Name and Surname
Email Address
Company
Email Address
Website Link
What are your main business drivers and risks? (High-level summary)
How many users will use the system?
What are the biggest limitations of your current system?
Do you operate in multiple companies or sites?
Do you have specific authentication or password requirements?
Are custom reports required?
Are there approval workflows that should be supported?
Do you operate in multiple currencies?
Do you use analytical dimensions (e.g., departments, cost centres)?
Do you require budgets and budget workflows?
How do you handle journal entries (recurring, imports, approval)?
How do you manage intercompany entries?
List any KPIs or Excel sheets currently used.
How many bank accounts are used, and do you require bank imports or auto-reconciliation?
Do you manage withholding tax or electronic tax reporting?
How do you manage Customers and Suppliers (groups, numbering, approval, credit limits)?
Do you use recurring invoices?
How are payments processed (EFT, cheque, bulk payments)?
Do you track employee expenses?
Describe your credit control process.
How often do you reconcile bank accounts?
Are there KPIs or Excel sheets used to manage AP/AR?
How many products do you manage, and how are they categorised?
Do products require images, attributes, barcodes, or serial/lot tracking?
Do you need multi-unit-of-measure handling?
Do you use warehouses, bin locations, put-away, or replenishment rules?
Do you perform quality control during receiving or issuing?
Describe your stock count process.
Do you assemble/disassemble items (non-manufacturing)?
Do you manage packaging, containers, landed costs, or imports?
What costing method do you require?
Describe your purchasing process from request to supplier invoice.
Do you require approval workflows?
Do you manage supplier price lists?
Are users allowed to change requisitions or purchase orders?
Do you purchase for projects or customers?
How are goods received? Central or multi-site?
How do you handle returns and credits?
Do you want MRP or automatic reordering?
Do you validate purchases against budgets or dimensions?
Do you use work centres and routings?
Do you have multiple BOMs or version control?
Do you track labour, machine time, or shopfloor activities?
Do you manage overhead allocation?
Do you require quality control during manufacturing?
How do you record WIP, finished goods, and raw material consumption?
Do you need finite capacity planning or scheduling?
Do you perform subcontracting?
Describe your sales cycle from quote to cash.
Do you manage customer price lists or promotions?
Do you need kitting or commercial BOMs?
How are orders delivered and invoiced?
Do you manage back orders, picking slips, or delivery plans?
Do you require integration with e-commerce?
Do you manage loan stock or consignment?
Describe your returns process.
How is your asset register structured (groups, depreciation plans, default values)?
What depreciation methods do you use?
Do assets require additional fields (e.g., reg numbers, locations)?
Do you manage revaluations?
How often do you post depreciation?
Do you lease assets or process intra-group asset movements?
Do you require management of service requests or queues?
Do you manage leads, opportunities, sales processes?
Do you require automated notifications or emails?
Do you track installed base (products at customers)?
Do you manage service contracts or warranties?
Do you use campaigns or call scripts?
Describe your current quoting-to-billing project process.
What project categories and statuses do you use?
What budgeting method do you require?
Do you use milestones, progress, or time billing?
Do you track labour, materials, and overhead?
What revenue recognition method do you use?
Do you capture timesheets?
Describe your maintenance process.
What assets or equipment are maintained?
Do you schedule recurring tasks?
Are approvals required for maintenance actions?
SUBMIT
