Account Setup Worksheet

Coreflex™

New Customer Worksheet Questionnaire

Private Warehouse

Revision 3

Instructions:

Click here to download the form.
Complete Electronically in Microsoft Word.
To be completed once per Coreflex™ Client (implementation / site).
E-mail completed form to your account manager.
Click here to download the form in Microsoft Word .

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

2) Contact Person/ First and Last Name, Title, Phone, e-mail (1 individual).

(This is the single point of contact for making decisions and scheduling your company’s staff, time and resources during implementation of Coreflex™.)

3) How many warehouses will be managed?

4) 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: ____________________________________________

5) What is the main objective you are trying to achieve or main issue you are trying to solve?

_______________________________________________________________

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

___ Yes ___ No

If yes, please provide details:

_______________________________________________________________

7) Approximate total number of SKUs / Unique Product Numbers managed?

a) ___ 1 – 100

b) ___ 101 – 500

c) ___ 501 – 1000

d) ___ 1000 – 5000

e) ___ 5000 – 10,000

f) ___ 10,001 +

g) ___ Other … Specify ___________________________

8) Do you track any of the following: (check all that apply)

a) ___ Lot Control

b) ___ Expiation Date

c) ___ Serial Number

9) Do you make Kits, Assemblies or Finished Goods from Inventory?

___ Yes ___ No

10) Do you manage multiple units of measure (UOMs) for a single product Id?

(For example Product ABC stored in CASE of 12, PACK of 2 or EACH of 1)

___ Yes ___ No

11) What Units of Measure do you currently handle? (indicate all that apply)

a) ___ Case

b) ___ Packs

c) ___ Each

d) ___ Pallet

e) ___ Other… Specify: _________________________

f) ___ Other… Specify: _________________________

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

____ Refrigerated ____ Frozen ____ Dry Goods

____ Food ____ House wares ____ Clothing

____ Perishable ____ Non Perishable ____ Resin

____ Paper ____ Steel ____ Lumber

____ Garment on Hanger

____ Other… Specify __________________________

13) Product numbers and Barcodes:

a) Does each product have a unique product number / identifier?

____ Yes ____ No

b) Does each product have a barcode label?

____ Yes ____ No

c) If yes, does the data in the barcode match the product identifier?

____ Yes ____ No

14) What is the inventory unit? This is the unit that will use to count the product inventory: ( Indicate all that apply)

____ Case ____ Each ____ Piece

____ Pallet ____ Cases on Pallet ____ Pounds

____ Rolls ____ Drums ____ Gaylord

____ Other Specify __________________________

15) How is the product stored physically? (Indicate all that apply)

____ Pallet ____ Bundles ____ Bins

____ Rolls ____ Drums ____ Gaylord

____ Pieces ____ Each

____ Other Specify __________________________

16) What Electronic imports and exports are to be used?

a) Initial Data Load:

i) ___ None (Manual data entry to be used)

ii) ___ EDI… Specify Document Numbers _______________

iii) ___ Product Master

iv) ___ Scan Codes (for Barcoding)

v) ___ Inventory Master

vi) ___ Bin / Location Master.

vii) ___ Quick Books

b) Import To Coreflex:

i) ___ None (Manual data entry to be used)

ii) ___ EDI… Specify Document Numbers _______________

iii) ___ Advanced Shipping Notice (ASN for receiving)

iv) ___ Sales Order / Warehouse Release (for shipping)

v) ___ Quick Books

vi) ___ Other Specify ___________________________

c) Export From Coreflex:

i) ___ None

ii) ___ EDI… Specify Document Numbers _______________

iii) ___ Receiving Report.

iv) ___ Shipping Confirmation

v) ___ UPS World ship

vi) ___ Federal Express

vii) ___ Quick Books

viii) ___ Other Specify ___________________________

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

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 __ Vista

___ 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 activated on the Server?

18) 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? (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