Requirements checklist
What to ask for when choosing software for industrial pump manufacturers.
A checklist built from how industrial pump manufacturers 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.
- Duty-point quotations
- Casting and machining records
- Seal, bearing and motor selection
- Assembly and hydrostatic test
- Performance curve test
- Dispatch and spares
Roles that need their own access
Who logs in, and what each person may see or change.
- For sales engineers
- For the design office
- For machining and assembly leads
- For test bay engineers
- For service and spares staff
Reports to ask for
Ask to see each one with your own sample data.
- Pumps in build, by stage and model
- Volutes received and issued by heat number
- Impeller trims turned against trims quoted
- Hydrotests passed, failed and awaiting
- Seal and bearing kits issued by serial
- Open, won and lost quotations, by duty class
- Spares quoted by model and shaft size
Systems it may need to connect to
Note which ones you already run.
- SMS
- Accounting export
- Payment gateway
Questions for any vendor
Put these to every supplier you are comparing.
- How does a duty point reach the quotation?
- Can the performance curve be printed for the buyer?
- What if we change the trim after the quotation?
- Can we keep both cast iron and stainless versions of one model?
- Can we record which gauge was used on a hydrostatic test?
- Does it help with pumps sold years ago?
- Can castings from different foundries be tracked?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The selected trim is not on the machining card
- Casting identity is lost after machining
- Seal choice depends on one person
- Test results sit in a spreadsheet
- Spares quotations start from the wrong pump
Prefer to talk it through? See the industrial pump manufacturers page.