How to pick an order monitoring system (OMS). Learn more.

Choosing a brand-new Order Management System (συστημα παραγγελιοληψιασ) is probably simply among a million points on your mind now. You simply desire a fast solution to end all your order administration problems so you can move onto the next task but it is necessary that you do not rush it. The very best point you can do for your business today is to take your time with this choice.

It’s simple to jump straight right into conversations with vendors and before you know it you’ve enrolled in something that does not even do what you need.

So, before you hurry into calling vendors, take some time to consider what you want from your order monitoring system. Depend on us, spending a little bit of time now will certainly save you a lot of money and frustrations in the future.

Things to take into consideration:


Is processing an order a simple task or is it intricate with great deals of various people, divisions and 3rd parties entailed?

Thinking about what your procedures look like and documenting exactly how orders flow with your business is a fantastic way to work out what you require an Order Management system to do.

This will certainly after that make it easier to describe to vendors the way you operate and what you need to be able to do in your new system.

Do not stress if you’re not 100% sure regarding this as its simply a starting point. At CaseBlocks, we collaborate with out clients to define their procedures and develop a service that benefits them.

Pointer: Get people from different duties and departments to offer their sight on just how orders are processed. Each person will have a various perspective and experience to generate an extra extensive conversation.


Each OMS will certainly have a different list of attributes for taking care of orders. Some might only have a couple of features to obtain you up and running while others will certainly have a whole collection so it is essential that you have a rough idea of what you desire.

Before you begin checking out systems, try detailing all the things that you want to have the ability to do, noting what capabilities are offer breakers and which would certainly be nice to have. As soon as you have your listing, have a look at some options and see if there’s any kind of you missed. Here’s a fast link to several of our Order Administration features.

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

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

Tip: If there’s a particular firm that you wish to work with but their system doesn’t tick all packages, attempt asking if they would have the ability to add what you require. Firms usually pertain to us with suggestions and ask for brand-new functions and we’re greater than delighted to fit them.


If the answer is yes, then take down all the systems that you want your OMS to integrate with. This makes it easy to get in touch with vendors if it’s feasible to do, bear in mind that the even more combinations you require, the greater the expense is likely to be.

Do not obtain sidetracked by the variety of assimilations offered because you’ll possibly never utilize most of them. Instead, attempt to focus on vendors that can incorporate with the options that you presently utilize or intend to in future.

Suggestion: Even if the combination isn’t detailed on the website does not imply it’s not feasible. Try capturing a fast email or get the phone and ask them, they’ll be more than pleased to help you out.


Your Order Management system will play an important role in the success of your service so while inexpensive options may be alluring, it is worthwhile considering a lot more pricey services that can be set up to match your procedure.

The cost of an Order Management System will differ from supplier to vendor so make certain you have a spending plan in mind. Consider how much you ‘d preferably such as to invest and the outright maximum quantity you agree to pay.

It is very important to be practical when establishing your spending plan and keep in mind that there might be setup charges. The cost will typically be influenced by the intricacy of the system, the variety of assimilations and customers, and job timescales.

So, if you’re seeking an intricate system with lots of combinations within a couple of weeks after that prepare to pay a significant amount.


Think about how typically your order administration procedures evolve. If they are stiff and unlikely to transform then versatility might not be a big problem.

On the other hand, if your processes are continually altering to incorporate the most up to date innovation or respond to a rival after that adaptability will be critical for your business.

If you need a versatile order monitoring system then try to find out just how very easy it is to make changes and if these can be made by yourself as some suppliers will certainly bill a cost.

Our order monitoring system is highly adaptable and enables you to create custom remedies and modify them quickly and easily. Adjustments can after that be rolled out quickly to all brand-new orders and can also be applied to historical orders in your system.


If you do not recognize already, figure out the specs of your existing computer systems and equipment. It is necessary to understand this to ensure that suppliers can advise whether their software will deal with your present arrangement.

This can aid whittle down your vendor shortlist by eliminating those that won’t function.

However, if you’re preparing to buy all new devices or upgrade current package then make sure you get vendors to give exact specs of what you will certainly require.

Cloud-based remedies like CaseBlocks are wonderful as they are accessed via your web internet browser rather than mounted on your desktop so all you truly require to fret about is having a web connection.


Think of the employees who will be using the order monitoring system daily. Are they acquainted with computer systems or are they utilized to paper-based processes? Do they have any kind of technological abilities? Exactly how high is the finding out contour with the new software application? Do you require to work with workers with various abilities?

While some order administration systems just require some basic training, others might require users have some technological skills or take part in a thorough training program. It’s important to consider your team’s existing abilities and the amount of time and money you wish to buy training.

Carrying out an excessively challenging system can cause a low adoption price, poor spirits and raised mistakes if staff aren’t comfy with it, nevertheless, although a simpler system may be more productive at first it might not have the ability to do whatever you need in the future so it’s important to consider the trade-offs between systems.