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Questionnaire

 Distribution/Fulfillment - Order Processing/Accounts Receivable

 

 

  1. What type of services do you require?

Complete order service: includes, order processing, customer service and accounts receivable
Inbound Telemarketing services
Warehousing and distribution
Website or Web Hosting
Other, please specify below

  1. Type of Industry?

  1.  What type of market you serve? Choose as many as apply

    Direct Sales Book Trade College
    Retail Wholesale Other, please specify below




  2. Please give a description of your products


  1. Source and percentage of orders

Mail
Phone
Electronic
Internet
Other
  1. Annual Sales

What are your annual net sales

Gross Sales
Number of invoices (bill to's) per year
Explain any unusual peaks and valleys:
Percent of Sales:
Cash Credit Card Invoice/Bill To
Number of credit memos per year
Average number of SKUs per invoice      
Per credit memo
Average number of units per invoice
Per credit memo
Typical monthly accounts receivable balance
Average collection period

30 days    90 days    120 days

Other:

Number of accounts receivable transactions last year: 

Checks received    

Adjustments
Will old "Account Receivables" be transferred? Yes    No
Do you send statements Yes    No 
If yes, number sent out last year
  1. Inventory size 

Number of SKUs 
Number of units
Number of pallets
Number of units received per year
Number of units shipped per year 
Number of units returned per year
Typical dimensions (size) of units
For re-stocking inventory, typical quantities of new product
  1. Shipping:

Methods of shipment used: USPS     UPS     Fed Ex     LTL Truck     

Other
Do you have Canadian or Foreign Shipments? Yes    No
If yes, number of shipments per year?
Are they shipped? Direct     Wholesalers     Other
Foreign countries you ship to
Foreign countries you ship from
Do you have merchandise other than those we will be distributing?
Yes  No 
If yes explain
  1. Additional Information

  • Do you have credit card processing?   Yes    No

    If yes, what processing method do you currently use 


  • What size pallets would be used to ship inventory to us?

  • Do you use floor or counter displays?
    Yes    No

  • Do you have kitting requirements?
    Yes    No    

    If yes, Explain 


  • Do you have shrink-wrapping requirements?
    Yes    No
       
    If yes, Explain


  • Do you have multiple type of merchandise?
    Yes    No    

    If yes, Explain


  • Do you have high dollar value items?
    Yes    No    

    If yes, Explain


  • What are the 3 most important problems with your current vendor?


  • Is a copy of your catalog available?
    Yes    No

  • Additional Remarks:

 

  1. Personal Information

Company Name
Contact Name
Address1
Address2
City
State
Postal Code
Country
Telephone
Fax
Email

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