An ERP demo checklist built around real business work
A useful ERP demonstration follows a business process from start to finish. Bring examples your team understands, ask what happens when something goes wrong and record which requirements were actually shown.
Prepare a one-page business brief
Include your industry, locations, user roles, current software and the three problems you most want to solve. Separate essential requirements from future ideas. Bring a sample invoice, stock report or production document with confidential details removed.
Use the product comparison to choose which editions to discuss. AimsEdge ERP, IraEdge ERP and AIMS ERP have different emphases, so ask the presenter to identify the product and release being demonstrated.
Follow one complete transaction
- Purchase to stock: create the purchasing record, receive the goods and review the warehouse balance.
- Stock to sale: prepare a customer transaction, issue the stock and inspect the resulting documents.
- Invoice to collection: review the customer balance, record payment and locate the related entries.
- Exception handling: show a return, a correction and a transaction that needs review.
Ask users to explain the result in their own words. A familiar workflow is a better basis for evaluation than a long feature list without context.
Test the industry-specific details
| Business area | Example to request |
|---|---|
| Retail and distribution | Transfers, POS activity, returns, customer dues and multiple units. |
| Manufacturing | Material usage, production output, costing context and traceability. |
| Batch or expiry-led stock | Batch history, expiry information and the supported allocation workflow. |
| Payroll and attendance | Attendance review, policy handling and the payroll connection. |
| Enterprise operations | Relevant asset, fleet, property or customer-care module workflows. |
Explore the dedicated manufacturing, retail and distribution and payroll and attendance pages before the session.
Ask users to configure something
If customization is important, select a realistic supported field, layout, report or rule and ask how it is changed. Establish who may make the change, whether it affects other users and what requires separate development. Confirm how your requirement relates to Q-Soft's up-to-80% user-level customization offering.
Review reports, permissions and platform access
Open the reports your managers use every day. Check the filters, drill-down behavior and supported exports. Demonstrate a restricted user role as well as an administrator. Ask which functions are delivered on desktop, web or mobile in the selected release, and distinguish actual working software from labelled previews.
Write down the result
For each essential requirement, record one of three outcomes: demonstrated, needs confirmation or outside the proposed scope. Ask for unresolved points to be included in the follow-up proposal. Review migration, training and support alongside the software itself.
Choose a small number of important scenarios, allow time for questions and involve the people who will use the system. Confirm the implementation scope before making a purchasing decision.
Request your Q-Soft ERP demonstration, read the ERP cost planning guide or download the product and module brochure to share with your team.