The objective of this profile is to outline the requirements of specific fulfillment project. The Project requirements will be examined to ensure successful implementation on Version 5 of the PRO-MAIL Fulfillment Solution Software. As you answer the following questions, please answer only with respect to the project in mind
PLEASE SUBMIT ONE PROFILE FOR EACH PROJECT!
Company Name:
Contact Name:
Phone:
Fax:
Email:
Company Name:
(Optional)
Project Name:
(Required)
This Project Profile is for:
An Ongoing fulfillment project you are currently running
A new fulfillment project
A potential project being quoted
The anticipated start date for this project is:
What is the nature of the fulfillment distribution?
Literature
Premium Items
Product
Services
Other
Comments
Who is Ordering?
Consumers Unlimited
Sales Representatives
Qualified Individuals Only
Dealers
District Offices
Other
Comments
Approximate number of orders per day
Normal Processing
Peak Periods
How will orders be entered?
Entered into the PRO-MAIL web order entry screen
Phone in the order to be keyed by your operator into PRO-MAIL
Fax in order information to be ordered by your operator into PRO-MAIL
Captured by a third party and transmitted in batch form
Other
Comments
If the orders are to be entered into the PRO-MAIL order entry screen over the web, will the individual(s) entering orders require a username and password for order entry access?
Yes
No
How will the user names and passwords be defined?
The user names and passwords will be defined internally by fulfillment provider
The user names and passwords will be defined by users on the web at order entry time
Is there any additional information necessary at order entry time other than listed below?
- Ordered By Name, address, phone number, fax numbers, and email address
- Shipped To name, address, phone number, fax numbers, and email address
- Items Ordered
- Item Quantity
- Comments
Will you be collecting payment for items ordered?
Yes
No
Who will be ordering valuable merchandise?
Consumers
Dealers
Client Representatives
Other
Comments
Which payment types will you be dealing with?
Credit Card
Check
A/R(bill me)
Cash
Money Order
Coupons
Voucher Points
If you are extending credit(A/R, bill me type orders) who will be ordering?
Qualified dealers
Client Representatives
Other
Please Explain
If you are extending credit who bears the responsibility for the collection?
Us, The fulfillment service provider
Our client will be collecting
If you are extending credit, are there any credit limits, early payment discounts or other issues?
Comments:
How are items priced?
Flat price per item
Discount pricing based on quantity ordered
Discount pricing based on who is ordering (class of individual)
Discount price if voucher / e-coupon presented
Sale price for limited time
Other
Comments
Are you collecting taxes?
Yes
No
If yes, please describe in detail how taxes are calculated.
If you are charging a shipping & handling charge, how is it calculated?
Fixed price per product
Price based on order total
Other
Comments
At order entry do you require an email confirmation to be sent to:
The ordered by email address
The shipped to email address
Other
Comments
What is the expected turnaround time for processing orders?
24 Hours
48 Hours
More than 48 Hours
Will you be dealing with any backorder issues with this project?
Yes
No
If yes, please explain how backorders will be handled
The order ships without them, and they are backordered
The order ships without them, and they are canceled
The entire order is backordered until it can be shipped in whole
In addition to picking/Packing slip, are there any additional printed outputs required for this project?
Yes
No
If yes, please list below
How many products does the fulfillment project involve, approximately?
Number of products =
Do you have picking shelves (also called a "staging area") for the most frequently used items?
Yes
No
If so, how do you handle orders for materials that are not in the picking shelves?
The pagers go into the warehouse to get them
A warehouse person brings them to the packing table
Will any of the orders be returned to the warehouse?
Yes
No
If yes, how are the returns processed?
Do you assemble multiple products into kits?
Yes
No
If so, when are kits made?
On the fly as they are needed
They are pre-built in advance
Will you be providing reports to your clients over the web?
Yes
No
Will Clients be viewing inventory data (balances, history, etc.)?
Yes
No
If yes, will client have access to add or update data?
Yes
No
Customer Service Comments:
Do products need to be sorted or grouped together in any way on inventory reports? (e.g. division or product line)
Yes
No
If yes, please describe how products are sorted or grouped for reporting
How are most orders shipped?
UPS Ground
First Class Mail
Federal Express
Other
Approximate number of shipments per day
How often do you bill for fulfillment work?
Every Month
At the end of every project
Other
Comments
What are the criteria used for billing?
Number of orders processed
Number of line items processed
Flat Rate
Other
Comments
If there are any other issues with reguard to this project, please list below
