Requirements checklist
What to ask for when choosing software for flooring companies.
A checklist built from how flooring companies 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.
- Room-wise measurement and quote
- Stock by shade lot
- Delivery notes, returns and breakage
- Laying crew work log
- Builder and designer accounts
- Showroom enquiry follow-up
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the showroom counter
- For warehouse and delivery staff
- For purchase staff
Reports to ask for
Ask to see each one with your own sample data.
- Sales by brand, series and size
- Boxes in stock by series, lot and rack
- Quotations open, approved and lost
- Deliveries pending and part loads out
- Breakage and unused boxes returned
- Outstanding by builder, contractor and architect
- Series and models below reorder level
Systems it may need to connect to
Note which ones you already run.
- SMS
- Bank transfer and card payments
- Accounting package export
- Barcode or label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Is it only for tile and sanitaryware showrooms?
- Can stock be held in boxes and square feet?
- Does it keep shade lot numbers?
- Can a quotation be made room by room?
- How is the wastage allowance handled?
- Can one order go out in several loads?
- What happens to boxes returned from a site?
- Can builders and architects have accounts?
- Is there an accounting package export?
- Do we need this for a single-counter showroom?
- What shapes the cost for a showroom?
- How long before billing starts, and what should we gather?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- A second lot does not match
- Returned boxes disappear
- Wastage is estimated differently each time
- Breakage has nobody to answer for it
- Old stock fills the warehouse
Prefer to talk it through? See the flooring companies page.