WMS RFP Functionality Matrix

This RFP Functionality Matrix was created as a way to evaluate and tally responses from multiple WMS
vendors. In this Excel spreadsheet, numerous WMS features and modules are documented, showcasing
the most important functionality in an easy to use form so you can more easily poll vendors and compare
their answers side-by-side. This checklist gives anyone looking to implement a WMS software system a
quick start to the RFP process. Modules and functionality covered include System Framework, Receiving,
Putaway, Inventory Management, Order Management, Picking, Order Prepping, Shipping, Reporting,
Standard Integration, and Implementation & Licensing.

About the Author

Foxfire (www.foxfiresoftware.com) specializes in Warehouse Management Systems for small to medium-
sized warehouses. With WMS Express, warehouses and distribution centers can be up and running in as
little as 90 days without custom modifications. Foxfire’s WMS Express is a preconfigured version of its
award-winning, enterprise warehouse management system combined with a rapid implementation service
plan. With WMS Express, users have the ability to go “paperless” including receiving, put away, inventory
management, physical inventory, cycle counting, picking, packing, and shipping. For more information
about Foxfire or WMS Express, call 1.864.868.5243 or visit www.foxfiresoftware.com.
 WMS RFP Template

WMS RFP Functionality Matrix: Syste

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
System
Framework
SKUs
Configurable multi-component SKUs √
Define pack configuration by Pallets, Packages
√
& Unitsmultiple pack configurations with
Define
√
varyingpack
Modify standards
configuration of multiple SKUs at a
√
time
Define dimensions, volume by Package/Piece √
Configure descriptions for Package/Piece √
Group SKUs by Product Class, Product
√
SubClass
Categorize SKUs for Putaway √
Categorize SKUs for Allocation to enable
√
special rules for Allocation
Define Over-receive and Over-ship tolerances
√
by SKU
Enable Lot Control of SKUs √
Ability to use of SKU, UPC or Package UPC
√
interchangeably for scanning
Print UPC labels or product labels/tags √
Define Freight Classes and NMFC codes √
Maintain SKU prepacks √
Maintain SKU history √
Employees
Employee Groups √

Company Confidential Page 2 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Syste

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Security: Privileges are assigned to Groups and
√
inherited by all employees within the Group
User Roles: Limited visibility to data √
Summary/Detailed productivity reporting by
√
activity
Employee reports with groups and group
√
privileges
Locations
Multiple Location types & access methods
√
(FIFO/LIFO/Random)
Multiple Storage types √
Define capacity by count of Skids, LPN,
√
Packages, Units as applicable
Configurable Location naming schema √
Group locations into putaway zones and pick
√
zones
Restrict Locations to a set of SKUs √
Restrict Locations to single SKU at a time √
Restrict Partial Skids/LPNs in Locations √
Reserve Locations for SKUs √
Configure Aisles for Putaway and Picking √
Configure paths for Putaway and Picking √
Picklanes with Packages or Units √
Picklanes with multiple SKUs √
Specify Picklane replenish levels for individual
√
SKUs
Replenish types (Fill to Max, Replenish against
Available Quantity, Replenish against Current √
Quantity)

Company Confidential Page 3 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Syste

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
User configurable label formats for labeling
√
locations
Associate and use PUD Locations for Putaway √
Activate/Deactivate Locations or restrict
√
Putaway
Skids
Grouping of LPNs for easier movement of
√
inventory
Identify Skids by scanning any LPN on the Skid √
Navigation & Other
Summary/Detailed view of data √
Export data to Excel, PDF and multiple other
√
formats
Customizable drill downs on data views √
Save frequently used queries by user √
Share saved queries with other users √
Configurable predefined selections for all users √
Customizable barcode labels √

Company Confidential Page 4 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Receivi

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Receiving
Receipt Orders
Multiple types of Receipt Orders √
QC Excess receipts √
Blanket receipts √
Enable/Disable QC by type of RO √
Preprint labels for intransit Inventory √
Maintain receiving schedule
Maintain internal comments on ROs √
Over/Under receive √
Override Over-receipt options by RO √
Manage RO closing on WMS or Host √
Manage reopening of RO lines by Host √
Allow/Restrict partial case receipts √
Reverse/Void Receipt
Prevent receipts of invalid/non-configured
√
SKUs/SKUPacks
Maintain Vendor information √
QC Audit
Tag first LPN Received or All LPNs for QC √
Manually tag cases for QC with reason before
√
receipt

Company Confidential Page 5 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Receivi

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Cases released from QC later for Putaway √
Receiving on RF
Receive pre-labeled Cases √
Receive standard pack cases using temp labels *
Receive against a particular RO or receive
√
against an active RO
Validate SKU, Quantity and product on receipt √
Receive multiple trucks at different receiving
√
zones
Capture Vendor compliancy info √
Ability to print LPN labels from RF √
Identify LPNs for QC on receipt and associate a
√
reason
Receiving on PC
Receive and print labels for unlabeled cases √
LotNo/Owner/Country of Origin info captured
√
on receipt
Reference info captured and uploaded to host √
Receive multiple lines of the RO at a time √
Receive against default or chosen pack
√
configuration
Palletization
Palletize LPNs on receipt √
Palletize already received LPNs √
Palletize to make solid SKU Skids √
Mixed pallets - sort cases by primary putaway
√
zone

Company Confidential Page 6 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Receivi

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Sort QC Cases onto different pallets √
Cross Docking Inventory to be received on a particular RO
can be cross docked for available PickTickets √
limiting to a export
Review and Wave, cross
PickTicket
dock or SKU
plan √
Limit number of LPNs to cross dock √
Associate LPNs with Skids √
Print shipping labels for cross docked LPNs √
Reports
Receiving report √
Pre-Receiving Exceptions Report √

Company Confidential Page 7 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Putawa

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Putaway
General
Putaway Skids, LPNs or LPNs on a Skid √
Piece putaway
Directed/Non-Directed putaway √
Two stage putaway: PUD and then final
√
destination
Consolidation of LPNs on putaway
Privileged users can override directed location √
Rules
Configured by Putaway Class and Putaway
√
Zones
Version control of rules √
Locations chosen by attributes defined in rules √
Locations reserved for SKU can be used before
√
others
Locations restricted to a set of SKUs can be
√
used prior to other locations
Restrict Max. Locations to use per zone
Restrict putaway to Solid Pallets only √
QC/Exceptions
QC Pallets/Cases are directed to QC Locations
√
only
Inventory released from QC directed to normal
√
locations
Erroneous cases are directed to Error Locations √

Company Confidential Page 8 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Inven

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Inventory
Management
Inventory Tracking
All inventory is associated with LPNs √
Track up to 4 levels of containers: Skids, LPNs,
√
Packages, and Units
QC Hold/Release with reasons √
Void Inventory or Mark it lost √
Comprehensive history of transactions on LPNs √
Maintain comments for LPNs √
Periodic inventory snapshots √
Compare inventory snapshots √
Import inventory snapshots √
Inventory Creation
Misc. Inventory can be labeled w/ appropriate
√
reasons
LotNo/Owner/Country of Origin info captured √
Reference info captured and uploaded to host √
Inventory changes
Adjust/Consume Inventory with customized
√
reason codes
Change SKUs or pack configuration √
Change LotNo √
Logical adjustments to inventory √

Company Confidential Page 9 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Inven

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Material Handling
Build Solid/Mixed Skids √
Move Skids/LPNs to destination √
Move LPNs on Skid in sequence of destination √
Allow override of destination for privileged
√
users
Move LPNs to picklanes √
Split/Combine LPNs √
Assign SKUs to Locations √
Cycle Counting
Cycle count Locations √
Cycle count LPNs √
Validate Skid by scan and count of LPNs or
√
enforce
Validate scanning of LPNs
LPN by scan on Skid enforce
and optionally
verification of quantity in LPN
Directed/Non-Directed cycle counting √
Setup Cycle count schedules by creation of
√
tasks
Auto trigger of cycle count of location on short
√
picking
Hold (Cancel/Release) cycle count adjustments
√
for review
Reissue cycle count tasks based upon previous
√
adjustments in cycle count
Cycle count accuracy/statistics report √

Company Confidential Page 10 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Order
Component Feature
Management/Plan
ning
PickTickets
Various types: Customer, Transfer, Vendor
√
Return, Replenishment,
Ship Complete, Packorand
Ship Partial UnPack Kit
Cancel
√
PickTickets
Comments/Notes to be printed on Manifest, Bill
√
of Lading,
Carrier: PickSlip,
Can Task WorkLoad
be preassigned and/or report
determined
√
by Routing rules
Validation of PickTickets - addresses etc. √
Add comments for PickTicket Header and
√
change print options
Add comments for PickTicket details
Edit comments √
Capture Freight charges before shipping
PickTickets prioritized for allocation and picking √
Mark selected PickTickets for reallocation √
Cancel PickTickets and revert them back to
√
Host
Maintain Package counts and Estimated
residual Piece counts
Add/Edit PickTicket line items √
Customers
Maintain Customer, ShipTo information √
Manifests customizable for individual
√
customers
Packing rule defined by customer √

Company Confidential Page 11 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Ship label requirements defined by customer √
Waving
Multiple types of Waves √
Multiple picking methods - Concurrent, Paper
√
Picking
Define Allocation method per Wave - FIFO,
√
LIFO, Efficient
Preplan waves with defined scheduled dates
√
and priority criteria for grouping of PTs for
Configurable
√
waving
Rule based wave generation (auto generation) √
Generate waves by user criteria √
Manual wave creation/release √
Wave statistics √
Prevent invalid PTs from being waved √
Allocation
Rule based - configurable by wave type,
√
allocation method
Version control of rules √
LIFO, FIFO, Efficient methods of allocation √
Allocation by FEFO
Allocation method can be overridden by SKU √
Allocation of Skids, LPNs, Packages or Units √
Manual allocation by user for specific SKUs √
Restricts allocation of inventory by Owner √

Company Confidential Page 12 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Restricts allocation to specified Lots if required √
Allocate from specific zones and in particular
√
order
Restrict allocation from specific zones √
Specific allocation rules for certain classes of
√
product
Allocate only components for Packing Kits and
√
only kits for Unpacking Kits
Multiple pick methods: RF/RF Batch/Paper √
Configurable rules to determine the picking
√
method of tasks
Overallocate to the next Package or Case √
Force picks through picklane √
Auto-reallocate PickTickets
Issue piece picks only for less than package
√
quantities - optional
Dynamic picklanes for temporary use √
Tasks
Multiple types of tasks for Picking, Cycle
√
Counting
Task classification (Full, Partial, Min-Max,
√
OnDemand) for selective picking
Change priority or Cancel selected tasks √
Cubing
Cube picks into cartons using rules configured
√
by Owner, Customer, ShipTo
- Use volume or dimensions for cubing √
- Limit units per carton (specific quantiry or
√
standard pack quantity)
- Require minimum units/weight per carton

Company Confidential Page 13 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
- Use specific carton types only √
- Group like products together using SKU
Packing group (any combination of SKU √
components such as Style, Size, Color etc.)
Optimize number of containers √
Define multiple carton types √
Carton Types configured by ShipFrom, SoldTo,
√
WaveType
Define and OrderType
fill percentage and weight restrictions
√
per carton
Batching
Multiple types of batches √
Configurable criteria for grouping of tasks for
√
batching
Rule based batch generation (auto generation) √
Generate Batches by user criteria √
Manual batch creation/release √
Assign, Unassign batches to users √
Pause, Complete or Cancel batches √
Print header/shipping labels for batch √
Reprint labels by WaveNo, BatchNo or range of
√
LPNs
Configure the choice of labels, manifests to
√
print for each type of Batch
Paper picking reports for batches √

Company Confidential Page 14 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Picking

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Picking
Methodologies
Pick Skids, LPNs, Packages, or Pieces √
Package/Piece Batch Picking (Pick-N-Stick) √
Paper Picking √
Pick and Strip LPNs to individual PickTickets √
Skid Picking
Substitute with a similar Skid √

LPN Picking
Substitute with similar LPN √
Optimal number of LPNs assigned to users
√
based upon Count, Weight, and Volume
Skip LPNs to avoid congestion in aisles √
LPN Stripping
Strip a LPN into packages or pieces to satisfy
√
multiple PickTickets
Auto-Strip LPNs √
Batch Picking (Pick-N-
Stick)
Pick and Pass
Picking onto Skids is optional √
Skip picks to avoid congestion in aisles √

Company Confidential Page 15 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Picking

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Confirm picks by Task/FromLPN/ToLPN √
Switch confirmation method during pickng √
Auto ship LPNs on a batch at the end of
√
picking
Process
Restrict picks to Wave, Pick Types or Zones √
Tasks issued to users by wave schedule and
√
priority
Balance users across zones to reduce
√
contention
Users kept within the same zone to continue
√
picking to optimize
Users directed travel
to same timeto expedite higher
zone
√
priority tasks
Minimize user collision in aisles √
General
User routed in pick path sequence thru
√
locations
Pick in sequence of SKU/PT or a combination √
Directed drop of picked pallets to pre-
configured specific locations or last √
consolidated location of the shipment
Short Picking by privileged users √
Capture Asset tags during picking
Replenishment
Min-max Replenishment √
On-Demand Replenishment to static picklanes √
On-Demand Replenishment to dynamic
√
picklanes

Company Confidential Page 16 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Picking

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Users can choose between On-Demand and
√
Min-Max replenishments
Group replenishments byfor picking
Pick zone or Putaway
√
Zone
Replenish LPNs to LPN/Package/Unit Picklanes √
Replenish Packages to Package/Unit Picklanes √
Replenish beyond defined capacity if desired √
Two-Stage replenishment √
Auto putaway of replenishments into picklane
Promote √
at end of Min-Max
picking replenishments to On-
Demand if allocating against Replenish √
Quantity

Company Confidential Page 17 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Order Prepping
Packing
Scan Pack √
RF Scan Pack
Pack batches of picks √
Inspection/Auditing
Inspect batch of picks √
Inspect Kits √
Inspect picked cartons √
Record & report results for all inspections *
Consolidation
Consolidate by Shipment, CustPO or PickTicket √
Directed consolidation by defined criteria √
Pack and Hold √
Skip Consolidation for full Skids or LPNs -
√
optional
Shipping Labels
LPN: UCC, Small Package, Contents labels √
Skid: UCC and Contents labels √
Choice of labels configurable by Customer and
√
other criteria
Print/Reprint labels by PickTicket, Load, Skid √

Company Confidential Page 18 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Order

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Print price stickers √
Customized label formats √

Company Confidential Page 19 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Shippin

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Shipping
Loading/Unloading
Load Skids, LPNs √
Unload Skids, LPNs √
Directed loading of LPNs to trucks √
Load truck by scanning Skids/LPNs √
Directed loading of trucks
Enforce LoadSequencing √
Fluid Loading √
Manually mark LPNs as loaded √
Shipping
Methods/Carriers
LTL - user configured carriers √
UPS √
FedEx
DHL
Small Package USPS
Shipping/Ship
Confirmation UPS: Capture published freight charges
√
including fuel surcharge
ShipConfirm interface with Conveyor √
ShipConfirm LPN/Skid on RF √

Company Confidential Page 20 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Shippin

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Option capture of external TrackingNo on
√
ShipConfirmation
Load Management
Multiple Types of Load: Direct Ship, Hub
√
Shipping, Multi-drop Shipping
Rule based Load generation (auto generation) √
Generate Loads by user criteria √
Enforce Loading, Labelling by Load √
Print VICS BoLs √
Print comments of Load on BoL √
Print Master and Underlying BoLs √
Grouping of PTs by RoutingGroups and more √
Capture externally generated tracking numbers

Company Confidential Page 21 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Reporti

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Reporting
Exception Reports
Lost Cases √
Lost and not Found Inventory √
….
Historical Reports
Receiving history by SKU √
Shipping history by SKU √
Shipping history by Load √
Productivity report by Activity √
Vendor Compliancy √
Inventory Reports
Intransit Inventory √
Status of Inventory √
Location Reports
Location Availability √
Location Utilization
Location Duration report √
Manual Cycle count report √
Picking Reports

Company Confidential Page 22 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Reporti

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
SKU Velocity √
Short Pick statistics √
Unallocated PickTickets √
Task WorkLoad √
General
Export data from reports √
Refresh reports without re-running them √
Ability to define customized views for reporting √

Company Confidential Page 23 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Standar

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Standard
Integration
With Host / ERP
Import SKUs √
Import SKU Prepacks √
Import Receipt Orders, RO Details, Comments,
√
Vendor PickTickets,
Import info Details, Comments,
√
Addresses
Import ASN Case and Case details √
Upload receipt confirmations on Putaway √
Upload close of ROs √
Reopen closed RO lines √
Upload all changes to inventory with reason
√
codes
Upload change of QC state of inventory √
Upload Ship confirmations to Host √
Upload PickTickets and Lines when shipped √
With Other Systems -
Materials Handling Export ASNs when required to Host or another
√
DC
TMS Interface √
Pick To Light √
Cart Picking √
Shipping Carriers √

Company Confidential Page 24 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Standar

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Conveying Systems √
Cubiscan √
Carousels
WCS √

Company Confidential Page 25 of 26

 WMS RFP Template

WMS RFP Functionality Matrix: Implem

www.foxfiresoftware.com
Vendor 1: Foxfire WMS

Vendor 2:

Vendor 3:
Component Feature
Implementation
Support
Phone Support Available √
Onsite Support Available √
Import Receipt Orders, RO Details, Comments,
√
Vendor info
Standard ERP/Host Interfaces
Service Organization Available
Follows Project √
Management Institue (PMI) Project √
Methodology
90 Day Rapid Implemenatoin Project Available √
Train The Trainer Project Available √
Licensing
Traditional License Available √
Monthly Use (SaaS) License Available √
Flexible Licensing Pay Plans Available √

Company Confidential Page 26 of 26