This document is a basic survey sheet used for designing systems in distribution centers. Items already submitted do not need to be re-entered. Please add specialized items unique to your operations as needed.

1. Project Title: Proposal Title (────────────────)
2. Client Name: Customer Name / Department, Contact Person, TEL, FAX
3. Delivery Location & Completion Schedule: Target Location / Target Completion Date
4. Submission Deadline & Estimation Level: Submission Date / Level (Rough estimate / Detailed estimate)
5. System Scope: Scope of work and equipment assigned to our company
6. Project Objective: Logistics improvement, automation, new build, relocation, etc.
7. Scope of Proposal: Equipment, construction, WMS, software scope
8. Client Budget: Equipment Budget (───── USD/JPY) / System Budget (───── USD/JPY)
9. Provided Documents: Site plan, building layout, data files (CSV), feasibility of site visit

1. Facility Category: New Construction / Existing Facility
2. Site Area / Building Coverage / FAR: Site Area (───── m²), Building Coverage (──%), FAR (──%)
3. Restrictions: Height restriction (Yes/No ── m), Sunlight restrictions
4. Borrowed Drawings: Site map, Floor plan, Elevation drawings
5. Building Specs: Steel structure ── floors, Floor-to-ceiling clearance (Under-beam height ── m)
6. Utilities: Elevator specs, Unused power capacity (── kW)
7. Floor Specs: Load capacity (── t/m²), Surface flatness, Floor cross-section
8. Modification/Removal: Existing equipment modification or removal (Yes/No)
9. Construction Schedule: Planned timeline for building and installation
10. Architect/Builder Contact: Company name and contact inquiry status

• Case Dimensions & Weight:
  • Max: W ──── × D ──── × H ──── mm (───── kg/case)
  • Avg: W ──── × D ──── × H ──── mm (───── kg/case)
  • Min: W ──── × D ──── × H ──── mm (───── kg/case)
• Quantity per Case: Avg. ──── pieces/case
• Pallet Specifications:
  • Material: Wood / Plastic / Steel
  • Pallet Size: W ──── × D ──── × H ──── mm
  • Unit Load Size (incl. overhang): W ──── × D ──── × H ──── mm
  • Cases per Pallet: Avg. ──── cases/PL

• Receiving Time Slots: Morning (──:── - ──:──) / Afternoon (──:── - ──:──) / Night (──:── - ──:──)
• Inbound Volume per Day:
  • Item Count: Max. ─── / Avg. ───
  • Case Count: Max. ───── cases/day (Avg. ───── cases/day)
  • Peak Hourly Cases: Max. ───── cases/hr (Avg. ───── cases/hr)
• Inbound Trucks:
  • Containers: ── trucks/day (Time ──:── - ──:── / Load factor ──%)
  • 10t Trucks: ── trucks/day (Time ──:── - ──:── / Load factor ──%)
  • 4t Trucks: ── trucks/day (Time ──:── - ──:── / Load factor ──%)
  • Current Dock Berths: ── berths

[Inventory Characteristics]

• Registered items, active items, average & max inventory case/piece counts.
• Storage formats (Pallet storage, case storage, piece storage).

[Shipping Characteristics]

• Shipping units (Pallet, Case, Mixed, Piece).
• Number of destinations (Registered & daily average/peak).
• Outbound truck schedule, departure times, shipped cases.
• Annual, monthly, and weekly volume fluctuation patterns.

[Staffing & Working Hours]

• Work shift time schedule (Receiving, picking, packing, shipping).
• Staff count (Full-time / Part-time) and overtime man-hours.

4-1. Order Receiving Methods

• Order Means: EOS (Electronic), FAX, Manual Slips (Data entry location: Inside / Outside center)
• Batch Receiving Time Slots:
  • 1st Batch (──:── - ──:──) ──＞ Same day / Next day shipment
  • 2nd Batch (──:── - ──:──) ──＞ Same day / Next day shipment
  • 3rd Batch (──:── - ──:──) ──＞ Same day / Next day shipment
• WMS / Location Management: WMS (Yes/No) / Location Control (Full / Partial / None)
• Inspection: Inbound Inspection (Quantity / Quality) / Method (Visual / Barcode Reader)

4-2. Shipping Instruction Methods

• Picking List: Available / Combined with Delivery Slip
• Instruction Timing: 1st Batch (──:──), 2nd Batch (──:──), 3rd Batch (──:──)
• Picking Method: Seeding Method, Batch Picking, Piece Picking, etc.