Exactly how to select an order monitoring system (OMS). Discover more.

Choosing a new Order Administration System (συστημα παραγγελιοληψιασ) is probably just one of a million things on your mind now. You simply desire a fast solution to end all your order monitoring problems so you can move onto the following task however it is necessary that you do not rush it. The very best point you can do for your service right now is to take your time with this decision.

It’s simple to jump right into discussions with suppliers and before you recognize it you’ve registered for something that does not even do what you require.

So, before you rush into calling vendors, take some time to think of what you want from your order monitoring system. Depend on us, spending a little time currently will conserve you a great deal of money and frustrations in the future.

Points to consider:


Is refining an order a simple job or is it intricate with lots of different individuals, divisions and 3rd events involved?

Considering what your procedures resemble and recording exactly how orders move with your service is a great way to work out what you require an Order Administration system to do.

This will after that make it less complicated to describe to suppliers the method you run and what you need to be able to do in your brand-new system.

Don’t fret if you’re not 100% certain concerning this as its simply a beginning factor. At CaseBlocks, we work together with out customers to specify their procedures and create a solution that benefits them.

Idea: Get people from different duties and departments to provide their sight on how orders are refined. Everyone will have a different viewpoint and experience to produce an extra thorough discussion.


Each OMS will have a various list of functions for handling orders. Some might just have a couple of features to get you up and running while others will certainly have a whole library so it is essential that you have a rough idea of what you desire.

Before you start checking out systems, attempt listing all the things that you want to be able to do, noting what abilities are offer breakers and which would certainly behave to have. Once you have your list, take a look at some remedies and see if there’s any you missed. Here’s a fast web link to some of our Order Management functions.

This will help you create a shortlist of suppliers that meet your needs and weed out those which can not.

Now you have your shortlist it’s time to establish some demonstrations.

Pointer: If there’s a specific company that you would love to work with but their system does not tick all the boxes, try asking if they would have the ability to add what you need. Firms typically involve us with recommendations and ask for new functions and we’re greater than happy to fit them.


If the response is of course, then take down all the systems that you want your OMS to integrate with. This makes it very easy to consult vendors if it’s feasible to do, bear in mind that the more assimilations you require, the greater the cost is likely to be.

Do not get distracted by the number of combinations offered due to the fact that you’ll probably never ever utilize a lot of them. Rather, attempt to concentrate on suppliers that can integrate with the remedies that you presently utilize or plan to in future.

Suggestion: Even if the combination isn’t listed on the web site doesn’t imply it’s not feasible. Attempt capturing a quick email or grab the phone and ask them, they’ll be more than satisfied to aid you out.


Your Order Management system will play a crucial function in the success of your service so while low-priced services might be appealing, it is worthwhile thinking about a lot more expensive solutions that can be set up to match your process.

The price of an Order Administration System will certainly vary from vendor to vendor so ensure you have a budget in mind. Think about how much you ‘d ideally such as to spend and the absolute maximum quantity you want to pay.

It is essential to be realistic when establishing your budget and bear in mind that there may be setup costs. The price will certainly usually be influenced by the intricacy of the system, the variety of combinations and users, and job timescales.

So, if you’re seeking a complicated system with great deals of integrations within a couple of weeks then prepare to pay a significant sum.


Consider exactly how typically your order management processes advance. If they are stiff and not likely to transform after that flexibility might not be a large issue.

On the other hand, if your procedures are consistently transforming to integrate the most up to date technology or react to a competitor then adaptability will certainly be crucial for your service.

If you require a versatile order monitoring system after that search for out just how easy it is to make changes and if these can be made by yourself as some vendors will certainly bill a cost.

Our order administration system is highly adaptable and permits you to develop custom-made remedies and modify them swiftly and conveniently. Modifications can then be presented right away to all brand-new orders and can also be related to historical orders in your system.


If you do not understand currently, discover the specs of your existing computer systems and devices. It’s important to understand this so that vendors can advise whether their software will work with your existing configuration.

This can assist trim your supplier shortlist by eliminating those that won’t function.

However, if you’re preparing to acquire all brand-new tools or upgrade present kit after that make sure you get suppliers to offer exact specs of what you will certainly need.

Cloud-based services like CaseBlocks are terrific as they are accessed with your internet browser instead of set up on your desktop computer so all you really need to worry about is having an internet link.


Consider the employees who will certainly be making use of the order management system everyday. Are they accustomed to computers or are they utilized to paper-based processes? Do they have any technological abilities? Exactly how high is the discovering curve with the brand-new software application? Do you require to work with employees with different abilities?

While some order administration systems just require some basic training, others may need users have some technological abilities or participate in a thorough training course. It’s important to consider your group’s existing abilities and the amount of time and money you wish to purchase training.

Executing an overly difficult system can result in a reduced adoption price, poor morale and raised blunders if team aren’t comfortable with it, however, although a simpler system might be extra effective at first it may not have the ability to do every little thing you need over time so it’s important to consider the trade-offs between systems.