The Right Checklist for the Right Problem
If you're the person who orders supplies for a 50-person company—managing roughly $15,000 annually across 8 different vendors—you know the drill. A department head says they need a new printer. It sounds simple. But between the specs, the quotes, the setup, and the inevitable "why isn't it working?" call, it's anything but.
This checklist is for that exact moment. It's not about finding the absolute best printer on the planet. It's about getting the right printer for your team, ordered correctly, and set up without making you look bad. I manage this process for our operations and finance teams, and after consolidating orders for 400 employees across three locations in 2024, I've learned what steps actually matter. Here's the 7-step process I follow every time.
The 7-Step Admin's Printer Ordering Checklist
Total steps: 7. Goal: A functional printer that meets the need, stays within budget, and doesn't create future work for you.
Step 1: Interrogate the "Need" (Before You Even Look at Models)
This is the step most people skip, and it's the source of half the problems. Don't ask "what printer do you want?" Ask these questions instead:
- "What are you printing that the current printer can't handle?" (e.g., color reports, legal-sized documents, labels).
- "Roughly how many pages per month?" Get a number. If they say "a lot," ask for a ream count (500 sheets). A department printing 2 reams a month has very different needs than one printing 10.
- "Who actually needs to use it?" Is it 5 people in a finance pod, or does the whole floor of 30 need access? This dictates network vs. direct-connect needs.
There's something satisfying about nailing this conversation. After years of getting vague requests that led to wrong purchases, finally having a clear spec saves everyone time and money. The best part? It gives you defensible criteria for your choice later.
Step 2: Calculate the Real Cost (Think Toner, Not Just the Box)
Here's where admin experience pays off. The sticker price is maybe 20% of the story. You need to think about Total Cost of Ownership (TCO)—i.e., not just the unit price but all the costs over 3-5 years.
To be fair, some departments only care about the upfront budget line item. I get why—their budgets are tight. But the hidden costs of cheap toner add up fast and come out of your supply budget.
For a workgroup laser printer, your formula is roughly:
(Printer Price) + (Cost of 3 years of toner/yield) + (Any annual maintenance/support fee)
How do you find the toner cost? Go to the manufacturer's site. Look up the high-yield toner cartridge for the model you're considering and find its page yield (e.g., 6,000 pages). Then, take the department's monthly page estimate from Step 1, multiply by 36 months, and see how many cartridges they'd need. Do the math. You'll be shocked how often a slightly more expensive printer has vastly cheaper toner (looking at you, Brother INKvestment tanks and high-yield toner carts).
Step 3: Spec for the Network, Not Just the Desk
This is the technical-ish step, but stay with me. You don't need to be an IT pro, but you need to ask two questions:
- Ethernet or Wi-Fi? For any shared printer serving more than 2-3 people, insist on an Ethernet connection. It's more reliable. Wi-Fi printers in busy offices are a constant source of "it disappeared from the network" tickets. Most business-class printers have an Ethernet port.
- Driver Compatibility? Quickly check the manufacturer's support page. Does they provide drivers for your company's operating system mix (usually Windows and macOS)? This is usually fine, but I've been burned once by a niche brand that had terrible Mac support.
I'm not 100% sure why some printers hold network connections flawlessly while others drop daily, but my best guess is it comes down to cheaper networking hardware in consumer-grade models. Stick with business-focused lines.
Step 4: Get & Compare Quotes (The Right Way)
Don't just buy from the first big-box website. Here's my process:
- Source 1: An authorized office equipment reseller. They often bundle setup or offer better warranty terms.
- Source 2: A major business retailer (like CDW, Staples Business).
- Source 3: The manufacturer's business storefront, if they have one.
What to compare in the quotes:
- Final price (with tax).
- Shipping cost and speed.
- Return policy/restocking fees (in case it's DOA).
- Invoicing capability. This is critical. In 2021, I found a great price on a label maker—$150 cheaper than our regular supplier. They couldn't provide a proper itemized invoice (just a handwritten PDF receipt). Finance rejected the $300 expense report. I ate the cost out of my department's flexibility budget. Now I verify invoicing before any order.
Step 5: Order & Document
Place the order. Then, immediately do this:
- Create a folder in your shared drive: "[Printer Model] - [Location] - Purchase 2025".
- Save the PDF quote, the order confirmation, and the invoice once it arrives.
- Note the warranty end date in your calendar (set a reminder for 1 month before expiry).
- Forward the shipping tracking info to the department head who requested it.
This takes 5 minutes and saves hours of digging later when finance asks for documentation or the warranty claim needs a purchase date.
Step 6: The Unboxing & Setup "Handoff"
When the printer arrives, your job isn't to set it up. It's to facilitate. Here's the script:
Email the requestor and their team's mildly tech-savvy person (there's always one):
"Hi team, the new Brother HL-L3220CDW has arrived and is at the front desk. The box contains the printer, starter toner, and cables. To get it running, you'll need to: 1) Place it where you want it, near a power outlet and network jack. 2) Connect power and the blue Ethernet cable (included). 3) Power it on and call the extension listed on the welcome sheet to join it to the domain. I've copied our IT contact, [Name], who can help with step 3 if needed. The full manual is here: [Link to Brother's support page for HL-L3220CDW]. Let me know once it's live so I can close the purchase order."
This makes it their responsibility to handle the physical setup (which they want anyway) while you provide all the resources and IT bridge. You look organized, not like a delivery person.
Step 7: The 1-Week Follow-Up
Put a reminder in your calendar for 7 days after the "it's live" email. Send a one-line note:
"Checking in—how's the new printer working out for the team? Any issues printing or connecting?"
This does two things. First, it catches small problems before they become big, angry complaints. Second, it provides closure to the process and shows you care about the outcome, not just the purchase. It's a tiny thing that builds a lot of goodwill.
What to Watch Out For (A Few Hard-Earned Lessons)
This process is pretty straightforward, but here are the pitfalls I've either hit or seen others stumble into:
- Don't spec for peak capacity. If they need to print 500 color pages once a quarter for a board report, but do 50 pages a day otherwise, you don't need a production-grade machine. Get a reliable workhorse that can handle the occasional big job.
- Avoid the "all-in-one" trap for shared printers. A dedicated network printer + a separate, cheaper multifunction scanner for that one department that needs it is often more reliable and cost-effective than one giant machine trying to do everything for everyone.
- Brand consistency has value. If your office has three other Brother printers, getting a fourth of a similar series makes sense. Toner is interchangeable as backup, users are familiar with the interface, and you know the driver process. The vendor who said 'this model isn't our strength for your volume—here's who does it better' earned my trust for everything else. I'd rather work with a specialist who knows their limits.
- Paper matters. Seriously. Cheap paper causes more jams than any printer flaw. Budget for decent 20lb+ paper. It's a minor cost that prevents major frustration.
Following this checklist won't make you a printer expert, and that's okay. It will make you an expert in managing the process of getting a printer, which is what your company actually needs you to be. Now you've got a system—go use it.