Account Setup Worksheet

Coreflex™

New 3PL Customer Worksheet Questionnaire

Revision 8

Instructions:

Click here to download the latest version of the form
Complete Electronically.
To be completed once per Coreflex™ Client (implementation / site).
Save the worksheet with a name of Your Company.
E-mail completed form to your account manager.

1) Coreflex Client Name and Address. (Your Company)

2) Client Project Manager - First and Last Name, Title, Phone, e-mail (1 individual).

Note: This is the single point of contact responsible for making / communicating decisions to Coreflex and scheduling your company’s staff, time and resources during implementation of Coreflex™.

3) How many warehouses will be managed?

4) Number of different Accounts. (Companies for which you are managing inventory.)

5) Are there any time critical business objectives to be considered when planning the startup schedule? (physical inventory date, live date, etc…)

___ Yes ___ No

If yes, please provide details:

_______________________________________________________________

6) How are you currently managing your inventory? (indicate all that apply)

a) ___ Excel spreadsheets

b) ___ Manually (card file, etc…)

c) ___ Software Package… Specify Name: _____________________________

d) ___ New startup, inventory not being managed at the moment.

e) ___ Other... Describe: ____________________________________________

7) Approximate total number of SKUs / Products managed across all accounts?

8) What type of accounts do you currently handle? (indicate all that apply)

a) ___ Case In / Case Out.

b) ___ Split Case Pick

c) ___ Pallet In / Pallet Out (full)

d) ___ Pallet In / Pallet Out (full and split)

e) ___ Pallet In / Case Out

f) ___ Case In / Split Case Pick Out

g) ___ B2B Business to Business

h) ___ B2C Business to Consumer

i) ___ Other… Specify: _________________________

j) ___ Other… Specify: _________________________

9) What type of Products do you currently handle? (indicate all that apply)

a) ____ Refrigerated

b) ____ Frozen

c) ____ Dry Goods

d) ____ Garment on Hanger

e) ____ Food

f) ____ House wares

g) ____ Clothing

h) ____ Perishable

i) ____ Non Perishable

j) ____ Resin

k) ____ Paper

l) ____ Steel

m) ____ Lumber

n) ____ Other… Specify __________________________

o) ____ Other… Specify __________________________

10) What billing units do you use to bill for receiving and storage? (indicate all that apply)

a) ____ Cube

b) ____ Carton

c) ____ Each / Piece

d) ____ Pallet

e) ____ Physical Pallet (mixed SKUs on a pallet)

f) ____ Weight

g) ____ 100 Weight

h) ____ Other… Specify __________________________

i) ____ Other… Specify __________________________

j) ____ Other… Specify __________________________

11) Is there a specific account you want to bring online with Coreflex™ first?

___ Yes ___ No

If yes, what is the account name?

Is there a specific reason this account is first to bring on-line?

___ Yes ___ No

If yes, describe the reason? (Examples: customer commitment, product being received on a specific date, customer requirement, the simplest account, the most complex account, etc…)

12) Database Server Activation - Is the PC that will be used to house the Coreflex Database Server:

a) Installed and connected to the internet?

___ Yes ___ No

b) If No, when do you expect it to be installed and accessible via the internet? (provide date or explain in detail)

c) What is the PC name? (If the actual PC name is not known indicate who’s PC it is. For example Receiving, Shipping, John’s Sue’s etc.)

___________________________________

d) What is the operating system?

Operating System:

___ Server 2003 * ___ Server 2000 * ___ MS Small Business Server *

___ XP ___ XP Pro

___ Other… Specify __________________

* Terminal server type operating system.

e) If using terminal server type operating system, indicate the number of Coreflex™ licenses purchased that are to be concurrent licenses installed and activated on the Server?

13) Workstation PCs Activation: Are the PC’s that will run the remaining Coreflex™ licenses:

a) Installed and connected to the internet?

___ Yes ___ No

b) If No, when do you expect it to be installed and accessible via the internet? (provide date or explain in detail)

c) What are the PC names and operating systems on which you want Coreflex to be activated? Enter one PC for each license purchased. (If the actual PC name is not known indicate who’s PC it is. For example Receiving, Shipping, John’s Sue’s etc.)

i) Name: ___________________ __ XP __ XP Pro __ Vista