Customer Requirements Template

Company Information

Company Name:

Industry:

Primary Location:

Point of Contact:

Email:

Phone:

Project Overview

Project Name:

Project Description:

Expected Go-Live Date:

Budget Range:

Current System Environment

Existing ERP System: (e.g., SAP, Oracle, Custom)

Current Warehouse Management System:

Hardware Infrastructure: (Tablets, Scanners, Printers)

Integration Requirements:

Workflow Documentation

Please document your current business processes and desired future workflows. This helps us understand your specific requirements and design the optimal solution.

Example Format:

Process: Material Receipt
Current Process:
1. Supplier arrives at gate
2. Security checks documents manually
3. Material moved to warehouse
4. Manual paperwork completion
5. Data entry into system

Desired Process:
1. Digital gate pass creation
2. Automated document verification
3. Barcode scanning for material tracking
4. Real-time system updates
5. Automated notifications

Pain Points:
- Manual data entry errors
- Delayed processing
- Document loss
- Poor visibility

Your Process Documentation:

Process 1:

Process 2:

Process 3:

Additional Processes:

Core Business Processes

1. Material Receipt Process

Do you have Purchase Order (PO) based receipts? ☐ Yes ☐ No

Do you have Non-PO based receipts? ☐ Yes ☐ No

Gate Pass System: ☐ Yes ☐ No

Invoice Management: ☐ Yes ☐ No

Driver Details Capture: ☐ Yes ☐ No

Digital Signature Requirements: ☐ Yes ☐ No

Barcode/QR Code Scanning: ☐ Yes ☐ No

Multi-location Unloading: ☐ Yes ☐ No

2. Quality Management

Physical Quality Checking: ☐ Yes ☐ No

Quality Clearance Process: ☐ Yes ☐ No

Rejection Handling: ☐ Yes ☐ No

Warranty/Guarantee Tracking: ☐ Yes ☐ No

Shelf-life Management: ☐ Yes ☐ No

Certificate Upload: ☐ Yes ☐ No

3. Inventory Management

Material Binning: ☐ Yes ☐ No

Location Tracking: ☐ Yes ☐ No

Physical Inventory (PI): ☐ Yes ☐ No

FIFO Implementation: ☐ Yes ☐ No

Material Transfer: ☐ Yes ☐ No

Stock Reconciliation: ☐ Yes ☐ No

4. Material Issue Process

Store Issue Voucher (SIV): ☐ Yes ☐ No

Approval Workflow: ☐ Yes ☐ No

Material Reservation: ☐ Yes ☐ No

Consumption Tracking: ☐ Yes ☐ No

Security Exit Process: ☐ Yes ☐ No

5. Printing & Labeling

RFID Tags: ☐ Yes ☐ No

QR Code Labels: ☐ Yes ☐ No

Material Labels: ☐ Yes ☐ No

Document Printing: ☐ Yes ☐ No

Barcode Printing: ☐ Yes ☐ No

Notification Requirements

Email Notifications: ☐ Yes ☐ No

SMS Notifications: ☐ Yes ☐ No

Automated Alerts: ☐ Yes ☐ No

Escalation Matrix: ☐ Yes ☐ No

Reporting Requirements

Please specify which reports you need:

☐ Receipt Reports (Daily/Weekly/Monthly)

☐ Material Issue Reports

☐ Binning Reports

☐ GRN Status Reports

☐ Physical Inventory Reports

☐ Shelf-life Reports

☐ Warranty/Guarantee Reports

☐ FIFO Deviation Reports

☐ Document Reversal Reports

☐ Security Exit Reports

☐ Location-wise Material Reports

Additional Report Requirements:

User Access & Security

Number of Users:

Role-based Access: ☐ Yes ☐ No

User Authentication: (Single Sign-On, LDAP, etc.)

Audit Trail Requirements: ☐ Yes ☐ No

Data Backup Requirements:

Device & Hardware Requirements

Tablet Requirements: ☐ Yes ☐ No

Handheld Terminal (HHT): ☐ Yes ☐ No

Barcode Scanners: ☐ Yes ☐ No

Printers: ☐ Yes ☐ No

Network Infrastructure:

Integration Requirements

ERP Integration:

Third-party Systems:

API Requirements:

Data Migration: ☐ Yes ☐ No

Compliance & Standards

Industry Standards:

Regulatory Compliance:

Data Security Requirements:

Audit Requirements:

Additional Requirements

Multi-language Support: ☐ Yes ☐ No

Offline Mode: ☐ Yes ☐ No

Mobile App: ☐ Yes ☐ No

Web Portal: ☐ Yes ☐ No

Custom Branding: ☐ Yes ☐ No

Special Considerations

Peak Processing Hours:

Seasonal Variations:

Emergency Procedures:

Backup Processes:

Training & Support

Training Requirements:

Support Level: (24/7, Business Hours, etc.)

Documentation Requirements:

Helpdesk Support: ☐ Yes ☐ No

Success Criteria

Key Performance Indicators:

Expected Benefits:

Success Metrics:

Additional Comments

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Please complete this template and return it to initiate the project requirements analysis.