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Apples... Spinach... and Dockboards?

By Bernie Knill

Some of it is standard material handling equipment, some of it is designed especially for the grocery industry. That includes grocery stores, supermarkets, warehouse stores, and all types of convenience stores and markets. One thing they all have in common, however, is material handling equipment of one type or another.

Says Jon Archer, program manager of Minyard Food Stores in Texas, "Our stores use manual pallet jacks, high-lift pallet jacks, two-wheel dollies, four-wheel two-level stock carts, six-wheel stock carts, and specialty equipment like two-high racks for meat handling and bakery racks."

Not to mention the ubiquitous shopping cart. The shopper takes them for granted, but the store manager knows how much they cost to procure and maintain. Says Eddie Crawford, safety director for Brookshire Grocery Co. in Texas, "The shopping carts are an expense. We have to purchase the carts, and then we have to get them cleaned and get the back wheels changed. Sometimes the baskets get messed up and you have a piece of steel or plastic that comes loose. You have to either repair it or replace it. We have people who go around to the stores and replace the wheels."

Some material handling equipment goes either way - to industry or to groceries. According to the president of a leading material handling equipment provider, "We make a variety of things that could be applicable to grocery handling. We have an elevating cart - it's a four-wheel dolly with a lifting mechanism with a 30-inch range. Another product that could be used in grocery stores is the high-lift pallet truck." In the warehouse, of course, you can find the full range of ergonomic products: lift tables, container tilters, turntables, dock lifts, etc.

Material Handling and Logistics Begins at the Dock
A grocery industry specialist for a leading manufacturer of dock equipment has seen many changes over the last 20 years. " There have been changes in truck heights, widths, and load configurations, and increasing numbers of direct store deliveries," he says.

Docks in stores don't get nearly the attention - or the space - that they do in distribution centers.For example, "There are stores that have improperly designed doorways, so they can't pull some of the pallets off of the truck; they have to manually break them down first," he says.

"One of the things we spend our time with is concentrating on the designers, trying to get them to make the doors bigger and the dock heights correct in order to accommodate the loads and trucks they're going to be receiving." There's a big difference between the old grocery stores and the modern ones. Today's stores have pit-style levelers versus portable dock plates - mostly because of injuries.

Change is more likely to come when a new store is built because of the cost involved. Buying and specifying are also changing. It used to be that the general contractor bought all the levelers. Now there's a trend for the supermarket chain to buy the levelers, mostly to maintain control.

Powered Trucks Are the Workhorses of the Grocery Industry
Nevertheless, shoppers rarely think of how all the grocery products got into the supermarket. It's probably the last thing on their minds.

In fact, grocery stores of all types rely on powered industrial trucks more than any other type of mechanized equipment. Loads shipped from a warehouse to a store are just too heavy to be handled manually. Not only are traditional products being shipped on pallets, making them heavier, but also new products are introduced to present more challenges to the grocery industry.

Take bottled water, for example. According to the director of marketing and product management for a leading lift truck manufacturer, "It's high-volume, high-weight, and about 75 percent of the time, it's shipped on pallets to the supermarket. Where people used to use a hand pallet truck, now pallet-loads of water are moved in supermarkets by powered pallet trucks with capacities of either 4,000 pounds or 6,000 pounds." Not only can powered pallet trucks handle the heavier loads, they're also more maneuverable in the crowded back rooms.

The problems are different in the warehouse stores like Sam's Club or Costco. These are warehouse stores, with lift trucks, pallets, and racks. Bob Footlik, vice president of the consulting firm Footlik & Associates, says, "The back room storage area of a Sam's Club is anything above the eight-foot level. The bottom of the rack is where the customer is buying; the top of the rack is the warehouse. So they're doing 30-foot-high buildings. " Contrast this with a traditional grocery store where you have 12 feet or better empty air, Sam's Club represents what is being done to the grocery industry, what the pressures are and the advantages that mechanized handling offers."

One of the heaviest loads for a lift truck would be a single pallet-load of frozen concentrate at 2,300 pounds. A 3,000-pound-capacity truck is usually equipped with a side-shifter, so you end up with a net capacity of about 2,700 pounds. The most common three-stage mast assembly - 190 inches - allows you to store loads to 16 feet. While training is being done for all types of store employees, it's especially important for operators of lift trucks in the warehouse stores, where the trucks travel along with customers.

Training is a priority. Some stores lean on the lift truck manufacturers for quality training in their own facilities. Another option is train-the trainer program that allows the grocery store to train employees in-house. The reason for train-the-trainer is that stores operate longer hours and have staggered shifts.

Unfortunately, the grocery store manager knows that the industry operates at thin margins, and that fact can color his decisions relating to lift truck maintenance. Constantly looking for ways to reduce costs, the store manager might settle on the lowest- price service provider or buy look alike service parts. Somebody may be charging 40 dollars an hour versus 85 dollars an hour - but the repairs take longer. (Material handling and logistics professionals who work at it full-time understand this kind of trade-off. The grocery manager, who is involved with lift trucks maintenance part-time, will sometimes have to learn the hard way.)

There's a difference between the warehouse and the store. In the warehouse, you want the fastest truck with the fastest lifting speeds; when you get into a warehouse store, even for the same company, these parameters change. What is important is how the operator is positioned on the truck and how intuitively he or she reaches for the controls.

Manufacturers find that one of the most popular lift trucks for full-time putaway in warehouse stores is a stand-up counterbalanced rather than a sit-down. This is because it takes up to 12 to 15 inches less to turn in an aisle, and space is critical. Also, these operators are off and on the truck frequently, which makes stand-ups more popular.

Casters in the Grocery Industry
With casters, the biggest issues are rollability and ergonomics. According to the executive vice president of a leading caster manufacturer, a solution might be in the bearings or wheel tread or harder durometer urethane - anything that allows the cart to be pushed with less force.

Larger-diameter wheels tend to make rolling easier. Some caster manufacturers are switching to a precision ball bearings in many wheels, which require no maintenance.

RFID Has Expensive Advantages
With all the attention radio frequency identification (RFID) is getting, every store manager (or a centralized research department) has at least looked at it. "We maintain an inventory by means of bar coding. We're getting into RFID, which is still out for debate," says a systems sales manager of a manufacturer of material handling and logistics equipment and systems.

Everyone associated with the grocery industry sees the advantages of RFID. "You have inventory visibility, theft protection, a check on the freshness of the product if it's perishable." Industry experts say that the stumbling blocks are cost and reliability.

Feeding the Grocery Store
While the grocery store tends to smaller shipments that are more accurate and manageable, and limited to hand trucks and pallets, the warehouse uses the latest material handling equipment - conveyors and sorters, for instance - to move merchandise.

Nevertheless, the warehouse doesn't get a free ride. Distribution centers have difficulty making smaller shipments that are more accurate and manageable. Rather than shipping palletloads of multiple layers of the same stock keeping unit (SKU) on the pallet, some stores may prefer only a couple of cartons of a certain product. Getting that type of palletload - a mixed palletload - to the store dock can be one of the toughest hurdles the distribution center encounters.

According to Jim Apple, partner in the Progress Group consulting organization, Europe has some of the same grocery-handling problems that we have in the United States. However, because many grocery outlets are small, a roll cage is used instead of a pallet because it is easier to get down the aisle. " In Europe, everything that comes in goes directly to the shelves; they don't have a back room," he says.

Grocery Has Its Challenges
In 2002, there were 86,000 grocery stores, according to the Bureau of Labor Statistics (BLS). Thus, any problem you find in a supermarket is multiplied by thousands.

Proliferation. SKU proliferation has been dramatic in the grocery industry. For example, five or ten years ago, you had 5,000 or 6,000 products; now you're approaching 15,000 to 20,000 SKUs.There are redundant SKUs, like fresh and canned; you also have plastic and glass - packaging is part of it - you have juice cartons small, medium, and large. The variety for the customer has improved, but it's a challenge to manage the inventory.

Weight. "As a consumer, one thing I'm seeing more of are the specials like 40-pound sacks of dog food. They take them out and put them in the open spaces," says the president of a material handling equipment manufacturer. "That shopping cart is about 30 inches high, and if I want pick up a 40-pound sack, I have to pick it up off the floor and lift it into the shopping cart."

If you are interested in reading more about where supply chain logistics is today and how it is evolving, find the Grocery Manufacturers Association (GMA) 2005 Logistics Survey at www.gmabrands.com/publications/docs/2005GM ALogisticsSurvey.pdf.

Bernie Knill has been writing about material handling and logistics for more than 35 years. Currently, he is an Editor-at-Large for Modern Materials Handling magazine. He is a recipient of the 1992 Reed-Apple Award sponsored by The Material Handling Education Foundation, Inc., and the William T. Shirk Award sponsored by the Material Handling and Management Society.