Just how to choose an order management system (OMS). Discover more.

Selecting a brand-new Order Monitoring System (συστημα παραγγελιοληψιασ) is probably simply one of a million points on your mind today. You just want a quick service to end all your order management issues so you can relocate onto the next job however it is necessary that you don’t hurry it. The best point you can do for your service today is to take your time with this choice.

It’s simple to jump right into conversations with vendors and before you recognize it you have actually enrolled in something that doesn’t even do what you require.

So, prior to you rush right into calling suppliers, spend some time to think about what you want from your order management system. Depend on us, spending a little bit of time currently will conserve you a lot of money and headaches in the future.

Things to take into consideration:


Is processing an order an easy task or is it intricate with great deals of different individuals, divisions and third celebrations entailed?

Thinking of what your processes look like and documenting exactly how orders flow through your organization is a fantastic method to work out what you require an Order Monitoring system to do.

This will then make it much easier to describe to suppliers the method you run and what you need to be able to do in your brand-new system.

Do not fret if you’re not 100% certain about this as its simply a beginning factor. At CaseBlocks, we work together with out customers to specify their processes and develop a solution that helps them.

Idea: Get people from different duties and divisions to give their sight on how orders are refined. Everyone will certainly have a various point of view and experience to produce a more comprehensive conversation.


Each OMS will certainly have a different checklist of functions for handling orders. Some may only have a couple of features to obtain you up and running while others will have an entire collection so it is essential that you have a rough idea of what you want.

Prior to you begin taking a look at systems, try noting all the important things that you wish to have the ability to do, noting what capabilities are deal breakers and which would certainly behave to have. As soon as you have your listing, have a look at some remedies and see if there’s any you missed out on. Here’s a fast web link to a few of our Order Monitoring features.

This will help you create a shortlist of vendors that meet your requirements and remove those which can’t.

Currently you have your shortlist it’s time to set up some trials.

Pointer: If there’s a particular firm that you would love to deal with but their system does not tick all the boxes, try asking if they would certainly be able to include what you need. Companies commonly involve us with tips and requests for new attributes and we’re greater than delighted to fit them.


If the answer is of course, after that take down all the systems that you desire your OMS to incorporate with. This makes it easy to get in touch with suppliers if it’s feasible to do, bear in mind that the more combinations you need, the higher the expense is most likely to be.

Don’t get distracted by the number of integrations readily available because you’ll possibly never ever make use of most of them. Instead, try to concentrate on suppliers that can incorporate with the solutions that you currently utilize or plan to in future.

Tip: Even if the assimilation isn’t detailed on the website doesn’t indicate it’s not feasible. Try shooting a quick e-mail or grab the phone and ask them, they’ll be more than happy to aid you out.


Your Order Monitoring system will certainly play a critical role in the success of your service so while inexpensive solutions might be alluring, it is worthwhile taking into consideration much more expensive services that can be set up to match your procedure.

The cost of an Order Administration System will certainly differ from supplier to vendor so make sure you have a spending plan in mind. Take into consideration how much you ‘d ideally such as to invest and the absolute optimum quantity you are willing to pay.

It is necessary to be sensible when establishing your spending plan and bear in mind that there may be configuration fees. The rate will usually be affected by the complexity of the system, the variety of combinations and individuals, and task timescales.

So, if you’re trying to find a complicated system with lots of assimilations within a number of weeks after that prepare to pay a large amount.


Think about just how frequently your order management procedures progress. If they are inflexible and not likely to alter then adaptability might not be a big concern.

On the other hand, if your processes are consistently changing to incorporate the most recent technology or respond to a rival then flexibility will certainly be essential for your organization.

If you need an adaptable order management system after that search for out exactly how simple it is to make changes and if these can be made by yourself as some vendors will charge a charge.

Our order management system is extremely versatile and enables you to produce custom options and edit them rapidly and conveniently. Modifications can then be presented instantly to all brand-new orders and can additionally be put on historical orders in your system.


If you don’t know already, find out the specifications of your existing computer systems and equipment. It is very important to know this to ensure that suppliers can suggest whether their software program will certainly deal with your present setup.

This can help whittle down your supplier shortlist by removing those that won’t function.

Nevertheless, if you’re intending to buy all brand-new equipment or upgrade present set then see to it you obtain suppliers to provide accurate specifications of what you will need.

Cloud-based solutions like CaseBlocks are terrific as they are accessed through your web internet browser instead of mounted on your desktop so all you truly require to stress over is having a net link.


Think of the employees who will be using the order administration system day-to-day. Are they aware of computers or are they utilized to paper-based procedures? Do they have any kind of technological skills? Exactly how steep is the discovering contour with the new software application? Do you need to work with staff members with different abilities?

While some order monitoring systems just require some basic training, others might need individuals have some technological skills or take part in an extensive training course. It’s important to consider your group’s existing skills and the amount of time and money you intend to invest in training.

Carrying out an extremely complicated system can result in a low fostering price, inadequate spirits and increased errors if personnel aren’t comfy with it, nevertheless, although a simpler system may be much more productive at first it may not have the ability to do whatever you need in the long run so it is essential to consider the trade-offs between systems.