Follow a complete transaction
Create a representative record and trace its effect through inventory, cost, receivable or payable, journal entry, general ledger, and reporting.
Working Simor ERP evaluation
Request an ERP trial built around real business scenarios
Qualified organizations can review the working Simor ERP product in a time-limited environment, follow connected transactions, and decide whether its standard capabilities and customization path fit their operation.
Why a working trial matters
Evaluate behaviour instead of relying on a feature checklist
An ERP trial should help a decision team verify how data moves through the system, how exceptions are handled, and what would require configuration or customization.
Simor ERP is a developed product with connected purchasing, sales, inventory, manufacturing, costing, accounting, banking, tax, payroll, security, licence, and audit capabilities. The evaluation is offered because the team is confident in the working product and wants qualified buyers to examine it directly before discussing implementation.
Test an exception
Use a shortage, partial receipt, rejected document, permission boundary, late payment, or correction to see how the workflow preserves control.
Review fit with specialists
Discuss the fields, modules, reports, approvals, integrations, and user experience that should remain standard or be adapted.
Evaluation plan
Choose scenarios before credentials are issued
A useful ERP trial has a short written plan. Identify the participants, decisions, modules, sample data, expected results, and questions that matter. This prevents the evaluation from becoming an unguided tour of menus.
Possible scenarios include purchase order to receipt and supplier invoice; sales order to delivery and customer receipt; stock transfer between warehouse locations; production order through material, labour, quality, scrap, and finished goods; bank reconciliation; payroll review; or a role and audit test. The right sequence depends on the organization's risk and priorities.
What is available
Review the product and its customization boundary
Simor ERP can be evaluated as a connected platform, while individual modules or workflows can also form the foundation of a dedicated business application.
- Dashboard and role-specific operational visibility
- Products, categories, units, and effective price lists
- Warehouses, locations, transfers, valuation, and landed cost
- Purchasing, receiving, invoicing, and supplier payment
- Sales, delivery, invoicing, and customer receipt
- BOM, routing, production, quality, scrap, and costing
- Accounting, banking, tax, assets, payroll, and reports
- Roles, permissions, system audit, and financial audit
Customization may change a page, field, workflow, approval, report, module, notification, integration, or responsive experience. Simor Soft's Computer Software Engineering and QA teams assess the change so it remains consistent with security, data integrity, accounting, performance, and maintainability.
Responsible access
Trial terms are confirmed before the evaluation begins
The duration, users, environment, modules, support contact, and sample-data arrangement are confirmed in writing. No payment card is required for the agreed software evaluation, it does not renew automatically, and it does not create an obligation to purchase.
Use evaluation data
Use fictional, anonymized, or approved non-sensitive records unless safeguards for another approach have been agreed. The environment is not the production system of record.
Keep access accountable
Named participants receive suitable roles. Credentials, permitted use, support, exports, expiry, and deletion expectations are made clear.
Separate evaluation from implementation
Migration, integrations, production hosting, formal training, custom engineering, and ongoing support are scoped after fit has been reviewed.
Decision after the trial
Proceed only when the fit and delivery path are understood
If the organization wants to continue, the proposal identifies modules, users, hosting, configuration, customization, migration, integrations, training, acceptance, deployment, documentation, support, responsibilities, and commercial terms. Gaps discovered during evaluation become explicit scope rather than assumptions.
If the organization does not proceed, access ends on the confirmed date without an automatic software charge. This page describes the standard approach; the written confirmation for a particular organization controls its agreed evaluation conditions.
Evaluation scenarios
Test the ERP with questions your team must answer
Select scenarios before access begins and record the expected result, source data, responsible reviewer, and evidence required for acceptance.
Purchase, receipt, invoice, and payment
Create a supplier and purchase order, receive a partial quantity, apply an eligible landed cost, record the supplier invoice, and settle it. Review remaining commitment, inventory quantity and value, payable, payment, journal entries, general ledger, and audit history. Introduce a quantity or price difference and verify that the exception remains visible.
Sales, delivery, invoice, and receipt
Create customer-specific pricing and an order containing available and unavailable stock. Deliver part, invoice the completed portion, receive payment, and inspect availability, receivable, revenue, COGS, tax, margin, and aging. Test cancellation, return, or correction so the transaction chain remains explainable.
Manufacturing and cost
Review a BOM, routing, work centre, production order, material issue, time log, quality result, scrap, subcontracting step, and finished receipt. Compare expected and actual material, labour, resource, and overhead cost. Confirm how inventory and accounting respond and whether a planner can trace demand through MRP pegging.
Banking, reporting, and close
Enter a bank statement, reconcile transactions, inspect the register, and review trial balance, profit and loss, balance sheet, cash flow, and aging. Test fiscal periods and lock dates. Reports should trace to journal lines and source documents.
Classify what the evaluation reveals
Mark each requirement as standard, configurable, report-only, integration, customization, process change, data work, training need, or out of scope. Record users affected, importance, risk, dependencies, and acceptance method. This prevents every preference from becoming development and prevents a critical exception from being dismissed as cosmetic.
Simor Soft can customize pages, fields, approvals, calculations, dashboards, reports, notifications, integrations, and modules. An individual module can become a focused application. Engineering review considers data integrity, accounting, permissions, performance, accessibility, support, and upgrade implications.
Finish with a decision package
Consolidate scenario results, fit-gap decisions, data findings, integration questions, security concerns, customization candidates, training needs, implementation stages, and owners. Note where sample data or simplified conditions were used. Unresolved items need a next action.
If fit is strong, a proposal can cover modules, users, hosting, migration, configuration, customization, integration, testing, training, deployment, support, documentation, responsibilities, and terms. If it is not strong, access ends without automatic conversion or purchase obligation.
Include the people who own the result
An ERP decision should not be made only by a software administrator or executive sponsor. Include operational users who understand exceptions, finance reviewers who can verify posting and reports, managers who own outcomes, and technical staff responsible for identity, data, integrations, environments, security, and support. Give each participant specific scenarios and questions.
Record disagreement. A screen may be easy for one role but omit a control required by another. A workflow may appear complete while its accounting or recovery path remains uncertain. The evaluation succeeds when these differences become explicit decisions.
Evaluate usability without confusing familiarity with fit
New software will not look identical to the current tool. Judge whether labels, navigation, status, validation, responsive layout, keyboard use, accessibility, and error recovery support the work. Note training needs separately from functional gaps. A change may be valuable, but it should have a clear user and outcome.
Verify ownership after implementation
Discuss configuration records, custom source, environments, credentials, integrations, deployment, monitoring, documentation, backups, recovery, incident handling, and enhancement. Simor Soft can support the system after launch, while the organization retains a clear understanding of responsibilities and continuity.
The live evaluation is therefore the beginning of evidence-based planning, not a promise that implementation is automatic. It gives both sides enough operational detail to decide whether to proceed responsibly.
Compare the trial with implementation reality
Sample data and limited users make evaluation easier than production. Identify differences in historical volume, data quality, concurrent activity, integrations, custom documents, permissions, reporting periods, tax configuration, opening balances, devices, support coverage, and recovery expectations. Each difference becomes an implementation question, test condition, or explicit risk.
Ask how the product moves from evaluation to controlled production. The path may include discovery, fit-gap review, data profiling, configuration, custom engineering, integration, migration rehearsals, role testing, user acceptance, training, cutover, reconciliation, hypercare, and ongoing support. Owners and evidence should be defined for every stage.
Include the people who own the result
Include operational users who understand exceptions, finance reviewers who verify posting and reports, managers who own outcomes, and technical staff responsible for identity, data, integrations, environments, security, and support. Give each participant specific scenarios and questions. Record disagreement rather than allowing one enthusiastic user or unfamiliar screen to determine the decision.
Do not customize without a reason
A familiar spreadsheet behaviour may conflict with transaction integrity or create an expensive exception. Simor Soft can explain the trade-off, demonstrate the standard workflow, and propose configuration, process change, integration, or customization only when it improves the operating result. Every proposed change should identify the user, outcome, data effect, acceptance evidence, and lifecycle owner.
The strongest trial outcome is a shared understanding of fit, gaps, risk, effort, and next steps. That is more valuable than trying every menu without a decision framework.