WMS RFP

Warehouse Configuration

Support for multiple warehouses on a single application?

Ability to define separate business rules for each warehouse in a multi-warehouse system

Support multiple clients/divisions within a single warehouse?

Ability to define separate business rules for each client/division in the warehouse

Can the system easily scale to support additional warehouses or clients/divisions in the future without major overhauls or downtime? ?

Master Data

SKU Master

Support Host system managed SKU Master?

Support WMS managed SKU Master

Ability to update SKU Master when changes are passed from the Host system

Ability to manage SKU data in the WMS that are not managed by the Host System

Support site specific SKU Masters?

Support default receiving unit of measure at the SKU level

Ability to activate/deactivate a SKU

Ability to support a SKU master review process for new SKUs

Support SKU substitution rules by SKU

Support multiple substitution SKUs for a single SKU

Ability to add user defined fields to the SKU master

Support SKU substitution by condition (for example "When out")

Support SKU substitution by Customer Type

Support item substitution by date range

Support SKU cross reference numbers (Manufacturer SKU ID, Customer SKU ID, Vendor SKU ID, EAN/UPC code, etc.)

Support ABC codes?

Ability to flag a SKU as a base item

Support multiple unit of measures per SKU

Support long and short SKU descriptions?

Ability to add an image of the item in the SKU master ?

Bin Location Setup

Describe the Location naming convention supported by the system

Ability to mass update location setup for multiple locations?

Does the system allow for the creation of a hierarchical structure within a warehouse (e.g., areas, zones, bins), and can business rules be applied at different levels of this hierarchy?

Support XYZ coordinates?

Support location dimension details in the Location master?

Support Location LPN/pallet capacity

Support Location weight and volume capacity

Support Hand-off Locations?

Ability to activate/deactivate a Location with a reason code

Ability to support Location access by MHE type

Ability to limit a location to a single SKU

Ability to allow mixed SKUs in a Location ?

Customers

How is new customer data initially imported or entered into the system?

Is there a limit to the number of customers that can be set up in the system?

How can users update customer details, and can these updates be batch-processed or automated?

Does your system support multiple customer addresses associated with a single customer ID?

Can the system handle different customer types with unique requirements, such as wholesale, retail, or direct-to-consumer?

Can the system track and report on customer-specific metrics, such as order volume, frequently purchased SKUs, etc.? ?

Vendors

How is new vendor data initially imported or entered into the system?

Is there a limit to the number of vendors that can be set up in the system?

How can users update vendor details, and can these updates be batch-processed or automated?

Does your system support multiple vendor addresses associated with a single vendor ID?

Can the system differentiate between types of vendors (e.g., manufacturers, third-party logistics providers)?

How does the system handle vendor compliance with industry standards or company-specific requirements? ?

Appointments & Yard Management

Ability to link appointments to inbound and outbound shipments

Ability to schedule Dock Door assignments

Configurable user defined rules for Dock Door and Yard Location assignments

Ability for external carriers to create appointments for deliveries and pickups

Ability to support Gate Check-in and Check-out on Workstation and RF devices

Ability to support inbound and outbound Trailer Checks?

Ability to record Driver, Vehicle, and Trailer information as part of the Gate Check-in process

Provide graphical display of Trailer positions in Yard locations and Dock Doors Trailer content visibility?

Ability to automate or manually create Trailer Moves? Yard Jockey activities support

Ability to configure alerts based on Yard Activities

Direct Trailer moves via RF, Workstation, or paper

Visibility and reporting of all Trailer activities from Gate Check in to departure of the trailer from the Yard

Visibility and reporting of all yard activities

Ability to monitor Trailer progress / status via a configurable Dashboard or report. For example unload/loading progress, time in yard, or other metrics.? ?

Receiving

Ability to receive inbound orders from a Host System(s)?

Ability to enter inbound orders in the WMS manually

Ability to receive inbound order updates from a Host System

Ability to receive purchase orders, transfer orders, or other types of inbound orders via Workstation, via? RF device, or paper method

Support ASN receiving via EDI integration?

Support ASN receiving via flat file

Support Blind Receiving

Support receiving of RMA/Return orders with or without disposition.?

Support Production receiving

Support cross-dock receiving

Support receiving cross-dock or flow-through inbound shipments

Ability to generate License Plate ID and print LPN labels during receiving

Ability to use pre-printed serialized LPN labels when receiving

Ability to use the vendor supplies LPN labels

Ability to configure an over receiving percentage

Ability to place inventory on hold during receiving

Ability to receive partial purchase orders

Visibility? and reporting on Receiving exceptions

Ability to track reusable containers and pallets on inbound?

Identify Damage inventory during the receiving process

Ability to capture images during receipt of damages or receiving exceptions

Multiple receipts for a single inbound order

Receive multiple orders on a single receipt

Capture lot/batch, serial, and or Date (GeneXpert) information during Receipt?

Identify inventory requiring QA during the receiving process ?

Putaway

Support system directed putaway locations based on customer defined putaway rules

Ability to configure rules by Item

Ability to configure rules by Customer

Ability to configure rules by specific unit of measure

Ability to configure rules by SKU Group

Ability to configure rules by Zone

Ability to configure rules to optimize warehouse space utilization Support two-step Putaway? Ability to configure SKU specific mixing rules

Are source code modification require to create new or modify existing putaway rules??

Allow user override of system directed putaway location?

Ability to putaway in multiple units of measure

Ability to putaway to Inspection or QC Location

Ability to putaway to Reserve/ Storage Location

Ability to putaway to forward Picking Location

Ability to interleave putaway and replenishment tasks

Ability to split an LPN putaway across multiple locations? ?

Quality Control

Ability to support QC processes?

Ability to perform QC inspection on a Workstation

Ability to perform QC inspection on a Tablet

Perform QC processes on inbound

Perform QC processes on outbound

Ability to place inventory on hold in QC location

Visibility to Inspection result?

Ability to require mandatory attribute capture by Transaction

Ability to place inventory on hold in non-QC location

Ability to mix inventory on hold and inventory not on hold in the same location

Ability to hold and release by item

Ability to hold and release by Lot/Batch

Ability to hold and release by Location Support hold reason codes?

Ability to configure customer defined reason codes for Holds

Ability to capture images of the inventory placed on hold.?

Ability to modify inventory attributes?

Visibility to the current? status and reason code of inventory placed on hold ?

Inventory Control

Ability to support FIFO, LIFO, FEFO inventory rotation methods

Ability to generate notification\alerts or report when inventory is nearing its expiry date

Ability to include?

Automatically generate cycle count as a result of pick exceptions

Generate counts by A/B/C velocity

Support Blind counts

Create counts by ranges of items, locations or zone

Opportunistic cycle count during picking

Support?full physical inventory

Support serial number?

Support Lot control?

Support expiration date controls

Support for recounts

Visibility to all inventory within the Warehouse

Ability to define at the item level trace in , trace out or full control of lot and serial numbers

Visibility to? and ability to trace Lot and Serial controlled inventory starting? from time it was received through to the inventory leaving the warehouse

Ability to place inventory on Hold with reason codes

Ability to trigger a cycle count based on picking the location to zero or predefined qty ?

Picking

Order Processing

Ability to import sales orders from Host system(s)

Ability to receive sales order updates from the Host system(s)

Ability to create sales orders manually in the WMS Does the system support different order types such as dropship, transfers, and direct to customer orders? ?

Waving and Picking

Can your system create Waves based on pre-defined criteria?

Does your system support automatic wave creation based on configurable wave templates? Can the waves be created on schedule?

Ability to automate the assignment of staging lanes to orders

Ability to manually assign staging lanes to orders

Ability to automate the assignment of shipments to orders

Ability to manually assign shipments to orders

Ability to schedule the timing of Wave releases based on configurable criteria

Ability to prioritize orders within the order pool

Ability to reprioritize orders within the order pool

Ability to allocate and release waves manually

Ability to review a planned/allocated wave prior to release

Ability to remove or add orders to a wave

Ability to Wave by Customer

Ability to trigger replenishment tasks based on order demand during Wave planning

Ability to define allocation rules by customer

Ability to allocate inventory by Batch/Lot or other attributes, including? customer defined attributes

Does your system support Wave simulation / soft allocations?

Ability to break picking into multiple picklists based on configurable criteria?

Are pick tasks released for processing in real time??

Ability to pick full pallets from reserve/storage locations

Ability to configure rules to support Each and Case picking locations for the same SKU

Ability to support picking based on FIFO/LIFO/FEFO/LEFO rules?

Visibility to Wave progress in real time

Ability to provide a? breakdown or summary of a Wave. For example number of orders, open/in progress/completed tasks, number of order lines, total volume, and total weight in the Wave.?

Ability to estimate picking labor requirements when planning a wave

Support workstation pick processing

Support RF directed picking

Ability to support Voice Picking

Ability to support Paper Picking

Ability to support multiple picking approaches e.g. Paper , Voice , and RF in the same warehouse

Do you support picking method of Pick by Order

Do you support picking method of Batch Picking

Do you support picking method of Pick by Item

Do you support picking method of Pick by Customer

Do you support picking method of Pick by Route

Do you support picking method of Pick by Wave

Do you support picking method of Pick by Shipment

Do you support picking method of Cluster Picking

Does your system support configurable pick confirmation scans such as SKU, Location, SKU & Location, etc.?

How does your system handle picking exceptions? Are rules for managing pick exceptions configurable?

Describe how the system optimizes picking paths

Does your system support configuring heavy items to be picked first on a mixed pick? ?

Value Added Services and Kitting

Are Multi-level Bill of Material supported?

Support WMS managed Bill of Material Can a single use bill of material be used for building custom kits?

Support Kit to Order processes

Support Kit to Stock processes

Ability to support Kit assembly in the WMS Visibility to the status and progress of Kitting orders

Visibility to the inventory control attributes (Lot, Batch, Serial number) of the components used to create kitted SKU

Assign inventory control attributes (Lot, Batch, Serial number) to Kitted SKU when Kit received into inventory

Inherit inventory control attribute from component SKUs

Ability to support Kit disassembly in the WMS

Return components to stock after disassembly

Visibility of the inventory in the work center

Ability to display work instructions, images, and or other support materials?

Preform value added services, for example relabeling, repacking, personalization, and others?

Visibility to the status and progress of Value Added Services orders ?

Replenishment

Replenishment tasks created based on Location min/max quantity

Replenishment tasks created based on order demand

Does your system support dynamic slots/replenishments within a zone?

Does your system support Replenishment directly from the receiving dock ??

Ability to request replenishment on RF device

Visibility to Replenishment tasks and status ?

Packing & Shipping

Support outbound ASN processes

Integration with parcel carriers (FedEx, UPS, USPS)

Print Parcel Carrier compliant labels with tracking number

Ability to determine shipping container/box size?

Ability to track reusable containers and pallets on outbound?

Ability to configure rules for special handling requirements. For example Aerosols, Hazardous materials, or items that can not be shipped in the same carton.? ?

Loading

Support user driven Loading of Shipment

Support Direct or Live Loading of Shipment

Ability to support Load Audit process

Does your system support loading in stop sequence??

Does your system support unloading? ?

Task Management

Does your system support task interleaving to optimize workflow?

Can your system dynamically adjust task interleaving based on real-time warehouse conditions?

Does your WMS include any strategies to minimize aisle congestion?

How does your system handle task prioritization? Can priorities be adjusted based on operational needs or deadlines?

Is it possible to manually override the automated task prioritization in case of urgent requirements?

What mechanisms are in place for task assignment and reassignment? Can this be automated based on worker location and availability?

How does your system ensure that tasks are evenly distributed among available staff? ?

3PL Warehouses - Client Management

How does your WMS handle multiple clients within the same operational framework?

Can different clients have customized operational processes and workflows within your system?

Does your system support the creation and customization of client-specific documentation, such as packing lists, invoices, and shipping labels? ?

3PL Billing Capabilities

Can your WMS support complex 3PL billing models including transaction-based, storage-based, and activity-based billing?

How does the system track and bill client-specific activities accurately?

Does your system support configuring different rates for different clients or services?

Does your WMS automatically calculate billing based on real-time activities and stored data?

Can your system handle automatic prorating if services are added or terminated mid-cycle?

Customizable invoicing formats and what details can be included (e.g., client logos, specific contractual details, breakdown of services)?

Does the billing system provide a comprehensive audit trail for all billing activities to support compliance and transparency? ?

Client Portal

Does your WMS offer a client portal for real-time inventory tracking, order status updates, and reporting?

Can clients set up customized notifications or alerts for specific events or milestones?

Can the portal be customized to reflect the client’s specific data needs?

Can access levels be customized for different users within a client’s organization?

Can clients place, modify, and cancel orders directly through the portal?

Does the portal support the upload and management of large order files?

What types of reports can clients generate directly from the portal?

Are analytics and reporting tools interactive, allowing for on-the-fly adjustments and filters? ?

Integration and APIs

Can your system integrate with clients' existing systems (e.g., ERP, OMS, etc.)?

Do you provide API access for clients to integrate their own tools or apps directly with your WMS?

Does your system support easy export of data in various formats (e.g., CSV, Excel, PDF) for further analysis? ?

Metrics

Support customer defined metrics

Does the solution include standard key performance indicator (KPI) dashboards??

Can standard dashboards be modified without requiring source code changes?

Can customers create new dashboards without vendor assistance??

What KPIs are provided in the core solution (Standard/Out of the Box)

Ability to modify the existing KPIs provided in the system? ?

Labor Management

Ability to support labor standards

Support integration with Time and Attendance systems

Ability to define element based engineered labor standards

Support allowances for Personal time, fatigue, and delay

Support adjustments based on location and or item attributes

Support adjustments based on Skill level

Ability to capture indirect labor

Ability to display Goal times on RF device

Ability to display Labor metrics (top picker, picks per hour) in a Dashboard?

Support XYZ coordinate mapping for distance calculations

Support Aisle travel directions (one-way, two-way travel)

Ability to support equipment parameters (Speed and acceleration and deceleration rates) for both vertically and horizontally ?

WCS/WES

Ability to integrate with Warehouse Control systems and execution systems

Support MHE based picking?

Support interface with Carousels

Support interface with ASRS

Support interface with Pick to Light?

Support interface with VLM

Support interface with Put to Light

Support interface with Scales

Support interface with AMR

Support interface with AGV