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How to Choose Order Management Software: Everything You Need to Know

Managing orders is a full-time job. Between customer inquiries, internal customer requests, and complicated logistics, it’s hard for your team to stay on top of everything. 

To manage and control this flow, you need to use order management software. But there are so many options to choose from. So, how do you choose order management software that’s right for your needs?

In this article, we outline what you need from this software. Read on to discover more.

Understand Your Business Needs

When choosing order management software for your business, the first step is to understand your business needs. Maybe you need a system that can automatically track orders, store customer payment information, improve your business quoting process, and analyze sales data.

Or perhaps you need one designed for your unique process that integrates with your current accounting and CRM systems for optimal efficiency. Once you have an understanding of what you need the software to be able to do, you are ready to start shopping around for the best solutions.

Features and Functionality

When choosing order management software, it’s important to consider order management software features and functionality. This is because it will have an impact on your customer experience. Look for software that allows you to:

  • customize settings and orders
  • track customer information
  • automate processes
  • generate sales reports

Automated workflow management capabilities should provide an efficient system for managing leads and orders. User-friendly interfaces and comprehensive dashboards will help you easily navigate the software. When evaluating order management software, keep in mind the size and scope of your business and its unique needs.

Integration Capabilities

When picking order management software, integration should be at the top of the list. Do you want to connect it to your current business processes or to outside software like inventory solutions?

Figure out how many connections you will need and what kinds they will be. Then, look at the software’s list of products to make sure it can work with all of the systems you already have or want.

It’s best to choose order management software that already has an API to connect to your other systems. This gets rid of the need to write code and makes collaboration easy.

Warranty and Support

It’s important to consider the terms of the warranty, what is covered, and the support offered. The warranty should offer some protection for what the software is designed to do.

It means that any consequential losses that arise from the use of the software should be covered by a warranty. Additionally, the warranty should cover any and all problems that may arise from the use of the software.

Also, ensure that the order management software provider or vendor offers around-the-clock support in some capacity. This could be in the form of telephone support, online chat support, website support, or email support. 

Learn How to Choose Order Management Software

Choose order management software that is intuitive and able to scale with growing customer needs. Research and make a list of the features that are important for your business read reviews, and ask for customer referrals from peers in your industry.

You can start a free trial to get a feel of the software’s user interface and best of all, access comprehensive resources like this article when making decisions for your business. Try one now pick the right order management software for your business.

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