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Resources / Checklists & Downloads / Material Handling Equipment Selection Checklist
Worksheet

Material Handling Equipment Selection Checklist

A printable equipment selection worksheet for preparing load, route, floor, aisle, operator, and maintenance details before comparing pallet trucks, trolleys, stackers, lift tables, and related equipment.

Use this worksheet for

PurposeEquipment selection preparation
Best userProcurement, warehouse supervisors, operations teams
OutputClear RFQ details and fewer wrong recommendations
ReminderDo not choose by price alone when safety or uptime matters.

Worksheet checklist

Mark each row, then write photos, measurements, or follow-up notes in your own copy.

Check Item What to note
Maximum load weight
Record the heaviest expected load, not only the average load.
Weight in kg, safety margin
Load size and type
Record carton, pallet, drum, tool, parts, or irregular load dimensions.
L x W x H, pallet type
Movement route
Check distance, turns, ramps, doors, lifts, thresholds, and loading areas.
Route photos, tight points
Floor condition
Identify smooth concrete, rough floor, wet area, epoxy, tile, outdoor ground, or cold-room use.
Wheel and grip concerns
Aisle and door width
Measure the narrowest route and turning space.
Width in mm, obstruction points
Lift height need
Confirm whether floor-level movement is enough or height adjustment is required.
Required lift height
Operator factors
Consider push/pull effort, braking, visibility, training, and ergonomic risk.
Manual strain, user feedback
Maintenance and storage
Check spare parts, charging, parking, storage space, and usage frequency.
Daily cycles, charging point

What to record before asking for a quote

Photos/videos
Capture the actual load and movement route.
Measurements
Record load dimensions, aisle width, door width, lift height, and ramp angle if relevant.
Usage pattern
Note daily frequency, shift pattern, and whether use is light, regular, or heavy-duty.
Current problem
State what is wrong with the current method: too slow, unsafe, too heavy, floor damage, or downtime.

Contact Y K TOH when…

  • The load is heavy, awkward, fragile, or unstable.
  • The route has ramps, tight turns, uneven floors, or narrow doors.
  • Operators complain about strain, control, braking, or visibility.
  • You are comparing pallet trucks, trolleys, stackers, lift tables, or powered equipment.

Quick FAQ

What details matter most before choosing equipment?

Load weight, load size, movement route, floor condition, aisle width, lift height, and usage frequency are the key starting details.

Should I choose the cheapest option?

Not always. For high-use or heavy-duty work, better wheels, stronger construction, brakes, and serviceability may matter more than lowest price.

When should I ask for recommendation?

Ask when the load is heavy, route is tight, floor is poor, lifting height is involved, or wrong equipment could create safety or downtime risk.

Ready to check options?

Send your notes, photos, measurements, and any urgent issues to Y K TOH for a practical recommendation.