--- title: The Top 14 ERP Requirements + Free Template --- # The Top 14 ERP Requirements + Free Template Last Reviewed: March 16, 2026 14 min read [4 comments](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/?noamp=mobile#comments) [ ![Riya Jamble](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Riya-Headshot_Meet-the-Team-96x96.jpg) ](https://www.selecthub.com/author/riya-jamble/) [Written by Riya Jamble](https://www.selecthub.com/author/riya-jamble/) Technical Content Writer [ ![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-96x96.jpg) ](https://www.selecthub.com/author/zachary-totah/) [Edited by Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor [ ![Kankana Kalita](https://www.selecthub.com/wp-content/uploads/2024/02/cropped-Kankana-Kalita-96x96.jpg) ](https://www.selecthub.com/author/kankana-kalita/) [Technical Research by Kankana Kalita](https://www.selecthub.com/author/kankana-kalita/) Principal Analyst Table of Contents Explore the ERP Hub What's your top priority today? * [Learn](#) * [What is ERP?](https://www.selecthub.com/category/enterprise-resource-planning/) * [Benefits of ERP](https://www.selecthub.com/enterprise-resource-planning/why-erp-systems-are-important/) * [SaaS vs. Traditional ERP](https://www.selecthub.com/enterprise-resource-planning/whats-the-difference-between-traditional-and-saas-erp/) * [Hybrid ERP](https://www.selecthub.com/enterprise-resource-planning/adopt-hybrid-erp/) * [ERP vs MRP](https://www.selecthub.com/enterprise-resource-planning/mrp-and-erp-differences-between-systems/) * [ERP vs CRM](https://www.selecthub.com/enterprise-resource-planning/difference-between-erp-and-crm/) * [ERP Features](https://www.selecthub.com/enterprise-resource-planning/erp-capabilities-list/) * [ERP System Examples](https://www.selecthub.com/enterprise-resource-planning/erp-examples-features-platforms/) * [Plan](#) * [ERP Software Selection 101](https://www.selecthub.com/enterprise-resource-planning/erp-selection-criteria-checklist/) * [ERP Justification](https://www.selecthub.com/enterprise-resource-planning/erp-justification/) * [ERP Evaluation](https://www.selecthub.com/enterprise-resource-planning/key-erp-evaluation-and-functionality-criteria/) * ERP Requirements * [Our List of the Top 14 ERP Requirements](#Our%5FList%5Fof%5Fthe%5FTop%5F14%5FERP%5FRequirements "Our List of the Top 14 ERP Requirements") * [1\. Analytics and Reporting](#1%5FAnalytics%5Fand%5FReporting "1. Analytics and Reporting") * [2\. Asset Management](#2%5FAsset%5FManagement "2. Asset Management") * [3\. Customer Relationship Management](#3%5FCustomer%5FRelationship%5FManagement "3. Customer Relationship Management") * [4\. Finance and Accounting](#4%5FFinance%5Fand%5FAccounting "4. Finance and Accounting") * [5\. HR Management](#5%5FHR%5FManagement "5. HR Management") * [6\. Inventory Management](#6%5FInventory%5FManagement "6. Inventory Management") * [7\. Manufacturing](#7%5FManufacturing "7. Manufacturing") * [8\. Order Management](#8%5FOrder%5FManagement "8. Order Management") * [9\. Procurement](#9%5FProcurement "9. Procurement") * [10\. Project Management](#10%5FProject%5FManagement "10. Project Management") * [11\. Service Management](#11%5FService%5FManagement "11. Service Management") * [12\. Supply Chain Management](#12%5FSupply%5FChain%5FManagement "12. Supply Chain Management") * [13\. Warehouse Management](#13%5FWarehouse%5FManagement "13. Warehouse Management") * [14\. Integrations and Extensibility](#14%5FIntegrations%5Fand%5FExtensibility "14. Integrations and Extensibility") * [Get Our Free ERP Requirements Template](#Get%5FOur%5FFree%5FERP%5FRequirements%5FTemplate "Get Our Free ERP Requirements Template") * [Why Defining ERP Requirements Early Pays Off Later](#Why%5FDefining%5FERP%5FRequirements%5FEarly%5FPays%5FOff%5FLater "Why Defining ERP Requirements Early Pays Off Later") * [Up Next: Explore ERP Systems That Fit Your Needs](#Up%5FNext%5FExplore%5FERP%5FSystems%5FThat%5FFit%5FYour%5FNeeds "Up Next: Explore ERP Systems That Fit Your Needs") * [ERP Cost](https://www.selecthub.com/enterprise-resource-planning/erp-cost/) * [ERP RFP Guide](https://www.selecthub.com/enterprise-resource-planning/erp-rfp-template-guide/) * [Compare](#) * [Best ERP Software](https://www.selecthub.com/c/erp-software/) * [Best Free ERP](https://www.selecthub.com/enterprise-resource-planning/free-erp-software/) * [Best ERPs for SMBs](https://www.selecthub.com/enterprise-resource-planning/erp-for-smb/) * [Best Open-Source ERPs](https://www.selecthub.com/enterprise-resource-planning/pros-cons-open-source-erp-software/) * [Best Production Planning Software](https://www.selecthub.com/enterprise-resource-planning/features-requirements-production-planning-software/) * [ERP Alternatives](https://www.selecthub.com/enterprise-resource-planning/erp-alternatives/) * [NetSuite Competitors](https://www.selecthub.com/enterprise-resource-planning/netsuite-competitors-alternatives/) * [SAP vs. Oracle](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/) * [Salesforce vs. SAP](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) * [Epicor vs SAP vs Infor ERP](https://www.selecthub.com/enterprise-resource-planning/epicor-and-sap-and-infor-erp-comparison/) * [Epicor vs NetSuite](https://www.selecthub.com/enterprise-resource-planning/epicor-and-netsuite/) * [ERP Demo Best Practices](https://www.selecthub.com/enterprise-resource-planning/erp-software-demo-best-practices/) * [Launch](#) * [ERP Implementation](https://www.selecthub.com/enterprise-resource-planning/whats-best-way-implement-erp/) * [ERP Integration](https://www.selecthub.com/enterprise-resource-planning/best-erp-software-integrations/) * [ERP Success Stories](https://www.selecthub.com/enterprise-resource-planning/erp-case-study/) You want a new [ERP system](https://www.selecthub.com/c/erp-software/) to help you scale operations and automate work so you don’t have to do everything manually. But how will that impact your team? Your workflows? The way you run things day to day? An ERP is a big investment and making the right call isn’t easy. That’s where ERP requirements come in. They help you move from vague goals to concrete needs and provide a framework so you don’t miss critical capabilities. That way, when it’s time to evaluate vendors, you’re not swayed by shiny features or slick demos. You’re focused. Aligned. Clear on what matters. This guide will help you prepare. You’ll get: * Key ERP software requirements to look for, curated by our research team * Clear explanations of why each requirement matters * A free ERP requirements template so you’re not starting from scratch [Get our ERP Software Requirements Template](https://pmo.selecthub.com/erp-requirements-template-site-vers/) ## Our List of the Top 14 ERP Requirements [Analytics and Reporting](#group%5F800) Get real-time insights and customizable reports to make informed business decisions. [Learn more](#1%5FAnalytics%5Fand%5FReporting) [Asset Management](#group%5F803) Improve asset oversight and audit readiness, track downtime and centralize management across multiple sites. [Learn more](#2%5FAsset%5FManagement) [Customer Relationship Management (CRM)](#group%5F906) Manage customer interactions, sales pipeline and support requests. [Learn more](#3%5FCustomer%5FRelationship%5FManagement%5FCRM) [Finance and Accounting](#group%5F700) Track and manage financial processes with built-in tools for budgeting, invoicing and reporting. [Learn more](#4%5FFinance%5Fand%5FAccounting) [Human Resource Management (HRM)](#group%5F388) Centralize employee profiles, payroll and record-keeping to make HR tasks more efficient. [Learn more](#5%5FHR%5FManagement) [Inventory Management](#group%5F102) Track inventory details, adjust stock levels, and ensure traceability to maintain optimal stock levels. [Learn more](#6%5FInventory%5FManagement) [Order Management](#group%5F394) Track orders, manage backorders and organize workflows for timely fulfillment and better inventory control. [Learn more](#8%5FOrder%5FManagement) [Manufacturing](#group%5F739) Schedule jobs, manage BOMs, and track labor, materials and quality on the shop floor. [Learn more](#7%5FManufacturing) [Procurement](#group%5F752) Automate purchase orders, manage vendor contracts and handle RFQs to enhance supplier collaboration. [Learn more](#9%5FProcurement) [Project Management](#group%5F434) Plan, organize, and track projects and manage resources effectively. [Learn more](#10%5FProject%5FManagement) [Service Management](#group%5F840) Improve service delivery by managing appointments, call center operations, service requests and warranties. [Learn more](#11%5FService%5FManagement) [Supply Chain Management (SCM)](#group%5F645) Boost efficiency with AI-driven disruption control, automated logistics, enhanced supplier collaboration and detailed performance tracking. [Learn more](#12%5FSupply%5FChain%5FManagement%5FSCM) [Warehouse Management](#group%5F105) Automate receiving and get efficient picking, container management and real-time inventory tracking. [Learn more](#13%5FWarehouse%5FManagement) [Integration and Extensibility](#group%5F322) Connect applications for real-time data flow and adapt to evolving business needs. [Learn more](#14%5FIntegration%5Fand%5FExtensibility) We’ve onboarded over 100,000 users into our software selection platform. This has given us a wealth of insights into their usage patterns based on industry, company size and user persona. By leveraging this data, we’ve identified key requirements you should consider to minimize the risk of selecting the wrong software. Our goal is to empower you to benefit from the collective experience of your peers who’ve embarked on the same journey before you. ![ERP Requirements Project Summary in SelectHub Express App]() Create a custom ERP requirements list to find the right fit for your business needs. We’ve created an ERP requirements list to help you get aligned on what matters so you focus only on systems that match your business priorities. ![ERP System Requirements Checklist and Features]() ### 1\. Analytics and Reporting Your team has better things to do than dig through spreadsheets and chase down numbers. Your ERP should make it easy to see what’s going on and where things are headed. Here’s how: * Real-time dashboards keep you in the loop with current sales, inventory and financial data. * You can build custom dashboard views to track exactly what matters to your team. * Drill-down functionality lets you click into figures to uncover product-level or customer-specific details. **Why it matters:** You can uncover patterns, measure performance and share insights across teams, so decisions are driven by data, not guesswork. ![IFS Cloud Ad hoc Work Reporting]() IFS Cloud’s ad hoc reporting capabilities. [Source](https://youtu.be/CfXcWDXiLRA?t=137) ### 2\. Asset Management Every minute you spend hunting for equipment or dealing with surprise breakdowns is money lost. Asset management capabilities give you a clear record of what you own, where it is and how it’s performing. * **See asset status at a glance:** Know if it’s in use, idle or out for repair. * **Prevent breakdowns:** Set automatic service reminders by mileage, hours or dates. * **Track life cycle and value:** Monitor depreciation, purchase history and plan replacements. **Why it matters:** You can reduce downtime, extend equipment life and avoid overspending on replacements you don’t need. ![Acumatica Calculate Depreciation]() Calculate depreciation with Acumatica. [Source](https://youtu.be/iItFCcjylto?t=77) ### 3\. Customer Relationship Management An ERP with built-in CRM tools keeps every team connected to the customer, from first contact to long-term retention. * Sales can pull up account details, log interactions and move deals forward in one place. * Support teams instantly see order history, past issues and open tickets. * Account managers can easily schedule follow-ups and keep timelines on track. * Operations teams have access to delivery preferences and service-level details. **Why it matters:** Customer-facing teams get the info they need to respond faster, personalize interactions and ultimately support business growth. ![Priority ERP Software Customers module]() Update customer details with Priority ERP’s CRM tools. [Source](https://youtu.be/pTB5tBc%5Fd8c?list=PLDRnFWSOfQnfbW8vcenuxDw4Dugzrh8fk&t=61) ### 4\. Finance and Accounting Your ERP shouldn’t just record transactions but actually help you make smarter financial decisions. Look for: * Core accounting features like general ledger, A/P, A/R and bank reconciliation. * Multi-entity and multi-currency support if you operate across regions or manage different business units. * Tax automation and compliance tracking to reduce manual work and stay audit-ready. * Budgeting and forecasting capabilities that help you plan ahead with confidence. **Why it matters:** You can save time on routine accounting tasks, stay compliant, track your finances closely and forecast cash flow accurately. ![Cetec ERP Tax Authority Maintenance]() Cetec ERP Tax Authority Maintenance. [Source](https://youtu.be/gCJ3UG%5FA2nE?list=PLLj46US3CrgbQm1xygU2EBaUiEAFgD9zP&t=60) ### 5\. HR Management Without an HR module, organizing data and supporting HR processes can be chaotic and messy. Look for features to assist your HR processes, like: * Checklists for onboarding, offboarding and task handoffs. * Centralized employee profiles with pay history, leave balances, certifications and performance notes. * Performance tracking with goals, feedback and due dates. * Compliance automation for FMLA, overtime, leave accruals and document retention. **Why it matters:** People managers can onboard faster, keep employee data accurate, run consistent reviews and handle policies and documentation with ease. ![Oracle Fusion Cloud Create Requisition]() Oracle Fusion Cloud’s job authoring tools. [Source](https://youtu.be/IhDLjdKh7oM?list=PLcFwxJMrxygBVMOycvVpJbR6g0z18YYB3&t=8) ### 6\. Inventory Management With the right inventory management tools, you can: * Track inventory in real time as it moves in, out or across locations. * Set automatic reorder points based on demand and lead times. * Speed up receiving and picking with barcode scanning. * Manage inventory across multiple warehouses or stores. **Why it matters:** You can maintain the right stock levels, fulfill orders on time and free up cash tied in excess inventory. ![Rootstock ERP Inventory Locations]() Track inventory location with Rootstock. [Source](https://youtu.be/0BTGpXu8Yyg?t=232) ### 7\. Manufacturing You know the headache of pausing a job because components didn’t arrive or a BOM was off. Manufacturing tools help you: * Schedule jobs based on real-time capacity and material availability. * Manage BOMs to ensure accurate builds every time. * Track work orders as they progress, including labor and material usage. * Capture shop floor data instantly — output, downtime and quality checks. **Why it matters:** You can reduce costly production delays, prevent material shortages and catch quality issues before they escalate. ![Cetec ERP BOM List]() Run a BOM report in Cetec ERP. [Source](https://youtu.be/xt1W%5FSVCJmw?list=PLLj46US3CrgaC84RKa9G6Bfvdny2gQlTo&t=132) ### 8\. Order Management How often do orders stall due to missing info, pricing errors or inventory mix-ups? Order management tools keep everything moving smoothly. * Validate pricing and data before orders are processed. * Track status in real time to avoid delays. * Auto-generate invoices as soon as items ship. * Reserve inventory instantly to prevent overselling. * Automatically send order and shipping updates to customers. **Why it matters:** You can process orders correctly, reserve stock instantly, invoice faster, and keep customers updated without manual follow-ups. ![Cetec ERP Quote/Order Worksheet]() Create a custom order in Cetec ERP. [Source](https://youtu.be/xt1W%5FSVCJmw?list=PLLj46US3CrgaC84RKa9G6Bfvdny2gQlTo&t=132) ### 9\. Procurement If your business buys from multiple suppliers, managing orders and costs can quickly get complicated. Procurement features help you track every purchase by price, quantity and delivery date. * **Supplier Management:** Store contacts and contracts and track supplier performance. * **Purchase Orders:** Create and track orders with built-in approvals. * **Spend Analysis:** Monitor spend by supplier, category or project. * **Approval Workflows:** Route requests to the right manager automatically. * **Supplier Portals:** Share order info and get updates directly from vendors. **Why it matters:** You can reduce purchasing errors, control costs and build stronger supplier relationships. ![Acumatica Purchase Orders Preferences]() Set purchase order preferences with Acumatica. [Source](https://youtu.be/GquGXj10NkI?t=130) ### 10\. Project Management Your teams need the right tools to help them plan and execute projects on time and within budget. These features help everyone stay on track and aligned: * **Task Tracking:** Assign, prioritize and monitor tasks. * **Resource Management:** Allocate people, equipment and budgets efficiently. * **Timeline Planning:** Visualize schedules with calendars or Gantt charts. * **Collaboration Tools:** Share files and updates in one central place. * **Budget Tracking:** Compare actual spend to budget to avoid overruns. **Why it matters:** You can manage complex project workflows with clarity, ensuring the right people are doing the right work at the right time, without overspending. ![SAP Business One Project Management]() Schedule project activities with SAP Business One. [Source](https://youtu.be/eObm8eHueZQ?t=685) ### 11\. Service Management Coordinating service operations is complex, but critical. An ERP system brings it all together so you can manage requests, schedules and field teams from a single source of truth. * **Appointment Booking:** Let customers schedule service through call centers, portals or apps. * **Service Requests:** Log detailed requests using product and partner info. * **Service Contracts:** Manage terms, coverage, and billing for customer agreements. * **Installation Management:** Coordinate installs across teams, materials, and timelines * **Technician Portal:** Let field staff manage tasks and updates on-site **Why it matters:** You can manage service delivery from booking to billing, reducing delays, cutting service costs and keeping customer commitments on track. ![Oracle Energy Services Dispatch Console]() Better field service operations with Oracle Fusion Cloud. [Source](https://youtu.be/k9XBOqs4ssY?t=52) ### 12\. Supply Chain Management Keep your supply chain connected and responsive with tools that enable you to: * Coordinate orders, forecasts and delivery schedules with suppliers to prevent surprises. * Get AI-driven recommendations to cluster, rank and prioritize daily disruptions with impact analysis. * Manage inbound and outbound logistics for timely warehouse operations. * Track goods from raw materials to final delivery with full supply chain visibility. **Why it matters:** You can reduce lead times, manage logistics more efficiently and track goods at every stage — from procurement to final delivery. ![SAP Transfer Stock Cross-Plant screen for Demo Phone]() Transfer stocks from one location to another with SAP S/4HANA. [Source](https://youtu.be/8I2e1xeELKc?t=76) ### 13\. Warehouse Management One wrong pick, one missing pallet, one late shipment — and the ripple effect hits fast: upset customers, lost sales and hours wasted fixing preventable mistakes. That’s why control on the floor matters. That starts with an ERP that will help you: * Receive advance shipping notices (ASN) with PO, SKU and container details. * Perform batch picking for multiple orders simultaneously. * Apply cartonization based on item dimensions and container volume. * Combine picking, putaway and replenishment into a single task flow. **Why it matters:** You cut the hours wasted searching for stock, reduce picking mistakes that cause returns, and speed up shipments. ![Dynamics 365 Finance and Operations Production control parameters]() Transferring on-hand inventory between warehouses within Microsoft Dynamics 365\. [Source](https://youtu.be/8urAJn50dQ8?t=116) ### 14\. Integrations and Extensibility The right ERP supports integrations and flexible customization to fit your unique needs. You can: * Connect core modules like finance, supply chain, and HR for unified data flow. * Link third-party tools like [CRM systems](https://www.selecthub.com/c/crm-software/), [eCommerce apps ](https://www.selecthub.com/c/ecommerce-platforms/)and [BI solutions](https://www.selecthub.com/c/business-intelligence-tools/) without disrupting operations. * Support complex workflows through middleware platforms. * Enable real-time automation with open APIs and webhooks. **Why it matters:** You ensure accurate, consistent data across all functions, reduce manual handoffs and adapt your ERP as your business evolves. ## Get Our Free ERP Requirements Template We’ve been helping ERP buyers find the right solutions since 2015\. Our template is built on the back of that experience, with over 100 best practice requirements to choose from. Use the template to align on ERP requirements across finance, ops and other key teams before vendors enter the picture. That way, when it’s time to choose a system, you’re not guessing — you’re making a decision based on what your business actually needs. [ ![](https://www.selecthub.com/wp-content/uploads/2018/08/ERP-Requirement-CTA.jpg) ](https://pmo.selecthub.com/erp-requirements-template-site-vers/) ## Why Defining ERP Requirements Early Pays Off Later A successful ERP selection isn’t about finding the “perfect software.” What you’re really after is a solution that’s a great fit for your team and your business — that’s exactly what requirements gathering delivers. In our experience helping 100s of buyers find the right ERP, defining your requirements early on is critical. It gives everyone from end-users to finance and IT leaders the chance to document their pain points and the features they need to succeed. Without that alignment, you’re starting with a flawed foundation, and no matter what you choose, it won’t be a good fit. Skipping this step could lead to expensive customizations, long delays or even a failed implementation. It’s far cheaper (and less of a headache) to nail down your requirements from the start than to try to fix things later. Once you have a detailed list of requirements, you can use it to objectively assess how well each potential solution truly fits. This helps you look beyond sales pitches and determine which products offer out-of-the-box support for a specific need versus those that might require additional modules or third-party products. Additionally, by identifying requirements related to scalability, new markets or potential acquisitions, you can select an ERP system that can grow with your company. This prevents you from having to go through a disruptive and expensive ERP selection process again in just a few years. ## Up Next: Explore ERP Systems That Fit Your Needs Once you’ve outlined your ERP requirements, you have a clear roadmap to evaluate solutions. Check out our guide to the best ERP systems to find the platforms that can help improve your operations and support growth. [Find Your Ideal ERP Faster With Our Top Picks](https://www.selecthub.com/c/erp-software/) What do you think is the most important in finding a good ERP? Let us know in the comments below! 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And… ](https://www.selecthub.com/enterprise-resource-planning/why-erp-systems-are-important/) [ ![Riya Jamble](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Riya-Headshot_Meet-the-Team-96x96.jpg) Riya Jamble ](https://www.selecthub.com/author/riya-jamble/) Mar 16, 2026 #### [ERP](https://www.selecthub.com/category/enterprise-resource-planning/) [SAP vs. Oracle: Which ERP Software is the Winner in 2026?](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/) [Oracle Fusion Cloud and SAP S/4HANA are two titans of the ERP software market, offering… ](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/) [ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Khaleel Hayes ](https://www.selecthub.com/author/khaleel-hayes/) Mar 16, 2026 Originally published in August 2018 and last updated in March 2026\. Contributions from Riya Jamble, Kankana Kalita, and Zachary Totah. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/riya-jamble/) Written by [Riya Jamble](https://www.selecthub.com/author/riya-jamble/) Technical Content Writer Riya is a Technical Content Writer at SelectHub. She writes content for our construction scheduling and bidding, CMMS and medical billing categories. She's also a part of the social media team where she crafts posts that engage and resonate with our audience. Riya holds a Graduate Degree in Journalism and Mass Communication from Lovely Professional University, Punjab, India. Fueled by a love for black coffee, her day begins and ends with its energizing ritual. Riya enjoys a variety of TV series, including Friends, Suits, American Horror Story, and How to Get Away with Murder. During her free time, you'll find her reading or spending time with her close ones. She believes in magic and is waiting for that day when reality compromises and fairytale swirls around with a smile. [See Full Bio](https://www.selecthub.com/author/riya-jamble/) [ ](https://www.selecthub.com/author/kankana-kalita/) Technical Research by [Kankana Kalita](https://www.selecthub.com/author/kankana-kalita/) Principal Analyst A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics. [See Full Bio](https://www.selecthub.com/author/kankana-kalita/) [ ](https://www.selecthub.com/author/zachary-totah/) Edited by [Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor As SelectHub's Content Manager, Zac is in charge of content across diverse categories including CRM, ERP, HR, medical and project management. He has over 6 years of experience writing and editing for B2B tech and holds a B.A. in communications. His work is driven by his goal of making it less overwhelming for people to find software for their business. [See Full Bio](https://www.selecthub.com/author/zachary-totah/) Khaleel HayesSAP vs. Oracle: Which ERP Software is the Winner in 2026? * ‹ * › ### Conversation (4) ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. Δ * ![Avatar photo](https://secure.gravatar.com/avatar/a7fb56526308ea9fc3926839eb07c8ea9681f04732674befffe26ea4b4f6076b?s=96&d=mm&r=g) #### **Omer Razvi Syed** \- September 4, 2023 Wow, great check list! **[Reply](#comment-180501)** * ![Avatar photo](https://secure.gravatar.com/avatar/48e4c144b549d2b61d28ab4592ce10f135096917f23517b5e9f72a1a7ae54eb8?s=96&d=mm&r=g) #### **Diana Popescu** \- March 8, 2019 The best way to increase your ROI is by implementing a proper ERP system. There are so many things you could do better as a company…you cannot imagine. Good checklist, well done. **[Reply](#comment-16665)** * ![Avatar photo](https://secure.gravatar.com/avatar/7909d560ff61b09169a85c089f717fdbd087bfdfbd072b6e5d76fd8d3fa109cc?s=96&d=mm&r=g) #### **Vishakha** \- October 9, 2018 It is really helpful. **[Reply](#comment-13108)** * ![Avatar photo](https://secure.gravatar.com/avatar/89e42fc15fe86cdf7cc29163d5e8a4b8053be15ef95a30c6277c88f723afbae6?s=96&d=mm&r=g) #### **Quickmove** \- February 19, 2018 Awesome and unique research about the ERP checklist in the different industry. Most of the customers are not aware of the ERP checklist and they will search for efficient ERP software for their business. First, we want to know how ERP will help our business and what are all the checklist the software should have. This post will help the B2B and B2C companies to know about the ERP checklist. **[Reply](#comment-7869)** [ Go to mobile version ](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/?amp=1) **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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