Onboarding Questionnaire - Renewal Logistics

Operational Intake Questions

First Name

Last Name

Work Email Address

Company

Product Category

Average price point per unit?

Describe your products

Describe your best selling SKU?

Please provide details on your second and third most selling SKUs

What are you monthly average orders for both B2B and B2C

What are you monthly average units per order for both B2B and B2C

Do all inbound cartons have same dims?

Ave Master Cartons per pallet?

Single SKU or Multi SKU cases?

#Units / Master Carton?

#Units / Inner Carton?

Current Storage profile? Pallets on hand? Ave # of SKUS per pallet

How are master cartons labeled? Are all barcoded with UPC? What about Individual items inside cases?

Is there branded packaging? Are there marketing inserts?

Est Master Carton Weight/Dims?

Carriers/methods used?

Ave receivings per month?

Ave SKUs per receiving?

Receiving UOM? (Crates, Master Cartons, inner Cartons, Eaches)

Describe our first inventory delivery?

What percent of inbounds will be floor loaded? LTL? Parcel

Do we need to capture lot#, Expiration Dates? FIFO?

Are there any MSDS sheets associated with your products?

Any kitting, assembly, bundling prior to picking?

Target Start Date?

# Boutique retailers?

List EDI retailers

International Shipments?

Shopping cart used?

Will you be using Marketplaces? If so, list all.

What is your ERP or OMS?

Will you require any EDI integrations?

Will there be any special handling needs for various clients?

Current carriers/method? Using our shipping accts?

International shipping? What countries?

Special handling/packing requirements

Describe packing outbound shipments:

Do you require a marketing insert each order? More than 1?

Do you require a packing slip or order invoice with each order?

Do you require a return label with each order?

Special return instructions?

Goal for days in transit?

Current % returns B2C?

Current % Returns B2B? RTV, RA?

Return handing:

Company Quality Standards

Disposition channels and rules

How do you currently offload stock at the end of a season?

Do you require any details captured on returns for product improvement?

Current Returns TAT back into Stock?

Goal TAT?

Who are you using?

What systems did you use with them? How did you like them?

What are top 3 things going well?

What do you like about them?

What could improve, or that you wish was different?

Please submit the following (if you have them)
Allowed file types: pdf, doc, docx, xls, xlsx, key, odt, ppt, pptx, pps, ppsx, png, jpg, jpeg, gif, webp, heic, heif

Last 12 months order history

Current on hand inventory by SKU

Shipping invoices for past 12 months

Operational Intake Questions

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