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.)?
If the answer to the previous 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?
Do you have a wide area network connecting your branch locations?
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 specify:
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?		Do you want to maintain reorder points for the truck so that each driver knows what to restock each day?
Is your inventory currently barcoded?		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?
Do your drivers stay away from the office overnight?		If the answer to the previous 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?		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)?		Do you want to leave a priced, extended, and taxed invoice with the customer?

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?		Do your salespeople carry printed customer price lists with them?
Do your salespeople carry inventory printouts with them?		On average, how many orders does each salesman process in a month?
Do your salespeople stay out of the office overnight?		If the answer to the previous 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?

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