Most ERP buying advice is written for enterprises with an RFP team. If you're a shop under 100 people, here's a shorter, more honest checklist.
The single biggest question: does it run production and your books, or does it run one and sync to the other? If manufacturing lives in one tool and accounting in QuickBooks, you're buying a reconciliation for life. A system with a real general ledger under the shop floor removes that tax entirely.
You don't need a 200-line RFP. Pick your three must-haves, get into a trial with your own data, and run one real workflow end to end — quote, work order, ship, invoice — and watch whether it posts to the books without re-keying. If it does that cleanly in an afternoon, you've learned more than any feature matrix will tell you.
Totaum runs production and real double-entry books on one platform — so the costing, planning, and reporting in this guide come from a single source of truth, not a sync between two systems.
Prioritize a real double-entry ledger under the shop floor, BOMs/routings/work orders that match how you build, per-job costing, transparent pricing, and a self-serve setup path. Be wary of per-seat floor pricing and six-figure implementations.
For a shop under 100 people, a rollout that costs more than a year of licenses is a warning sign. Look for published per-user pricing, free operator/technician seats, and no required implementation fee.
Not necessarily. Many modern systems, including Totaum, offer guided self-serve setup with import templates, so you can go live in days without a mandatory partner engagement.