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

Picking a brand-new Order Management System (παραγγελιοληψια) is probably just among a million things on your mind now. You just desire a fast option to end all your order management issues so you can move onto the following job however it is essential that you do not hurry it. The best point you can do for your organization right now is to take your time with this decision.

It’s easy to jump right into discussions with suppliers and before you know it you’ve registered for something that doesn’t even do what you require.

So, prior to you hurry into speaking to suppliers, take a while to consider what you desire from your order monitoring system. Count on us, investing a little time currently will certainly save you a lot of cash and frustrations in the future.

Points to think about:


Is processing an order an easy job or is it complex with great deals of various people, departments and 3rd events entailed?

Considering what your procedures look like and documenting just how orders move with your company is a great method to work out what you need an Order Administration system to do.

This will then make it simpler to discuss to vendors the means you operate and what you require to be able to do in your brand-new system.

Don’t worry if you’re not 100% certain about this as its simply a starting point. At CaseBlocks, we collaborate with out clients to define their procedures and create a solution that works for them.

Idea: Obtain people from different duties and divisions to give their sight on just how orders are refined. Each person will certainly have a various perspective and experience to generate a much more in-depth conversation.


Each OMS will have a various list of features for handling orders. Some may just have a few features to get you up and running while others will have a whole collection so it is very important that you have a rough idea of what you desire.

Before you start taking a look at systems, attempt noting all the things that you wish to be able to do, noting what capabilities are deal breakers and which would be nice to have. As soon as you have your checklist, take a look at some options and see if there’s any kind of you missed out on. Here’s a fast link to some of our Order Management features.

This will certainly assist you develop a shortlist of suppliers that fulfill your demands and remove those which can’t.

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

Suggestion: If there’s a particular firm that you would love to deal with yet their system does not tick all the boxes, attempt asking if they would certainly have the ability to include what you need. Firms frequently concern us with suggestions and ask for brand-new features and we’re greater than delighted to accommodate them.


If the solution is indeed, after that take down all the systems that you want your OMS to integrate with. This makes it easy to contact suppliers if it’s feasible to do, remember that the even more assimilations you require, the greater the cost is likely to be.

Do not obtain sidetracked by the variety of integrations readily available because you’ll probably never utilize most of them. Rather, attempt to focus on vendors that can incorporate with the options that you presently make use of or prepare to in future.

Tip: Even if the integration isn’t listed on the website doesn’t indicate it’s not possible. Try capturing a fast email or pick up the phone and ask them, they’ll be more than satisfied to aid you out.


Your Order Management system will play a critical duty in the success of your organization so while affordable solutions might be appealing, it is worthwhile thinking about more costly solutions that can be set up to match your procedure.

The expense of an Order Monitoring System will certainly vary from vendor to vendor so ensure you have a spending plan in mind. Take into consideration how much you ‘d ideally like to spend and the outright optimum amount you are willing to pay.

It’s important to be reasonable when setting your budget and keep in mind that there might be setup costs. The cost will often be impacted by the complexity of the system, the variety of assimilations and customers, and task timescales.

So, if you’re seeking an intricate system with great deals of assimilations within a couple of weeks after that prepare to pay a large sum.


Think of exactly how frequently your order management procedures develop. If they are rigid and not likely to transform then flexibility might not be a large issue.

On the other hand, if your procedures are consistently changing to include the most up to date technology or respond to a rival after that versatility will certainly be important for your business.

If you need an adaptable order monitoring system then try to find out exactly how easy it is to make changes and if these can be made by yourself as some suppliers will charge a cost.

Our order management system is very versatile and enables you to create custom-made solutions and modify them rapidly and quickly. Changes can then be turned out instantly to all brand-new orders and can additionally be applied to historic orders in your system.


If you don’t know currently, discover the specs of your existing computer systems and equipment. It is necessary to understand this to ensure that suppliers can advise whether their software program will service your current arrangement.

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

However, if you’re preparing to purchase all new tools or upgrade existing set then see to it you get vendors to provide accurate specifications of what you will certainly need.

Cloud-based options like CaseBlocks are excellent as they are accessed through your internet browser as opposed to mounted on your desktop so all you actually need to worry about is having a web connection.


Think of the workers who will be making use of the order administration system everyday. Are they aware of computers or are they used to paper-based procedures? Do they have any kind of technical skills? How steep is the discovering curve with the brand-new software program? Do you require to employ workers with different abilities?

While some order management systems just need some basic training, others may call for customers have some technical skills or participate in an extensive training program. It is very important to consider your group’s existing skills and the amount of time and cash you want to purchase training.

Implementing an extremely difficult system can result in a low fostering rate, bad spirits and increased blunders if staff aren’t comfy with it, nevertheless, although an easier system might be extra efficient initially it may not have the ability to do every little thing you need over time so it is essential to consider the trade-offs between systems.