How to select an order administration system (OMS). Discover more.

Choosing a new Order Management System (συστημα παραγγελιοληψιασ) is possibly simply among a million things on your mind right now. You just desire a fast option to finish all your order management problems so you can move onto the following job yet it is very important that you don’t hurry it. The very best thing you can do for your company right now is to take your time with this decision.

It’s easy to leap right into conversations with vendors and before you know it you’ve registered for something that doesn’t also do what you need.

So, before you rush into contacting suppliers, spend some time to think about what you want from your order administration system. Trust fund us, spending a little bit of time currently will conserve you a great deal of money and headaches in the future.

Points to take into consideration:


Is refining an order a basic job or is it intricate with lots of various individuals, departments and 3rd events included?

Thinking about what your procedures resemble and recording just how orders flow with your business is a great method to work out what you require an Order Management system to do.

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

Do not worry if you’re not 100% certain regarding this as its just a beginning factor. At CaseBlocks, we interact with out customers to define their procedures and create a solution that benefits them.

Pointer: Get individuals from different roles and divisions to offer their sight on just how orders are refined. Each person will certainly have a various perspective and experience to generate an extra comprehensive discussion.


Each OMS will have a various listing of attributes for managing orders. Some might only have a couple of features to get you up and running while others will certainly have a whole library so it is very important that you have an approximation of what you desire.

Before you start looking at systems, attempt listing all the important things that you want to be able to do, noting what capabilities are bargain breakers and which would be nice to have. When you have your listing, take a look at some solutions and see if there’s any you missed out on. Here’s a quick web link to several of our Order Management functions.

This will help you develop a shortlist of vendors that fulfill your needs and extract those which can’t.

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

Tip: If there’s a particular company that you ‘d like to collaborate with however their system doesn’t tick all packages, attempt asking if they would certainly be able to include what you need. Firms frequently concern us with pointers and requests for brand-new functions and we’re greater than delighted to suit them.


If the solution is of course, then make a note of all the systems that you want your OMS to integrate with. This makes it simple to consult vendors if it’s feasible to do, bear in mind that the even more integrations you need, the higher the price is most likely to be.

Do not get sidetracked by the number of assimilations offered since you’ll most likely never ever use most of them. Instead, attempt to focus on suppliers that can integrate with the services that you presently utilize or intend to in future.

Pointer: Even if the integration isn’t provided on the site doesn’t imply it’s not feasible. Attempt capturing a quick e-mail or pick up the phone and inquire, they’ll be more than satisfied to help you out.


Your Order Monitoring system will play an important duty in the success of your company so while affordable solutions might be alluring, it is worthwhile taking into consideration a lot more expensive options that can be set up to match your procedure.

The price of an Order Management System will certainly differ from supplier to supplier so see to it you have a spending plan in mind. Take into consideration how much you ‘d preferably like to spend and the outright optimum quantity you agree to pay.

It is very important to be reasonable when setting your budget and bear in mind that there may be setup charges. The cost will frequently be impacted by the intricacy of the system, the variety of assimilations and customers, and job timescales.

So, if you’re searching for a complicated system with lots of integrations within a couple of weeks after that prepare to pay a large sum.


Consider exactly how often your order administration processes advance. If they are rigid and unlikely to transform then versatility might not be a large concern.

On the other hand, if your procedures are continuously transforming to integrate the current innovation or respond to a competitor then flexibility will be essential for your company.

If you require a versatile order management system after that try to find out exactly how simple it is to make changes and if these can be made on your own as some vendors will charge a charge.

Our order administration system is extremely adaptable and permits you to produce custom remedies and edit them quickly and easily. Adjustments can then be presented promptly to all brand-new orders and can also be applied to historical orders in your system.


If you don’t recognize currently, find out the specifications of your existing computers and tools. It’s important to understand this to make sure that vendors can encourage whether their software application will certainly work with your present setup.

This can aid whittle down your vendor shortlist by removing those that won’t work.

Nonetheless, if you’re planning to buy all new equipment or upgrade present kit after that make sure you get vendors to offer exact specifications of what you will certainly need.

Cloud-based services like CaseBlocks are fantastic as they are accessed with your internet browser instead of set up on your desktop so all you actually need to fret about is having a web link.


Consider the employees that will be utilizing the order management system daily. Are they knowledgeable about computers or are they made use of to paper-based processes? Do they have any type of technological abilities? How high is the discovering contour with the brand-new software program? Do you need to employ workers with different abilities?

While some order management systems just require some basic training, others might call for customers have some technical abilities or participate in an in-depth training program. It is essential to consider your team’s existing skills and the amount of time and money you want to invest in training.

Carrying out an overly challenging system can lead to a low fostering price, bad morale and boosted mistakes if team aren’t comfy with it, nonetheless, although a simpler system may be much more productive at first it may not be able to do every little thing you need in the long run so it is very important to consider the trade-offs between systems.