WMS Needs Assessment Questionnaire

1. Company Profile

1.1 Company Name *

1.2 Industry *

1.3 Main product / material types *

(Multiple choices allowed)

2. Warehouse Overview

2.1 Number of warehouses

2.2 Location(s) (city / region)

2.3 Total warehouse area (approx.) m²

2.4 Warehouse type(s)

(Multiple choices allowed)

Finished goods warehouse Raw material warehouse Work-in-process (WIP) warehouse Return / repair warehouse Transit / forward warehouse Cold storage Hazardous goods warehouse

3. Operation Scale & Staffing

3.1 Number of warehouse staff (incl. outsourced) persons

3.2 Average inbound orders per day orders/day

3.3 Average outbound orders per day orders/day

3.4 Average lines per outbound order lines/order

3.5 Current work shifts

Single shift Two shifts Three shifts Irregular

4. Current Warehouse Management Method

4.1 How do you currently record inventory and inbound/outbound activities?

(Multiple choices allowed)

4.2 Do you use barcodes / QR codes / RFID?

No Partially: Fully implemented

5. Overview of Existing Processes

5.1 Inbound process

5.1.1 From which step do you start recording data?

5.1.2 Who is responsible for entering data?

5.2 Outbound process

5.2.1 Order sources?

5.2.2 How do you record picking, checking, and shipping?

6. Main Problems & Pain Points

(Select all that apply. If possible, rank by importance in the text box below.)

7. How urgent is the need to implement a WMS?

(A) Inbound Management

8. Types of Inbound Transactions

(Multiple choices)

9. Current Issues in Inbound Processes

(Multiple choices)

Unclear inbound plan, lots of ad-hoc receiving Unable to confirm expected items/quantities at receiving Quality inspection and inbound separated, info not synchronized Long delay between receiving and put-away Inconsistent or unclear labeling Others:

10. Desired WMS Functions for Inbound

(Multiple choices)

Generate expected inbound plans from orders PDA / handheld barcode scanning for receiving Support receiving discrepancies (over/short, damaged) Quality inspection records Receiving staging areas and guided put-away Barcode label printing/management Batch / production date / expiry date management

(B) Put-away & Storage Space Management

11. Current Put-away Method

(Multiple choices)

No fixed locations, items placed randomly Locations assigned manually based on experience Areas divided by product category Areas divided by customer / owner

12. Requirements for Location Management / Put-away in WMS

(Multiple choices)

Warehouse → area → rack → location hierarchy Set "preferred locations" for items System-suggested put-away locations Location management by batch / expiry date Pallet-based location management Virtual areas: quarantine, QA, return, reject Location capacity control Real-time location utilization monitoring

13. Current Inventory Pain Points

(Multiple choices)

Large discrepancies between book and physical No clear separation between good and damaged stock Confusing batch/expiry management Hard to identify slow-moving / obsolete inventory Inventory information not updated timely

14. Desired WMS Functions for Inventory

(Multiple choices)

Real-time stock inquiries Multi-unit conversion Batch, production date, expiry date management Inventory by owner/customer Good vs. non-conforming stock management Safety stock alerts and overstock alerts Slow-moving inventory analysis Stock freezing

15. Stocktaking

15.1 Current stocktaking method

Full inventory count Spot check Cycle counting Irregular

15.2 Current frequency

Monthly Quarterly Annually Irregular

15.3 Desired WMS stocktaking functions

(Multiple choices)

PDA-based barcode scanning for counting Stocktaking without stopping operations Cycle counting strategies (ABC, by area, etc.) Automatic variance report generation Approval workflow for adjustments

(D) Order Picking & Wave Management

16. Current Picking Method

(Multiple choices)

Printed picking lists on paper Excel-based printed lists Order-by-order picking Customer-based picking No fixed routes, pickers choose their own

17. Main Problems in Picking

(Multiple choices)

Low productivity, long walking distance High error rate (wrong items, missed items) Frequent delays at peak times Many small orders, hard to assign efficiently Lack of picking progress visibility

18. Desired WMS Picking & Wave Functions

(Multiple choices)

Order picking Batch picking (multi-order waves) Zone picking Automatic task generation and assignment PDA / handheld-guided picking Optimized picking routes Wave management Picking progress tracking Performance statistics for pickers

(E) Packing, Checking & Outbound

19. Current Packing / Checking Method

No separate picking and checking; packed directly after picking Dedicated checker, but manual verification No unified packing rules

20. Issues in Outbound Verification

(Multiple choices)

Shipping errors with unclear responsibility No detailed packing list records Cannot accurately reconstruct shipment details

21. Desired WMS Packing & Outbound Functions

(Multiple choices)

Post-picking barcode scanning at checking station Cartonization / packing management Print carton labels, shipping labels, packing lists Final outbound verification before loading Record outbound discrepancies Link to logistics tracking numbers

22. Barcode & Label Requirements

22.1 Do your materials / products already have barcodes?

Standard product barcodes (e.g., EAN, UPC) Internal custom barcodes No barcodes yet; need new coding system and labels

22.2 Desired barcode / label features

(Multiple choices)

System-generated and printed barcodes Support multiple codes per item Customizable label templates Compatible with existing barcode rules

23. Devices & Automation Plans

23.1 Devices currently in use

(Multiple choices)

23.2 Future automation plans?

(Multiple choices)

Conveyor systems Pick-to-light systems Automated storage & retrieval (AS/RS) AGVs / driverless forklifts

23.3 Expect WMS to directly integrate and control these devices?

Yes No Depends on cost / future decision

24. Integration with Other Systems

24.1 Systems currently in use

(Multiple choices)

ERP: Financial system: Inventory / trading system E-commerce platforms (Tmall, JD, etc.) OMS / Order Management System TMS / Transportation Management None

24.2 Systems you hope to integrate with WMS

(Multiple choices)

24.3 Integration method requirements

25. Reporting & Analytics

25.1 Most important KPIs / data for management

(Multiple choices)

Real-time inventory (quantity, value) Inbound / outbound volume statistics On-time shipment rate Picking efficiency (per person / team) Inventory turnover and slow-moving stock Inventory variances / losses Defective rate, return rate Customer service KPIs

25.2 Preferred report formats

(Multiple choices)

Standard fixed reports Customizable fields and filter conditions Export to Excel Charts and dashboards Real-time dashboards / big screen monitoring

26. User & Permission Management

26.1 Roles with different permission levels?

(Multiple choices)

Warehouse operators Team leaders / shift leaders Warehouse managers / supervisors Finance / audit Customers / cargo owners (limited access)

26.2 Which operations should be restricted by permission?

(Multiple choices)

Modify inventory quantities Manually create / edit documents Adjust stocktaking variances Delete records Export data View cost / value information

27. Compliance & Audit Requirements

(Multiple choices)

Operation logs (who did what and when) Change history (before/after values) Compliance with industry-specific regulations

28. Desired Implementation Timeline

Within 3 months 3–6 months 6–12 months No clear timeline yet

29. Key Concerns Regarding Implementation Services

(Multiple choices)

Requirements analysis and process review On-site implementation and training Data initialization Integration development Go-live support and post-go-live optimization Ongoing maintenance and support

30. Budget & Investment

30.1 Preliminary budget range

< 100,000 RMB 100,000–300,000 RMB 300,000–500,000 RMB 500,000–1,000,000 RMB > 1,000,000 RMB Prefer not to disclose for now

30.2 You are more concerned about

(Multiple choices)

One-time purchase cost Ongoing maintenance / operation costs Return on investment (ROI) Ability to implement in phases

31. Usability Requirements

Simple and user-friendly UI for frontline staff Short training period Mobile support (smartphone / tablet) Multi-language support

32. Typical Business Scenarios / Pain-point Cases

Please describe 1–3 typical and important scenarios (e.g., peak-season outbound, common customer complaints)

33. Expectations & Success Criteria

Target inventory accuracy, on-time shipment rate, reduced manpower, shorter lead times, etc.

34. Any Other Comments

Thank You!