NAQIX | ERP AND CRM BUYER CHECKLIST
Vendor-authored worksheet. Use with any supplier.

Company: __________________  Evaluator: __________________
Industry / locations: ____________________________________
Current systems: _________________________________________

1. DEFINE THE PROBLEM
Top three problems, current frequency and person responsible:
_________________________________________________________
Must-have workflows: _____________________________________
Must-have controls: ______________________________________

2. RUN THE DEMONSTRATION
[ ] Lead, owner, next action and quotation
[ ] Supplier order, partial receiving and supplier bill
[ ] Order, fulfilment, invoice and partial payment
[ ] Return, correction and remaining customer balance
[ ] Branch transfer and receiving confirmation
[ ] Industry-specific workflow with an exception
[ ] Trace dashboard totals to underlying records

3. TEST USERS AND SETTINGS
[ ] Cashier / salesperson / warehouse / accountant accounts
[ ] Manager approval and restricted actions
[ ] Owner reporting; director / investor reporting scope
[ ] Branch access; private customer and employee data
[ ] Company details, document numbers and units
[ ] Prices, tax configuration and approval thresholds
[ ] Notifications, exports and access review process
[ ] Training available for each user's daily work

4. PLAN MIGRATION AND COST
[ ] Sample import and reconciliation agreed
[ ] Historical records and attachments scoped
[ ] Full export tested; exit process documented
[ ] Subscription, onboarding and integrations priced
[ ] Third-party charges and support responsibilities clear
[ ] Pilot owner, acceptance tests and rollback decision set

5. RECORD EVIDENCE
Requirement | Observed result | Gap | Owner | Due date
_________________________________________________________
_________________________________________________________
Status: demonstrated / setup needed / integration needed /
not supported / not yet verified

Illustrative weighting (adjust before vendor demos):
Workflows 30%; migration 20%; controls 20%; usability 15%;
cost and support 15%. Failed must-haves remain blockers.

Explore NAQIX: https://www.naqix.com/
Confirm industry modules, regional support and plan availability.