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

Selecting a new Order Management System (συστημα ειδοποιησης σερβιτορων) is probably just among a million points on your mind now. You just desire a quick remedy to finish all your order monitoring concerns so you can relocate onto the next task yet it is essential that you do not rush it. The most effective point you can do for your company today is to take your time with this choice.

It’s easy to jump right into conversations with vendors and also before you recognize it you’ve signed up for something that does not even do what you need.

So, before you rush right into speaking to vendors, take a while to consider what you desire from your order administration system. Count on us, spending a little time now will save you a lot of money as well as headaches in the future.

Things to think about:


Is processing an order a simple job or is it complicated with great deals of various people, divisions and third events involved?

Considering what your procedures look like as well as documenting exactly how orders stream through your service is a wonderful way to exercise what you require an Order Administration system to do.

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

Don’t stress if you’re not 100% certain concerning this as its simply a starting point. At CaseBlocks, we interact with out clients to define their procedures and develop an option that benefits them.

Pointer: Get people from various roles as well as divisions to provide their view on exactly how orders are processed. Everyone will certainly have a different viewpoint as well as experience to create an extra comprehensive discussion.


Each OMS will certainly have a different list of features for taking care of orders. Some may just have a few attributes to get you up and running while others will certainly have an entire library so it is very important that you have an approximation of what you want.

Prior to you start checking out systems, attempt providing all the things that you want to have the ability to do, noting what capacities are offer breakers and which would certainly be nice to have. Once you have your list, take a look at some services and see if there’s any you missed. Below’s a fast link to some of our Order Monitoring functions.

This will help you produce a shortlist of vendors that fulfill your requirements and weed out those which can not.

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

Suggestion: If there’s a particular company that you want to deal with but their system doesn’t tick all the boxes, attempt asking if they would certainly have the ability to add what you need. Companies frequently concern us with pointers and requests for brand-new functions and we’re more than delighted to fit them.


If the response is yes, then take down all the systems that you desire your OMS to incorporate with. This makes it easy to get in touch with suppliers if it’s possible to do, bear in mind that the more assimilations you require, the greater the expense is likely to be.

Do not obtain sidetracked by the variety of assimilations readily available since you’ll possibly never ever use the majority of them. Rather, try to concentrate on vendors that can integrate with the services that you presently make use of or prepare to in future.

Idea: Just because the combination isn’t detailed on the internet site doesn’t mean it’s not possible. Attempt shooting a quick e-mail or get the phone and also ask, they’ll be more than pleased to help you out.


Your Order Management system will certainly play a vital duty in the success of your business so while inexpensive remedies might be tempting, it is worthwhile considering a lot more expensive services that can be set up to match your process.

The price of an Order Monitoring System will certainly vary from vendor to vendor so ensure you have a budget plan in mind. Think about just how much you ‘d ideally such as to invest and also the absolute optimum quantity you agree to pay.

It is necessary to be realistic when setting your spending plan and keep in mind that there might be setup charges. The price will typically be impacted by the complexity of the system, the number of assimilations and users, as well as job timescales.

So, if you’re looking for a complex system with great deals of integrations within a number of weeks after that prepare to pay a substantial sum.


Consider just how typically your order administration processes develop. If they are inflexible and unlikely to alter after that flexibility might not be a big problem.

On the other hand, if your procedures are consistently changing to integrate the latest technology or react to a competitor then adaptability will certainly be essential for your business.

If you require a versatile order administration system then look for out how very easy it is to make changes as well as if these can be made by yourself as some vendors will charge a charge.

Our order administration system is highly flexible and permits you to produce customized solutions and edit them rapidly as well as quickly. Adjustments can after that be presented quickly to all brand-new orders and can likewise be related to historical orders in your system.


If you do not know already, learn the requirements of your existing computer systems and equipment. It is very important to know this so that suppliers can encourage whether their software application will service your present configuration.

This can help trim your supplier shortlist by eliminating those that will not function.

Nonetheless, if you’re preparing to buy all brand-new tools or upgrade current set then make certain you get vendors to offer exact requirements of what you will require.

Cloud-based services like CaseBlocks are great as they are accessed via your internet browser as opposed to set up on your desktop computer so all you truly need to worry about is having a net link.


Think of the employees that will be making use of the order management system daily. Are they knowledgeable about computer systems or are they utilized to paper-based processes? Do they have any type of technical skills? Just how high is the learning curve with the new software program? Do you need to hire staff members with various abilities?

While some order management systems just need some basic training, others might call for individuals have some technological skills or join a thorough training course. It is essential to consider your group’s existing skills and also the amount of time and also cash you wish to invest in training.

Carrying out an excessively challenging system can cause a reduced fostering rate, bad morale and increased errors if personnel aren’t comfy with it, however, although an easier system may be much more efficient initially it might not have the ability to do everything you need in the long run so it is very important to think about the compromises between systems.