Tasklet Factory: A user-friendly barcode scanning solution

Watch our 30-minute on-demand webinar to find out how you can remove costly errors and time-consuming processes from your warehouse with Mobile WMS from Tasklet Factory.

Transcript

Opening and introductions

Good afternoon, everybody and thank you so much for joining us today in one of our series of webinars that we host with our valued partners. Today we are speaking with Caspar from Tasklet Factory. And we’ll be hearing a lot about how their user-friendly barcode scanning solution, is used by a number of our clients and people in other sectors.

So just to begin with some housekeeping. I’ll keeping an eye on the chat and the question box. If you do have any questions throughout the session, I’ll ask them as we go along.  Caspar, I hope you’re happy to be interrupted if we did get some questions.

Definitely. At the end of the webinar, we’ll let you know. We’ll be sending a link out, so you can re watch the recording and it’ll be up on the website in a few days’ time so you can watch it on demand.

So, just to give you an introduction, my name is Danusia Jolliffe and I’m the Marketing Manager here at TVision Technology. I look after all kinds of things to do with the website, PR case studies, and also any webinars that we host with consultants here at TVision, and also external third-party partners. So, just to introduce Caspar to you briefly.

In the past, he completed his MSc in international business economics. He also spent six years as a head of analysis and being a project manager in the media industry.He’s also spent two years as a consultant in head hunting, but now works commercially with the business management software known as Tasklet Factory.

So, Caspar, over to you.

Thank you so much, Danusia, thank you to the whole TVision team for letting me join in today’s webinar.

Really looking forward to it, and the agenda today.

Introduction to Tasklet Factory

Just a few slides on who we are at Tasklet Factory, a little bit about the Warehousing pain points that is driving, that has been driving the development of our solution.

Then we dig into the values of the benefits of using Tasklet Mobile WMS, and the big thing here is to translate the Tasklet Mobile WMS demo where we’ll look at all the functionality, a lot of the functionality that you get, and hopefully you’ll ask them some questions along the way.

Tasklet Factory, we have this one core product called Mobile WMS, it’s a data collection tool for your ERP systems, Microsoft Dynamics ERP Systems, NAV, Business Central, AX, supply chain management.

You use a barcode scanner like this, and our software. And by using that, you get a really user-friendly way of collecting all your data, all your warehousing data and putting them really easy into the ERP system.

We were founded back in 2008 by Peter List. Peter is still very much involved in Tasklet Factory, both strategically and also operationally.

He saw a hole in the market for this mobile solution for warehousing, and has been developing this very, very, user-friendly solution in a user-centric way, all the way through.

And at this point, we work through a Global Partner network of Microsoft Certified Partners. TVision being a great partner of ours, so please reach out to them if you see anything today that’s, that’s interesting and you need maybe you need a personalized demo or something like that.

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We’re constantly gaining momentum, and this point, we are more than one thousand customers in 36 countries using our solution, and that’s in a wide range of industries as well.

We are also an official dealer of MiR robots, doing the internal logistics around the globe. We have offices here in Denmark where I’m situated and also an office in Sanford, Florida, we a little bit more than 40 people at this point.

And we want to be a one-stop shop for clients. So, we also sell these devices, these barcode scanners that you need in order to use the solution.

This is just a little bit about the processes that you can handle using our solution. Everything from receiving items from a vendor/supplier, to putting them away on bins internal bins in your warehouse, and to, removing them around the items to using them, consuming them, registering time, when you assemble or manufacturer. And, of course for picking for sales orders.

Transfer orders, in a document you might, you might use, we also support pack and ship, and this integrates directly with any transportation that you need.

You’re able to do counts. You’re able to do moves, locate items, different lookup functions. You’re able to print labels, barcodes from the scanner, from the handheld device. You’re able to track lot numbers and the serial number tracked items as well, and we have some outbound license plates that we introduced recently. That’s a real game-changer. Now, of course, we support different units of measure as well.

And these are some of the pain points that we hear in the industries and the businesses at our clients, but we know that our solution really eases.

Most of you know that when you work in warehousing today, many of you use this pen and paper. Heavy manual processes with no control. Maybe. you need to move from a bin, from a pallet. Type something down, put it back into your ERP system on a PC.

This also means that your data can be very inaccurate. Maybe the data from the paper is not correct. Maybe it’s still in people’s heads. And you have to type them into the ERP system, and they are delayed.

Also, a lot of companies, they experience a very unstable workforce, maybe and COVID19 didn’t make that easier. So, and all this stuff, all these pain points means that in warehouses around the globe, there’s a lot of misplaced items.

A lot of ineffective picking going on mean that you do wrong shipments.

The wrong items are shipped to the wrong clients and this is really hitting customer and stakeholder satisfaction hard. You also have a poor basis for decision if your warehouse. If your stock counts are wrong, if your data accuracy is not in place. And this causes supply chain delays all the way through. And these are the pain points that are really driving our solution.

These are value props, that the value that we really want to bring is that we have provided this very, very, user-friendly solution.

In a minute, you will see how you are guided to do the actions that you need to do in the warehouse.

You can basically put a scanner like this in the hands of some, some person that you just bring in from the street and they’d be able to almost do the actions that you need to do.

The app is built in an android OS. So, it’s very similar to what we have in our pockets.

The phones we have it our pockets. It’s a really great data OS, and our solution can be installed in only two days if your warehousing processes in place, and we use one day at Tasklet Factory to push the software out on the devices.

And your partner TVision will use the other day to install it in your ERP.

It’s really easy to customize if you have some processes that, not that’s not standard. But we always recommend to go as standard as possible in the beginning because you really get a lot out of the box in our solution.

And also, we have this online/offline functionality, which is a real game-changer, meaning that you don’t have to be on Wi-Fi in order to do your posting and registrations. What you do is that you download the orders that you have to finish through the device, and you can go do your registrations, and you can just post them when you’re back online, if you went offline, or if your Wi-Fi was failing you.

And, Yeah, and then, so, bringing in the digitalization to a warehouse means that you can add some guidance and some control for the warehouse workers. They know exactly what to do, which items to move, where to move them to.

It also adds control as you need to scan some barcodes with this, simplifies the processes, they don’t have to know a lot about the ERP system.

The workers, they only have to look at to work with their essential stuff. It replaces pen and paper.

And it reduces the… Sorry, there’s just a question come in that says, what happens when the barcodes get changed? How hard or easy is it to sort that out?

It’s really easy. You can then do an item cross-reference where you simply just receive an item. You can and it’s not recognized and just simply just make a cross-reference to the new barcode to the item card back in your ERP system and then is recognized and you can receive it for example. So that’s really easy.

And the benefits, overall benefits from using mobile WMS for Tasklet is what we hear from our clients, is that it really reduces the number of errors, the numbers of misplacements, or wrong shipment picks and it also makes the employees much more efficient.

You can, you can do more with the same workforce, reduces warehouse costs and then of course, it’s really important that it improves the satisfaction of your customers or your stakeholders that they get the stuff that they need in time and, and the right things, the right items. Also improves inventory accuracy, you can, you can also upload data real-time entry, entry system.

A little bit about the technology. Just very quick. Yeah. As I said already, we integrate with all the Microsoft Dynamics ERP systems.

Yeah. This is, this is the solution. The app is running on Android enterprise, as we talked about before. And the application itself is written as a .net application written in C# running on, communicating via web services. Just meaning, that is very fast and smooth transaction of data happening.

Then, we have this Device Management system. SoTI Mobicontrol, which makes it possible for us, for you, as a client, for a partner. to remotely access for example, for testing.

Really cool software that I’ll be using in a minute when I’m doing the demo.

Yeah, So yeah, that’s, that’s really good. And, yeah, we have some, some customer quotes, we have some references and their websites, so please go, go have a look if that interests you. And, at this point, I think I’ll just jump into the demo and show you some of the functionalities that we have just to let you get the look and feel of the solution.

Demo of Tasklet Factory

So, this is the SoTI Mobicontrol here, and this is where I just simply go and remote control my device and it pops up in another window here.

I just need to bring it up. Here’s my device and on the other screen. I have some barcodes. I have some items with barcodes, I have some bins that we’ll be using just for the sake of this demo.

The first thing you need to do is to login. So, you can either just hit login and login with your credentials, but you can actually also scan an ID card with a barcode if you prefer that. So that’s really easy to do. And I’ll be doing that’s, just scanning my ID cards, and I’m brought into this interface, and as you can see here, I have every functionality here available on my screen, but you can, you can actually limit access to functionality.

So, if you have some workers through, do not need access for everything, could be that not everyone is supposed to be moving stuff around, so you can limit that, but you do that inside BC or NAV, and the first thing we’ll start off doing is showing a receive.

So, what I’ll do here is that I really hit receive, and I’m showed a list of all the receive orders that I have, and it can be a PO, directly on a PO or receive document. It could be a sales return or transfer. And in this case, as you can see here, I have nine receive orders. This could be 100 or 400. So, for this reason, we have created a filter. If you hit this filter up in the upper right corner, you can see that you’re able to filter on location, on expected receiving date, PO number, even if any order is assigned directly to me.

But we also have this other opportunity that you can actually just take an item from the palette or the box in front of you and scan it.

In this case, I’ll just try to scan this chocolate from a pallet in the front of me, orange chocolate.

And it automatically filters down to the two orders containing that item.

Now, it’s really easy for me to see which order to work on. But I’m also able to change the item and tried to scan that, I’ll scan the pistachio one.

And it should be bringing me directly into that order.

You see here. OK, we have an order that’s lots. London PostMaster, renews it.

Now I’m directly into that order. And here you can see what I’m supposed to do. I’m supposed to receive 10 of these orange chocolates, 15 of the Marabou Pistachios, and so on.

And this is really easy for me as a receiver to see what I need to do. So, what I’ll do now is simply just scan the Marabou Orange, and I’m told here to validate how many I’m receiving. And I can hit the green check mark. Now that has been received.

And as you can see here, it changes from blue to green. Meaning the blue ones are the other lines that I hadn’t started working on and the green ones are done. And so, I will I will try to receive some Marabou Pistachio as well.

And it says here that I’m supposed to receive 15. But let’s say I can only find 10. So, I’ll just simply, It’s 10 instead.

And now, as you can see, it’s no longer blues, it’s not green. It’s orange. And that’s because it’s only partly done.

And also, and maybe this is very relevant for TVision and Bevica customers. We also support lot number tracking, and this Pukka Peppermint tea that we have here is not number tracked. I’ll just scan the tea.

I’m told here to put in the expiration date, and I can validate the one that’s on it, I can put in a new one. And if I take a step further.

I’m asked here to scan the lot number, and in this case, we have a lot number down here that I’ll be scanning.

And, let’s say that I’m receiving 10 with that lot number. And then essentially, that are still need to receive five. and let us say those five, they have this barcode, this is one database barcode and I’ll just scan that.

And as you can see here, we skipped a few steps. Went directly into validating the quantity and that’s because the data of the lot number and the expiration date it was already in the barcode.

That’s really clever and now that has been, that’s been done.  And I just want to show you really quick here, this, these are shortcuts that you can customize for your own, on your own devices, but we have a shortcut here, where you can look at registrations, and I can see what I did on this line. I received 10 with this lot number and five with the other lot number. So, it’s always tracked.

And, yeah, and let’s say that now I found the last five of the Marabou Pistachios and I simply just scan them and validate that I found them, the, and just really, really fast, at serial tracking items. These are the golf balls.

I’ll scan a box, and then I have to scan the serial numbers, serial numbers tracked. So, I will scan the first serial number, scan the second one, and then I need to scan the third one. But let’s say I by mistake, scan the first one again. The device tells me I cannot do that. So, this is what I mean by, you always guided, you always have control on your actions from the warehouse really reducing the number of errors that you make.

So now, this is all done. I’m asked if I want to post the order, and yes, I do.

And you’re able to have a step where you, where you confirm with the delivery note number, or a signature or anything like that, just scan a delivery note number. And this is done.

So that was for receiving. The next thing we need to do is to do a put aways. And when you have received your orders, then you can even do it a receive and put away in one step if that’s how we do it in your business. But I was going to Put Always here.

Right, yeah. Hit that. And I can see. I have three put away orders here.

I know that, that put away order no 11 is the one that we just, that we just received. So, as a warehouse worker, I’m able to see here which bin I need to put the items away and on. So, that’s, that’s really good for me. I need to put 10 Marabou Oranges away in this bin.

And, as you can see, we can see here that the Pukka Peppermint they were in one line when we receive them, but now they are in two because they were registered in different lot numbers.

So, I’ll start to put away. I will take my items, move to the bin I’m told to go to. I just scan the orange chocolate and I did that by scanning the item and then I’ll just scan the bin where I’m placing it.

Enter the quantity and now it’s been placed and this is, this is when I, when I posted it is updated directly in your ERP. System. Now, I need to put away as the Marabou Pistachios and I’m moving to the bin. W-03-0001 and I need to go and need to go to that bin, scan the Marabou Pistachio, scan the bin where I’m placing it and let me say that’s only room for 10 here, so, I’ll put in 10.

Then I still need to put five away somewhere else, maybe, so I’d scan them against the scan an item again, and I can see with my eyes that there’s room in the bin next to it. Scan that bin.

I’m told here that this is not what we expected there, so do you still want to do it. And I confirm. And now, they’ve been put away to two different bins and I can see that if I go down to registrations here.

I’d put away 10 on this bin and put away five and that been, so that’s really the flexible part of the solution as well. You’re guided, your actions are controlled, but you’re also able to take action if you need to as a worker.

And let me just show you that this also works for the tea as some of the TVision clients are working with the items that need to be tracked. So, here, I just scanned the item and I’m told to scan the bin where I’m going to place it. And then I have to verify also that this is the right item, so I’ll scan the lot number as well. And now this is correct and ready to go.

And for this demo’s sake, I’ll just do a post right now. Maybe I’m called to a very important meeting, or something like that. And I’m posting this.

And, as you can see, the order is updated with the lines that I have finished, and the lines that I haven’t finished, they’re still open for me to, to work on later on.

So, that was put away. Now, let’s move on to do a pick. A pick is very, very important in a warehouse. You can see here we have the three pick orders here.

If they are pushed out to the device, that can be for sales orders, sales return orders, for transfer orders, or whatever, whichever document you use, I’ll hit the pick order six here.

And I can see here that I have to pick, this is the item number and this is how many I need to pick. Oh, this is the item number, this is the bin where I’m going to pick them from.

So, I’m moving to that bin. Scanning the bin of the item first, scanning here, it’s the Marabou Pistachio, scanning the item, scanning the bin.

And, I’m, I’m supposed to pick all five. And I’ve done that, so that’s really easy, and I’m guided exactly to see what I need to to pick, and where. Let’s say for the Pukka Peppermint, I’m also told exactly where to go and I’ll scan a bin but let’s say I accidentally scan something wrong here.

On the, on the item, let’s say I scan something wrong here. I’m told you, this, what the wrong item, that I was, that I was scanning. So, I cannot pick the wrong item. This has to be validated by the barcode. So, let me just scan the right one here, scan the bin that I’m taking it from, scan the lot number and now that’s been picked.

I just had a question – how does the scanner recognise the lot number. Is it text recognition? It’s barcodes but the lot number is data within the barcoding. The barcodes that you’ve set up or maybe your supplier set them up or you can type them in manually if you don’t have a barcode for it if they aren’t on the item you can just type them in using the keyboard on the device.

And so, yeah, the scanner technology makes it really easy to recognize from the barcodes, obviously. But otherwise you can just type them in. Yeah and there will be put back into the ERP system.

So that was, that was picking.

We also have a functionality for counting and moving, and counting is of course very, very essential when working with warehousing.

We have a lot of clients who really optimize their warehouse by going away from pen and paper, digitalizing this, saving a lot of time. So, if I go into Count here.

I can see the count order generated from the ERP system for Business Central on the app.

This is, this can be the yearly count, the count that you do every six month or every month can be automatically generated and pushed out to the device. And I’ll just go into these orders and I can see here as a warehouse worker. exactly what I need to count.

I need to go to this bin. I need to count this item. And there’s even an image of it and, and, and, and like and explanation, description here.

It says zero. This is a blind count, but you can also choose to have like the expected quantity. We always recommend it to be a blind count for accuracy.

So, what I’ll do now as a warehouse worker, is that I move to the bin. I need to count the item? This is the bin.

Just scan that bin the barcode, then scan the item that I’m counting.

Then, I’m simply just, that, this was the bin and then I sort of just put in the quantity that I found.

Now, that has been counted. And this is very important to say that this is the plain count order. This is put back into a journal for the warehouse manager, the manager to see. So, he or she can send it back if the result is not what they wanted it to be. They can check it with, with the early counts to see if something’s wrong. They can send it back to the device before it’s updated in the back-end ERP system.

We just post this. And now that’s been counted as you can see, that, these lines are still open for counting.

You’re also able to do an unplanned count when you’re online. And an unplanned count is something that the data that actually happens a lot of places and in doing. So, I really want to show you the locate item functionality.

This one, this gives you an overview of where in your warehouse your items are.

So, let’s hit locate item then I will just go and scan these, these Marabou Orange chocolates that we have been talking so much about. Scan them and I get an overview here.

Here, I’m told you that we have 60 physically in the warehouse on this bin and we have one here physically on that bin.

But it says zero here because that item, that specific item, is reserved for a sales order, for example, reserved for something else.

So, I’m not able to do anything about it, but I can go to this bin here and then we have a shortcut and you can, you can make this shortcut as you like and I’m able here to do an unplanned count and I’ll just hit that and scan the item that I want to count.

And the bin where I want to count it. And then I can put in how many I actually found.

Let’s say it’s expected to be 60, but I’ve found 59. I’ll just put that in. And if we go back to locate item, you can see it’s directly updated. So now, this is, this is the exact quantity that your ERP system believes that that’s on that bin of that item.

So that’s a, that’s really clever.

And it’s really important to say, there’s no control here. It’s updated directly but of course, it’s locked. But if you, for example, if you need some workers not to have access to this functionality, that can easily be the be changed in the back-end. So, yeah, really easy to do. We also have adjusted quantity where you’re able to put on a recent code.

For example, if you had to do a negative adjustment of two chocolates on a bin, scan the bin, scan the item, I’ll say, OK, we need to remove two, and then you can put in a recent code. And in this case, let’s just say for this demo, say that it’s eaten.

And now, if you go back to Locate Item once again and scan the Marabou Oranges you can see we’re down to 57 on that bin.

So, that was, that was counting. And let’s, let’s go to Moves. We also have to have some move that we can do and I want to go into a move here and I can see there’s a move order generated from the ERP system.

I’m told here exactly what to do and I just wanted to show you I can do this without having any barcodes, by just by typing into the device here. I’ll just tap this line here.

I’m told to move this item from this bin to that bin. So, I’ll go there. I’ll type in here, just validate the bin that I’m actually working on.

Scan the barcode, but in case I don’t have a barcode, I just validated with my finger, type in the right one or just accept the one that the system and the system shows me, and also the quantity. And now these items are ready to be moved, but before going to put them away in the new position, I want to take these manuals with me.

So that’s the same procedure I’ll take my trolley, validate the bin I’m taking the stuff from, the quantity and now I’m ready to go put them away so I hit does this line again, go to the bin where I’m supposed to put them, validate the bin, the quantity.

The same thing with the manuals. Go there, validate the bin, the quantity and now that stuff has been moved and the order is completed.

Posted directly into your backend. You’re also able to do an unplanned move. Maybe you have knowledge of some things particularly happening in your warehouse. Something waiting?

And so, what we want to do here is the scan bin here, bin content we can see, bin content, look up and we’ll just scan a bin.

And we can see the content again of this particular bin and we can do an unplanned move, moving two items away from that particular bin, getting the bin and how many we want to move.

And scanning the bin that we want to move it to. Now we go back you can see we have down to 55 on this particular bin and if we scan the bin next to it, the bin that we moved it to we can see that there are now two Marabou Oranges in the bin next to it.

Finally, you also able to do a bulk move if you want to remove all the items from one bin to another bin. We can go once again back to bin content that we can scan these two bins.

We have been working a lot on these two bins, I’ll scan the bins, 0002. See, OK, I have 55 of the of the orange chocolate and five of the Marabou Pistachio. In the bin next to it I have two of the orange and 105 of the Marabou Pistachio.

So, now I want to move everything from this bin to the other bin and I’ll hit the bulk move here.

Scan the bin that I want to move all the items from, scan the bin where I want to move them to.

And now that’s done. There’s been this is empty, 0001 bin is empty, but if I scan this bin next to it, it has all the items on it.

Just another question saying, is there a minimum number of scanners, or a maximum number that is useful to work on one particular site?

No, no, the solution is highly scalable. You can have one scan on, you can have up to a thousand scanners or more ff you need to. It’s highly scalable, really easy to enrolling new devices, you can easily start off by one, and easily add new, new devices on this as you need it. Thank you.

So, this was, this was the basic functionality that I actually want to show you. As you can see, here, we have this item cross reference. We got a question in the beginning where you’re able to just do an item cross-reference. This is very important in there.

In the receiving scenario, for example, we have this Walker Holland here, and receive all the way I’m supposed to receive 120 loudspeakers.

Let’s say that, I tried to scan it, and it says, OK, this is not the right barcode.

I simply just do an add cross reference here. Scan the barcode that’s actually on the item. Now the reference has been made. And then, I go and do my receive.

Scan the barcode again and it’s recognized now that order has been received. So that’s really clever. I can put in a delivery note number.

Yeah, so, that was, that was the basic functionalities. And as you can see here, we also have functionality for production where you’re able to put in the items that you consume, the time spent.

You can see that though, we also have it for assembly. We have print functionality where you’re able to print labels and documents if you need them directly from the data collection device, from the scanner device.

We have tote shipping where you, where you pay for several orders at the time.

You can register item image, and you can even also take a photo of our order line if you need to attach an order to BC.

Yeah, and just the final thing I want to show you is that if you do a pick, for example, you’re not interested in anyone else working on the same order at the same time. So, if you see around my cursor is, there’ll be a little lock symbol. Right there.

That lock symbol means that this order is now locked to me. So, no one else can go work on the same order. That’s also really reducing mistakes in the warehouse.

But if I have a huge order that I need to share with my colleagues, I can always go and hit release of that order, and now we can work on it both at the same time.

So, Danusia, this was pretty much the basics and what I wanted to show you today.

Haven’t had a more questions come in just now, so, I think that’s all we’ve so far. So, are there any more slides, or have we finished now?

Let’s see, let’s see, let’s see. I think the slides that we, that we, that we still need here is, is the thank you slides.

Closing remarks

Thank you for joining and, yeah, please reach out to TVision. Thank you very much for joining. If you need any more information, I can pass your details on to Caspar directly. This webinar will be available on demand in the next few days and will be posted on the website. And if you do have any other questions, then do e-mail marketing@tvisiontech.co.uk. Thank you so much for joining us today.