DSI SOFTWARE RIGHTS & COMPATIBILITY CHECKLIST
Demand Supply Intelligence, LLC. | dsisourcing.com | hello@dsisourcing.com
Version 1.0 - November 2, 2026

PRELIMINARY REVIEW
Identify the equipment, intended use, seller technical contact and buyer technical approver.
Identify all controllers, HMI, CNC, robots, industrial PCs, drives, engineering tools, servers and cloud dependencies.
Record exact hardware revisions, firmware, software versions and installed options.

RIGHTS
List license holder, licensor, applicable agreement and evidence reference.
Confirm whether transfer is permitted, approval is needed, or a new buyer entitlement is required.
Record permitted entity/site/device/region and subscription/support expiry where relevant.
Distinguish runtime use from programming tools, custom source/project rights, modification and support.
Identify approval process, fees, renewals, responsible party and deadline.

COMPATIBILITY
Buyer specifies electrical/utilities, physical/process fit, communications, controls versions and site requirements.
Document actual configuration, evidence, technical reviewer, mismatches and approved remedies/costs.
Review lifecycle, update/support availability, safety implications and commissioning responsibilities.

TESTING AND HANDOVER
Agree pre-shipment and destination tests, conditions, measurable acceptance criteria and notice/remedy deadlines.
Record untested functions and limits. A seller-site demonstration is limited to its documented scope.
Confirm authorized backups, restoration approach, necessary programs, documentation and access.
Preserve approved operational backups before authorized data sanitization; do not indiscriminately reset controls.
Use an approved restricted channel for credentials, keys and proprietary programs. Never include them in initial intake.

APPROVAL
Keep software rights, technical compatibility, secure handover and test acceptance as separate results.
Unknown essential rights and critical incompatibility require review before an unconditional operational commitment.
Parts-only/rebuilding sales require an explicit revised scope and lawful rights arrangements.
Reassess if the buyer/site, intended use, configuration, license terms or sale scope changes.
Financial clearance, shipment authorization, acceptance and seller payout remain separate milestones.

CURRENT PHASE
This checklist prepares a review; it is not a license, engineering certification or signed transaction agreement.
Website intake records preliminary disclosures. Automated review/approval/release gates are planned, not enabled.