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Free Tool · Updated August 2026

ERP Requirements Checklist

Before you watch a single demo, write down what you need. Check your requirements by function, finance, inventory, manufacturing, sales, projects, IT, and get a list you can copy, take to vendors, and use to score which ERP fits. Free, no email.

Free Checklist

Your ERP Requirements Checklist

Check what your business actually needs. We turn it into a requirements list you can copy, take to vendors, and use to score which ERP fits. No email required.

Finance & Accounting
Inventory & Supply Chain
Manufacturing & Production
Sales, CRM & E-commerce
Projects, Services & HR
Reporting, Integrations & IT

0 of 32 requirements selected

Next step

You have your list. Now see which ERP meets it best, scored with the same formula for Odoo and every alternative.

Score my best-fit ERPTalk to an architect
  • Requirements firstThe right way to choose an ERP starts from your needs, not a sales demo.
  • Copy and shareExport your list in one click to send to vendors or your team.
  • Then score the ERPsRun your list through the selection tool for an honest ranking of systems.
ERP Selection ToolGuide: How to Choose an ERP
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01

Why a Requirements Checklist

Most bad ERP choices come from buying too early: you grade vendors on the features they chose to demo, not the processes that run your business. A requirements checklist reverses that. You decide what you need first, by function, then measure every system against it. It is the document our guide on how to choose an ERP tells you to build first.

02

How to Use It

Work through the six functional areas and check what genuinely matters to you, separating the must-haves from the nice-to-haves. Copy the resulting list and share it with your team and vendors, asking them to demo exactly those points on your own data. Then run the list through our ERP Selection Tool, which scores Odoo and nine alternatives against your profile.

03

A Second Pair of Eyes

Once your list is ready, a senior Odoo architect can review it with you in 30 minutes, flag the requirements that hide the most implementation cost, and tell you honestly where Odoo fits and where another platform would be the better call.

Book a Free Scoping Call →

From Requirements to Results

A clear requirements list is the best protection against a mis-chosen ERP. Build yours here, free, then let it guide every demo, every quote, and every decision.

, Rachid, Senior Odoo Architect, Octura Solutions

Score My Best-Fit ERP

Backed by real migrations

Numbers like yours, validated on real migrations

Three engagements where the projection turned into operational reality on Odoo. Read the full case studies on the migration service page.

  • ManufacturingV12 → V17

    Industrial Manufacturer, Texas

    12custom modules ported, zero data lost

  • DistributionV14 → V18

    Wholesale Distributor, Quebec

    30%faster page loads after the upgrade

  • Professional ServicesCE → Enterprise

    Consulting Firm, Brussels

    0hproduction downtime during cutover

Official Odoo Partner · 50+ Migrations Delivered · V8 through V19 Verify our partner status on odoo.com →

See the full case studies on migration →

Frequently Asked Questions

  • 01What is an ERP requirements checklist?

    It is a structured list of the capabilities your business needs from an ERP, grouped by function (finance, inventory, manufacturing, sales and CRM, projects, reporting and IT) and marked must-have or nice-to-have. It is the yardstick you grade every vendor against, and it prevents you from buying the features you were shown rather than the ones you need.

  • 02What requirements should be on an ERP checklist?

    Cover six areas: finance and compliance (multi-currency, tax, reconciliation, audit trail), inventory and supply chain, manufacturing (bills of materials, work orders, quality), sales, CRM and e-commerce, projects, services and HR, and reporting, integrations and IT (dashboards, open API, security, deployment). Our interactive checklist lists them all.

  • 03How do I use this checklist?

    Check the requirements that matter to you across the six areas, copy the resulting list, then share it with your team and vendors and ask them to demo those points on your own data. Then run the list through our ERP Selection Tool for a ranking of systems against your profile.

  • 04Is the checklist free?

    Yes, completely free and no email required. Nothing leaves your browser; you can check, copy, and start over as many times as you like.

  • 05What do I do after building my requirements list?

    Use it to build a shortlist of three to five systems, then evaluate demos by supplying your own scenarios. Our ERP Selection Tool speeds up the shortlist, and a free scoping call with an architect validates it all against your specific case.