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.

Fulfillment Provider

Company Name:
Contact Name:
Phone:		Email:
Website:

Fulfillment Account Summary

Fulfillment Client Name:
Fulfillment Account Name:

Please provide a general description of this project. (for example, Business to
Business or Business to Consumer, merchandise fulfillment, literature fulfillment, etc.)

Account Duration:
Industry Served:

What is the go-live date for Pro-Mail (mm/dd/yyyy)?
What best describes this fulfillment account?	New account currently under contract New account, bidding on Account currently servicing converting to Pro-Mail

System Access

Who will be accessing Pro-Mail? (Select all applicable)	Your Client Employees Your Client Customers Consumers (General Public) Other

Will your client/client customers be able to: (Select all applicable)	Inquire on Orders Inquire on Inventory Print Reports Access Administrative Functions Other

Reports

Are there any specialize reporting needs?	YesNo
List reports by title (Please be prepared to provide samples of reports).

Inventory

Will inventory be stored in one building?	YesNo
In no, please explain.
Number of SKU's:
Is the inventory owned by your client?	YesNo
Will products be categorized for reporting purposes? (IE: Literature, Premiums, etc).	YesNo
Do you need to track and report on the value of inventory?	YesNo
Does the value change over time?	YesNo
Does this account require version/lot tracked items?	YesNo
Does this account involve kits?	YesNo
When are kits built?	Pre-built in advance On the fly as orders are placed
Does this account require print on demand inventory?	YesNo
Will the inventory items require customization? (i.e., business cards, personalized brochures, or embroidered merchandise, etc.)	YesNo
If yes, how will items be customized?	In-house Customization Third Party Customization Other
Please Explain
Will there be items that require drop ship from a third party?	YesNo
Are there items that come in multiple sizes and/or colors?	YesNo
Is serial number tracking required?	YesNo

Receiving

Will your warehouse receive advanced shipping notices?	YesNo
How will they be communicated? (Select all applicable)	Pro-Mail direct entry Electronic Data File Email Fax Other
Please Explain
Are there special inventory storage requirements?	YesNo
Select special inventory storage requirements (Select all applicable)	Secure storage Climate controlled Dedicated client storage area Hazardous material Other
Please Explain
Will inventory weight be verified?	YesNo
Are there off-site storage requirements for this account?	YesNo

Orders

Please indicate how orders will be captured:	Pro-Mail Shopping Cart Captured by a third party website (i.e. client website) and transmitted to Pro-Mail. Phone Fax Email Other

Who will be entering orders?	Clients Client employees Us Consumers (General public) Other

What is the approximate number of orders per day?	Normal Processing -Estimated Qty: Peak Periods -Estimated Qty:
Will you need to manage backorders for this program?	YesNo
How will they be handled? (Select all applicable)	Ship what's in stock, backorder the rest Ship what's in stock, cancel the rest Backorder Entire order until there is sufficient stock.
Will there be ordering limits? (i.e., order qty limits, item qty limits, limits base on budget, etc.)	YesNo
Please elaborate on the restrictions
Is payment required at time of order entry?	YesNo
What forms of payments are accepted? (Select all applicable)	Credit Card Check A/R Gift Certificate Other
If other, please explain
Will tax be collected?	Yes No
Please explain tax requirements
Are there special handling needs for orders? (i.e., rush, requires approval, etc.)	YesNo
Please explain

Production Processing

Will orders be picked from a staging or forward picking area?	YesNo
In addition to a packing list are there other documents required?	YesNo
Please explain
Do you need to track individual package contents for each order?	YesNo
How will orders be processed?	Processed individually when captured Queued and processed in batch
If batched, please explain

Shipping & Returns

Approximately how many packages per day will be shipped?
How will orders be shipped? (Select all applicable)	UPS FedEx USPS Freight Other
If other, please explain
What type of shipping system will be used?	Carrier supplied system (UPS Worldship, FedEx, etc.) Multi-carrier (Smart-link, or Pitney Bowes, etc.)) Other
If other, please explain
If Multi-Carrier, please explain
Will you be shipping international?	YesNo
Will freight charges be billed to a third party shipping account?	YesNo
Will you be handling returns?	YesNo
Describe the returns process in respect to inventory handling for back to stock, and customer service requirements.

Billing

What criteria will be used for billing your client for this account? (Select all applicable)	By Order Per Line Per Package Per Product Per Shipment Rush Drop Ship Credit Card Transactions Freight charges marked up Other
If other, please explain
Are you billing for material storage?	Yes No
What criteria is used?	Storage Location Number of skids Other
If other, please explain

General Comments

Comments