ERP Requirements Template — Free Excel Download (2026)
Download our free ERP requirements template in Excel format. 500+ requirements across 13 modules, ready for your RFI/RFP process.
Download: ERP Requirements Template — Free Excel Download (2026)
Download our free ERP requirements template in Excel format. 500+ requirements across 13 modules, ready for your RFI/RFP process.
Free ERP Requirements Template (Excel Download)
Our ERP requirements template gives your project team a structured starting point for vendor evaluation. It covers 13 functional modules with over 500 individual requirements — ready to customise for your RFI or RFP process.
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What's Included in the Template
The Excel workbook contains a separate worksheet for each ERP module:
| Module | Example Requirements | Count |
|---|---|---|
| Finance & Accounting | General ledger, AP/AR, budgeting, multi-currency, tax compliance | 65+ |
| Procurement | Purchase orders, vendor management, sourcing, contract management | 40+ |
| Sales | Quotes, orders, pricing, CRM integration | 35+ |
| Inventory & Warehousing | Stock tracking, warehouse management, demand planning | 45+ |
| Manufacturing | Production planning, BOMs, shop floor control, scheduling | 40+ |
| Projects | Project accounting, resource planning, time tracking, billing | 30+ |
| HR & Payroll | Employee records, payroll, benefits, talent management | 35+ |
| Customer Service | Case management, SLAs, knowledge base, portals | 25+ |
| Asset Management | Asset tracking, maintenance scheduling, depreciation | 25+ |
| Supply Chain | Demand forecasting, supplier collaboration, logistics | 30+ |
| Quality Management | QC, inspections, non-conformance, CAPA | 25+ |
| Compliance & Risk | Regulatory compliance, risk assessment, audit trails | 25+ |
| Reporting & Analytics | Dashboards, ad-hoc reports, KPIs, data visualisation | 30+ |
Each requirement includes a description, priority column (must-have / should-have / nice-to-have), and a vendor response column for scoring.
How to Use This Template
- Download and review — Familiarise yourself with the 13 module worksheets
- Remove irrelevant modules — Delete worksheets for modules outside your project scope
- Customise requirements — Add industry-specific or company-specific requirements
- Set priorities — Mark each requirement as must-have, should-have, or nice-to-have
- Distribute to vendors — Send to 3–5 shortlisted ERP vendors as part of your RFI/RFP
- Score responses — Use the vendor response columns to objectively compare proposals
Prefer an Interactive Approach?
Our ERP Requirements Wizard provides the same 500+ requirements in an interactive format. Select your industry, company size, and relevant modules — then generate a customised, prioritised requirements list in under 30 minutes.
Start the Requirements Wizard →
Related Resources
- ERP Requirements: Complete Guide & Checklist — comprehensive guide covering all 13 requirement areas
- Compare ERP Vendors — evaluate vendors side by side after defining your requirements
- ERP Pricing Guide — understand licensing models and total cost of ownership
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We compare and review the market leading Cloud ERP solutions. Learn about the strengths, weaknesses, costs and risks of each solution in our free report.
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