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Thank you, very much for your keen interest in ERP package. In order to help us understand your requirements at broader level, which would help us to map & to present the software package to suit your business needs, we earnestly request you to take some time amidst your busy schedule and answer the attached questionnaire. Please use a distinct font/color for your answers/comments & use extra sheets wherever necessary.
Thanking you in anticipation, looking forward to a +ve feed back from you at earliest and assuring you of our best services always.
STANDARD QUESTIONNAIRE I. Organizational Set Up Name of Organization: Registered Office: Corporate Office: Contact Person: Telephone No: e-mail ID : Web site details: Current Annual Turnover: II. Product details Please give details of your Products Please give details of your business
Product I:
Product II:
Product III:
Product IV:
Please give details of specific quality standards to which your product(s) confirm:
What type of marketing set up you have? Country/Regional/Zonal/State/Area wise set up: Yes/No Branch/Dealer/Depot set up: Yes/No
Activities at your marketing offices under above setup: a) b) c) d) e) f) g) h) i) j) Accept queries: Yes/No Submit Quotation(s): Yes/No Negotiate Quotations: Yes/No Accept Orders: Yes/No Accept amendments to orders: Yes/No Forward Orders to HO/Plant: Yes/No Follow up Payments: Yes/No Follow up submission of various forms: Yes/No Receive complaints from customers: Yes/No Receive rejected goods from customers: Yes/No
Depots if any & their details/activities a) Stock transfers: yes/no b) Maintaining Inventory: yes/no c) Receive rejected goods: yes/no Any others please specify:
Please Give details as to how orders for your products are placed/accepted
How are orders for your product(s) accepted? a) b) c) d) e) f) g) h) i) j) k) Website: Yes/No E-mail: Yes/No Direct Enquiries: Yes/No Thru network of marketing offices: Yes/No Response to Tenders: Yes/No Visit of marketing personnel to prospective customers: Yes/No Thru network of Branches: Yes/No Thru network of dealers: Yes/No Thru network of Liasoning Agents: Yes/No Thru network of CA/C&FA: Yes/No Advertisements in Trade/Technical journals: Yes/No
i) What type planning procedure you normally follow: a) Master production schedule: Yes / No b) Forecasting: Yes / No c) Confirmed Sales orders: Yes / No ii) Is Your planning activity based on a) Daily basis: Yes / No b) Weekly basis: Yes / No c) Monthly basis: Yes / No iii) Do you review your planning in light of changing market situation / if yes the frequency: iv) Please brief us about your procurement policy: a) Whether centralized: Yes / No b) Whether de-centralized: Yes / No c) Both: Yes / No v) Briefly outline your procurement cycle
vi) Please give brief details as to how you procure your input raw materials(s) & others a) Raw materials Indigenous
vii) Do you maintain custom bonded warehouses for storing materials? If yes the details thereof.
viii) Briefly mention the procedure for material receipts at your premises
ix) What quality checking procedures are followed at time of materials receipt
VI. PRODUCTION
VI (A) Production Policy What is the type of production policy you normally follow? a) Made to order: Yes / No b) Made to stock: Yes / No c) Assembled to order: Yes / No d) Engineered to order: Yes / No e) Others if any please specify: Do You normally outsource [subcontract] part of your product from subcontractors? If yes details thereof
In order to utilize any excess production capacity you have, do you undertake subcontracting for others? If yes the details thereof
VI. (B) Details of Production facilities Please give details of your production facilities: a) Plant I b) Plant II c) Plant III d) Others if any
i.
ii.
Are intermediate products subject to quality check? If yes, the details thereof Give details of quality assurance for finished product(s) Are any of checks critical? If yes the details thereof Do you issue any inspection certificate to your customers? If yes the details thereof Do you get any of your products certified by outside agencies? If yes the details thereof Other specifics if any as input for the ERP Please give details of dispatch procedure
vii.
VIII. DISPATCHES i.
ii.
Do you have any pre-defined agreement regards freight rates with any
iii.
Does your product need any kind of specific packaging? If yes details thereof
iv.
i.
ii.
iii.
Do you need individual Balance-Sheet / P & L for each entity of your entire group Please give a close estimate of your turnover per latest financial statement Please give details of your existing valuation policy for Finished goods / raw Materials / W.I.P / Scrap etc Please give details of various statutory taxes like Excise / VAT etc that are applicable to your products Please give details of export schemes like DEPB / DEEC / DFRC / EPCG etc under which your organization avails benefits if any
iv. v.
vi.
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viii.
ix.
Are you using any type of ERP/Accounting software package currently? If yes the details thereof
Is there a LAN / WAN connectivity between your HO / Plants / Branches? If yes specify the type of ISDN / Leased line & the bandwidth
XI. Expectations from ERP Please brief us about your expectations from the ERP package
i.
Total no of employees in your organization with their break up (permanent/contractual) Is your payroll processing centralized or carried out independently at various locations? Details thereof Brief us about your attendance/time recording procedures
ii.
iii.
iv.