Warehouse Management System Request Form

Streamline Your Warehouse Operations with the Right WMS

Managing a warehouse without the right software is like trying to organize a library without a catalog system—possible, but painfully inefficient. Whether you're drowning in spreadsheets, dealing with picking errors, or struggling to keep up with order volume, a Warehouse Management System (WMS) can transform your operations from chaotic to controlled.

This Warehouse Management System Request Form helps your IT and operations teams gather the critical information needed to select, configure, or implement the perfect WMS for your business. By capturing details about your SKU count, picking methods, barcode scanning needs, and shipping carrier integrations upfront, you'll save countless hours of back-and-forth emails and ensure the solution actually fits your warehouse workflow.

Why Your Warehouse Needs a Proper WMS Request Process

For logistics managers, warehouse supervisors, and operations directors in distribution, eCommerce fulfillment, manufacturing, and retail, selecting the right WMS isn't just about software—it's about operational efficiency, accuracy, and scalability. The wrong choice can mean expensive customizations, workflow disruptions, and frustrated staff.

This form template helps you:

• Capture operational requirements clearly so IT teams and vendors understand exactly what you need
• Identify integration priorities with shipping carriers, ERPs, and eCommerce platforms
• Assess current pain points like picking errors, inventory discrepancies, or slow fulfillment
• Budget appropriately by understanding the scale and complexity of your needs
• Speed up vendor evaluation by having all specifications ready for demos and proposals

Who This Form Is For

This template is designed for:

• IT managers and directors fielding WMS requests from warehouse and logistics teams
• Operations managers who need to communicate technical requirements to IT departments
• Supply chain coordinators evaluating WMS solutions for growing fulfillment operations
• Warehouse managers seeking to upgrade from manual processes or outdated systems
• eCommerce businesses scaling beyond basic inventory management tools

Whether you're a third-party logistics provider (3PL), manufacturer, distributor, or online retailer, this form ensures nothing falls through the cracks when specifying your warehouse technology needs.

Key Features Covered in This WMS Request Form

The form walks requesters through essential decision points:

Inventory & SKU Management: Understanding the volume and complexity of products you manage helps determine database requirements and system performance needs.

Picking Methods: Different warehouses use different strategies—piece picking, batch picking, wave picking, or zone picking. Your WMS needs to support your methodology.

Barcode & RFID Scanning: Capture whether you need mobile scanner support, integration with existing hardware, or specific barcode formats (UPC, Code 128, QR codes, 2D barcodes).

Shipping Carrier Integration: Identify which carriers you work with (FedEx, UPS, USPS, DHL, regional carriers) so the WMS can generate labels, track shipments, and manage multi-carrier rate shopping.

Warehouse Layout & Zones: Different facilities have different needs—multi-zone warehouses, cold storage, hazmat areas, or high-bay racking all impact WMS configuration.

Current Pain Points: Understanding what's broken today (picking errors, slow receiving, inventory discrepancies, lack of real-time visibility) helps prioritize features and ROI.

How Paperform Makes WMS Requests Effortless

Built on Paperform, this template transforms a typically painful requirement-gathering process into a smooth, professional experience:

• Conditional logic shows or hides questions based on warehouse size, current systems, and complexity—no one wastes time on irrelevant fields
• Calculation fields help estimate implementation scope and timeline based on SKU count and integration needs
• File uploads let requesters attach current warehouse layouts, process flowcharts, or existing system documentation
• Multi-page layout breaks the form into logical sections (current state, requirements, integrations, timeline) so it doesn't feel overwhelming

Once submitted, you can use Stepper (stepper.io) to automate the entire approval and evaluation workflow. Route requests to IT leadership for budget approval, automatically create vendor evaluation sheets in Airtable or Google Sheets, schedule demo calls with WMS providers, and keep stakeholders updated—all without manual coordination.

For IT teams managing multiple locations or business units, track all WMS requests in a centralized dashboard, compare requirements across facilities, and ensure consistent vendor evaluation criteria.

The Business Impact of Getting WMS Selection Right

Choosing the right WMS isn't just an IT decision—it's a business decision with measurable ROI:

• Picking accuracy can improve from 95% to 99.9%+ with proper scan verification
• Order fulfillment speed increases 25-40% with optimized pick paths and batch processing
• Inventory accuracy jumps from 85-90% to 99%+ with real-time tracking
• Labor costs decrease through better task management and productivity visibility
• Customer satisfaction improves with faster shipping and fewer errors

A structured request process ensures you're not just buying software—you're investing in operational transformation that pays for itself through efficiency gains.

Integrate Your Entire Tech Stack

Paperform's native integrations and Stepper's automation capabilities mean this form doesn't live in isolation. Connect submissions to:

• Project management tools like Monday.com, Asana, or Jira to track implementation milestones
• Communication platforms like Slack or Microsoft Teams for instant request notifications
• CRMs like HubSpot or Salesforce to track vendor evaluations and demos
• Documentation tools like Notion or Confluence to build your WMS requirements library
• Finance systems for budget approval workflows and ROI tracking

This form template is SOC 2 Type II compliant and includes the security controls IT teams need for handling operational data and vendor relationships.

Get Started in Minutes

Whether you're a single warehouse looking to modernize or a growing 3PL managing multiple clients, this Warehouse Management System Request Form gives you a professional, comprehensive way to gather requirements and make informed technology decisions. Customize the questions to match your specific industry needs, add your branding, and start collecting better WMS requirements today.