# Inventory software demo checklist

VASUYASHII | Reviewed 28 September 2026

A blank worksheet for comparing an agreed software demo. The rows describe questions to test, not a promise that every feature is included.

[Current service scope](https://www.vasuyashii.com/vasuyashii-erp#inventory-management)

## Prepare the session

Use synthetic records and role labels. Do not put student or patient details, client names, contact information, bank details, credentials or live invoices into this worksheet or the public enquiry form.

- Session date: ______
- Demo/product version: ______
- Business alias: ______
- First workflow to evaluate: ______
- Reviewer role: ______

- Business type and approximate item/location count: ______
- Sample units and workflow rules: ______
- Required stock and purchase reports: ______
- Migration, role access, recovery, training and support responsibilities: ______

## Record the demonstration

Result choices: Not reviewed / Shown with sample data / Needs configuration / Needs confirmation / Out of scope. A shown result applies only to the tested version and scenario.

| Workflow | Ask to see | Result | Evidence reference or gap | Next action / owner role |
|---|---|---|---|---|
| Item setup | Create Sample Item A with a distinct code and agreed unit; record the opening quantity before making changes. | Not reviewed | — | — |
| Purchase receipt | Record a sample purchase and trace the resulting item quantity to its source document. If partial receipts are required, request that behavior separately. | Not reviewed | — | — |
| Sale and return | Record a sample sale and the selected return flow. Reconcile the change in quantity against the linked documents. | Not reviewed | — | — |
| Physical count | Compare a synthetic physical count with system quantity and request the agreed correction and authorisation process. | Not reviewed | — | — |
| Reporting | Compare the stock, purchase and sales views for the same sample item and period. Ask which valuation or ageing methods are supported. | Not reviewed | — | — |
| Special requirements | Check each required warehouse transfer, barcode, batch, expiry, variant, manufacturing or marketplace connection individually. | Not reviewed | — | — |

## Scope and quotation

- Included configuration and modules: ______
- Custom work and exclusions: ______
- One-time, recurring and third-party costs: ______
- Data transfer and verification responsibility: ______
- Hosting, backup and restore responsibility: ______
- Training and support coverage: ______
- Acceptance criteria and responsible role: ______

## Decision

- Findings still requiring evidence: ______
- Next step: Further demo / Scoped pilot / Proposal review / Not a fit
- Decision date and role: ______

Multi-company access does not itself prove multi-warehouse transfers, batch/expiry tracking or manufacturing support. Treat every required extension as demonstrated, pending or out of scope.

Keep completed worksheets in your private project workspace. Use the public enquiry only for a non-sensitive summary of your requirements.