Client Profile


Fill out the form below and click Submit Form when finished.
Company Name:
Project Contact Name:
Address:
City: State: Zip:
Phone: Fax:
Email Address:
Accounting Contact Name:
Address:
City: State: Zip:
Phone: Fax:
Tax ID#:
Number of products in product line:

Average size and weight per case:
Average units per case:
 Average cases per pallet:
Average value of unit:
Is your product seasonal?
 Is your product perishable
Additional comments, or special needs, in regards to your commodity?
Is your product palletized?
 % palletized vs. non palletized?
Average receipts per week?
Average number of SKUs inbound:
What inventory system do you currently use?
Will we have access to it?
 Are cartons bar-coded with UPC or SKU?
Are there labeling requirements at time of receiving?
If so, please explain:
Additional comments, or special needs, in regards to receiving:
Is racking required?
If not racked, how high can product be stacked?
Are there special environmental requirements? (temperature, dust, etc)
If so what are they?
Average square footage required for product?
Average inventory in pallets?
Average inventory in units?
Average inventory in days?
How much time do you currently allow for maintaining inventory accuracy?
Additional comments, or special needs, in regards to warehousing:
Average number of outbound shipments per month?
What method do you use to provide us the order invoices?(fax, e-mail, downloads, etc.)
Average number of items per order?
Is your product ready to ship, or require a box and packing material?
Type of packaging or assembly/kitting is required for outbound orders?(box sizes, packing material)
Inserts or mailers needed?
Percent of orders delivered via freight? (and explain)
Percent of orders that are LTL?
Percent of orders that are UPS?
Do you manage orders based on actual warehouse inventory?
If not how do you handle backorders (and turnaround time)?
Current staffing for order filling and shipping?
Turnaround requirements?(in hrs.)
Any inserts or labeling requirements at time of shipping?
If so, please explain:
Do you currently ship internationally?
If so, please explain current process.
Daily reporting requirements?
Additional comments, or special needs, in regards to order fulfillment/shipping:
How many returns do you receive a month?
What is your current returns process?(please explain in as much detail as possible)
Would you like us to handle issuing RMA’s?
Would you like us to handle carrier claims?
Do you provide systems, equipment, hardware, etc.?
Do you require any assembly/kitting, duplication, copying, shrink wrapping, etc. services?
If so, Please explain:
Please explain any and all reporting requirements. (daily, weekly, monthly)
Might you have any interest in participating in our brand development, market research and product sales programs?
Additional Comments: