Dear Customer,

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 feedback from you at earliest and assuring you of
our best services always.

With regards,

Encl: Questionnaire as attachment

 STANDARD QUESTIONNAIRE

I. Organizational Set Up Please give details of your business

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

Product I:

Product II:

Product III:

Product IV:

Please give details of specific quality standards to which your product(s) confirm:
III. Marketing Set Up Please give details of your marketing set up

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) Accept queries: Yes/No

b) Submit Quotation(s): Yes/No
c) Negotiate Quotations: Yes/No
d) Accept Orders: Yes/No
e) Accept amendments to orders: Yes/No
f) Forward Orders to HO/Plant: Yes/No
g) Follow up Payments: Yes/No
h) Follow up submission of various forms: Yes/No
i) Receive complaints from customers: Yes/No
j) 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:

IV. Ordering Procedure Please Give details as to how orders for
your products are placed/accepted

How are orders for your product(s) accepted?

a) Website: Yes/No
b) E-mail: Yes/No
c) Direct Enquiries: Yes/No
d) Thru network of marketing offices: Yes/No
e) Response to Tenders: Yes/No
f) Visit of marketing personnel to prospective customers: Yes/No
g) Thru network of Branches: Yes/No
h) Thru network of dealers: Yes/No
i) Thru network of Liasoning Agents: Yes/No
j) Thru network of CA/C&FA: Yes/No
k) Advertisements in Trade/Technical journals: Yes/No

Any other mode please specify:

V.PLANNING & PROCUREMENT Please brief us about your planning &
Procurement policies
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

b) Raw materials – Imported

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 Please give brief details of your
production activity
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 sub-

contractors? If yes details thereof

In order to utilize any excess production capacity you have, do you undertake sub-
contracting 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
VII. QUALITY ASSURANCE Please give brief details of your quality
assurance plan

i. Give brief details of the your quality assurance set up

ii. Are intermediate products subject to quality check? If yes, the details
thereof

iii. Give details of quality assurance for finished product(s)

iv. Are any of checks critical? If yes the details thereof

v. Do you issue any inspection certificate to your customers? If yes the details
thereof
vi. Do you get any of your products certified by outside agencies? If yes the
details thereof

vii. Other specifics if any as input for the ERP

VIII. DISPATCHES Please give details of dispatch procedure

i. Briefly explain your existing dispatches procedure

ii. Do you have any pre-defined agreement regards freight rates with any
 transporter? If yes the details thereof

iii. Does your product need any kind of specific packaging? If yes details thereof

iv. Is Packing list mandatory for dispatch: Yes / No

IX. ACCOUNTS & FINANCE Please briefly explain your accounting &
finance / costing setup

i. Briefly explain your existing Accounts & Finance / Costing set up

ii. Do you need consolidated financial statements for entire group

iii. Do you need individual Balance-Sheet / P & L for each entity of your entire
group

iv. Please give a close estimate of your turnover per latest financial statement

v. Please give details of your existing valuation policy for Finished goods / raw
Materials / W.I.P / Scrap etc

vi. Please give details of various statutory taxes like Excise / VAT etc that are
applicable to your products

vii. Please give details of export schemes like DEPB / DEEC / DFRC / EPCG etc
under which your organization avails benefits if any

viii. Please specify any special requirements from ERP

ix. Please brief us about your budget for ERP

X Existing EDP setup Please give details of existing EDP set up

Are you using any type of ERP/Accounting software package currently? If yes the
details thereof

Give brief details of system hardware being presently used by you

Is there a LAN / WAN connectivity between your HO / Plants / Branches? If yes

specify the type of ISDN / Leased line & the bandwidth

Please specify the number of concurrent users:

XI. Expectations from ERP

Please brief us about your expectations from the ERP package

XII. HR & PAYROLL RELATED Please give brief details of your HR &
(“ERP” supports all statutory requirements under
Payroll setup
Indian Laws)

i. Total no of employees in your organization with their break up

(permanent/contractual)

ii. Is your payroll processing centralized or carried out independently at

various locations? Details thereof

iii. Brief us about your attendance/time recording procedures

iv. Are your employees graded? If yes the details thereof