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First Name
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Last Name
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Position
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Organization
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Email Address
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Organization Web Site
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What software currently handles order entry and inventory control?
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If different from above, then what software handles accounting?
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Has a requirements document been prepared to assist with the software search?
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No
Not Yet
Yes (please e-mail to Multiport)
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Is there a planned date to reach a decision by?
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Is there a planned date to be running on the new system?
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How many physical stocking warehouses are there? Where are the remote warehouses?
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How many remote locations are there in total? Describe the non-stocking locations.
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How many work stations will be connected to the new system?
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How many of those work stations are remote from the main location?
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What is the maximum number of users that might log in to the system simultaneously?
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Estimate the number of customers in the current system.
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Estimate the number of item numbers in the current system.
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Estimate the average number of invoices each day.
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How is inventory costed for tax purposes?
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Don't Know
Average
LIFO
FIFO
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Mark the priority of the software features below as follows:
- Not needed
- Low priority now but likely to be implemented at some future time
- Not something the current system does but a high priority for the new system
- An old priority already met by the current system
Please mention other applications, spreadsheets and any complications in the comment field below the four priority options.
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Accounts receivable
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Accounts payable
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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General ledger
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Process customer credit cards
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Transact business in international currencies
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Payroll integrated to the main system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Sales commissions calculated by the main system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Wholesale order entry
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Retail point of sale stations
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Sales reps taking orders in the field on laptops or other portable devices
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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CRM (customer relationship management, e.g., Act, Telemagic, Goldmine)
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Send quote requests to multiple vendors for special orders, record the responses, pull the best quote into a purchase order
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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EDI supply chain management to customers or vendors
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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XML supply chain management to customers or vendors
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Fax documents, e.g., purchase orders, directly from the system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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E-mail documents, e.g. order acknowledgments, directly from the system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Automatic e-mail alerts for workflow conditions, e.g., an order going on credit hold triggers an e-mail to the credit manager
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Web catalog for prospects and customers
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Web stock check, quotes, order entry and accounts receivable queries for secured customers
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Purchasing
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Have the system automatically suggest minimum and maximum stocking levels and purchase order quantities for selected items
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Dated promotions, e.g., ten percent off a product line for a specific period
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Enter cost or price updates scheduled to go into effect on a future date
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Place bar codes on product for customers
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use bar codes in retail point of sale
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use bar codes to record picking and put away in the warehouse
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Track lot numbers, serial numbers or product expiration dates
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use bills of material to record multiple items pulled together into kits or fabricated items
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use work orders to track service, repair or fabrication
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Rent items to customers
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Track consignment inventory placed at customer sites
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Store consignment inventory from a vendor
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Schedule repair and maintenance crews
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Job costing of construction projects
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Integrate shipping management software to the main system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use a third-party reporting tool, e.g., Crystal Reports, that links to the system database in real time
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Use document management software to store, organize and make available for reproduction documents from any source
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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Integrate sales tax software to the main system
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Not needed
Low priority now, likely in the future
Do not have, a new high priority
An old priority met by the current system
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