Business Info
Ordering
Pick / Pack
Deliver
Invoice
Users
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Orderlii Trial
Welcome to the Orderlii Free Trial signup, we need to collect some info (5 minutes max, no payment information required).
You can get more information on the Orderlii website
orderlii.com
.
Your Name
*
Business Name
Your Email
*
Your Mobile
What do you produce/sell?
State
Victoria
Tasmania
New South Wales
South Australia
Queensland
Northern Territory
Western Australia
Other
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Contact Me
Ordering
What is your key ordering objective?
Collect orders quicker
Limit mistakes in order taking
Allow customers to capture their own orders
Cut administration around order taking
Grow our order taking capacity
Not Applicable
How do you get your orders in?
Please tick all the relevant options.
You call the customer
Customer calls on single number
Customer calls on multiple mobile numbers
You send SMS from phone
Bulk SMS System
You email customers individually
Your Website
Existing online ordering system
Customer Purchasing Systems
Do your customer have repeating orders eg standing orders
Yes
No
How often do your customers order
Please tick all the relevant options.
More than once a week
Weekly
Two Weeks
Monthly
How many people take and correlate customer orders?
What technology do you store your orders on
Xero
MYOB
Excel or Google Sheets
Web Store
ERP System
Other
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Picking & Packing
What is your key Picking and/or Packing objective?
Optimise speed of pick/pack process
Create flexibility in location and time of packing
Avoid mispacking.
Not Applicable
How is stock picked ready for packing?
By Day
By Trip/Truck
By Product
Not Pre-picked
Are trucks packed in reverse order of delivery?
Yes
No
Do products have batch numbers that have to be tracked to customer?
Yes
No
How many finished goods warehouses do you use?
Do you use barcodes or QR codes on pallets, boxes or products?
Yes
No
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Delivery
What are your key Delivery objective?
Improve routing of existing routes
Save delivery costs in general
Review all delivery routes and options
Collect Proof of Delivery
Improve Driver Management & Communication
Not Applicable
What percentage of your customers have accurate address or GPS location information?
80
%
Do you have predefined routes that you follow on certain days
Yes
No
Combination
Deliveries are done with
Our vehicles with our drivers
Shared Vehicles
Logistics companies and/or Couriers
Post Office
What proof of deivery is required by you / your customers
Photo
Signature
GPS
Hard Copy of signed invoice or goods received voucher
Do you want to print delivery documents or invoices?
Yes
No
Unsure
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Invoicing
What are your key Invoicing / Accounting objective?
Integrate ordering system with Accounting System
Manage pre-delivery & post-delivery invoicing
Manage tiered product pricing
Not Applicable
What is your primary invoicing system?
Xero
Quickbooks Online
Quickbooks Desktop
MYOB
Other
What is your primary system/source for your product pricing?
Do you preprint invoices with deliveries
Yes
No
Combination
What kind of pricing strategies do you use
Single price list for all customers
Channel-based Pricing eg different prices for Retail/Food Service
Prices negotiated for specific retail chains like IGA
Regional pricing eg rural vs urban or specific geographic regions
Customer-specific pricing
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Users
Planned Orderlii Admin Users
users
Orderlii Drivers
drivers
Orderlii Warehouse
users
Monthly Activities
Please provide estimated monthly counts of the following
Deliveries
per month
Orders
per month
Invoices
per month
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Done
Get Started
Great, we will create your Orderlii profile and give you a call to introduce ourselves.
We will also email you a list of data (customers, products, prices etc) you will need during the implementation process.
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