Congratulations on taking the next step to ensuring you choose the per

The WMS Requirements Template helps you identify which WMS provid
Use this sheet to help score each WMS provider you consider partnerin

Let's take a look at how each sheet works:

First Sheet:

Second Sheet:

Let's get started! Click on the Requirements sheet to start identifying w

 ulations on taking the next step to ensuring you choose the perfect WMS tailo
MS Requirements Template helps you identify which WMS provider meets your
sheet to help score each WMS provider you consider partnering with.

ke a look at how each sheet works:

Requirements contains all features that exist within a WMS and allows
Once you identify your required features, hand off the sheet to your WM
their system. For 3PLs, there is an additional section in green. If you a
The Results sheet summarizes the WMS Provider's Response and the p
s
t started! Click on the Requirements sheet to start identifying which requireme
Below, you'll see a multitude of functionalities available within a WMS S
the requirement column and pass off the sheet to your WMS Provider.
a look at the Results Sheet.
Requirement
Module/Function

Technology
Cloud Based Application R
Ios Application O
Android Application R

Runs on Smart Devices R

Support Android-based RF Scanner R

Support Bluethooth Scanners R
OPEN API(Restfull) O
Sales Channel Integrations
Multiple Stores Under the same Account R

Real-time Inventory Sharing R

Pull Items from Channels R
Auto Push Inventory Levels To Channels R
Auto Push Shipment Tracking Numbers To Channel R
Pull Orders from Channels R
Verify Order Address R
Amazon Turnkey Integration O
Ebay Turnkey Integration O
Shopify Turnkey Integration O
Magento Turnkey Integration O
Walmart Turnkey Integration O
Wayfair Integration O
Houzz Integration O
Woocommerce Integration O
BigCommerce Integration O
ShipStation Integration O
Jet Integration O
Groupon Integration O
Amazon FBA Integration O
Carrier Integrations
Rate Shopping Accross Carriers R
ShipStation Integration O
UPS Integration O
USPS-Endicia Integration O
FedEx Integration O
DHL Ecommerce Integration O
DHL Global Integration O
DHL Express Integration O
GSO Integration O
First Mile Integration O
Shippo Integration O
USPS Stamps Integration O
UPS Mail Innovations O
Fedex Smartpost O
Commercial Invoice Customization Support O
Automated scale integrations O
Accounting Integrations
QuickBooks Online O
QuickBooks Desktop O
Other Integrations
Amazon Vendor Central Integration O
Zoho Inventory Integration O
Custom Integrations
Open API Integration O
EDI Integrations O
Custom ERP Integrations O
Warehouse Layout
Multiple Warehouses O
Unlimited Location/Bins R
Aisle/Column/Level Definition R
Location Barcode Scanning O
Location Item Assignment O
Picking and Put-Away Priority Definition O
ABC Categorization O
Location Capacity Management R
Ability to Manage Multiple Items in one location/bin R
Multiple Business Stations O
Inventory Management
SKU/UPC Barcode Scanning R
Lot/Batch Tracking O
Serial Number Tracking O
Expiry Date Tracking O
Kit/Bundle Management O
ABC Segmentation O
Dimension/Weight Definitons R
Excel Item Import/Export R
Able to Print Item Barcode O
Multiple Barcode Management O
Multiple Packtype Management O
Multi Channel Inventory Management O
Batch Item Master Upload O
Batch Item Master Update O
Item Export to Excel O
Safety Quantity O
Safety Quantity Emails O
Reorder Quantity O
Pallet/LP Based Tracking R
Inventory Transfer Between Warehouses O
Damaged Item Management R
Customizable Additional Item Properties O
FNSKU Management O
Listing Management/Ability to sell multiple listing O
Dangerous Item Management O
Substitute Product Management O
Unplanned Counting(Instant Counting) O
Plan Based Counting O
Inbound
Purchase Order R
Document Attachment R
Expected vs Actual Reporting R
PO Import Via Excel R
PO Export to excel R
PO Form Printing R
ASN Management O
Mobile Scanning R
PC Scanning R
One-by-One Scan Receiving O
Loose Item Receiving R
Pallet/LP Receiving R
Damaged Product Receiving O
Damaged Product Image Storage O
Zone-based Directed Put-away - Location Suggesti R
ABC-based Directed Put-away - Location Suggestio O
Volume-based Directed Put-away - Location Sugges R
Item based Directed Put away - Location Suggestio O
Customized Directed Put away - Location Suggesti O
Replenishment Task Creation (Transfer from Storag O
Replenishment Mobile Scanning O
Return Management O
Order Management
Auto Order Download From Online Channels R
Manual Order Entry R
Order Upload Via Excel R
Back Order Management O
FIFO/FEFO Management O
Available To Sales Report R
Order Routing Across Warehouses O
Drop-ship Management O
Automated Job/Batch Creation O
Customized Batches O
Dublicate Order
Customized Picking Algorithm O
Shortage Notifications R
Picking/Packing/Shipping
Paper-based Pick List R
Mobile Scanning R
Batch Picking O
Single Item Picking/Packing R
Packing Station By Scanning R
Auto Shipment Label Printing in Packing Station R
Auto Packing Slip Printing in Packing Station R
Rate Shopping On Packing O
Minimized Walking Path on Picking O
Cluster Picking O
Zone Picking O
Put to Wall O
Auto-Batch Job Generation O
Shipment Automation Rules O
Auto-Calculate Shipping Package Weight O
Multiple Carrier Label Printing O
Reports
Location -based Inventory Report R
Avaiable To Sales Report R
Shipment History R
Receiving History R
Kit Report R
Shortage Report R
Transaction History Report R
Inventory History Report R
User History Report R
External Invetory/FBA Inventory Report O
within a WMS Software. Identify which ones are needed within
WMS Provider. Once the WMS Provider fills out their portion, take

WMS Provider's
WMS Provider's Explanation
Response
*Pro Tip: The Total Points section is customizable to fit
your needs! If you're more concerned about your
requirements and less about optional features, please
mark accordingly.

Key for Requirements:

R Required
O Optional
N Not Required

Key for WMS Provider:

A
N
tion is customizable to fit
cerned about your
ptional features, please

Total Points
5
3
0

Available
Not Available
Now that you've filled out your requirements and received the WMS Provider's C
score here. Keep track of the Available and Not Available scores, along with the
help you determine which WMS makes the most sense for your business.

System Requirements
Required Optional Not Required
Vendor Response

Available 0 0 0

Not Available 0 0 0
e WMS Provider's Capabilities, it's time to assess the
ores, along with the Total WMS Provider Points to
our business.

Total WMS Provider Points

0