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Request a Quote – Fulfillment Services Questionnaire

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Your input and answers to the questions below will help in the preparation of your proposal. We ask that you provide as much information as possible as our proposal is based on the information you provide. If you’d prefer to speak directly with a sales representative, please call our toll free line at 800- 430-1312. We’ll be happy to assist you in any way we can.

Please provide a brief description of your outsourced fulfillment program initiative.

A. General Information:

What are your key business objectives for this initiative?

Reduce Cost Improve customer service Reduce Administrative Time Focus on Core Competencies Support Business Growth
Serve New Markets/Channels Improve Inventory Control Other

If other, please describe

How are you currently handling fulfillment?

In house 3rd Party Provide New Program

What is your geographical fulfillment footprint?

Continental U.S. Canada Europe Asia South America
Central America/Caribbean Australia Middle East/Africa

What types of material goods are being fulfilled?

Products Literature/Collateral Promotional Items Other

If other, please describe

Do any of these conditions apply to the material goods being fulfilled?

Hazardous Fragile Perishable Refrigeration Required
High Value Oversized (more than 4 cu.ft.)
Special import requirements Special export requirements

Who are we fulfilling materials to?

Consumer Direct Retail Chains Specialty Stores/ Small Retail
B2B Cross Docking /Distributor

B. Warehousing and Inventory Management:

Where are your material goods produced?

Domestic U.S. Outside U.S.

If outside U.S., do you utilize the services of an in-house or 3rd party broker to clear customs?

Yes No (We will need customs clearing services).

How will your material goods be shipped to the warehouse?

Cartons Pallets RContainers (on pallets) Containers (Floor stacked)

What is the frequency of inventory shipments to the warehouse?

Daily Weekly Monthly Quarterly
Semi-Annually One-time shipment

Are you able to provide the warehouse with an ASN (Advance Shipping Notification?)

Yes No

Do you have quality control requirements for receiving materials that extend beyond verifying correct items (sku’s) and quantities received (per the ASN) and visual inspection for damage?

Yes No

If yes, please explain

Do you have any requirements for product prepping, assembly, labeling or configuration during the receiving process or prior to shipment?

Yes No

If yes, please explain

What is the approximate number of SKU’s in inventory?

1- 25 26 – 100 101- 250 251 – 500 501 – 1000
1001 -2500 more than 2500

What is the maximum number of pallet spaces (48”h, 48”w, 40”d) needed for storage?

1-100 101-250 251 – 1000 1001 – 2500 2500+

Do you have requirements for FIFO / FEFO?

None FIFO (First in, First Out) FEFO (First Expired, First Out)

Do you have inventory management requirements for product serialization or lot tracking?

None Product Serialization Lot Tracking

Do you have requirements for return order processing?

No Yes

If yes, what is your average rate of return?

Less than 5% 5-10% 10-20%
More than 20% Don’t know

C. Order Processing

Do you currently have or utilize an Order Management System to manage your fulfillment?

No Yes

How are orders currently being captured and transmitted to you?

Website (s) Call Center Mail/Fax/E-Mail Retailer EDI
External Files / FTP Uploads Other

Is there a requirement to support any of the following payment processes?

None Credit Card ACH Banking (Electronic Check)
Check, Money Order, Cash Gift Card Purchase Order

Is there a requirement to validate order address data prior to fulfillment?

No Yes

Proposed method for transmitting orders to the fulfillment provider?

XML Excel File File/FTP EDI Not Sure

Do you have any need or requirements for systems integration?

No Yes

If yes, please describe

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