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

Selecting a new Order Management System (συστημα ειδοποιησης σερβιτορων) is most likely just among a million points on your mind right now. You just want a fast service to finish all your order administration concerns so you can move onto the next job yet it is necessary that you do not hurry it. The most effective thing you can do for your organization right now is to take your time with this decision.

It’s very easy to leap straight into conversations with suppliers and also before you recognize it you have actually registered for something that does not even do what you require.

So, before you rush into contacting suppliers, take some time to think of what you want from your order administration system. Trust fund us, spending a little time now will certainly save you a lot of cash as well as headaches in the future.

Things to consider:


Is processing an order a simple job or is it complicated with lots of different people, divisions as well as third celebrations entailed?

Thinking of what your procedures look like and documenting how orders flow through your organization is an excellent method to work out what you require an Order Management system to do.

This will after that make it simpler to clarify to suppliers the means you operate and what you need to be able to do in your new system.

Don’t worry if you’re not 100% sure regarding this as its simply a starting point. At CaseBlocks, we work together with out clients to define their procedures and create a remedy that works for them.

Tip: Obtain individuals from different functions and also divisions to give their view on just how orders are processed. Everyone will have a different viewpoint and also experience to produce an extra comprehensive conversation.


Each OMS will certainly have a different listing of features for taking care of orders. Some may just have a few attributes to obtain you up and running while others will have an entire collection so it’s important that you have an approximation of what you desire.

Prior to you start considering systems, try providing all the important things that you intend to have the ability to do, noting what capabilities are deal breakers as well as which would certainly behave to have. Once you have your checklist, have a look at some solutions and see if there’s any type of you missed. Right here’s a quick link to some of our Order Management functions.

This will certainly assist you produce a shortlist of suppliers that meet your requirements and extract those which can’t.

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

Pointer: If there’s a certain firm that you ‘d like to work with however their system doesn’t tick all packages, try asking if they would have the ability to include what you require. Business usually concern us with suggestions and also requests for new functions and also we’re more than delighted to accommodate them.


If the solution is indeed, 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.

Don’t get sidetracked by the number of combinations offered due to the fact that you’ll probably never use most of them. Instead, try to focus on vendors who can incorporate with the remedies that you presently use or plan to in future.

Idea: Just because the combination isn’t listed on the website doesn’t imply it’s not feasible. Try capturing a fast e-mail or grab the phone and also inquire, they’ll be more than satisfied to assist you out.


Your Order Management system will certainly play an important role in the success of your service so while low-cost solutions may be appealing, it is worthwhile taking into consideration extra expensive options that can be set up to match your process.

The price of an Order Management System will certainly differ from vendor to vendor so make certain you have a budget in mind. Consider how much you ‘d preferably like to invest and the outright maximum amount you are willing to pay.

It is necessary to be practical when establishing your budget and also bear in mind that there might be configuration fees. The price will often be influenced by the complexity of the system, the variety of assimilations and customers, and job timescales.

So, if you’re seeking an intricate system with lots of integrations within a number of weeks then prepare to pay a substantial sum.


Think of exactly how usually your order administration processes evolve. If they are rigid and not likely to change then versatility might not be a big worry.

On the other hand, if your processes are consistently transforming to integrate the latest modern technology or react to a rival after that flexibility will be critical for your service.

If you need a flexible order administration system after that look for out just how simple it is to make changes as well as if these can be made by yourself as some suppliers will certainly charge a cost.

Our order administration system is highly adaptable and allows you to develop customized services and modify them quickly and also conveniently. Modifications can then be rolled out right away to all brand-new orders and also can likewise be related to historic orders in your system.


If you do not recognize currently, figure out the specs of your existing computer systems and equipment. It is necessary to recognize this to ensure that suppliers can encourage whether their software application will work on your current setup.

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

Nevertheless, if you’re intending to get all brand-new equipment or upgrade current set then ensure you obtain suppliers to provide accurate specifications of what you will require.

Cloud-based services like CaseBlocks are great as they are accessed with your web internet browser as opposed to installed on your desktop so all you truly require to stress over is having a net link.


Consider the employees who will be making use of the order administration system day-to-day. Are they aware of computers or are they made use of to paper-based procedures? Do they have any type of technical abilities? How high is the discovering contour with the brand-new software program? Do you require to hire staff members with different skills?

While some order management systems just need some basic training, others may call for customers have some technological abilities or take part in a thorough training course. It is essential to consider your group’s existing abilities and also the amount of time and also money you want to invest in training.

Carrying out an overly difficult system can result in a reduced fostering rate, inadequate morale and enhanced mistakes if personnel aren’t comfortable with it, nonetheless, although a less complex system may be extra effective at first it may not be able to do whatever you need in the future so it is very important to think about the trade-offs in between systems.