Our Distribution ERP Evaluation Checklist is designed to cover the criteria a wholesale distributor needs to assess before choosing a platform. The checklist is organized into the following sections.
Also includes: 6 red flags to watch for in any ERP evaluation, drawn from 40 years of ERP implementations for distributors.
Revenue, locations, users, EDI status, budget, and go-live timeline
GL structure, multi-entity reporting, close process, and multi-currency
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Replenishment, lot tracking, warehouse operations, and demand forecasting
Order cycle, backorders, pricing, drop-ship, returns, and carrier integration
PO automation, three-way match, vendor sourcing, and requirements planning
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Custom reports, role-based dashboards, margin analysis, and BI integration
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Trading partner maps, live EDI demo, real-time inventory sync, and B2B pricing
Scope, SOW, partner depth, references, and renewal terms
The questions in this checklist are the same ones we work through with every distribution client before recommending a platform. They come from 40 years of implementations — and from knowing what goes wrong when the right questions don't get asked early enough.
They're designed to surface what separates a platform that genuinely fits your operation from one that looks good in a demo and struggles in production.
Download the free 2026 Distribution ERP Evaluation Checklist. Vendor-neutral. Built for wholesale distributors. Takes 2 minutes to get.
Not ready to download yet? Explore these resources to help you make a more informed ERP decision.
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