Important Features of an Order Management System


Tracking customer orders in a company can only be easy when done through a proper order processing system. Order management systems normally consists of an order entry software, order management, and order delivery. The system provides a centralized method of tracking orders right from the moment they are placed to when the customer receives the products. This allows all parties involved; the customers, sales representatives, and the delivery agents to access and update a single system that has all the required information up-to-date. Learn Why customers use Celigo to integrate Salesforce with NetSuite.

A good order management system with excel connector for salesforce  should allow a customer to place an order using a variety of methods. This includes a call, e-mail, fax, or on the internet, among others. The placed order should be visible to the salesmen and they should be able to fulfill it. The customer should also be allowed to make amends to an order. This includes increasing the quantity of cancelling the order before it is dispatched. 

Order management systems usually allow for many actions to be done through the processing stages. This includes order search, customer search, order modification, approval, or cancelling. There is also an option to provide an order substitute. The importance of these actions is that the company has full control of the orders placed and can easily get in touch with the customer should there be any need. It also centralizes information allowing businesses to understand clients better and be able to see their purchase history.

An order management system allows input of marketing information including the promotions, catalogs, and prices to enable customers know how much they will spend and if there are any discounts involved. There is product information and taxing details included too. Other things included are customer details, location of delivery, vendors, and prospects. With all this information in a central place, it makes it easier to manage a product and the transactions involved.

For an order management system to serve the needs of the business properly, it should have a user-friendly interface. The interface is where customers and your employees interact with the system and this needs to be designed in a way that make it easy to use. The system will be accessed by different people hence needs to be simple enough to appeal clients.

When you think of integrating an order management system in your business, ensure that it serves the needs of all the parties involved. Not only does it simplify the entire process but makes management easier. It is, therefore, an essential part of the business.