# Inventory Management and Sales Management System

Integrate product tracking, pricing, and transaction processing. The system manages inventory through RFID/barcode scanning, handles sales documentation, enables price group creation, and generates business reports, while seamlessly connecting with POS systems.

**Instructions**

* This page helps you prepare "*Solution Requirements*" section in Vendor Management Portal and you will see the exact questions and flow.
* 🔴 **Mandatory questions:** Must answer "Yes" to continue
* 🟡 **Preferred questions:** Can answer either way and continue
* Follow the question flow as indicated

**Q1 🔴 Mandatory - Cloud and Multi-Device Accessibility**

Main Question: Does your solution allow for cloud-based, mobile-based, and/or web-based usage?

🔴 Answer: ○ Yes \[Next: Q2] ○ No \[⚠️ Cannot Proceed]

***

**Q2 🔴 Mandatory - Inventory Management**

Main Question: Does your solution come with an Inventory Management Module which enables the company to perform the following functions?

Functional Requirements: a. Set up and edit inventory product details for different item groups (e.g. dimensions, models, etc) b. Set up and edit various store areas for reference to inventory location (e.g. zones, aisles, etc) c. Create inventory journal logs to track movement of inventory items (e.g. date, quantity, cost, reserves, movement, location, staff log, etc) d. Create item price and discount groups e. Support barcode labelling f. Set up and edit warehouse details (e.g. branches, etc)

🔴 Answer: ○ Yes \[Next: Q3] ○ No \[⚠️ Cannot Proceed]

***

**Q3 🔴 Mandatory - Supplier Group Management (Inventory)**

Main Question: Does your solution come with a Supplier Group Module which allows the company to perform the following functions?

Functional Requirements: a. Set up and edit terms of payment b. Set up and edit vendor groups c. Set up and edit modes of payment d. Set up and edit prices and discounts for different vendor groups e. Set up and edit supplier contracts (e.g. payment details, quantity, etc)

🔴 Answer: ○ Yes \[Next: Q4] ○ No \[⚠️ Cannot Proceed]

***

**Q4 🔴 Mandatory - Delivery Management**

Main Question: Does your solution come with a Delivery Module that enables the company to perform the following functions?

Functional Requirements: a. Set up and edit delivery details (e.g. date, customer, mode of transport, shipping and receiving point, duration of journey, etc) b. Set up and edit terms of delivery c. Set up and edit carrier details d. Track goods receipt and issues

🔴 Answer: ○ Yes \[Next: Q5] ○ No \[⚠️ Cannot Proceed]

***

**Q5 🔴 Mandatory - Payment Management**

Main Question: Does your solution come with a Payment Module that enables the company to set up and edit purchase orders (e.g. items, quantity, etc)?

🔴 Answer: ○ Yes \[Next: Q6] ○ No \[⚠️ Cannot Proceed]

***

**Q6 🔴 Mandatory - Dashboards and Reports (Inventory)**

Main Question: Does your Inventory Management solution come with a Dashboard and Reports Module that enables the company to perform the following functions?

Functional Requirements: a. Track overall inventory levels in warehouse(s) b. Track delivery status by products and customers (e.g. outstanding shipments, etc) c. Generate inventory turns by finished goods, raw materials, WIP parts or product, etc. d. Generate inventory aging by days, storage location, and product type e. Generate inventory valuation by product, storage location f. Generate projected excess inventory g. Generate projected shortages by product h. Generate revenue at risk due to shortages i. Generate inventory incoming versus outgoing (by product, date, and overall)

Dashboard Requirements: Your digital solution should have one or more dashboards that provide an at-a-glance overview of key metrics/indicators with at least 4 charts/graphs to help users analyse data through data visualisation.

Interactive Features Requirements: The dashboard must include at least one of the following interactive features: Option 1: Interactive charts/graphs that allow users to interact with one chart and apply that interaction as a filter to other charts on the dashboard, and vice versa Option 2: At least three common filters/slicers applicable to ALL charts/graphs on the same dashboard

🔴 Answer: ○ Yes \[Next: Q7] ○ No \[⚠️ Cannot Proceed]

***

**Q7 🔴 Mandatory - Inventory Forecasting**

Main Question: Does your solution come with a Forecasting Module which enables company to setup and edit forecast models (e.g. based on inventory levels, trends, and base demands, etc)?

🔴 Answer: ○ Yes \[Next: Q8] ○ No \[⚠️ Cannot Proceed]

***

**Q8 🔴 Mandatory - Inventory Level Alerts**

Main Question: Does your solution automatically trigger reminder alerts when inventory levels reach a pre-set low level?

🔴 Answer: ○ Yes \[Next: Q9] ○ No \[⚠️ Cannot Proceed]

***

**Q9 🔴 Mandatory - Units of Measurement Customisation**

Main Question: Does your solution allow customisation of different units of measurements (e.g. litres, weight, pallets, pieces, cartons, etc)?

🔴 Answer: ○ Yes \[Next: Q10] ○ No \[⚠️ Cannot Proceed]

***

**Q10 🟡 Preferred - Barcode/RFID/QR Code Scanning Integration**

Main Question: Does your solution allow for real-time stock-taking of inventory and assets via integration with with Barcode/RFID/QR Code Scanning hardware (e.g. installed with RFID reader, tags, tunnel gantry, etc)?

🟡 Answer: ○ Yes \[Next: Q11] ○ No \[Next: Q11]

***

**Q11 🔴 Mandatory - Customer Groups Management**

Main Question: Does your solution come with a Customer Groups Module that enables the company to perform the following functions?

Functional Requirements: a. Set up and edit customer groups b. Set up and edit terms & modes of payment c. Set up and edit prices and discounts for different customer groups d. Set up and edit vendor contracts (e.g. payment details, quantity, etc)

🔴 Answer: ○ Yes \[Next: Q12] ○ No \[⚠️ Cannot Proceed]

***

**Q12 🔴 Mandatory - Invoice and Quotation Management**

Main Question: Does your solution come with an Invoice and Quotation Module which the enables the company to configure invoice and quotation details?

🔴 Answer: ○ Yes \[Next: Q13] ○ No \[⚠️ Cannot Proceed]

***

**Q13 🔴 Mandatory - InvoiceNow-Ready Solution Provider Accreditation**

Main Question: Is your solution listed on IMDA InvoiceNow-Ready Solution Provider (IRSP) Listing?

Compliance Requirements: \[1] If you are the Product Principal of the solution, you are required to be accredited as an IRSP by IMDA. \[2] If you are the reseller of the solution, your Solution Product Principal must declare to IMDA that you are an authorised reseller of their solution.

Reference Information: Note: For more information on InvoiceNow, refer to: Becoming an InvoiceNow-Ready Solution Provider | E-invoicing | IMDA (<https://www.imda.gov.sg/how-we-can-help/nationwide-e-invoicing-framework/becoming-an-invoicenow-ready-solution-provider>)

🔴 Answer: ○ Yes \[Next: Q14] ○ No \[⚠️ Cannot Proceed]

***

**Q14 🔴 Mandatory - Sales and Delivery Management**

Main Question: Does your solution come with a Sales and Delivery Module that enables the company to perform the following functions?

Functional Requirements: a. Set up and edit sales form (e.g. sales origin, delivery details, customer details, item list, account manager, payment details, etc) b. Setup and edit delivery order form based on delivery module details c. Set up and edit customer payment

🔴 Answer: ○ Yes \[Next: Q15] ○ No \[⚠️ Cannot Proceed]

***

**Q15 🔴 Mandatory - Dashboards and Reports (Sales)**

Main Question: Does your Sales Management solution come with a Dashboards and Reports Module that enables the company to perform the following functions?

Functional Requirements: a. Monitor sales transactions and forecasts b. Set up and edit sales contracts with customers based on prices and discounts of different customer groups c. Set up and edit sales returns function (e.g. warehouse, location, customer, product details, remarks, etc) d. Generate customer reports by sales e. Generate sales cycle analytics f. Conduct sales tracking (e.g. to analyse sales pipeline, by product category, etc)

Dashboard Requirements: Your digital solution should have one or more dashboards that provide an at-a-glance overview of key metrics/indicators with at least 4 charts/graphs to help users analyse data through data visualisation.

Interactive Features Requirements: The dashboard must include at least one of the following interactive features: Option 1: Interactive charts/graphs that allow users to interact with one chart and apply that interaction as a filter to other charts on the dashboard, and vice versa Option 2: At least three common filters/slicers applicable to ALL charts/graphs on the same dashboard

🔴 Answer: ○ Yes \[Next: Q16] ○ No \[⚠️ Cannot Proceed]

***

**Q16 🔴 Mandatory - Inventory and Sales Integration**

Main Question: Are the Inventory Management function and the Sales Management function tightly integrated? (e.g. Delivery Module (Inventory) should be linked to Customer Group (Sales).)

🔴 Answer: ○ Yes \[Next: Q17] ○ No \[⚠️ Cannot Proceed]

***

**Q17 🟡 Preferred - AI Powered Inventory Management**

Main Question: Does your solution come with AI Powered Inventory Management features?

🟡 Answer: ○ Yes \[Next: Q18] ○ No \[Next: Q19]

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**Q18 🔴 Mandatory Follow-up - AI Powered Inventory Management- Elaboration**

*This question appears only if you answered "Yes" to Q17*

Main Question: Describe your AI Powered Inventory Management features. Examples are:

Feature Examples: a. Ability to perform demand prediction for inventory management b. Ability to automate routine sales tasks (e.g. update forecasts and determine call lists) c. Ability to automate customer responses, data capture activities, and follow-ups d. Ability to analyse and predict potential conversion of pipelines e. Others, please specify

Submission Requirements: Click "Yes" to confirm you have completed the instructions.

🔴 Answer: ○ Yes \[Next: Q19] ○ No \[⚠️ Cannot Proceed]

**Text Elaboration Required:** \[Text Box for Description/Details]

***

**Q19 🔴 Mandatory - Business Data Extraction**

Main Question: Can your solution enable SMEs to efficiently extract business data in various discrete formats such as CSV, XLSX, XML, and TSV?

🔴 Answer: ○ Yes \[Next: Q20] ○ No \[⚠️ Cannot Proceed]

***

**Q20 🟡 Preferred - Personal Data Collection**

Main Question: Does your digital solution collect, use, disclose, process or dispose personal data?

🟡 Answer: ○ Yes \[Next: Q21] ○ No \[Next: Q23]

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**Q21 🔴 Mandatory Follow-up - Personal Data Protection**

*This question appears only if you answered "Yes" to Q20*

Main Question: Can your solution demonstrate compliance with the following Personal Data Protection requirements?

Compliance Requirements: Digital solutions that collect, use, disclose, process or dispose personal data should incorporate features that support the obligations under the Personal Data Protection Act (2020).

Submission Requirements: To comply with this requirement, you MUST complete the Personal Data Protection Requirements form at <https://go.gov.sg/pdp>.

🔴 Answer: ○ Yes \[Next: Q22] ○ No \[⚠️ Cannot Proceed]

\--

**Q22 🔴 Mandatory Follow-up - Vulnerability Assessment/Penetration Testing (VA/PT)**

*This question appears only if you answered "Yes" to Q21*

Main Question: Has your solution undergone a comprehensive security vulnerability assessment/penetration testing (VA/PT) conducted by a qualified third-party within the last 12 months? The scope of the VA/PT must cover network security; application security; data protection measures and access control (if applicable); API security testing (if applicable); Cloud security configuration review (if applicable). Specifically, for web application security, the scope must cover minimally all OWASP Top 10 vulnerabilities.

Submission Requirements: Please submit the VA/PT report (dated maximum 1 year from the checklist submission date). The VA/PT Report must include Executive summary; Detailed findings and risk ratings; Remediation recommendations; Evidence of vulnerability fixes or mitigation plans; Testing methodology used; Scope of assessment; Assessor's qualifications and certifications.

Additional Requirements: If you are the reseller of the solution, please obtain the VA/PT report from your product principal. SOC 2 Type II report can be accepted if the detailed technical vulnerability assessment results are part of the SOC2 Type II scope.

Qualified Third-Party Definition: Note: \[1] Qualified third-party refers to: CREST-certified companies \[ <https://www.crest-approved.org/members/>] or companies with security professional with relevant CREST certifications; Security professionals with recognised certifications such as: Offensive Security Certified Professional (OSCP); EC-Council Certified Penetration Testing Professional (CPENT); GIAC Penetration Tester (GPEN); or other equivalent industry-recognised certifications.

Submission Confirmation: Click "Yes" to confirm you have completed the instructions.

🔴 Answer: ○ Yes \[Next: Q23] ○ No \[⚠️ Cannot Proceed]

**Date of Issue Required:** \[Date Field] **Upload Supporting Document Required:** \[File Upload] **Text Elaboration Required:** \[Text Box for Description/Details]

***

**Q23 🟡 Preferred - Cybersecurity Compliance - Cyber Essentials Mark (CEM)**

Main Question: Are you the Product Principal of the solution that you are submitting for pre-approval?

🟡 Answer: ○ Yes \[Next: Q24] ○ No \[Next: Q26]

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**Q24 🟡 Preferred - CEM for Product Principal**

*This question appears only if you answered "Yes" to Q23*

Main Question: Has your organisation achieved CSA Cyber Essentials for ICT Vendor Mark certification or equivalent recognised cybersecurity certifications (including but not limited to Cyber Trust Mark or ISO27001) that validate the implementation of appropriate security controls against common cyber threats in your organisation and the solution you are submitting for pre-approval?

Compliance Timeline: Vendors are encouraged to comply at application and are required to meet this requirement by the Annual Review, where it will be assessed as mandatory.

Reference Information: Note: For more information on Cyber Essentials mark, please refer to <https://www.csa.gov.sg/cyber-essentials/>

🟡 Answer: ○ Yes \[Next: Q25] ○ No \[Assessment Finished]

\--

**Q25 🔴 Mandatory Follow-up - CEM for Product Principal - Elaboration**

*This question appears only if you answered "Yes" to Q24*

Main Question: Please specify the following information:

Required Information: i. The certificate demonstrating your organisation has attained Cyber Essentials for ICT Vendors ii. The cybersecurity certification the organisation has met iii. The scope of the certification

Submission Requirements: Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.

Submission Confirmation: Click "Yes" to confirm you have completed the instructions.

🔴 Answer: ○ Yes \[Assessment Finished] ○ No \[⚠️ Cannot Proceed]

**Date of Issue Required:** \[Date Field] **Upload Supporting Document Required:** \[File Upload] **Text Elaboration Required:** \[Text Box for Description/Details]

\--

**Q26 🟡 Preferred - CEM for Resellers**

*This question appears only if you answered "No" to Q23*

Main Question: Has your organisation achieved CSA Cyber Essentials Mark certification or equivalent recognised cybersecurity certifications (including but not limited to Cyber Trust Mark or ISO27001) that validate the implementation of appropriate security controls against common cyber threats in your organisation and the solution you are submitting for pre-approval?

Compliance Timeline: Vendors are encouraged to comply at application and are required to meet this requirement by the Annual Review, where it will be assessed as mandatory.

Reference Information: Note: For more information on Cyber Essentials mark, please refer to <https://www.csa.gov.sg/cyber-essentials/>

🟡 Answer: ○ Yes \[Next: Q27] ○ No \[Assessment Finished]

\--

**Q27 🔴 Mandatory Follow-up - CEM for Resellers - Elaboration**

*This question appears only if you answered "Yes" to Q26*

Main Question: Please specify the following information:

Required Information: i. The cybersecurity certification the organisation has met ii. The scope of the certification

Submission Requirements: Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.

Submission Confirmation: Click "Yes" to confirm you have completed the instructions.

🔴 Answer: ○ Yes \[Assessment Finished] ○ No \[⚠️ Cannot Proceed]

**Date of Issue Required:** \[Date Field] **Upload Supporting Document Required:** \[File Upload] **Text Elaboration Required:** \[Text Box for Description/Details]

***

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