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

Picking a new Order Monitoring System (συστημα ειδοποιησης σερβιτορων) is possibly simply one of a million points on your mind now. You simply desire a fast remedy to end all your order management concerns so you can move onto the following job however it’s important that you don’t rush it. The most effective thing you can do for your organization today is to take your time with this choice.

It’s easy to leap directly right into discussions with vendors and also before you know it you have actually signed up for something that doesn’t even do what you need.

So, prior to you hurry right into speaking to vendors, take some time to think of what you want from your order administration system. Trust us, spending a little time currently will certainly save you a great deal of cash and frustrations in the future.

Things to think about:


Is refining an order an easy job or is it complex with great deals of various individuals, departments and also 3rd events included?

Considering what your procedures resemble and also recording just how orders flow via your company is a great way to exercise what you need an Order Administration system to do.

This will certainly then make it simpler to discuss to suppliers the means you run as well as what you require to be able to do in your brand-new system.

Don’t fret if you’re not 100% sure regarding this as its just a beginning point. At CaseBlocks, we work together with out customers to specify their processes and create an option that works for them.

Tip: Get people from different duties and also divisions to provide their view on just how orders are refined. Each person will certainly have a different point of view and also experience to produce a much more extensive conversation.


Each OMS will certainly have a various list of functions for handling orders. Some may only have a few functions to obtain you up and running while others will certainly have a whole collection so it is essential that you have an approximation of what you desire.

Before you begin checking out systems, try noting all things that you want to have the ability to do, noting what capacities are bargain breakers as well as which would be nice to have. When you have your listing, look at some solutions and also see if there’s any you missed. Below’s a quick link to a few of our Order Monitoring functions.

This will certainly assist you produce a shortlist of vendors that satisfy your needs and also weed out those which can’t.

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

Tip: If there’s a specific business that you would love to deal with but their system does not tick all the boxes, try asking if they would be able to include what you need. Business usually pertain to us with suggestions and requests for new attributes and we’re more than pleased to suit them.


If the solution is of course, then take down all the systems that you desire your OMS to integrate with. This makes it simple to contact vendors if it’s feasible to do, remember that the more integrations you require, the greater the expense is likely to be.

Do not get sidetracked by the variety of integrations available because you’ll most likely never utilize the majority of them. Rather, attempt to concentrate on suppliers that can incorporate with the solutions that you currently utilize or intend to in future.

Idea: Even if the combination isn’t noted on the website does not suggest it’s not feasible. Attempt capturing a quick email or pick up the phone as well as ask, they’ll be greater than delighted to help you out.


Your Order Monitoring system will play an essential function in the success of your organization so while low-priced solutions may be alluring, it is worthwhile thinking about much more pricey options that can be set up to match your process.

The price of an Order Administration System will differ from vendor to vendor so ensure you have a budget in mind. Take into consideration how much you ‘d preferably like to invest and also the absolute maximum quantity you agree to pay.

It is very important to be reasonable when establishing your budget plan as well as keep in mind that there may be configuration fees. The price will frequently be impacted by the intricacy of the system, the number of integrations and also users, and task timescales.

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


Consider just how commonly your order monitoring procedures advance. If they are stiff and also not likely to alter then adaptability may not be a big problem.

On the other hand, if your processes are continually changing to incorporate the latest innovation or react to a rival then adaptability will be important for your company.

If you require a versatile order administration system then search for out just how easy it is to make changes and if these can be made on your own as some vendors will charge a charge.

Our order management system is highly versatile as well as allows you to create personalized solutions and edit them swiftly and also conveniently. Adjustments can after that be rolled out right away to all new orders and can additionally be applied to historic orders in your system.


If you don’t understand currently, discover the specs of your existing computer systems as well as devices. It’s important to recognize this so that suppliers can recommend whether their software program will certainly work with your present arrangement.

This can aid trim your supplier shortlist by getting rid of those that won’t function.

Nevertheless, if you’re planning to purchase all new tools or upgrade present kit then make sure you obtain suppliers to offer precise specs of what you will certainly need.

Cloud-based options like CaseBlocks are wonderful as they are accessed via your web internet browser instead of installed on your desktop computer so all you truly require to worry about is having an internet connection.


Think of the employees that will be utilizing the order administration system everyday. Are they aware of computer systems or are they made use of to paper-based processes? Do they have any type of technological abilities? How high is the learning curve with the new software program? Do you require to hire staff members with different skills?

While some order administration systems just need some basic training, others may need customers have some technological abilities or participate in a thorough training course. It is essential to consider your team’s existing skills and the amount of time as well as cash you want to buy training.

Executing an overly difficult system can cause a reduced adoption rate, bad morale and enhanced mistakes if staff aren’t comfy with it, nonetheless, although a less complex system may be extra productive initially it may not have the ability to do every little thing you require in the future so it is very important to consider the compromises in between systems.