.
• Generating Slotting Transfer Data (GSLT) to transfer an item/SKU from one pickable primary location to another within a specific warehouse, based on analysis of the Slotting report. You can sort and limit the results that print on the Slotting report based on top or bottom performers. You can use the Slotting Detail Worksheet to help you physically move items from their current pickable primary location to their new pickable primary location.
• Slotting Item Location Upload to upload records to the Location Slotting Upload table from an external system. You can use the Generating Slotting Transfer Data (GSLT) menu option to review and work with the Location Slotting records before completing the transfer or you can immediately upload and complete the transfer from one pickable primary location to another in one step.
• Generating New Item Slotting Data (GNIS) to create new item locations for pickable primary locations that have remaining room, based on the selection criteria you define. You can create an item location only for locations that currently are not associated with any item locations or whose Max SKUs setting has not been reached.
Before you can use slotting, you must complete the required setup.
System Control Value |
Description |
Defines whether you use item category or item class to set up slotting groups. |
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Enter the UPC type code the system uses when creating a UPC code using the Generating New Item Slotting Data (GNIS) menu option. |
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Enter the vendor code the system uses when creating a UPC code using the Generating New Item Slotting Data (GNIS) menu option. |
Menu Option |
Description |
Use this menu option to create, change, and display location bin types. |
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Use this menu option to create slotting groups if the Item Classification for Slotting Groups (L82) system control value is set to ITMCAT. |
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Use this menu option to create slotting groups if the Item Classification for Slotting Groups (L82) system control value is set to ITMCLS. |
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Define a Slotting group, Class (Location class), Velocity rank, Max SKUs, and Bin type for each location you wish to include in the slotting process. |
• Slotting Example: Transfer Discontinued Items
• Slotting Example: Transfer Top Performing Items
• Slotting Example: Upload Primary Transfers for All Items
Slotting Example: Transfer Discontinued Items
Use slotting to transfer all discontinued items that are in a primary location to a low velocity rank location.
1. |
Use the Printing Primary Capacity Reports (PPCR) menu option to generate the following reports, which you can use to determine if there are any items/SKUs that should be transferred to another pickable primary location. |
2. |
Complete the Generate Slotting Transfer Data Screen: • Warehouse = Enter the warehouse where you wish to perform slotting. • Unit Sales date range = Enter the date range you wish to use to determine the unit sales for each item/SKU included in slotting. • Open POs date range = Leave blank. • Item Status...Include/Exclude = Enter the item status that represents discontinued items and select Include. • ABC/Velocity = Leave blank. • Item Category = Leave blank. • Bin Type = Leave blank. • Velocity Rank = Leave blank. • Last Slot Date = Leave blank. • Limit Results = Select No Limit. • Sort By = Select Velocity Rank. • Save Results = Selected. |
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Select Submit. The system: • Generates the Slotting Report, which lists all items whose item status is discontinued, sorted in descending location velocity rank sequence. • Populates the Location Slotting Work table with the suggested items/SKUs to transfer, based on the slotting results. |
3. |
Select View Results to advance to the Transfer Items Primary Location for Slotting Screen where you can review the suggested item location transfers based on the slotting results, sorted in descending location velocity rank sequence. Select Print Worksheet to generate the Slotting Detail Worksheet, used to help you physically move items from their current pickable primary location to their new pickable primary location. |
4. |
Use the Slotting Report to determine which items/SKUs to move from a high velocity rank primary location to a low velocity rank primary location. You can export this report to excel to perform additional sorting. After determining which items/SKUs to move to another primary location, enter the results on the Slotting Detail Worksheet. |
5. |
Use the Transfer Items Primary Location for Slotting Screen to enter the new To Location for the items/SKUs you wish to transfer to a different primary location. |
6. |
Use the Slotting Detail Worksheet as a guide to physically move the items/SKUs in the warehouse. |
7. |
Select Process on the Transfer Items Primary Location for Slotting Screen to perform the primary location transfer. The system: • Transfers all items/SKUs that are associated with a new primary location and whose Confirm field is selected. • Generates the Processed Slotting Primary Transfers Report which lists the processed transfers. • Clears the Location Slotting Work table. |
Slotting Example: Transfer Top Performing Items
Use slotting to transfer the 10 top performing items to the locations with the highest velocity rank.
1. |
Use the Printing Primary Capacity Reports (PPCR) menu option to generate the following reports, which you can use to determine if there are any items/SKUs that should be transferred to another primary pickable location. |
2. |
Complete the Generate Slotting Transfer Data Screen: • Warehouse = Enter the warehouse where you wish to perform slotting. • Unit Sales date range = Enter the date range you wish to use to determine the unit sales for each item/SKU included in slotting. • Open POs date range = Leave blank. • Item Status...Include/Exclude = Enter the item status that represents discontinued items and select Exclude. • ABC/Velocity = Leave blank. • Item Category = Leave blank. • Bin Type = Leave blank. • Velocity Rank = Leave blank. • Last Slot Date = Leave blank. • Limit Results = Select Top. • Quantity = Enter 10. • Sort By = Select Unit Sales. • Save Results = Selected. |
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Select Submit. The system: • Generates the Slotting Report, which lists all items except those whose item status is discontinued, sorted in descending unit sales sequence. • Populates the Location Slotting Work table with the suggested items/SKUs to transfer, based on the slotting results. |
3. |
Select View Results to advance to the Transfer Items Primary Location for Slotting Screen where you can review the suggested item location transfers based on the slotting results, sorted in unit sales sequence Select Print Worksheet to generate the Slotting Detail Worksheet, used to help you physically move items from their current pickable primary location to their new pickable primary location. |
4. |
Use the Slotting Report to determine which items/SKUs to move to a high velocity rank primary location. You can export this report to excel to perform additional sorting. After determining which items/SKUs to move to another primary location, enter the results on the Slotting Detail Worksheet. |
5. |
Use the Transfer Items Primary Location for Slotting Screen to enter the new To Location for the items/SKUs you wish to transfer to a different primary location. |
6. |
Use the Slotting Detail Worksheet as a guide to physically move the items/SKUs in the warehouse. |
7. |
Select Process on the Transfer Items Primary Location for Slotting Screen to perform the primary location transfer. The system: • Transfer all items/SKUs that are associated with a new primary location and whose Confirm field is selected. • Generates the Processed Slotting Primary Transfers Report which lists the processed transfers. • Clears the Location Slotting Work table. |
Slotting Example: Upload Primary Transfers for All Items
Use slotting to upload slotting transfer data from another system.
1. |
Use the Printing Primary Capacity Reports (PPCR) menu option to generate the following reports, which you can use to determine if there are any items/SKUs that should be transferred to another primary pickable location. |
2. |
Complete the Generate Slotting Transfer Data Screen: • Warehouse = Enter the warehouse where you wish to perform slotting. • Unit Sales date range = Enter the date range you wish to use to determine the unit sales for each item/SKU included in slotting. • Open POs date range = Leave blank. • Item Status...Include/Exclude = Leave blank. • ABC/Velocity = Leave blank. • Item Category = Leave blank. • Bin Type = Leave blank. • Velocity Rank = Leave blank. • Limit Results = Select No Limit. • Sort By = Select Item/SKU. • Save Results = Selected. |
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Select Submit. The system: • Generates the Slotting Report, which lists all items, sorted in ascending item/SKU sequence. • Populates the Location Slotting Work table with the suggested items/SKUs to transfer, based on the slotting results. |
3. |
Export the Slotting Report to excel so that you can work with the slotting data in your external system and determine which items/SKUs to move to a different primary location. After determining which items/SKUs to move to another primary location, upload the results to the Location Slotting Upload Table. |
5. |
On the Generate Slotting Transfer Data Screen, select Upload to upload the records in the Location Slotting Upload Table to the Location Slotting Work table. |
6. |
Select View Results to advance to the Transfer Items Primary Location for Slotting Screen where you can review the item location transfers based on the data you uploaded from another system. Select Print Worksheet to generate the Slotting Detail Worksheet, used to help you physically move items from their current pickable primary location to their new pickable primary location. |
7. |
Select Process on the Transfer Items Primary Location for Slotting Screen to perform the primary location transfer. The system: • Transfer all items/SKUs that are associated with a new primary location and whose Confirm field is selected. • Generates the Processed Slotting Primary Transfers Report which lists the processed transfers. • Clears the Location Slotting Work table. |
