General Questions:
Are you a Manufacturer/Wholesaler/Retailer/Other?

PAIN: Why do you want to change or replace your current software and why now?

What part of operations give you most problems with your current software?

What is the important functionality that you like in your current system?

How familiar are you with Microsoft Dynamics 365 Business Central ERP?

How familiar are you with The Microsoft Cloud and Microsoft Artificial Intelligence?

Are you familiar with Microsoft pricing structure and it's ERP implementation process?

Do you have one or multiple systems now?


What are ALL the current software systems that you are using?

What other true ERP systems other than Microsoft Dynamics 365 have you been exploring?

Will you be keeping/using any of your existing systems after acquiring a new solution?

Will you be needing data migration or will you be starting from scratch with new data?

Are you planning on your new system be deployed on the cloud or on premises?

Do you have specific budgetary constraints? Or what is your budget?

If and when you find a desirable solution, will you sign up now? Next Month? Next Year?

When (Month/Year) are you planning on going live with new software?

Do you have an in-house or outside company dedicated IT Professional?

How many user licenses (For Key Employees) will you be needing?

Are you the decision maker in your company? If not then who is?

Sales Operations
How many Sales Transactions Per Day do you have?


Roughly, how many Items do you have?

What type of Jewelry do you sell? Do you provide Picture, BOM, LABOR breakdown and Price Calculation rules?

Do you have different price levels for the same jewelry for different customers?


Describe price calculation/recalculation?

Do you charge customer based on Order/Invoice date metal market or price is fixed for period of time?


Do you sell to independent retailers?

Do you sell to Major Retail Chains? Zales, Walmart, Sears…

Will you be needing 3rd party integration such as e-commerce, POS, CRM, EDI, RFID, etc.?

Do you sell jewelry on Consignment?

Do you accept special orders based on customer request or just sell standard product?

Do you have multiple Companies/Divisions that sells product to each other?

Number of Stores?

Number of POS Terminals Per Store?


Number of Transactions Per Day/Store?

What kind of discounts on POS (Pct. Off, Mix and Match, Multi-by, Promotions)?

Order Types: Special Orders, Repair Orders, Layaway?

What is your Commission Structure?

Manufacturing Process:
Do you have internal manufacturing?

Do you produce Unique/Expensive Jewelry that require tracking each Piece separately for Costing/Pricing purpose?

Do you use serial number or stock number per piece?

Do you produce/purchase based on Make-to-Stock or Make-to-Order policy?


Do you use forecasting for Make-to-Stock jewelry?


Do you produce Casted Jewelry?


Do you have internal Casting department?


Do you purchase castings form external contractors?

Do you purchase castings for specific orders?


Do you keep stock of castings and supply from stock?

Do you produce jewelry from Tubes, Blanks, Stamping, Cutting Machines?

Do you need scrap metal collection control?

Do you need real time workbag movement between departments?

Do you keep diamond/color stone inventory?

Jewelry Subcontracting/Purchasing:
Do you use jewelry contractors?

Do you buy complete jewelry without supplying any components? Do you have detailed cost specification for Metal/Labor/Stones from vendors?


Do you supply stones/metal parts to contractors?

Do you have foreign subcontractors where you need to supply components and issue commercial invoices for customs purpose?

Do you have overseas offices of stone houses who supply stones directly to contractors on your behalf?


Do you provide or prepay metal for contractors? (Metal Toll Account)

Contact Information:
Company Name

Country Location


First Name

Last Name


Title (CEO/Owner/CFO/COO/Partner/IT Director/Other)


Email

Phone