Company Name

Email

Name

Title

Address

Phone #

City

Date

State/Zip

Product Description & Storage Requirements

Please provide a brief description of your product or product lines:

1. Number of SKU’s in Inventory.

Active

Inactive

2. Number of new SKU’S Per Year.

3. Number of Units in Inventory.

Low

Average

High

4. Number of Pallets Positions used to hold all Inventory.

Low

Average

High

5. Are individual units of a product contained within a master carton & housed on a pallet ?

Yes or No Yes No

6. Are individual units of a product loose on pallets held in place with shrink wrap?

Yes or No Yes No

7. Pallet Size.

Pick & Pack Activity Data

1. Number of orders received per year.

2. Number of packing lists created per year.

3. Number of invoices created per year.

4. Average # of lines items per packing list.

5. Average # of units per line item.

6. Order quantity vs carton capacity.

7. Average Invoice Value.

8. Number of times that the inventory is turned annually.

Product Receiving Data

1. Average # of containers received per year.

2. Average # of SKU’s per container.

3. Are there multiple SKU’s per pallet?

Yes or No Yes No

4. Are all SKU’s on pallets?

Yes or No Yes No

5. Is your physical distribution operation currently outsourced?

Yes or No Yes No

Customer Profile

Type of Customers

% Corporations

% Retail Chain Stores

% Individuals

% Independent Stores

Information Systems Data

1. Do you utilize your own warehouse management system (WMS)?

Yes or No Yes No

If yes, was it developed in house?

Yes or No Yes No

If no, identify the name of the vendor providing the system.

2. Does the WMS interface directly to your order processing and billing system?

Yes or No Yes No

3. Do you require back office services?

Yes or No Yes No

Billing

Yes or No Yes No

Accounts Receivable

Yes or No Yes No

Customer Service

Yes or No Yes No

Seasonality

1. Is your business seasonal?

Yes or No Yes No

If yes, which are your peak months.

2. Do you require product stickering?

Yes or No Yes No

3. Do you require product shrink wrapping?

Yes or No Yes No

4. Do you require product assembly?

Yes or No Yes No

Returns Processing

1. What % of product is returned from customers.

%

2. Will you need us to refurbish returns for resale?

Yes or No Yes No

Traffic Management

1. Do you require Rail or Intermodal services?

Yes or No Yes No

2. Product shipments by carrier.

3. Geographic Shipment.

4. Do you require Import Services and Customs Brokering?

Yes or No Yes No

5. Source of Orders.