Step 1 of 7

Contact Information

Tell us who should be the primary contact for this project.

Contact Name *

Work Phone Number Optional

Cell Phone Number *

Email Address *

Step 3 of 7

ERP, CRM and MRP Systems

Describe the software currently supporting your operations.

Current ERP or Accounting Software Optional

CRM System Optional

Separate MRP Software Optional

Inventory Software Separate from ERP Optional

Step 4 of 7

Help us understand whether external vendors fulfill orders for you.

Do other companies ship sales orders directly to your customers?

How many drop-ship vendors do you have?

Step 5 of 7

Describe your parcel, carrier, and LTL shipping workflow.

Do you ship packages weighing less than 150 lb.?

Do you do load tendering?

Carriers Used for Packages Up to 150 lb. Optional

LTL Carriers or Logistics Companies Optional

Step 6 of 7

List the primary retailers, distributors, or partners in your network.

Partner 1 Optional

Partner 2 Optional

Partner 3 Optional

Partner 4 Optional

Step 7 of 7

Finish with the way sales orders are entered and processed today.

Do you currently enter sales orders manually?

Current Sales Order Handling Process Optional

Current EDI System Optional

Your information is protected and used only to prepare your recommendation.