A retail-ready ERP checklist to evaluate vendors, reduce implementation risk, and ensure inventory and finance workflows stay aligned.
ERP decisions affect every workflow in retail and distribution. This checklist helps teams pick a partner that can handle inventory complexity, multi-location operations, and finance reconciliation.
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Document how inventory moves, how sales close, and how finance reconciles. A good partner will reflect your real process, not an idealized diagram.
Check POS, accounting, eCommerce, shipping, and warehouse systems. Confirm how data syncs and how errors are handled.
Ask for a migration checklist and data validation steps. Define which fields are mandatory and how duplicates will be resolved.
The ERP must support batch tracking, valuation, and discounting logic. If finance and inventory disagree, reporting fails.
Retail teams need controlled access for pricing, discounts, and returns. Clarify approval workflows early.
Rollouts fail without training. Request role-based training sessions and clear documentation for day-to-day tasks.
Define who owns issues after launch. Ask about SLAs, response times, and the process for enhancements.
Speak to retail or distribution clients with similar complexity. Ask what went wrong and how it was fixed.
A strong ERP partner reduces risk by proving integrations, migrations, and post-launch ownership up front.
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Quick answers to the most common questions.
Most ERP projects run 8 to 16 weeks, depending on modules and data migration.
Unclear processes and messy data. A clean scope and data plan reduce risk.
Yes. Start with one module like billing or inventory, then add more.
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