Exactly how to choose an order management system (OMS). Discover more.

Choosing a brand-new Order Administration System (συστημα παραγγελιοληψιασ) is most likely just among a million things on your mind today. You just want a fast remedy to finish all your order administration issues so you can relocate onto the next task yet it is essential that you don’t rush it. The best thing you can do for your company today is to take your time with this choice.

It’s very easy to jump directly into conversations with suppliers and before you understand it you’ve enrolled in something that does not also do what you require.

So, before you hurry right into speaking to suppliers, spend some time to think of what you desire from your order management system. Count on us, investing a little time currently will certainly conserve you a great deal of money and migraines in the future.

Points to consider:


Is processing an order an easy job or is it complex with lots of various people, departments and third events involved?

Thinking of what your processes appear like and recording just how orders move through your company is a wonderful way to work out what you need an Order Monitoring system to do.

This will after that make it easier to discuss to suppliers the means you operate and what you require to be able to do in your brand-new system.

Don’t fret if you’re not 100% certain about this as its simply a starting point. At CaseBlocks, we collaborate with out clients to specify their processes and develop an option that works for them.

Tip: Obtain people from various duties and departments to provide their sight on just how orders are refined. Everyone will have a various perspective and experience to generate an extra in-depth discussion.


Each OMS will have a different list of attributes for managing orders. Some may just have a couple of functions to get you up and running while others will certainly have an entire library so it is very important that you have a rough idea of what you want.

Prior to you start checking out systems, try noting all things that you wish to be able to do, noting what abilities are deal breakers and which would behave to have. When you have your checklist, look at some remedies and see if there’s any kind of you missed out on. Below’s a quick link to a few of our Order Management features.

This will certainly help you create a shortlist of vendors that meet your needs and weed out those which can not.

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

Tip: If there’s a particular business that you want to deal with but their system doesn’t tick all packages, attempt asking if they would certainly be able to include what you need. Business often pertain to us with tips and ask for brand-new features and we’re greater than happy to accommodate them.


If the answer is indeed, then make a note of all the systems that you want your OMS to integrate with. This makes it very easy to talk to vendors if it’s feasible to do, remember that the even more combinations you need, the greater the expense is likely to be.

Don’t obtain sidetracked by the number of integrations readily available because you’ll most likely never ever utilize most of them. Rather, attempt to focus on suppliers who can integrate with the solutions that you presently utilize or intend to in future.

Tip: Just because the combination isn’t provided on the internet site doesn’t mean it’s not feasible. Try shooting a fast email or pick up the phone and ask them, they’ll be greater than pleased to help you out.


Your Order Monitoring system will certainly play a critical function in the success of your organization so while inexpensive services may be appealing, it is worthwhile considering a lot more costly options that can be configured to match your procedure.

The expense of an Order Management System will certainly vary from supplier to vendor so ensure you have a spending plan in mind. Consider just how much you ‘d ideally like to invest and the outright maximum quantity you are willing to pay.

It is essential to be practical when setting your budget and remember that there might be arrangement costs. The rate will frequently be impacted by the intricacy of the system, the number of integrations and individuals, and job timescales.

So, if you’re looking for an intricate system with great deals of combinations within a couple of weeks then prepare to pay a substantial sum.


Consider just how commonly your order administration procedures advance. If they are inflexible and unlikely to transform then flexibility might not be a large problem.

On the other hand, if your procedures are continuously changing to incorporate the latest innovation or respond to a competitor after that versatility will certainly be important for your business.

If you require a flexible order administration system then search for out just how easy it is to make changes and if these can be made by yourself as some suppliers will certainly charge a charge.

Our order monitoring system is very flexible and enables you to create custom-made solutions and modify them rapidly and quickly. Changes can then be rolled out quickly to all brand-new orders and can also be put on historical orders in your system.


If you do not understand already, find out the specs of your existing computer systems and equipment. It’s important to recognize this to ensure that suppliers can recommend whether their software will certainly work with your present setup.

This can assist whittle down your vendor shortlist by eliminating those that will not function.

However, if you’re preparing to buy all new devices or upgrade current kit after that ensure you get suppliers to provide accurate requirements of what you will require.

Cloud-based services like CaseBlocks are wonderful as they are accessed with your internet browser rather than set up on your desktop so all you really need to fret about is having a net link.


Consider the employees who will be making use of the order management system day-to-day. Are they aware of computer systems or are they made use of to paper-based procedures? Do they have any technical skills? Just how high is the discovering contour with the brand-new software? Do you need to hire workers with various abilities?

While some order monitoring systems only need some basic training, others might call for customers have some technical skills or participate in an in-depth training course. It’s important to consider your team’s existing skills and the quantity of time and cash you wish to invest in training.

Executing an extremely challenging system can lead to a low adoption rate, bad spirits and increased errors if personnel aren’t comfortable with it, however, although a simpler system may be more effective initially it may not be able to do everything you need in the long run so it is necessary to consider the trade-offs between systems.