Rate Quote Form

 
Date  
Company Name  
Contact Name Title  
Phone Ext.    
Fax   
Address  
City, State  
Commodity Type(s)  
How did you hear about us?  
Hazmat  Yes
No		  

INVENTORY
Approximate Number of SKU's to be stored
Will Inventory by tracked by lot code?  Yes
No
If no, how many active lots per SKU are anticipated? 
Approximate base Inventory cases
truckloads		 pallets
other
Average quantity on hand per SKU 
Projected annual inventory turns
Do you suspect that 80% of your volume will result from 20% of your SKU's? Yes
  No
If no, a closer split is %/ %

RECEIVING
  Avg. # SKU's
Avg. Inbound Size		 Avg. # of inbounds per month
Inbound receipts are (check all that apply) Full Truckload
Overseas Container
Partial Truckload		 Piggyback
Over the Road Carrier
Railcar
Inbound loads are (check and indicate percentage) Palletized with one SKU per pallet %
Palletized with multiple SKU per pallet %
Palletized with one SKU per pallet %
Slip Sheeted, single SKU %
Slip Sheeted, multiple SKU's %
Floor loaded %
We must hand stack %
Product can be handled with a clamp attachment %
On inbound receipts Pallets are returned to the carrier
Pallets are not returned to the carrier
Lot or Batch Code information is required and is to be noted on receipt   Yes
No
Product to be rotated FIFO-lot or batch
LIFO		 FIFO by receipt date
Other
Carrier damage must be Refused
Received, noted with driver signature
Products are currently stored in In rack, one unit high
In rack, double stacked
Floor stacked, can be stored
Communication of receipts/orders will be handled by Mail/Package Delivery
FAX
EDI Standards & Sets in Use
On Site System/Terminal

SHIPPING
Average SKU's Per Order
Average Cases Per Order
Normal Lead Time		 Average Cases Per Unit/Pallet
Average Weight Per Case
Average Orders Per Month
The customer shipment profile will be 100% full units, truckload shipments %
100% full units, LTL shipments %
Mixture of full pallets %, case pick %
100% case pick, LTL %, small package %
Additional stretch wrap required        Yes
No
Is a packing slip required      Yes
No
Is customer pick-up planned       Yes
No
Approximate % of order CPU
Will damage be recouped
destroyed
donated
Warehouse damage allowance
Number of physical inventories required yearly
Monthly activity report required  Yes
  No
Are there month-end, quarter end or seasonal surges Yes
No

TRANSPORTATION		    
Would you like a transportation study completed Yes
  No
If yes, which stales/regions would be covered
% LTL % Truckload Shipment weight ranges