Accellos One Ship Project Survey
*Use the tab key to complete the form. When complete, select SEND TO from the file menu and email the form to graham.wightman@accellos.com
Company Information
Company Legal Name:
DBA Company Name:
Address:
Phone:
Fax:
Web URL:
Primary Contact Name:
What are the key project milestones?
Project Stage
Qualification/Demonstration
Close of Sale
Implementation/Testing
Go Live Date
Have budgetary funds been allocated for this project? Yes
email:
Date/Timing
No
Which ERP system will be implemented with Accellos A1 Ship? _________
Please outline the key participants and their roles on this project.
Decision-Making
Contact Name
Title
Role
Notes/Contact Info
Key Project Initiator
Key Influencer(s)
Key Decision Maker
Final Decision Maker
90 South Cascade Avenue, Suite 1200  Colorado Springs, CO 80903  719.433.7000 phone  www.accellos.com
Accellos One Ship Project Survey
*Use the tab key to complete the form. When complete, select SEND TO from the file menu and email the form to graham.wightman@accellos.com
Operational Details
Warehouse Operations:
Location of warehouse
Number of
shipping
Stations
Types of shipments (small
parcel, LTL, truckload, other)
Misc Notes
1
2
3
4
5
Shipping Details
Total Number of Shipments
From Above Total: Number of Small
Parcel Shipments
From Above Total: Number of
LTL/TL Shipments
For LTL Shipments:
Which BOL Reports are printed?
From Above Total: Number of
International Shipments (Exports
outside US or Canada)
Day
Week
Month
Year (Choose timeframe)
Day
Week
Month
Year (Choose timeframe)
Day
Week
Month
Year (Choose timeframe)
Straight
Day
VICS
Week
Consolidated
Month
Other:_______
Year (Choose timeframe)
Shipping Paperwork and Label Requirements
Packing Slips
Commercial Invoice
Certificate of Origin
Print/Upload data in User
Defined Reference Fields
Yes
Yes
Yes
Yes
No
No
No
No
Bill of Lading (See Above)
NAFTA Reporting (C.O.O.)
Return Labels
HazMat Forms
Yes
Yes
Yes
Yes
No
No
No
No
General Needs
Please complete the following chart to help us understand your needs. This information will be most beneficial if all fields are completed.
Required
Nice to
Not
Functionality
have
Applicable
International Rating/Documentation
- Rating for International shipments and producing the required export documentation
AES Direct
- International customs information is electronically filed through AES Direct
Customer specific packing/labeling requirements (Drop-Ship Vendor Program )
- Ability to produce documentation that is specific to customer, often referred to as ‘Blind
Shipping’
Freight Cost Estimates
- Ability to estimate freight costs at point of order entry/quote creation
Hazmat – Rate shipments with Hazmat controlled items and produce the required
documentation
Small Parcel Shipment Labels
-Ability to pre-print parcel shipping labels in advance of shipment being complete
Miscellaneous Notes
Please add any comments, ideas, questions or concerns that this survey did not address regarding your
needs:
90 South Cascade Avenue, Suite 1200  Colorado Springs, CO 80903  719.433.7000 phone  www.accellos.com
Accellos One Ship Project Survey
*Use the tab key to complete the form. When complete, select SEND TO from the file menu and email the form to graham.wightman@accellos.com
Carrier Information: Please select the carriers and service levels utilized in your shipping Operations
U.S. Parcel Carriers
UPS
FedEx
US Postal
DHL Express
DHL Global Mail
Purolator U.S.
Canadian Parcel Carriers
Purolator
CanPar
Canadian Post
UPS
FedEx
Freight Carriers
LTL
TL
Regional Carriers
UPS LTL Freight
UPS Air freight
UPS Ocean freight
FedEx Freight
Postal Consolidators
UPS Mail Innovations
FedEx SmartPost
Please select the carrier VALUE ADDED SERVICES utilized in your shipping Operations
UPS
FedEx
USPS
UPS Saturday
Delivery
UPS Residential
Delivery
FedEx Saturday
Delivery
FedEx Residential
Delivery
UPS Dangerous
Goods
FedEx Dangerous
Goods
UPS Hazardous
Materials
UPS Signature
Required / Adult
Signature Required
FedEx Hazardous
Materials
FedEx Signature
Options: Indirect,
Direct and Adult
USPS Delivery
Confirmation
UPS Confirmation /
Verbal Confirmation
FedEx call tags
USPS Signature
Confirmation
UPS Return Labels
FedEx Return Labels
USPS Insured Mail
UPS P.O.D
FedEx Inside Delivery
USPS Return Receipt
UPS COD
FedEx POD
USPS Restricted
Delivery
UPS Large Package
FedEx COD
FedEx Oversize
Package
UPS Dry Ice
UPS Additional
Handling
USPS Registered Mail
USPS Certified Mail
USPS Certificate of
Mailing
USPS COD
USPS Special Handling
APO / FPO Shipments
90 South Cascade Avenue, Suite 1200  Colorado Springs, CO 80903  719.433.7000 phone  www.accellos.com