NAQIXAn ERP demo checklist for your industry and team
A useful ERP demonstration looks like a working day in your business. Give the vendor a short script, invite the people who do the work and ask them to complete the tasks themselves. Use the following scenarios as evaluation requirements, not as a claim that any one product covers every scenario.
Retail, wholesale and distribution
Test a sale, a partial delivery, a customer return and a payment allocation. For wholesale, add different units of measure and a customer-specific price. For multi-location businesses, test a transfer that has left one branch but has not yet arrived at the other. Ask who can see, approve and correct each step.
Pharmacies and expiry-sensitive distributors should add batch selection, expiry handling and a traceability exercise. Food businesses should test their own units, wastage and stock-count process. These are evaluation scenarios; confirm local recordkeeping requirements with a qualified adviser rather than treating a software demo as a compliance assessment.
Services, repairs, rentals and fleet
For a repair business, create a job, record the customer equipment, allocate a technician, use a part and obtain sign-off before billing. For a rental business, reserve equipment, issue it, record its return and explain any additional charges or deposit treatment. Include a late return or a damaged item.
For fleet operations, ask the team to connect a vehicle, an assignment, maintenance work and the associated costs. For laundry, cleaning, fitness or other appointment-based services, start with scheduling and delivery evidence. Keep the script specific to the operating model; a shared industry label does not mean identical workflows.
Projects, manufacturing and property
Project and construction teams should follow an approved budget into purchasing, work records and billing. Include a change in scope and ask who can authorise it. Manufacturers should demonstrate materials consumption, output, scrap and a correction, using the actual production method rather than a generic inventory adjustment.
Property businesses should test the relationship between a property or unit, a contract, recurring obligations and collections. Record any special requirements as must-have, optional or out of scope. A clearly documented gap is more useful than a verbal promise that something can probably be configured later.
Healthcare and laboratories
Use synthetic patient data for demonstrations. Clinics need to assess appointment, consultation and billing handoffs. Laboratories need to assess test orders, samples, result review and report release. In both cases, test restricted access and corrections as carefully as the happy path.
Bring the operational and clinical leads into the evaluation. Ask which integrations exist, which need additional work and how failures are handled. Review privacy, clinical safety and jurisdiction-specific obligations separately with the responsible professionals. A broad ERP feature list is not evidence of clinical suitability.
Owners, directors, investors and everyday users
Ask the owner to identify an overdue balance and trace it back to the transaction. Ask the accountant to reconcile a sample period. Ask the branch manager to investigate a stock difference. Ask a new employee to complete a common task using the available training, without the demonstrator taking over.
For directors or investors, define the approved reporting scope first. Test a read-only reporting role or an agreed reporting pack, including what is excluded. Do not assume a director should share an administrator account or that an investor needs transaction-level access. Record who approves access and when it is reviewed.
Settings and rollout acceptance
Review company details, branches, document numbering, tax configuration, units, price lists, approval limits, notifications, user roles and exports. Identify who is authorised to change each setting. Test whether a configuration change affects existing records and how the team can investigate an unexpected result.
End with a written decision log: demonstrated, requires setup, requires integration, not supported or not yet verified. Assign every open item an owner. When evaluating NAQIX, use this checklist to agree a scoped demonstration and confirm industry modules, permissions and plan availability before purchase. Published by NAQIX; this is a vendor-authored evaluation guide, not an independent certification.