OMS (Order Management System) , derived from its English full name Order Management System. There are many definitions of order management system. Let’s just choose an explanation on Baidu Encyclopedia. “The order management system is to receive customer order information and inventory information from the warehouse management system, and then return the order to the customer and the degree of urgency. class, a system that configures inventory at different storage locations and determines delivery dates."

In order to understand the order management system more clearly, I will recommend 5 easy-to-use order management systems from the workflow of the order management system and which industries are applicable, the value of the order management system to the enterprise, and what functions the order management system should have , How to choose a suitable order management system, these five dimensions, respectively introduce the order management system.

1. What is the use of order management system? What industries does it apply to?

It may be better understood with a practical example.

For example, you bought a smart speaker from a certain treasure/some website. From the moment you click to place an order and pay, the order management system of the smart speaker seller starts to play a role: what is your address, which storage center is closer to you? close? Is there enough inventory in this storage center? When did you place the order? The order information and the logistics system cooperate with each other to send out the order, and then after packaging and delivery, when will it be out of the warehouse? When do you pick up the package? What will the express experience on the road? What time is the delivery? When to receive the parcel, etc., you can see this information synchronously on the mobile phone until you receive the goods.

And this process is what the order management system needs to manage. From the merchant's point of view, the order is the main line, and the order receiving, order splitting and merging, shipping and warehousing management, task assignment, logistics cost settlement, and exception management and Order visualization and the entire process.

In other words, the order management system is the most important transaction information system connecting users and merchants, and the order management system not only manages orders, but also connects commodity centers, promotion systems, logistics systems and warehouse management systems . The basics of business.

From the industry point of view, the order management system is suitable for FMCG, retail e-commerce, catering, logistics and other industries, but with the continuous deepening of information technology, media, finance, medical and other industries basically need order management systems to Resolve sales and order related issues . Because the order management system can integrate multiple information such as product details, customer consultation, inventory and after-sales conditions, and aggregate them into the only source of order information to achieve unified order management for the enterprise.

2. Recommend 5 easy-to-use order management systems

1. Fenxiang Sales: B2B Channel Dealer Order Management System

【Official website: https://fs80.cn/m8w6yx】

FunShare is characterized by a connected CRM, which connects businesses, people, and systems, and realizes customer-centric, efficient collaboration within the enterprise and upstream and downstream businesses. Provide deeply industrialized products, solutions and services for large and medium-sized enterprises in high-tech, modern enterprise services, fast-moving consumer goods, agriculture and animal husbandry, large-scale manufacturing, etc., and help enterprises achieve continuous growth through the integration of marketing, sales and service.

Suitable industries: such as FMCG, manufacturing, high-tech, corporate services, toB e-commerce, logistics, medical device industries, etc.

Features:
- Contract and order management:
  - Closed loop of contract, quotation and order
  - Online intelligent control of the entire process of approval, delivery, delivery, and logistics tracking after the order is submitted;
  - In-depth analysis of order distribution, target achievement, product sales, and organizational effectiveness;
- Receivable and collection management:
  - Online management of receivables process (from immediate receivables, aging of receivables, dunning to write-off)
  - Combination of business receivables and financial receivables, integration of business and finance
- Out-of-the-box, open API interface, seamless integration with other business systems of the enterprise, and can customize functions suitable for the business according to the business of the enterprise, carry out in-depth expansion, and flexibly meet business adjustment needs.
Advantages: Funshare has been cultivating the CRM customer management system since its establishment, and has a relatively right to speak in sales management. The order management system is an essential but subdivided part of the entire CRM system, so the scene understanding and function matching of the order management part of Funshare is very high. It can also be seen that word-of-mouth and brand volume are at the forefront.
Disadvantages: Focus on ToB customers, not applicable to ToC; not suitable for financial and automotive industry users.

2. Caiwangyun: zero-code business management software

【Official website: Caiwangyun】

Cybo Mica Company is a Japanese company established in 1997. In 2007, Cybozu China was established in Shanghai (the company name is called Cybozi). It is mainly committed to the research and development, sales and service of collaborative office systems, and provides enterprise-level application development and customization. Its main product, kintone, is a lightweight cloud-based project management software that helps users customize various business applications and workflows through zero-code development and scalability.

Function introduction: The order management system in Caiwangyun's one-stop solution has four basic functions: quotation application, order management, contract management, and collection management:
- Quotation application: One-click quotation and specification is convenient; quotation history is clear and traceable; one-click generation of fixed-format quotations or orders.
- Order management: control the whole process from order receipt to delivery; each node and process can be easily customized.
- Contract management: One-click output in PDF format; rich form templates; provide electronic signature solutions.
- Collection management: integrated management of contracts, invoicing, and collection; automatic calculation of sales commissions or dealer rebates.

Advantages: Caiwangyun has strong technical capabilities, and has the characteristics of zero-code development and scalability; it has a wide range of business, including applications and solutions in customer relationship management, market management, data analysis, and human resource management; comparison Pay attention to the improvement of detail functions. For example, in contract management, you can create forms of any form and quantity, and also support the output of barcodes and QR codes. Among them, Caiwangyun is different from other manufacturers in that they can be customized on demand.

Disadvantages: It mainly serves SME customers; the interaction and hierarchical structure in order management are more complicated.

3. Wanli Niu: Well-known enterprise in retail business management

【Official website: Wanli Niu】

Wanli Niu is a product brand of Hupan Network, with ERP as the core, forming a product matrix including WMS, cross-border ERP, BI, store retail, cloud ordering, and cross-border B2B independent stations. The entrepreneurial team is mainly from leading Internet companies such as Alibaba. At present, more than 100 offline service points have been established in China, and more than 200 mainstream e-commerce platforms such as Alibaba, JD.com, Pinduoduo, Douyin, Amazon, and Shopee Reached in-depth cooperation, and won honors such as Ali Tao Partner and Jingdong Excellent Service Provider for ten consecutive years.

Suitable industries: Enterprises in retail business scenarios such as domestic e-commerce, cross-border e-commerce, and physical stores.

Features:
- Real-time synchronization of orders, 0 missed orders
- More than 100 automatic strategies to process orders efficiently
- Logistics tracking and early warning effectively prevent false shipments
- Automatic interception of suspension and refund exceptions
Advantages: Wanli Niu's order management is relatively lightweight, and the order processing logic is clear; in addition to order management, Wanli Niu also has warehouse management, procurement coordination, distribution management, inventory management, after-sales work orders, product listing, business and financial integration, and data analysis. The function can meet the needs of merchants in distribution, warehousing, inventory, distribution, orders, finance and data analysis on various platforms in one stop.
Disadvantages: Mainly aimed at e-commerce and retail industries, other industries such as B2B industries are slightly lacking; product functions are cumbersome, user experience is not good; customization capabilities are limited.

4. Jiandaoyun: low-code construction platform

【Official website: Jian Daoyun】

Jiandaoyun is one of Fanruan's products, which mainly provides functional modules such as forms, processes, analysis dashboards, and knowledge bases. Administrators can build business management applications that meet their needs (such as production management, invoicing, ordering, etc.) without coding. Employees can receive Jiandaoyun messages and handle business on computers and mobile phones.

Features

Jiandaoyun's order management system, starting from the effect, mainly includes four modules: promoting sales progress, analyzing financial data, simplifying warehouse management problems, and standardizing the procurement process.

Promote sales progress: salespersons can enter products in batches, and the system automatically calculates quotations; salespersons can retrieve customer information according to the contract number, and intelligently deliver and return goods.
Analysis of financial data: order information is automatically summarized, and financial data is visualized and presented in real time.
Simplify warehouse management problems: real-time statistics of current warehouse inventory; mobile phone scan QR code to take inventory data.
Standardize the procurement process: automatically summarize procurement information; monitor the entire process of procurement business.

Advantages: Jiandaoyun is backed by Fanruan software and has strong technical strength; zero-code and low-cost rapid application creation, user configuration is relatively simple; business templates, industry templates and other templates are rich, and enterprises can use them out of the box.

Disadvantages: The functions are relatively simple and cannot meet the customization needs of enterprises; the system stability needs to be improved, and the user experience needs to be optimized; some advanced functions require additional fees to use.

5. Lianwei Digital: Retail & E-commerce Management Cloud Platform

【Official website: Lianwei Data Science】

Founded in 2000, Lianwei Digital Technology is committed to assisting the digital construction of enterprises. The group has four business segments: digital marketing and sales solutions, digital operation management solutions, cloud management service solutions, production and supply chain system solutions. Lianwei Digital Technology Group includes Lianwei Information, which focuses on digital solutions for large consumer industries, Lianwei Data, which is deeply involved in the field of consumer goods, and Lianwei E-commerce, Lianwei Panyun and Lianwei Lige products.

Features:

Lianwei Digital's order management system has four major functions, namely flexible adaptation of logic rules, improvement of supply chain efficiency, optimization of online and offline sales decisions, and optimization of inventory management.

- Flexible adaptation of logic rules: According to different business rules and data attributes, the optimal order processing method is automatically selected.
- Improve supply chain efficiency: Solve the problems of inventory sharing and associated settlement through the one-in-stock model.
- Optimize online and offline sales decisions: visualize the report to understand the health of orders and inventory in a timely manner, and adjust sales strategies.
- Optimize inventory management: monitor inventory in real time, predict sales trends, and replenish on demand.
Advantages: Flexible docking of multi-channel orders, efficient processing of high concurrency, optimization of order management and inventory management, data analysis support, etc.
Disadvantages: The integration with other systems is not high, and the data needs to be exported and rearranged; the interface is not beautiful enough.

3. The value of the order management system to the enterprise

Enterprise orders are an important source of enterprise production and capital flow, so order management is a key link in enterprise operations and a top priority in enterprise management. Therefore, the use of an order management system is a big move for enterprise management, and a big move means that it can bring big benefits.

1. Reduce duplication of labor and save costs

The order management system can manage and update relevant information about orders in a timely and accurate manner. If it is maintained manually, the workload is unimaginable. Therefore, the use of the order management system can reduce a lot of simple repetitive labor, save manpower and time, and also save a lot of paper and communication costs.

2. Avoid business risks and reduce the pressure on corporate funds

The order management system determines the delivery quantity based on the approved quantity of the order. After setting "the delivery quantity is not allowed to be greater than the approved quantity of the order", the process and quota of the order can be controlled, which can avoid business risks and reduce application The amount of receivables can be reduced to reduce the financial pressure of the enterprise.

3. Transparent management of payment and customer resources

The order management system can check the payment between the customer and the company in a timely manner, which avoids the occurrence of false performance reports and withholding payment; at the same time, managers at all levels can grasp customer information through the order management system, avoiding some " Black-box operation" or the phenomenon of customer loss caused by the departure of business personnel.

4. Keep abreast of commodity data and adjust business strategies in a timely manner

Through the order management system, managers at all levels of the enterprise can compare the order quantity, delivery quantity and return quantity of each product, further analyze the abnormal data, find out the reasons for the differences, and analyze the problems in the operation. Adjust the business strategy in time to reduce the loss caused by product abnormalities.

5. Improve service quality and reduce problems

Through the order management system, you can quickly query the order status and problems, and deal with the return or after-sales problems of the problematic parts in a timely manner, reduce the service hidden dangers caused by unclear orders and untimely after-sales problems, and improve service quality.

4. What functions do order management systems generally need to have?

1. Order management

Order management is the basic function of the order management system. Through the management and tracking of orders placed by customers, the progress and completion of orders can be dynamically grasped. Generally, it includes single order, batch order, and also includes functions such as order creation, order editing, order deletion, order query and order statistics, as well as order status management (including cancellation, payment, delivery, etc.); at the same time, the order Management is directly related to inventory management, so there must be an inventory warning and reminder function when placing an order.

2. Warehouse management

As mentioned earlier, order management is directly related to inventory management, so warehouse management must be included in the order management system, so that real-time statistics and comparisons of inventory and orders can be achieved. Warehouse management generally uses barcodes as data sources, and uses data collection terminals to scan barcodes for data collection. The system manages the quantity of inventory items from different perspectives such as level, category, location, batch, and single piece, so that enterprises can understand and control the accurate situation of all aspects of inventory business in a timely manner, and effectively monitor product logistics.

3. Sales channel management

In addition to its own sales personnel, the sales channels of an enterprise also include multiple channels such as distributors, agents, ordering on behalf of customers, and KA. The information flow, logistics, and capital flow of each channel in the supply chain require a system Planning, comprehensive implementation and process monitoring, so as to strengthen the close cooperation between the enterprise and each sales channel business, improve its resource management capabilities by standardizing the internal business processes of each sales channel, and provide customers with a unified and comprehensive sales experience and Serve.

4. Budget and expense management

Budget management can monitor and control the execution process of the enterprise budget, find deviations in budget execution through budget monitoring, and trace the budget execution results of each responsibility center.

Expense management generally manages sales expenses. Where the sales expenses invested in terminals and channels are spent and what effects are produced, all need to be presented through the order management system, so as to help enterprises establish a complete set of sales expense management. system to keep costs within a reasonable range.

5. How to choose the right order management system

Specifically, how to choose an easy-to-use order management system can refer to two dimensions:

1. The situation of the enterprise itself

Industry characteristics, budget, demand, etc. must be done well in advance to sort out these dimensions, and then go to find suitable suppliers. For example, if your company is in the e-commerce industry, does your company have distribution needs? ? Should order tracking be customized? Is inventory management online? Is it inconvenient to integrate the order management system with other existing systems? These are point issues that need to be sorted out more systematically.

2. Supplier matching

For what problems the order management system can solve for the enterprise and what functions it needs to have, you can refer to the second and third parts, and at the same time match the corresponding supplier situation in order to select a suitable supplier.

If you want to give advice directly, I think that large enterprises or companies in the B2B industry can directly choose Funshare Sales. After all, Funshare has developed rapidly in recent years. Its brand value and strength are there, and order management As a small branch of CRM, the system also inherits the advantages of its products in the field of CRM and scene understanding to a certain extent.

If the budget is relatively low, you can choose Jiandaoyun. As a platform for low-code construction, Jiandaoyun is relatively technically better and the budget may be lower.

Or you can re-screen other suppliers not mentioned here based on the above two options, and with a little effort, you may be able to find one that suits your situation.

Hope the above can help you.

5000 words detailed explanation of OMS order management system: what it is, value and 5 platform recommendations