Requirements checklist
What to ask for when choosing software for water treatment chemical manufacturers.
A checklist built from how water treatment chemical 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.
- Formulations and batches
- Customer sites and programmes
- Field visit reports
- Packing and lot labels
- Safety data sheet register
- Dosing equipment and spares
Roles that need their own access
Who logs in, and what each person may see or change.
- For the factory manager
- For field engineers
- For laboratory staff
- For sales and accounts
Reports to ask for
Ask to see each one with your own sample data.
- Batches by formulation with pH and gravity at release
- Raw material use and substitutions by batch
- Sites past their delivery cycle
- Water readings by site over time
- Pumps and controllers by site with service dates
- Safety sheet revision held by customer
- Customer dues by invoice age
Systems it may need to connect to
Note which ones you already run.
- Barcode and label printers
- SMS
- Accounting export
- Weighing scales
Questions for any vendor
Put these to every supplier you are comparing.
- What does a field engineer enter at a cooling tower?
- Can a substitution in a batch be recorded?
- How does a safety sheet revision get tracked?
- Can pumps and chemicals be sold on the same invoice?
- Can it tell me when a site needs its next delivery?
- Can we share batch data with a customer’s quality team?
- How is a demonstration arranged?
- What happens if we need to leave?
- Who maintains it afterwards?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Formulations change without a trace
- Site data sits in engineers’ notebooks
- Reorders are guessed
- Hazard documents lag the product
- Pump and chemical supply are billed apart
Prefer to talk it through? See the water treatment chemical manufacturers page.