Complete Order Management System Buying Guide

Choosing an order management system (OMS) can be overwhelming with so many options available and all claiming to have all the features you could need without actually backing it up.

In this guide we’ll take you through the best-in-breed order management systems for different businesses as well as the core buying criteria, making it easy for you to find the right fit OMS for your business.

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Brightpearl: retail-tailored operating system for advanced order management and beyond

If you’re struggling with order processing due to increased manual tasks, then you may want to re-look at your current order management system and find a better fit that can keep up with your front-end business growth. Brightpearl can be the answer. It’s a purpose-built Retail Operating System designed to automate and streamline tedious back office operations including inventory and order management, warehousing, fulfillment and shipping, purchasing, accounting and more, so merchants can have time to focus on growth strategies.

Here is how Brightpearl fuels your business growth.

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1. Plug & Play integrations

Connect to leading e-commerce platforms like Shopify, BigCommerce, Amazon, Magento and eBay in minutes, allowing you to seamlessly sync orders and inventory across all your sales channels. Plus, all the integrations are designed to handle high order volumes, so you don’t need to worry about the system slowing you down when your business grows or during peak seasons.     

Brightpearl also provides other high performance Plug & Play integrations that connect to any tech tools, apps or platforms retailers may need to smoothly run their business, such as 3PL, accounting, payment and shipping provider.

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2. Code-free automation

Order fulfillment is often the biggest challenge for retailers when order volumes grow – all the complex order fulfillment tasks just multiply. But Brightpearl has the solution. 

With Brightpearl’s powerful automation engine, you can set up automation rules in a few clicks to automate the most tedious yet critical order fulfillment tasks such as multichannel order routing, order splitting, dropshipping, partial fulfillment, picking the right warehouse, multi-location inventory transfers, invoicing and more. Brightpearl customers save hundreds of hours every year with automation.

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3. Smart inventory planning

It’s great to see your products flying off the shelf quickly when your business performs well. However, it’ll be more challenging to make sure you always have the right amount of inventory to meet customer demand without having to overstock that ties up your cash. 

With Brightpearl’s Inventory Planner Premium functionality, you’ll get data-driven demand forecasts based on your sales history and seasonality, as well as replenishment recommendations to meet forecasted demand, factoring in purchasing lead times.

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4. Expert-led implementation and end-to-end service

Most OMS providers only provide self-guided implementation which could work well when your workflows are simple and standard. If not, you’ll either have to spend a great amount of your valuable time to implement the system yourself, or get it implemented in a deficient way, which will then lead to siloed data, transaction delays or other glitches, especially when dealing with high order volumes. 

With Brightpearl, you’ll be supported by retail experts from implementation & training to 24/7 support and ongoing business consulting to making sure that you’re benefiting from everything the system has to offer.


What are the other types of systems for order management available?

If a retail operating system doesn’t sound like it’s for you at this point in your business journey then here are a few alternatives that might be more appropriate.

Manual

Tracking and managing orders manually is inadvisable for all but the smallest companies. You can, however, record all order details yourself in a ledger or via spreadsheets. Doing so will often involve building a comprehensive sheet in Excel or a similar program. That way, you might be able to keep pertinent order details together and up to date.

Such manual order management, though, is labor-intensive. It will take a significant number of staff-hours just to keep a system updated. That’s time you could be spending on other things. What’s more, there’s a high potential for human error. Record an order incorrectly, and issues may swiftly snowball.

There are two principal arguments against a manual system. The first is its lack of scalability. Once order volumes increase, manual order management becomes increasingly less viable. When you add extra sales channels, too, aligning everything by hand is tough. You need some help from technology.

A complicated master spreadsheet is also far from intuitive. Its creator may find it straightforward to keep it up to date. If they leave the business, though, a new starter may struggle to make head or tail of it. That’s not a good recipe for efficiency or productivity.

E-commerce platforms

If you sell online, you’ll use an e-commerce platform. It’s the solution by which you’re able to accept orders from customers who visit your website. Smaller, younger brands also utilize their e-commerce platform as an order management system.

Doing so can be effective in limited circumstances. Such platforms do record order details, which are accessible by your sales or customer service team. There’s often also a facility to track order statuses, and even update inventory. Relying solely on an e-commerce platform is only an option when the following is true, however:

  • All your orders come through your site. There are none via third-party channels.
  • Your website and office are closely linked to your warehouse, allowing you to keep inventory and fulfillment details up to date.
  • Your customer service staff have full access to the e-commerce platform.
  • You don’t have any significant growth plans.
  • You only need simple order fulfillment processes

Leaning on your e-commerce platform for order management is less viable, if:

  • You use more than one sales channel.
  • Your logistics is more complicated. If, for instance, you have more than one warehouse or sometimes utilize dropshipping.
  • You plan to scale your brand without compromising your customer experience.
Standalone order management systems

When looking for a more effective OMS, many firms turn to standalone order management software. This software becomes a part of the firm’s retail tech stack and works alongside other solutions like their e-commerce platform, accounting systems, and more.

Such standalone tools introduce the fundamental elements of order management letting businesses centralize and track order data and makes details of customers and purchases readily accessible.

One of the limitations of standalone software comes in the area of integration. As mentioned, the software must work alongside many other solutions. It can be tough to align your order management with shipping, accounting, inventory demand planning, POS and other platforms. The result can be miscommunication, data siloes, lack of scalability, and other unwanted issues.

Other issues that businesses find are: a difficult to navigate self-guided implementation which leads to disconnected systems/processes which results in wasted time, money and unhappy customers. As well as extremely limited to often zero order automation which means that despite potentially an initial cost saving, your business will end up spending more money through labor costs.

ERPs

Firms that run into the constraints of standalone solutions often turn to ERP software. This type of system unifies far more business operations and departments. Rather than being specific to retail businesses they target business in almost all industries as a one size fits all solution.

The principal aim of ERP software is to integrate the many strands of any business. It works to break down barriers between different business departments and operations. With an ERP system, a firm suffers less from siloed data. More info is readily accessible to a higher number of people across the organization.

Such systems do still have their downsides, however. For one thing, they’re typically complicated to implement, configure, and learn. Gartner estimates that 50% to 75% of all ERP projects fail to meet their objectives. What’s more, as a one size fits all solution, businesses with more specific requirements (like e-commerce retailers/wholesalers) often find that they end up paying for a lot of features that they’ll never use. And the features they do want to use require expensive customizations that can lead to bills of up to four times more than initial quotes.


Choosing the Right OMS

Whether your firm is large or small, there are a few areas to focus on when comparing OMS options. The following are six considerations to keep in mind before choosing the system to handle your company’s orders:

  • Integrations
  • Impact on Supply Chain
  • Reporting & Analytics
  • Customer Experience
  • Scalability
  • Service
1. Integrations

You need to make sure that your chosen OMS can integrate with all the services you use and can do it without glitches or downtime. No matter the type of OMS you adopt, you’ll need it to integrate with other aspects of your business. Standalone OMS software must work alongside accounting and inventory management tools. Even a complete digital operations platform needs to integrate to some degree. For instance, with your site and third-party sales or marketing platforms.

One important thing to consider is how the integration was built, whether it’s direct or indirect integration, built and managed in house or outsourced. This makes a real difference to the integration’s reliability and efficiency.

Before choosing the right system for you, think about the other apps and services with which it must mesh. They may include separate sales channels, marketing tools, and more. The correct OMS for your brand is one that doesn’t require you to change your whole setup to use it.

2. Supply chain impact

Your business doesn’t exist in a vacuum. Retailers – online and otherwise – are part of broader supply chains. You’ll buy either stock or raw materials from a collection of suppliers. You then might send some or all of it onto distributors or 3rd-party logistics companies. They would then be responsible for getting products to consumers.

When choosing an OMS, then, you also need to think about whether your new system will work with your existing supply chain in terms of suppliers and 3PL providers.

Could adopting a particular solution make processing orders from some suppliers more difficult? Does choosing one OMS alternative preclude you from using a favored 3PL provider? If the answer to either question is yes, you’ll want to look toward a different system.

3. Reporting & Analytics

Order management systems aren’t purely for tracking your present circumstances. As well as keeping tabs on current orders, they should also help you understand broader patterns and trends. That understanding is what then facilitates accurate forecasting and planning for the future. Make sure that you’re getting all the insights you need to grow your business and that they’re actionable.

When choosing an OMS, look into the reporting capabilities on offer. Ask yourself the following questions:

  • Does the solution let you monitor product and channel performance over time?
  • Can you generate and view reports on customer demographics?
  • Can you otherwise track your sales to get a complete picture of business performance?
  • Do you have a real-time overview on your profitability?
  • Can you make data-driven demand forecasting?

Getting accurate, varied data from your OMS can help many areas of your business. Customer information will help you better target marketing campaigns. You can improve inventory management with access to accurate sales figures. Profit and loss reports, meanwhile, let you drill down on your overall financial health. If a system doesn’t allow for this depth of reporting, you’re missing out.

4. Customer Experience

While not designed to be customer-facing, an OMS can have an impact on customer experience. We discussed earlier how the right system could ensure that the impact is a positive one. An inadequate system, meanwhile, may have negative implications.

Take, for instance, an OMS that’s designed to handle only one sales channel or currency. If you sell via many platforms or have customers abroad, adopting the solution will hurt your business. Make sure any OMS you choose covers all the bases needed for your business.

5. Scalability

E-Commerce brands – like all small businesses – often have lofty plans for the future. No company dreams of standing still; they all want to grow and develop. A key consideration when choosing an OMS – or any other tech – is whether it can scale along with the business. Will your chosen OMS be able to cope with increased orders as you scale? Can it integrate with new sales channels and tools as they launch?

Consider where you want your brand to be in five years. Will you be selling on far more platforms? Will your order volume double or triple? Will you consider a new business model, such as DTC? Might you have adopted new tech such as AI or Edge Computing? Then ask yourself, can this OMS handle those changes to my operation? If the answer’s yes, you’re onto a winner.

6. Service

An OMS vendor isn’t a company from which you buy a product and then forget about. Or at least they shouldn’t be. Adopting a company’s order management system should mark the beginning of a relationship. When choosing a solution, therefore, you also need to think about the service on offer. You need good implementation, support, and customer success.

First, look into how much help a vendor offers with implementation. Are they going to be on hand to assist you in defining the scope of that process and manage your switchover? Do they also offer training for all your team members who will need to learn the new setup? If the answer to either query is no, you may wish to explore a different option.

You’ll also want to consider what help a vendor will offer over the longer-term. If anything goes wrong with your OMS, it’s invaluable to have 24/7 support available. Equally, ongoing consulting to help optimize workflows and teach best practice for your system can make a real difference.


Examples of alternative Order Management System options

If Brightpearl is not the right solution for you, here are some other systems you could consider:

Unleashed

A color-coded dashboard displays order information in a clear way. Notifications pop up to remind you which orders to fulfil next. When back-ordering, auto-fill on purchase order forms saves time filling in repetitive data fields.

However, this solution lacks the advanced reporting found elsewhere and charges for extra users. You also won’t be able to undertake warehouse management through this platform.

Veeqo

Offering over 21 direct integrations, this OMS also has shipping software built in to print labels in bulk as well as track orders. An optional upgrade is available on digital picking with a scanner. You can create and save order workflows based on patterns like delivery options, order value and package weight.

A drawback is that it doesn’t have an integrated POS system like Brightpearl, nor does it offer 24/7 customer support.

Skubana

This OMS introduces automation on order fulfilment, inventory status, and purchase orders. The software works out reorder quantities and predicted reorder dates to help you stay on top of stock needs. “Orderbots” funnel orders to the most appropriate fulfillment center and fetch live shipping rates to ensure you get the best price.

It lacks, however, its own integrated CRM. Though it will let you connect with third-party systems. A significant drawback is only supporting GBP and USD accounting. Not exactly ideal if you’re selling in other currencies.

Cin7

Cin7 is a cloud-based OMS that automates many areas of your order fulfilment process and supports omnichannel order management. For example, it will trigger branch transfers for replenishment as soon as inventory hits pre-defined levels at a certain location. The software integrates with its provider’s other proprietary solutions including in-built EDI, third-party logistics (3PL), and its own payment portal.

It’s not ideal for everyone, however. You teach yourself to use the software through online tutorials and there’s a bit of a learning curve. Syncing between Shopify sites can take up to two hours and there’s no mobile app either.

Khaos Control

Offering a comprehensive scope of multichannel order management solutions including warehouse management, supply chain, and inventory management, Khaos is an advanced set of tools. Its sales software includes an ERP dashboard, EPOS, returns management, and payment processing features.

It’s definitely overkill for smaller businesses, so ensure you’ve checked whether you really need what they offer. Additionally, it doesn’t have the flexible fulfillment workflows you’ll find with Brightpearl.

Netsuite

An ERP solution offering multichannel OMS and owned by Oracle, NetSuite integrates orders with your inventory levels to ensure accurate stock oversight. It also automates the fulfillment process, saving time and reducing the likelihood of errors creeping in. Reverse logistics are taken care of, too, meaning returned stock goes straight back into saleable inventory.

It’s an advanced solution that requires top-level technical expertise, making it suitable for SaaS and tech companies. Implementation can take over a year and integrations can take months to add in. By no means will it work instantly, so it is not a quick-fix or a short-term solution.


What is an Order Management System (OMS)?

You should see by now – if you didn’t know already – that modern order management is no straightforward task. The days of buying the correct products, marketing them, and letting everything else take care of itself are long gone.

An OMS is the method by which firms handle this vital business process. It can be any tool, platform, or structure to track and control all the elements of the process detailed earlier.

Sales, inventory and fulfillment are often handled by your OMS. That’s why an order management system is so critical. Now that you understand the basic order management system definition, we’ll dig into the details of what it does. This will help you answer that nagging question: What is order management system software used for?

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What Must an OMS Do?

No matter the size or nature of your business, an OMS must fulfill certain functions. How complicated it is to do so depends on your firm and the level at which you operate. That’s why some companies need a more comprehensive system than others. But we’ll talk more about that later.

1. Track All Orders

Tracking and monitoring orders is perhaps the most fundamental aspect of any OMS. Once an e-commerce brand grows beyond the smallest size, it needs some kind of system to handle orders. Even the most proficient, on-the-ball worker can’t keep all order details in their head.

At heart, an OMS is about making life easier for both a brand and its customers. The correct system can create a more seamless customer experience. It can also make inventory management, logistics, and more processes far more intuitive. In order to do so, such a system must do all of the following:

An order management system becomes even more vital for firms that sell via many channels. The best OMS will track and record orders through your webstore, marketplaces, and other platforms. Centralizing and unifying sales in that way can make a real difference to efficiency and productivity, as well as eliminate errors.

It’s not all about digital channels, either. An OMS will also record and handle orders placed over the phone or in-store if you have such a presence. All details of all orders, therefore, become available in one place. You and your staff can check order statuses, make relevant changes, or reach out to customers with greater ease.

2. Monitor & Manage Inventory

The placement and handling of orders impact many other elements of your business. Every order placed and fulfilled, for instance, affects your inventory. Getting inventory management correct is vital for any e-commerce brand.

If you don’t have an accurate measure of your inventory, a range of issues can arise:

  • Overselling – Accepting orders for products of which you don’t have adequate stock to fulfill. Doing so leads to canceling those orders and disappointing customers.
  • Overstocking – Thinking you’re short of a product and over-ordering replacement inventory. This means you waste valuable warehouse space and could get left with dead stock.
  • Inaccurate Forecasting – If you don’t have accurate inventory figures, it’s harder to understand customer demand. You may miss when there’s an uptick in desire for a particular product. That could see you run out of stock when you might have pre-empted the increased demand.

An order management system will simplify the inventory tracking process. The best software will update your inventory levels in real-time. That means they change with every order that’s placed. That’s regardless of the channel by which the purchase gets made.

3. Facilitate Order Fulfillment

So far, your OMS has recorded the orders placed and helped you track the inventory required for them. There’s more to e-commerce operations than that, however. Namely, you also must get the ordered products to your customers. An OMS helps in this regard, too.

The best order management system will streamline many logistics processes. Those can include routing orders to the right warehouse, auto printing shipping labels, and much more. Such efficiencies can make a real difference not only to your warehouse management but your overall productivity.

Having the correct OMS in place is especially helpful for firms that use 3rd-party logistics (3PL) providers. If your OMS integrates with a 3PL’s system, order fulfillment is faster and more intuitive. It makes life easier for your firm and the provider with which you’re working. That’s a win-win, or a win-win-win when you consider the benefits delivered to customers.

4. Encompass Reverse Logistics

All e-commerce businesses know that returns are an inevitability. Approximately 30% of products bought online get returned. That’s as compared to less than 10% bought in-store. Handling returned items and dealing with the customers who sent them back is vital to order management.

With the right OMS, reverse logistics becomes much more straightforward. A top-class system gives you many options in this regard. You may, for instance, be able to clone an original order to create a credit instantly. That makes it more straightforward to manage refunds, replacements or reorders.

An OMS, too, makes it more intuitive to fold reverse logistics into inventory management. Depending on what’s returned, the system can give you a range of options. It may write off stock that’s sent back, quarantine it, or add it back to your inventory on-hand.


Benefits of an Effective OMS

You should now have an idea of what an order management system is. We’ve also touched on what functionality the different types of solutions provide. What we haven’t discussed enough is the benefits that choosing the right OMS can have for your brand. Let’s remedy that right now.

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1. Automation

We’ve all heard the phrase ‘time is money’. In the modern e-commerce niche, that adage has never been more accurate. Companies must work harder than ever to acquire and retain customers. Consumers have never had more choice, and it’s never been easier to switch brand loyalties. Your firm must spend as much time as it can on winning new customers and serving existing ones.

The back-office processes involved with order management are often time-consuming. With the right OMS, a business can automate a great many of those. With software handling data entry and more, your staff are free for more complex tasks.

Source: mckinsey.com

The benefits of workflow automation are becoming apparent across niches. The best software now incorporates AI for supply chain, logistics, and inventory automation. That lets you automate the entire order to cash process. Your team can then work with customers rather than crunching numbers.

2. Reduction of Human Error

Where there are humans, there’s human error. Even the most diligent and skilled employee will occasionally slip up. When they do, it can cause significant issues, even if the original mistake was small. Consider the scenarios outlined below:

  • You receive an order through your website for five items. A staff member mistypes when sending the order to the warehouse and records it as 50 items. You send out ten times the number of items needed.

  • One of your warehouse team starts to pick an order and marks the order as shipped prematurely. They then get distracted and never actually pick, pack, or ship the order. Your system records the order as complete when it’s not.

  • A customer places an urgent order on a third-party platform. Your team member responsible for the platform forgets to check it for two days. Due to the delay, you can’t fulfill the request in time.

With the right OMS, many of the above tasks get handled automatically. There’s less opportunity for a simple error to create a much more significant problem.

3. Accurate, Real-Time Reporting

Even when your staff get it right, processing orders and updating systems takes time. That’s especially true when you have many pieces of software, rather than a unified solution. Therefore, the data your business will have to hand may not always be entirely up to date.

That’s not the case when you leverage an efficient OMS. The right system provides real-time data regarding orders, inventory, customers, and more. That’s the kind of information you need for smarter analytics and decision-making.

With accurate, real-time reporting, you can get a jump on your rivals. You can track product performance and customer behavior to ID patterns and trends. That’s how you make the correct decisions for the present and the future.

4. Superior Customer Experience

The correct OMS can aid customer experience in a range of ways. They include:

  • Allowing customer service agents to reply to queries about order status more easily.

  • Providing more accurate shipping and delivery information.

  • Ensuring all products are always marked in or out of stock correctly.

How do Order Management Systems work?

So far, we’ve outlined the functions and benefits of order management systems, and taken you through a few examples of software solutions in this area.

By now you’re thinking, “This all sounds great, but how does an OMS actually work?”. Before you decide to allocate any budget at all to OMS investment, you want to understand what you’d actually be paying for. Plus, you’ve got to justify to finance managers that order management spending is a better way forward than simply improving existing manual processes or re-allocating staff, for instance.

There are actually a few different types of order management systems, so we’ll take a look at how each one works individually:

B2B Order Management System

B2B stands for “business to business”, so B2B order management systems refer to software solutions that specifically cater to this kind of commerce.

Whereas B2C (business to consumer) order processing can be relatively straightforward, the B2B order management process is generally more complicated. One reason for this is that the buying cycle tends to be longer compared with B2C. On top of this, quantities are larger and different paperwork is involved.

Your B2B order management system needs to involve automation software for each stage of the purchasing and fulfillment processes. The stages in each business transaction are tracked, with the next stage triggered after the previous one is marked complete.

Here is an example of a typical business order cycle:

  1. A client places an order either directly through your e-commerce platform or through a sales representative.
  2. The order is received and logged into your OMS.
  3. Order confirmation and invoice or alternative payment request are sent to the client.
  4. A notification is sent to your warehouse to reserve the products ordered.
  5. The inventory is automatically checked and the products are marked for picking and packing.
  6. Picking and packing takes place.
  7. Items are marked for dispatch.
  8. Couriers/freight channels are notified of items ready for dispatch.
  9. Items are collected and a dispatch notification is sent to the client.
  10. Products are delivered and the order is marked as complete.
  11. Delivery notification is sent to the client.

To avoid man-made slip-ups that cause delays and order failures, your B2B OMS should include an EDI system. EDI is short for “Electronic Data Interchange”; a software service that digitizes the paper trail for business to business purchases.

Rather than relying on error-prone humans to send out transaction papers on time, the EDI automatically processes the documents involved. Instead of printing out and mailing (or faxing) invoices, EDI systems of two companies simply connect with each other and send digital copies of these documents as needed.

If you’re intending to do business with larger corporations, you’ll absolutely need an EDI software system in place, because this is industry standard for enterprise B2B purchasing.

Thankfully, an EDI takes a whole heap of stress off your plate because of its superior ability to handle POs and customs and inventory documents all from one centralized place. More organized document handling means you can look forward to more streamlined B2B order management. Your accountants and operations managers will thank you for the investment.

Cloud-Based Order Management System

With a digitized order management process, it stands to reason that all that digital paperwork is going to need storing somewhere. If you’re operating a smaller business, local storage (i.e., saving files on your office computer) plus backing up on external hard drives works just fine. But such a system won’t scale up all that easily. By the time warehouses, freight shipping, and back-orders are involved, it’s time to upgrade to a cloud-based solution.

A cloud-based order management system is simply an OMS that is backed up to an external cloud-based server. If you’re paying for a cloud OMS here are some benefits you’ll likely enjoy:

  • Real-time updates: Clients will receive timely updates on their order status as cloud computing tends to enjoy close to 99.98% uptime.
  • Reliable shipping notifications: Cloud computing ensures powerful data processing, meaning less likelihood of delayed notifications.
  • Free up staff time: While manual OMS systems require constant updating or maintenance by human staff, cloud systems can execute functions without supervision.
  • Subscription payments: Cloud computing tends to run on subscription-based models, meaning your company can choose to invest in more or less service provision as your operations scale.

So, it’s not hard to see why cloud based order management can lead to improved customer happiness. The key is regular, accurate, and personalized updates, all of which have become minimum expectations in today’s competitive B2B and B2C markets.

Multichannel Order Management System

A startling 70% of brands intend to add new sales channels to their portfolios in 2022, according to recent research findings. More sales channels means more complexity in order fulfillment logistics, and a greater propensity for errors to creep in. When the scope of your operation broadens, accuracy and attention to detail become increasingly important.

multichannel order management system can solve the complex processing challenges of diverse sales platforms.

Here are some examples of the range of channels consumers purchase through:

  • Supermarkets and other bricks-and-mortar locations
  • Amazon Marketplace, eBay, and Google Shopping
  • Television shopping channels
  • Catalogs, newspapers, and magazines
  • Facebook, Instagram, and other social networks
  • E-commerce sites managed by retailers

With multichannel OMS, you can streamline order processing from several sales channels at once—both online and offline. It works by updating your inventory stock levels as soon as orders are placed. An integrated POS system ensures physical purchases feed into e-commerce inventory updates.

If you’ve got software linking all your sales channels to a centralized platform, that’s called an omnichannel order management system.

Whether you’re selling B2B, B2C, or even D2C (direct to consumer), there’s no doubt that offering a variety of sales channels increases your competitiveness.

Since the COVID-19 pandemic and the subsequent boom in e-commerce, retailers learned just how crucial digitization of their sales channels turned out to be. In fact, multichannel online retailers in the US are expected to grow their revenue by 64% to £575bn by 2023, compared with 2020.

Statistics like that leave no room for doubt about the importance of an OMS, particularly for e-commerce retail. But how do you know exactly which type is best for you? Read on to find out.


Steps to choosing the best Order Management System

Take all the above into consideration, and you’re ready to select your order management system software. Precisely how, though, do you go about doing so? If you follow these straightforward steps, you won’t go far wrong:

1. Define Goals & Objectives

Talk to all stakeholders about implementing a new OMS. That will include:

  • Team members
  • Suppliers
  • Distributors
  • Customers

Find out from them what your aim should be in upgrading your system. Doing so will help you ID the functions that are a must to meet your goals and those you can do without.

2. Create a Proposal

Creating such a document will help organize your own thoughts. It will also show vendors what you’re asking of them.Use what you learned in step one to draft a comprehensive proposal. It must detail exactly what you need from a new OMS. Incorporate things like order volumes, sales channels, and plans for the future.

3. Research & Reach Out to Vendors

Look at the present order management system marketplace. What vendors are out there that may be able to meet your needs? Draw up a shortlist, and then reach out to the best options. Send them the proposal you created and invite them to open a dialogue.

4. Evaluate & Compare Your Options

Once you’ve heard back from different vendors, you can compare their offerings. Think about your company’s needs and the functions you decided were essential. Keeping that top of mind should help you choose the best possible OMS option.

5. Work With the Vendor to Implement

Any order management software vendor worth their salt will want your implementation to succeed. Often, they will provide guidance and assistance throughout the process. It’s in their interest too, after all, for you to get the most from their software. The closer you work with a vendor at the outset, the more likely that is.


OMS – The Key Takeaways

So, there you have it. You now know everything you could possibly need about order management systems. We did warn you that it was going to be a definitive guide! Just in case you didn’t read every single word, here are the key takeaways:

  • The order management process is a long and complicated one. It encompasses a sale, warehouse management, inventory, shipping and fulfillment, and more.
  • Businesses have lots of OMS options. They include manual order management, standalone software, or a more comprehensive platform.
  • Companies can choose between manual order management, standalone software, or a more comprehensive platform.
  • Getting the right OMS in place delivers many benefits. They include better scope for automation, fewer errors, and superior customer experience.
  • As long as you understand what you need from an OMS, it’s easy to find the right one for you. Define your objectives at the outset. Then, work closely with your chosen vendor throughout implementation.

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