Palm Order Pad Survey...

Tell Us About Your Company

Survey Questions
Company Name
Contact Person
Title
Address
City
State
Zip Code
Country
Phone Number
Fax Number
E-mail Address

General

What are the main reasons you are looking at an electronic order processing system?	1. 2. 3.
How many customers do you have?
Do any of your customers inventory your products (Tool Cribs, Supply Cabinets, etc.)?	Yes No
If the answer to the above question is Yes, how many of your customers have Tool Cribs or Supply Cabinets?
How many total line items do you stock in inventory?
How many branch locations do you have?
What type of Internet connection do you have?	Dial-up Cable DSL T-1 Satellite ISDN Other
Do you have a wide area network connecting your branch locations?	Yes No
What is the name of the software product that you are currently using to manage your Accounts Receivable, Inventory, and Billing systems?
Which methods do you use to sell your products? (Check all that apply)	Truck Drivers Take Orders Salesmen Take Orders Customers Call In Orders To a Central Order Desk
In your present situation, who enters the order into your computer system? (Check all that apply)	The Drivers The Salesmen The Branch Managers A Clerical Person Other, Please describe below
How many hours does it typically take each day for the person entering the orders into your system to enter the orders for one salesperson?
How many total hours do you estimate you spend each day getting your manually taken orders into your computer system?

Truck Sales (If Applicable)

How many trucks do you have that take orders in the field?
How many inventory items does the average truck stock?
Do you have a pre-defined inventory that each truck stocks?	Yes No
Do you want to maintain reorder points for the truck so that each driver knows what to restock each day?	Yes No
Is your inventory currently barcoded?	Yes No
On average, how many customers does each truck service?
How many invoices does the average driver process each month?
Do your truck drivers deliver orders that have been previously called in?	Yes No
Do your drivers stay away from the office overnight?	Yes No
If the answer to the above question is Yes, how often do you want the orders taken by the salespeople processed into your system?	Daily Weekly The next time the driver returns to the office
Do your truck drivers sell merchandise out of their truck inventory?	Yes No
What percentage of your orders are called in and then delivered by the driver?
What percentage of your orders are taken at the customer site and delivered by the driver from truck stock?
What percentage of your orders are taken at the customer site for delivery on the next scheduled delivery?
Do you want your drivers to collect money (cash sales)?	Yes No
Do you want to leave a priced, extended, and taxed invoice with the customer?	Yes No

Outside Salespeople (If Applicable)

How many salesmen do you have that take orders in the field?
How many customers are assigned to each salesman?
Do your salespeople prepare quotes for customers?	Yes No
Do your salespeople carry printed customer price lists with them?	Yes No
Do your salespeople carry inventory printouts with them?	Yes No
On average, how many orders does each salesman process in a month?
Do your salespeople stay out of the office overnight?	Yes No
If the answer to the above question is Yes, how often do you want the orders taken by the salespeople processed into your system?	Daily Weekly The next time the driver returns to the office
Do your salesmen have to answer customer service type questions concerning unpaid or past due invoices and how much the customer owes?	Yes No