Warehouse Customer Assessment Form

Please provide as much of the following data as you have available. 
Don’t worry if you don’t have a lot, we will contact you to walk you through it


*indicates required field

Company Name*
Contact's Name*
Address *
Phone Number *
City, State, Zip *
Email Address *
Billing Information (if different)
Billing Address
 
Address
 
City, State, Zip
 
   
Tell us about your products and what sort of services you require from Aspen

STORAGE CHARACTERISTICS

General  
Estimated Square Footage Required
Line Items / SKU's In Inventory
Total Pallets In Inventory per month
Average Cases Per Pallet
Total Cases In Inventory per month
Average Value of a Case
   
Storage Characteristics  
% Racking
% Bulk Storage
Allowable Stack Height
   
Average Inventory
Inventory Turns
Product Characteristics
Temperature Control
If Yes - Give Degree Range
Hazardous
Lot Controlled
Serial Numbers
Seasonal
Odorous
Susceptible to Odor
Rotation Requirements
   
Opportunity  
Primary Warehouse?
Overflow Warehouse?
Product Description Product1 Product2 Product3
UOM
% Volume
CASE      
Length (Inches)
Width (Inches)
Height (Inches)
Weight
Cube
PALLET      
Length (Inches)
Width (Inches)
Height (Inches)
Weight
Cube
Stack
Cases per Pallet

INBOUND CHARACTERISTICS

General  
Average Pallets Per Inbound
Average Cases Per Inbound
Average Weight Per Inbound
Average Lines/SKUs Per Inbound
Average Cases Per Pallet
Average Weight Per Case
   
Pallet Exchange/Return Program?
   
Annual Inbounds
Annual Pallets Received
Annual Cases Received
Annual Weight Received
Type of Container
% Truck
% Piggyback Trailer
% Ocean Container
% Small Parcel (UPS/FedEx)
   
Load Characteristic  
% Mixed Pallets
% Palletized
% Floor Loaded
% Slipsheeted
   
% Received Boxcar
Unloaded by Aspen
  Driver
     
Equipment Needed Forklift
  Slipsheet
  Reach
  Other
     
Arrival Notice Email
  Carrier Appt
  EDI ASN
  Fax/Mail

OUTBOUND CHARACTERISTICS

Volume    
Average Pallets Per Inbound  
Average Cases Per Inbound  
Average Lines Per Shipment  
Average Weight Per Shipment  
Average Eaches Per Shipment  

Average Eaches Per Line

 
     
  Ords/Day Orders/Year
Annual Shipments/Orders
Annual Pallets Shipped  
Annual Cases Shipped  
Annual Eaches Shipped  
Annual Weight Shipped  
Annual Lines Shipped  
     
Average $ Revenue Per Order  
     
Service Requirements    
Labeling Required?  
Repacking  
Shrink Wrap Required?  
Serial Number Recording Required?  
Does Product Have MSDS Sheets?  
Orders Received By
% On Site Client Computer
% EDI
% Phone
% Other:
   
Pick Type  
% Pallet
% Case
% Each
% Other
   
Shipment Type  
% Truck
% USPS
% LTL
% Small Parcel (UPS, FedEx)
% Will Calls
   
Same Day Shipments % AM
Same Day Shipments % PM
Next Day %
Future Days %
Orders Received By
>> Prepare Client forms? BL
    Labels
    Other
       
       
       
       
       
       
>> Average Cases Packed per Order?  
       

SYSTEM REQUIREMENTS

VALUE ADDED SERVICES

EDI Requirements  
940 Warehouse Shipping Order
943 Warehouse Stock Transfer Shipment Advice
944 Warehouse Stock Transfer Receipt Advice
945 Warehouse Shipment Advice
846 Inventory Inquiry/Advice
852 Product Activity Data
856 Advanced Receipt Notice
214 Transportation Carrier Shipment

Status Message

 
204 Motor Carrier Shipment Information
210 Motor Carrier Freight Details & Invoice
   
Physical Inventories/Year

Billed separately?

Cycle Counting

% Counted Monthly

Locations Counted Monthly

Returns Processing

% Cases Shipped

QA Inspection
Copacking
Kitting
Light Assembly

NOTES