XLSX + PDF · Digital services

Choosing an ERP for a manufacturer who sells online

A sheet to compare up to four systems against your requirements, the cost over three years with a reserve for work outside the quote, and a process map from delivery to accounting. Plus a PDF guide with a map of systems and questions for the implementation partner.

Who it is for: Manufacturers who sell in a shop, on marketplaces and in wholesale, work in Excel or a simple program, and are choosing their first or next ERP.

XLSX + PDF

What is in the file

XLSXChoosing an ERP for a manufacturer who sells online

You choose an ERP by the process and the integration with sales channels, not by a list of modules. The sheet shows which system meets your requirements without blockers and what it really costs over three years. The guide tells you what to ask the partner and how to test the system before you sign for the whole implementation.

Excel, Requirements
22 requirements in 9 groups (warehouse, production, sales, documents and KSeF, integrations, accounting, organisation, industry) + 4 free rows. I need it, weight 1–3, blocking requirement, a rating of 0–3 for four systems (names are editable). Coverage in %, blockers, missing ratings.
Excel, 3-year cost
10 items from the quotes (licences, subscription, server, updates, implementation days, integration, support, hardware, reserve) + 3 free rows, with an editable day rate and period. Cost of the first year and of the whole period, the monthly average, the reserve amount.
Excel, Process map
21 steps in 7 stages (delivery and warehouse, order, dispatch, documents, payment, reports and accounting, returns), where you are today and where you want to be, automation, the person responsible. The number of manual steps today and in the target state. A “source of truth” table for 8 kinds of data.
Excel, Result
Coverage, blockers, cost, cost per coverage point, the system with the highest score without blockers and the cheapest without blockers.
PDF (6 A4 pages)
Three figures (1 source of truth, 3 years, +25–40% over the quote), a map of systems (channels, OMS, ERP, office, KSeF and bank, warehouse), the source of truth, four systems at a glance (who it suits, strengths, what to watch), the cost structure, 13 questions for the partner with ☐ boxes, a plan: validation, decision, implementation, parallel running, switchover. “What next” and contact (Andrzej).