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Pre-Demo Questionnaire
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2023-04-21T07:25:12+00:00
Pre-Demo Questionnaire
Pre-demo Questionnaire
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*
" indicates required fields
Name
*
First
Last
What is the name of your Organization?
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Operations
Please give a basic description of your business.
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Does your business have a website?
Format: https://www.yourbusiness.com
What existing software systems or tools are you currently using for managing your business processes (e.g., ERP, CRM, accounting, etc.)?
How many companies would you be implementing on Business Central?
What date do you wish to be operating in Business Central by?
MM slash DD slash YYYY
What is your desired timeline for the implementation of this project, and do you have any specific milestones or deadlines in mind?
Can you provide an overview of your organization's structure, including departments and their functions?
What is the size of your organization, in terms of employees?
Have you used any Microsoft products in the past, or are you currently using any Microsoft products? If so, which ones?
What is your budget for this implementation?
*
General Ledger
Describe your current Chart of Accounts Structure. Please provide an example if possible.
*
Sales Order Process
Select which of the following you use.
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Sales Quotes
Sales Invoices
Sales Returns
Replacements
None
Select All
Describe your sales order process
Accounts Receivables
Describe your typical Accounts Receivable process.
*
What types of transactions are you processing? Do you send out invoices, statements, or aging reports to customers?
How do you accept payment from customers?
*
Cash
Check
ACH
EFT
Credit Card
Other
Select All
Purchase Order Processing
Which of the following do you use?
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Purchase Requisitions/Quotes
Purchase Orders
Purchase Invoices
RTVs
Other
Select All
Describe your purchase order process
Accounts Payable
Describe your typical Accounts Payable process.
What types of transactions are you processing? What forms are required to send your Vendors?
How do you pay your vendors?
*
Cash
Check
ACH
EFT
Credit Card
Other
Select All
Inventory
Do you have physical inventory?
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Yes
No
What kind of information needs to be tracked for your inventory items? i.e. lots, serial numbers, color, size, variants?
*
Do you need to store any photos of your items?
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Yes
No
Do you have services you charge for?
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Yes
No
Warehousing
Do you require any advanced warehousing processes?
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i.e bins, picking/packing, cross docking, etc.
Yes
No
How many warehouse locations do you have?
*
Describe process and requirements.
Manufacturing
Do you manufacture any goods?
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Yes
No
Describe process and requirements.
Jobs / Project Management
Do you require that any Jobs or Projects be tracked?
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Yes
No
Describe process and requirements.
Timesheets / Payroll / HR
Do you require that any timesheets, payroll or HR be tracked?
*
Yes
No
Describe process and requirements.
Workflow / Approvals
Are there any workflows or approvals that will be required?
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Yes
No
Describe process and requirements.
Sales and Marketing
Do you have a need to track Prospect and Opportunities?
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Yes
No
Do you have a need for marketing abilities?
*
Yes
No
Do you currently use a 3rd party for Sales/Marketing?
*
Yes
No
If yes, which 3rd party?
Concerns
Are there any processes or areas of business you feel are unique that you would like to make sure we can discuss or demonstrate in Business Central for you?
*
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