Enterprise Resource Planning (ERP) Software for Wholesale
Integrate core business functions by automating production planning, sales quotation, accounting, and other operational processes, enabling streamlined management of wholesale business activities.
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 🟡 Preferred - 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 [Next: Q2]
Q2 🔴 Mandatory - Module Capabilities
Main Question: Does your solution contain at least four of the following modules that are tailored to Wholesale businesses?
Module Requirements: a. Sales Management [If yes, please answer the additional questions from requirement 3] b. Purchase Management [If yes, please answer the additional questions from requirement 11] c. Accounting Management [If yes, please answer the additional questions from requirement 20] d. Inventory Management [If yes, please answer the additional questions from requirement 25] e. Distribution Management [If yes, please answer the additional questions from requirement 29] f. Customer Relationship Management [If yes, please answer the additional questions from requirement 34] g. Workforce Management [if yes, please answer the additional questions from requirement 38]
Please also specify the included modules in the comment section
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Next: Q3] ○ No [⚠️ Cannot Proceed]
Text Elaboration Required: [Text Box for Description/Details]
Q3 🟡 Preferred - Sales Management (Wholesale)
Main Question: Does your solution contain Sales Management?
🟡 Answer: ○ Yes [Next: Q4] ○ No [Next: Q11]
Q4 🔴 Mandatory - Sales and Inventory Management
Main Question: Does your solution allow businesses to manage sales activities, such as enter quotes, fulfil sales order, create shipment, track prices, apply discounts, and check available inventory?
🔴 Answer: ○ Yes [Next: Q5] ○ No [⚠️ Cannot Proceed]
Q5 🔴 Mandatory - Multi-Channel Sales
Main Question: Does your solution allow businesses to take sales orders via various channels (e.g. internet or mobile)?
🔴 Answer: ○ Yes [Next: Q6] ○ No [⚠️ Cannot Proceed]
Q6 🔴 Mandatory - Digital Product Catalogue
Main Question: Does your solution enable electronic product catalogue creation with ability for admin or sales person to easily create new products for ordering or customised product catalogues for individual customers?
🔴 Answer: ○ Yes [Next: Q7] ○ No [⚠️ Cannot Proceed]
Q7 🔴 Mandatory - Order Document Generation
Main Question: Does your solution have the ability to generate online, email or SMS quotations, confirmation and invoices for orders?
🔴 Answer: ○ Yes [Next: Q8] ○ No [⚠️ Cannot Proceed]
Q8 🔴 Mandatory - Online Order Self-Management
Main Question: Does your solution allow online order self-management by customers, such as change of orders, change of timing, in addition to specific requirements?
🔴 Answer: ○ Yes [Next: Q9] ○ No [⚠️ Cannot Proceed]
Q9 🔴 Mandatory - Online Payment Support
Main Question: Does your solution provide online payment methods such as NETs, Visa, and MasterCard?
🔴 Answer: ○ Yes [Next: Q10] ○ No [⚠️ Cannot Proceed]
Q10 🟡 Preferred - Business Financing Solutions
Main Question: Does your solution offer business financing solutions and allow businesses to compare and determine the optimal financing solutions for their financing needs?
🟡 Answer: ○ Yes [Next: Q11] ○ No [Next: Q11]
Q11 🟡 Preferred - Purchase Management (Wholesale)
Main Question: Does your solution contain Purchase Management?
🟡 Answer: ○ Yes [Next: Q12] ○ No [Next: Q19]
Q12 🔴 Mandatory - Order and Supplier Management
Main Question: Does your solution help businesses to manage their suppliers and purchase orders?
🔴 Answer: ○ Yes [Next: Q13] ○ No [⚠️ Cannot Proceed]
Q13 🔴 Mandatory - Supplies Confirmation
Main Question: Does your solution enable confirmation of supplies requirement, with a customisable confirmation process to meet the operational process of each company?
🔴 Answer: ○ Yes [Next: Q14] ○ No [⚠️ Cannot Proceed]
Q14 🔴 Mandatory - Purchase Order Generation
Main Question: Does your solution generate Purchase Order (PO) from a pre-defined list of suppliers, or enable integration to an existing e-procurement portal?
🔴 Answer: ○ Yes [Next: Q15] ○ No [⚠️ Cannot Proceed]
Q15 🔴 Mandatory - Third-Party Integration
Main Question: Does your solution allow integration with Inventory Modules to populate deliveries received into inventory system for stock tracking?
🔴 Answer: ○ Yes [Next: Q16] ○ No [⚠️ Cannot Proceed]
Q16 🔴 Mandatory - Accounting Integration
Main Question: Does your solution allow integration with existing accounting systems for tracking of expenses?
🔴 Answer: ○ Yes [Next: Q17] ○ No [⚠️ Cannot Proceed]
Q17 🟡 Preferred - Automated Purchasing Capabilities
Main Question: Does your solution support automated purchasing workflow based on configurable procurement rules, such as stock level, logistics rules, or blanket order agreement to buy goods from a supplier at a negotiated price on a recurring basis?
🟡 Answer: ○ Yes [Next: Q18] ○ No [Next: Q19]
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Q18 🔴 Mandatory Follow-up - Automated Purchasing Capabilities - Elaboration
This question appears only if you answered "Yes" to Q17
Main Question: Please briefly describe how the automated purchasing workflow works.
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 🟡 Preferred - Accounting Management (Wholesale)
Main Question: Does your solution contain Accounting Management?
🟡 Answer: ○ Yes [Next: Q20] ○ No [Next: Q24]
Q20 🔴 Mandatory - Accounting Management
Main Question: Does your solution come with an Accounting Module which enables the company to perform the following functions?
Accounting Functions: a. Set up general ledger b. Create journal entries c. Allow reconciliations (e.g. to bank statements) d. Calculate sales tax e. Calculate cash flow f. Generate accounts receivable summary g. Generate accounts payable summary
🔴 Answer: ○ Yes [Next: Q21] ○ No [⚠️ Cannot Proceed]
Q21 🔴 Mandatory - Customer Groups Management
Main Question: Does your solution come with Customer Groups Module that enables the company to perform the following functions?
Customer Groups Functions: a. Set up and edit customer groups b. Set up and edit terms of payment c. Set up and edit modes of payment d. Set up and edit prices and discounts for different customer groups e. Set up and edit customer contracts (e.g. payment details, quantity, etc)
🔴 Answer: ○ Yes [Next: Q22] ○ No [⚠️ Cannot Proceed]
Q22 🔴 Mandatory - Supplier Groups Management (Accounting)
Main Question: Does your solution come with a Supplier Groups Module that enables the company to perform the following functions?
Supplier Groups Functions: a. Set up and edit terms of payment b. Set up and edit supplier groups c. Set up and edit modes of payment d. Set up and edit prices and discounts for different supplier groups
🔴 Answer: ○ Yes [Next: Q23] ○ No [⚠️ Cannot Proceed]
Q23 🔴 Mandatory - Dashboards and Reports (Accounting)
Main Question: Does your solution come with a Dashboards and Reports Module that enables the company to perform the following functions?
Dashboard and Reports Functions: a. Apply filters to analyse customer groups b. Review outstanding/ageing payables c. Review outstanding/ageing receivables d. Create statement of accounts e. Create balance sheet f. Review overall budget g. Review monthly expenses and revenue h. Present an overview of company's health (e.g. operating profit, cash ratio, net cash flow from operating activities, current ratio, gross margin, return on capital, return on sale, gearing ratio, interest cover, and interest coverage ratio, etc.)
Technical 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.
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: Q24] ○ No [⚠️ Cannot Proceed]
Q24 🟡 Preferred - Inventory Management (Wholesale)
Main Question: Does your solution contain Inventory Management?
🟡 Answer: ○ Yes [Next: Q25] ○ No [Next: Q29]
Q25 🔴 Mandatory - Inventory Management (Wholesale-specific)
Main Question: Does your solution come with an Inventory Management module tailored to the Wholesale businesses which enables the company to perform the following functions?
Inventory Management Functions: 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: Q26] ○ No [⚠️ Cannot Proceed]
Q26 🔴 Mandatory - Real-time Tracking Integration
Main Question: Does your solution allow real-time update of inventory via integration with existing Sales Management and Purchasing System, i.e. inventory updated when orders are fulfilled or inventory is stocked up?
🔴 Answer: ○ Yes [Next: Q27] ○ No [⚠️ Cannot Proceed]
Q27 🔴 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: Q28] ○ No [⚠️ Cannot Proceed]
Q28 🟡 Preferred - RFID Integration
Main Question: Does your solution allow for real-time stock-taking of inventory and assets via integration with RFID hardware (e.g. installed with RFID reader, tags, tunnel gantry, etc)?
🟡 Answer: ○ Yes [Next: Q29] ○ No [Next: Q29]
Q29 🟡 Preferred - Distribution Management (Wholesale)
Main Question: Does your solution contain Distribution Management?
🟡 Answer: ○ Yes [Next: Q30] ○ No [Next: Q34]
Q30 🟡 Preferred - Delivery Route Optimisation
Main Question: Does your solution auto-generate and optimise delivery schedules or routes according to pre-set criteria such as destination, delivering time, menu type, or order size?
🟡 Answer: ○ Yes [Next: Q31] ○ No [Next: Q31]
Q31 🔴 Mandatory - Manual Delivery Schedule Intervention
Main Question: Can your solution enable manual intervention to adjust delivery schedules?
🔴 Answer: ○ Yes [Next: Q32] ○ No [⚠️ Cannot Proceed]
Q32 🔴 Mandatory - Delivery Truck Tracking
Main Question: Can your solution track delivery trucks and status of deliveries for customer service officers?
🔴 Answer: ○ Yes [Next: Q33] ○ No [⚠️ Cannot Proceed]
Q33 🟡 Preferred - Cross-border Shipment Tracking
Main Question: Does your solution support cross-border tracking of shipment and real-time updates?
🟡 Answer: ○ Yes [Next: Q34] ○ No [Next: Q34]
Q34 🟡 Preferred - Customer Relationship Management (Wholesale)
Main Question: Does your solution contain Customer Relationship Management?
🟡 Answer: ○ Yes [Next: Q35] ○ No [Next: Q38]
Q35 🔴 Mandatory - Customer Feedback and History Tracking
Main Question: Does your solution allow for customer feedback and history tracking for better customer service?
🔴 Answer: ○ Yes [Next: Q36] ○ No [⚠️ Cannot Proceed]
Q36 🔴 Mandatory - Marketing Campaign Management
Main Question: Can your solution create and manage marketing campaigns to customer database for promotions?
🔴 Answer: ○ Yes [Next: Q37] ○ No [⚠️ Cannot Proceed]
Q37 🔴 Mandatory - Customer Rewards Automation
Main Question: Can your solution auto-generate promotions to specific customer for special occasion or based on customer's order history?
🔴 Answer: ○ Yes [Next: Q38] ○ No [⚠️ Cannot Proceed]
Q38 🟡 Preferred - Workforce Management (Wholesale)
Main Question: Does your solution contain Workforce Management?
🟡 Answer: ○ Yes [Next: Q39] ○ No [Next: Q40]
Q39 🔴 Mandatory - Time Management Integration
Main Question: Does your solution provide integrated time management system comprising functions such as e-leave, payroll, time and attendance and shift scheduling with generation of labour costing reports?
🔴 Answer: ○ Yes [Next: Q40] ○ No [⚠️ Cannot Proceed]
Q40 🟡 Preferred - Invoice Generation or Processing
Main Question: Does your solution generate or process invoices?
🟡 Answer: ○ Yes [Next: Q41] ○ No [Next: Q42]
Q41 🔴 Mandatory - InvoiceNow-Ready Solution Provider Accreditation
Main Question: Is your solution listed on IMDA InvoiceNow-Ready Solution Provider (IRSP) Listing?
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.
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: Q42] ○ No [⚠️ Cannot Proceed]
Q42 🟡 Preferred - NTP Integration
Main Question: Is your solution integrated with NTP? If not, you can contact: [email protected] for further discussion on integration with NTP
🟡 Answer: ○ Yes [Next: Q43] ○ No [Next: Q43]
Q43 🟡 Preferred - AI Features
Main Question: Does your solution incorporate AI in your core features and functions?
🟡 Answer: ○ Yes [Next: Q44] ○ No [Next: Q45]
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Q44 🔴 Mandatory Follow-up - AI Features - Elaboration
This question appears only if you answered "Yes" to Q43
Main Question: Describe your AI feature and its benefits. Examples are:
AI Feature Examples: (a) Ability to perform demand prediction for inventory management (b) Ability to predict customer behavior and identify potential sales lead (c) Ability to automate routine sales tasks (update forecasts and determine call lists) (d) Ability to automate customer responses, data capture activities and follow-ups (e) Ability to analyse and predict potential conversion of pipelines (f) Others, please specify
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Next: Q45] ○ No [⚠️ Cannot Proceed]
Text Elaboration Required: [Text Box for Description/Details]
Q45 🔴 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: Q46] ○ No [⚠️ Cannot Proceed]
Q46 🔴 Mandatory - Dashboards and Reports
Main Question: Can your solution provide dashboards and reporting capabilities to track key metrics, user interactions, operational performance, or other relevant data insights across your digital solution?
Technical 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.
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: Q47] ○ No [⚠️ Cannot Proceed]
Q47 🟡 Preferred - Personal Data Collection
Main Question: Does your digital solution collect, use, disclose, process or dispose personal data?
🟡 Answer: ○ Yes [Next: Q48] ○ No [Next: Q50]
Q48 🔴 Mandatory - Personal Data Protection
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).
To comply with this requirement, you MUST complete the Personal Data Protection Requirements form at https://go.gov.sg/pdp.
🔴 Answer: ○ Yes [Next: Q49] ○ No [⚠️ Cannot Proceed]
Q49 🔴 Mandatory - Vulnerability Assessment/Penetration Testing (VA/PT)
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.
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.
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.
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Next: Q50] ○ No [⚠️ Cannot Proceed]
Date of Issue Required: [Date Field] Upload Supporting Document Required: [File Upload] Text Elaboration Required: [Text Box for Description/Details]
Q50 🟡 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: Q51] ○ No [Next: Q53]
Q51 🟡 Preferred - CEM for Product Principal
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?
Requirements: 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.
Note: For more information on Cyber Essentials mark, please refer to https://www.csa.gov.sg/cyber-essentials/
🟡 Answer: ○ Yes [Next: Q52] ○ No [Assessment Finished]
Q52 🔴 Mandatory - CEM for Product Principal - Elaboration
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
Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.
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]
Q53 🟡 Preferred - CEM for Resellers
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?
Requirements: 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.
Note: For more information on Cyber Essentials mark, please refer to https://www.csa.gov.sg/cyber-essentials/
🟡 Answer: ○ Yes [Next: Q54] ○ No [Assessment Finished]
Q54 🔴 Mandatory - CEM for Resellers - Elaboration
Main Question: Please specify the following information:
Required Information: i. The cybersecurity certification the organisation has met ii. The scope of the certification
Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.
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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