Inventory Software Needs Assessment

The success of any inventory software acquisition and implementation depends on having a clear understanding of the business needs and requirements.

This questionnaire is a tool that will help identify your project’s objectives, goals, and priorities.

After completing the software needs worksheet, you will be provided a link to download the information you have compiled. Additionally, one of our software experts is available to discuss your needs and potential solutions.

Step 1 of 8 – General Questions

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General Questions

Describe your industry, business, and the products your business manufactures, distributes, and/or sells.

Do you currently use QuickBooks?

Yes

Which version of QuickBooks do you use?

QuickBooks Pro

QuickBooks Premier

QuickBooks Enterprise

QuickBooks Online

Which features do you need? (Check all that apply)

Warehouse management and barcoding

Order management and fulfillment

Procurement and demand forecasting

Bill of materials, kitting, and assemblies

Inventory Management

What type of inventory do you need to manage? (e.g. raw materials, finished goods, spare parts, etc.)

How many products or items do you currently have in inventory?

What is your current inventory management process?

What features would you like the inventory software to have? (e.g. real-time inventory tracking, automatic reordering, etc.)

Do you have any specific reporting requirements related to inventory management?

Yes

Warehouse management and barcoding

How do you currently manage warehouse operations? (e.g. manual processes, spreadsheets, etc.)

How many physical or virtual locations or warehouses do you currently manage?

What are the pain points of your current warehouse management process?

What features would you like the warehouse management component of the inventory software to have? (e.g. location management, picking and packing, inventory movement tracking, etc.)

What is the average number of transactions per day in each warehouse and/or location?

Do you have any specific reporting requirements related to warehouse management?

Yes

Have you previously used barcoding for inventory management?

Yes

How important is barcode scanning for your warehouse operations?

Highly important

Minimally important

No important at all

What features would you like the inventory software to have related to barcoding? (e.g. barcode scanning, label printing, mobile scanning, etc.)

How important is real-time inventory tracking through barcode scanning?

Highly important

Minimally important

Not important at all

Do you have any specific barcode label requirements (e.g. size, format, design)?

Do you have any future plans for expanding your inventory or warehouse operations that could impact your barcode scanning requirements?

Yes

How do you currently track and measure the success of your inventory management process?

Order management and fulfillment

How many orders do you currently receive and fulfill per day/week/month?

What sales channels do you currently receive orders through?

eCommerce Website

Web Marketplaces

Phone

Fax

EDI

Direct Sales

Other

How do you currently manage orders (e.g. spreadsheets, manual processes, etc.)?

What are the pain points of your current order management process?

What features would you like the order management component of the software to have? (e.g. centralized order management, order tracking, integration with shipping carriers, etc.)

Do you have any specific reporting requirements related to order management?

Yes

How do you handle backorders and returns?

Do you currently use optimized picking routes?

Yes

What features would you like the order fulfillment component of the inventory software to have? (e.g. order status tracking, packing slip creation, etc.)

What shipping carriers do you use for order fulfillment?

Procurement and demand forecasting

How do you currently manage purchasing and procurement?

What are the pain points of your current purchasing process?

What features would you like the purchasing management component of the inventory software to have? (e.g. purchase order creation, supplier management, reordering alerts, etc.)

How many purchase orders do you currently create per day/week/month?

How do you handle inventory receiving and inspections?

Do you have any specific reporting requirements related to purchasing management?

Yes

What is your current forecasting process?

What are the pain points of your current forecasting process?

What factors influence demand for your products?

Do you have any seasonality or trends in demand for your products?

Yes

What methods do you currently use for forecasting? (e.g. statistical models, manual estimates, etc.)

How do you currently track and measure the success of your demand forecasting process?

Bill of materials, kitting, and assembly

How do you currently manage bill of materials, kitting, and assemblies for your products?

What are the pain points of your current bill of materials, kitting, and assembly process?

What features would you like the inventory software to have related to bill of materials, kitting, and assemblies? (e.g. kitting and assembly management, etc.)

How important is real-time tracking of inventory levels for the components of your products?

Highly important

Minimally important

Not important at all

How important is traceability of components in your products?

Highly important

Minimally important

Not important at all

What level of detail do you need for your bill of materials and assembly instructions? (e.g. component level, step-by-step instructions, etc.)

Do you have any specific reporting requirements related to bill of materials and assembly management?

Yes

Do you have any future plans for expanding your product line or introducing new products that could impact your bill of materials and assembly requirements?

Yes

What are your goals for improving your bill of materials and assembly management with the new software?

Will the software need to support multi-level bill of materials and assemblies?

Yes

Additional Requirements

Do you require any of the following capabilities (check all that apply):

Catch weight management

Credit management

EDI management

Landed cost

Matrix inventory

Multi-currency

Advanced pricing tools

Process manufacturing

Retail counter sales

Track and trace/traceability

Contact Information

First Name(Required)

Last Name(Required)

Email(Required)

Phone(Required)

Company(Required)

Industry(Required)