Questionnaire

Corporate Support Office

3501 Lake Eastbrook Blvd SE, Ste 144 Grand Rapids, MI 49546
contact@aisservice.com
(877) 314-1100
(616) 459-8713

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Customer Questionnaire

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Name*

First Last

Email*

Phone*

How soon are you looking to get the inventory count done?*

How did you hear about AIS?

Please select the type of location(s) you need serviced*

Grocery Store

C-Store/ Liquor Store/ Gas Station

Retail Store

Pharmacy/ Hospital

Warehouse

Hardware Store

Grocery Store (please answer as many questions as you can)

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

What is the average retail dollar amount per location?

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What type of count will this be?

Financial count (price x quantity)

Hybrid count (SKU/UPC x quantity)

Item level count (flavor integrity)

Have you used an outside service in the past to count your location(s)?

Yes

What were the average number of auditors and labor hours performed during your last count?

In addition to the center store, what specialty departments will be counted either by AIS or by the Customer

Meat

AIS

Customer

Deli

AIS

Customer

Bakery

AIS

Customer

Produce

AIS

Customer

Backrooms

AIS

Customer

Floral

AIS

Customer

Will we be counting at Sale Price or Full Price?

Sale price

Full price

Is LIFO reporting required?

Yes

Are there any other things we should know about the inventory count?

File Upload (Excel, PDF, Image)

Drop files here or

Accepted file types: jpg, png, avif, pdf, xlsx, xlsm, xls, csv, Max. file size: 512 MB.

C-Store/ Liquor Store/ Gas Station (please answer as many questions as you can)

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

What is the average retail dollar amount per location?

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What is the average retail dollar amount per location?

What type of count will this be?

Financial count (price x quantity)

Hybrid count (SKU/UPC x quantity)

Item level count (flavor integrity)

Have you used an outside service in the past to count your location(s)?

Yes

What were the average number of auditors and labor hours performed during your last count?

Are we required to count cups and other cost items?

Yes

Will we be counting at Sale Price or Full Price?

Sale price

Full price

Are there any other things we should know about the inventory count?

File Upload (Excel, PDF, Image)

Drop files here or

Accepted file types: jpg, png, avif, pdf, xlsx, xlsm, xls, csv, Max. file size: 512 MB.

Retail Store (please answer as many questions as you can)

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

What type of items will we be counting?

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What is the average retail dollar amount per location?

What type of count will this be?

Financial count (price x quantity)

Hybrid count (SKU/UPC x quantity)

Item level count (flavor integrity)

Have you used an outside service in the past to count your location(s)?

Yes

What were the average number of auditors and labor hours performed during your last count?

Will we be counting at Sale Price or Full Price?

Sale price

Full price

Are there any other things we should know about the inventory count?

File Upload (Excel, PDF, Image)

Drop files here or

Accepted file types: jpg, png, avif, pdf, xlsx, xlsm, xls, csv, Max. file size: 512 MB.

Pharmacy/ Hospital (please answer as many questions as you can)

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

What is the average retail dollar amount per location?

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What type of count will this be?

Financial count

NDC level count

Who is your primary wholesaler?

Cardinal

Amerisource

McKesson

Other

Have you used an outside service in the past to count your location(s)?

Yes

Are bottles labeled?

Yes

If yes, are bottles labeled numerical or coded?

Numerical

Coded

Are open bottles marked?

Yes

Are open bottles counted as Half, Whole, or estimated to the nearest 10%?

Whole

Half

Estimated to nearest 10%

What were the average number of auditors and labor hours performed during your last count?

Are there any other things we should know about the inventory count?

File Upload (Excel, PDF, Image)

Drop files here or

Accepted file types: jpg, png, avif, pdf, xlsx, xlsm, xls, csv, Max. file size: 512 MB.

Warehouse (please answer as many questions as you can)

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

What type of count will this be?

Hand count (pen & paper)

Scanner (barcodes & UPCs)

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What types of products will be counted?

Estimated warehouse size

Estimated number of SKUs

Estimated number of units

Have you used an outside service in the past to count your location(s)?

Yes

What were the average number of auditors and labor hours performed during your last count?

Are there any other things we should know about the inventory count or safety requirements? Are fork truck drivers required?

File Upload (Excel, PDF, Image)

Drop files here or

Accepted file types: jpg, png, avif, pdf, xlsx, xlsm, xls, csv, Max. file size: 512 MB.

Hardware Store

Customer Name*

Number of Locations*

Address of Locations. If you have more than three locations, please upload a complete store list.*

Is this a change of ownership inventory?

Yes

How often will you need an inventory count completed?

What time would you prefer the inventory count to start at?

What types of products will be counted?

How will bulk items be counted?

How will items categorized by size and length be counted?

Have you used an outside service in the past to count your location (s)?

Yes

What were the average number of auditors and labor hours performed during your last count?

Are there any other things we should know about the inventory count?

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