Requirements checklist
What to ask for when choosing software for computer retailers.
A checklist built from how computer retailers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Serial-number billing
- Purchase and scheme claims
- Service job cards
- Warranty, dead-on-arrival and return register
- Corporate quotes and credit
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the counter
- For delivery and installation staff
- For service technicians
- For store and purchase staff
Reports to ask for
Ask to see each one with your own sample data.
- Sales by brand, model and salesperson
- Stock on hand by serial, model and bay
- Finance cases by financier and approval status
- Exchange sets taken in, resold and scrapped
- Deliveries and fittings still waiting
- Service calls open, closed and sent to the brand
- Warranty cover ending in a chosen month
Systems it may need to connect to
Note which ones you already run.
- SMS
- Wallet and card payments
- Accounting export
- Barcode and serial label printers
Questions for any vendor
Put these to every supplier you are comparing.
- Is it only for electronics and appliance dealers?
- Can every set be followed by serial number?
- Does it handle finance schemes and instalment plans?
- How is an old set taken in exchange handled?
- Can installation and demo visits be scheduled?
- Where are warranty dates kept?
- Can we see what each branch holds?
- Will the figures reach our accounting package?
- Who owns the records?
- Is this needed by a small counter?
- What shapes the quotation for an appliance shop?
- How long before billing starts, and what do we prepare?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The sale of a serial cannot be found quickly
- Distributor schemes are missed
- Job cards lose their place
- Corporate credit accumulates
Prefer to talk it through? See the computer retailers page.