Order management software for timely, precise service: A full guide

Your marketing efforts have been great, and your items have been shipped to your customers. But will they be happy after the unboxing? Let’s turn to some numbers. 23% will return the item because it was the wrong one, and 20% — because it was damaged in transit. If the returns don’t scare you that much (though they are a financial burden themselves), how about reputation? It takes 12 positive reviews to make up for one negative review related to order issues!

Retail, e-commerce, and any other order processing companies face the same old problem: make their order fulfillment process simple, fast, and error-free. The solution lies in implementing order management software solutions that help you ditch manual processes and automate as much as possible. Throughout this guide, we'll explore how the right system can cut costly errors, returns, and turn your order processing into a competitive advantage.

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What is order management?

At its core, order management spans all the activities, processes, and systems that convert a customer's "I want this" into "I got exactly what I ordered, when I needed it" (if performed at the highest level, of course). It's the entire journey from the moment a customer hits "buy" to when they're unboxing their purchase.

The primary purpose? Making sure every single order flows smoothly through your business without delays or mistakes that we are all prone to. When done right, order management becomes your secret weapon for building customer loyalty and keeping your business running like a well-oiled machine. 86% of the customers become brand ambassadors after just one successful purchase and a good experience with the company. A lot to think about, right?

The order management life cycle involves inventory tracking, payment processing, shipping coordination, and customer communication. And if this isn’t complicated enough, ask yourself: have you mixed up order management and order fulfillment yet? You have? Read on to know the difference.

Order management vs order fulfillment: What is the difference?

Here's where things get a bit tangled – while terms "order management" and "order fulfillment" are similar and work hand-in-hand, each of these processes has its distinct role in keeping your business humming along.

Here’s the comparison for you to understand this relationship:

• Order management guides the entire process, while order fulfillment focuses on the logistics of getting goods out the door and into customers' hands.
• Order management has multiple departments working together, from customer service inquiries to accounting payments, and order fulfillment concerns warehouse operations, packaging, and shipping logistics, including route management, and fuel optimization.
• Order management handles the administrative side, including order processing, inventory updates, customer communications, and post-purchase follow-ups, while order fulfillment zeroes in on picking, packing, and delivery execution.
• Order management spans the relationship from initial purchase to customer satisfaction and potential returns, while order fulfillment ends once the package arrives.‍
• Order management requires coordination between internal teams and external partners (like payment processors), while order fulfillment collaborates with shipping carriers and warehouse management through a fulfillment management system.

Both are essential, but order management takes the wider view of your entire customer experience. Speaking of working together, another area where lines often get blurred is between inventory management and order management.

Inventory management vs order management: another important distinction

While these two business functions dance around the same products and data, they tackle completely different challenges. Inventory management keeps your stock levels in check, while order management shepherds individual customer orders through your entire sales pipeline.

But this is just the main focus. There are more details:

• Inventory management tracks quantities, forecasts demand, and triggers reorders, and order management handles the customer-facing journey from purchase to delivery.
• Inventory management answers "how much do we have and when do we need more?" while order management — "where is this customer's order and when will it arrive?"
• Inventory management runs on aggregate data and trends across all products, while order management processes individual transactions and customer requirements.
• Inventory management involves procurement teams and suppliers for restocking decisions, while order management works between sales, customer service, and fulfillment teams.
• Inventory management prevents stockouts by maintaining optimal inventory levels, while order management ensures accurate order processing and timely delivery.

The overlap becomes obvious when you examine the software solutions businesses use. B2B order management software often includes inventory tracking features, while ecommerce inventory software frequently handles online order processing software functions. Both systems need real-time stock visibility and automated updates to prevent overselling.

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Order management process explained

For small businesses handling just a few orders weekly, you might manage this manually with spreadsheets. But once your business grows beyond that scale, you'll need an order management program to keep everything running smoothly.

Keep in mind that every business operates differently, so these stages might vary depending on your industry, size, and sales model. We're focusing on the typical e-commerce scenario that most businesses encounter.

• Order capture.

Your journey kicks off the moment someone decides to purchase from you, through your website, a marketplace listing, or even a phone call. This stage involves collecting what they want, where it goes, how they're paying, and any instructions. Many companies juggle multiple sales channels, so your system needs to funnel orders into one central hub. Automated order management is a must, as manually tracking orders across different platforms is overwhelming.

• Inventory verification and allocation.

Before you celebrate that sale, you need to confirm you have what the customer ordered. This step involves checking real-time stock levels, reserving the items for that order, and updating your inventory counts. Without verification, you risk overselling and disappointing customers.

• Payment processing and order confirmation.

Once inventory is secured, there comes payment processing. This involves validating payment methods, processing transactions, and sending confirmation details. After a successful payment, the order moves to fulfillment. If you decide to get a custom order management system, this functionality might be added to it, or not, if you want to process it separately.

• Picking and packing.

Here's where your warehouse operations swing into action. Staff members locate the ordered items, pull them from shelves, verify quantities and conditions, and then package everything securely for shipment. This stage requires tight coordination between your order management software solution and warehouse operations to ensure accuracy and efficiency.

• Shipping and delivery.

This stage involves picking shipping methods, creating labels, and managing delivery schedules. Businesses with their own delivery operations might use fleet management software to optimize routes and track vehicles, while others rely on third-party shipping providers.

• Order tracking and customer communication.

Your customers expect real-time visibility into their orders. This means tracking numbers, status updates, and open communication channels throughout the delivery process. Proactive communication prevents customer service headaches and builds trust.

• Returns and exchanges processing.

Some customers will want to return or exchange items, triggering a reverse process that needs just as much attention as the original order. This involves processing return requests, managing shipments, inspecting returned goods, and handling refunds or replacements.

• Post-purchase analytics and follow-up.

Businesses use order data to understand customer behavior, identify trends, optimize operations, and plan future inventory. This stage also includes follow-up communications like satisfaction surveys, review requests, and targeted marketing for future purchases.

The final stage is complex and deserves special attention to understand what exactly to follow, trace, and react to — that’s why we will discuss it in a separate chapter. 

Key order management KPIs & metrics to track

Order management and fulfillment generate valuable data that you should be monitoring. These metrics tell the story of how well your operations are working, where bottlenecks exist, and what needs fixing. Here are the main metrics and KPIs to keep an eye on:

• Internal order cycle time tracks how long it takes from receiving an order to getting it shipped out. This internal measurement shows how efficiently your team processes orders. If this timeframe stretches too long, customers get impatient and your reputation suffers. Speed it up by automating processes and improving your warehouse layout.
• Order fulfillment cycle time measures the complete experience from purchase to receiving a package, including shipping and delivery phases. Long fulfillment times often indicate internal bottlenecks or unreliable shipping partners. Custom order management systems help identify these problem areas quickly.
• Order picking accuracy tracks the percentage of orders that are picked correctly by dividing accurate picks by total picks. Mistakes cost money through returns, re-shipping, and customer service time, and damage customer relationships. Improve accuracy by defining problems, investing in barcode scanning technology, and training staff properly.
• Cost per order reveals the money spent fulfilling each order, excluding the product cost. Calculate it by dividing your total fulfillment expenses by the number of orders processed. This includes warehousing, labor, packaging, and shipping costs. When this number creeps too high, it eats into your profit margins. The way out often involves reducing manual work or setting minimum order quantities to protect your bottom line.
• Average order value is the total revenue divided by the number of orders to see how much customers spend per transaction. This calculation helps with pricing strategies and revenue forecasting. Increase it through strategic promotions, product bundling, cross-selling, and personalized shopping experiences that encourage larger purchases.
• Purchasing frequency measures how often customers come back by dividing total purchases by unique customers over a specific period. Declining frequency might signal seasonal changes or deeper issues like poor customer experience. Boost this through loyalty programs, easier returns, and addressing any recurring requests and complaints.
• On-time shipping rate sees what percentage of your orders ship when promised by dividing on-time shipments by total shipments. Poor performance usually stems from disorganized warehouses, poor communication, or unrealistic delivery promises. OMS fulfillment solutions often include automated scheduling to improve this rate.
• Rate of returns is defined as a percentage of total orders to understand how often customers send products back. High rates indicate problems with product descriptions, quality, or fulfillment accuracy. Document return reasons to identify and address patterns.
• Perfect order rate measures what part of orders arrive without issues — correct items, on time, undamaged, with accurate documentation. Perfect orders represent the gold standard and are put into the heart of any order management system workflow. Achieve higher rates by breaking your process into steps and identifying where problems occur.

These metrics work best when tracked consistently over time, allowing you to spot trends and measure improvement efforts. The key is focusing on metrics most relevant to your business rather than trying to track everything at once. With solid data in hand, you'll be ready to explore software solutions that make managing these processes much more manageable.

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Order management system features and benefits

Modern order management systems handle everything from initial order capture to final delivery, providing centralized control over your operation. Instead of using multiple spreadsheets, emails, and phone calls, an integrated order management system becomes your command center for all order-related activities.

Let’s take a look at the main features of such solutions that can take a load of your team’s shoulders and turn you from a lagging business into customers' #1 choice.

Order capture

Seven in ten retail customers engage with brands across more than one channel before buying. This is why today's businesses sell through multiple channels — your website, Amazon, eBay, physical stores, phone orders, and more. Without proper coordination, this creates a nightmare of overselling, missed orders, and frustrated customers. A multi channel order management software solution solves this, processing orders regardless of where they originate.

The moment a customer places an order anywhere in your network, the system springs into action with several key components:

• Real-time inventory verification across all locations to confirm product availability before accepting the order.
• Automated payment processing integration that handles transactions securely while updating order status immediately.
• Customer data consolidation that pulls together purchase history, preferences, and contact information from integrated databases.
• Intelligent order routing that determines the optimal fulfillment location based on inventory levels, shipping costs, and delivery timelines.
• Instant confirmation messaging to customers with order details, tracking information, and estimated delivery dates.
• Seamless handoff protocols that transfer complete order information to warehouse teams without manual data entry.

This capture process gets rid of copying order details between systems and data entry errors, and ensures every order gets processed consistently. As the main advantage, your team spends less time on administrative tasks and more time focusing on business growth.

Picking and packing

There is a sad statistic in the market: only about 65% of U.S. retailers accurately track inventory, meaning that in 35% of cases, they can't confirm where a product is or if it's in stock. But this can be fixed for your business! Once orders reach your warehouse, a software OMS solution coordinates product shipment preparations. This stage involves which items to pick, how to pack them efficiently, and which shipping method provides the best balance of cost and speed. 

A B2B order management system might include advanced features for handling bulk orders and complex pricing structures, along with warehouse optimization, barcode integration, shipping cost calculation, and fulfillment automation capabilities.

The picking and packing functionality includes several essential processes:

• Optimized pick routing that organizes warehouse staff movements for maximum efficiency and minimum walking time.
• Barcode and RFID integration that ensures accurate item selection while automatically updating inventory levels in real-time.
• Smart packing algorithms that determine optimal box sizes, packaging materials, and item arrangement to minimize shipping costs.
• Automated label generation using customer and shipping data stored in the system database.
• Flexible business rules for handling different product types, expiration dates, and special handling requirements.
• Multi-carrier shipping comparison that selects the most cost-effective shipping option based on destination, weight, and delivery requirements.
• Integration capabilities with WMS systems for businesses requiring advanced warehouse management features.

The main benefits? These automated processes reduce picking errors, speed up fulfillment times, and optimize shipping costs. Your warehouse operates more efficiently, maintaining high accuracy rates, leading to fewer returns and happier customers. The system handles routine decisions automatically, freeing your staff to focus on exception handling and quality control.

Shipping and tracking

If the picking and packing stage seems to give you a win-win, the OMS-empowered shipping is even more impressive. And profitable — Gartner says, 78% of businesses providing real-time tracking see a boost in customer satisfaction and revenues. 

Getting products to customers represents the moment of truth where all your careful planning either succeeds or falls apart. Order fulfillment software provides real-time visibility into every package's journey and makes the critical final mile feel like a breeze. 

Key shipping and tracking capabilities include:

• Real-time tracking integration that pulls status updates directly from carrier systems and displays them in your dashboard
• Proactive customer notifications sent out automatically at key milestones like shipment, transit updates, and delivery confirmation.
• Dropshipping coordination that seamlessly transfers order details to suppliers and third-party fulfillment partners.
• Delivery exception management that alerts you to delays, failed deliveries, or other shipping issues requiring attention.

The advantage is clear — no more checking tracking numbers, calling carriers, and updating customers about their shipments (and all of us who worked in retail know what a trouble this can be). Both you and your customers gain peace of mind knowing exactly where packages are and when they'll arrive.

Returns management

76% of shoppers would switch to another retailer if they were more convenient to buy from, and this directly concerns the ease (or difficulty) of returning items to them. How you handle returns and chargebacks directly impacts customer loyalty and operational costs. 

A comprehensive ERP order management system typically covers the entire returns process, while smaller businesses might need specialized tools to manage reverse logistics. The key is making returns as painless as possible while keeping control over your inventory and costs.

Major returns management features include:

• Automated return authorization that generates RMA numbers and return instructions based on your business policies.
• Prepaid return label creation that eliminates customer friction and speeds up the returns process.
• Return tracking capabilities that monitor returned items from customer shipment back to your warehouse.
• Quality assessment workflows that determine whether returned items get restocked, refurbished, or discarded.
• Refund processing automation that handles credits, exchanges, and restocking fees according to your policies.
• Return analytics reporting that identifies patterns in return reasons and helps reduce future returns.

A hassle-free returns process doesn’t just save the sale — it can win hearts. Shoppers who have an easy return often end up more loyal than those who never send anything back. And to know exactly what caused returns or any other issues, and how to handle them responsively with an order management software solution, the next section is very important.

Handling customer interactions and analytics

Guess what? 71% of young consumers say a quick response from support can turn their whole experience around. And here’s the thing—the order journey doesn’t stop at delivery. That’s when the real connection starts. With B2B order management software, every touchpoint, from a lightning-fast service reply to post-purchase follow-ups, gets logged into a rich customer profile, so you can spot trends, predict needs, and turn data into your secret sales weapon.

Customer interaction and analytics capabilities include:

• Automated follow-up campaigns that send post-purchase surveys, review requests, and targeted promotions based on purchase history.
• Comprehensive customer profiles that consolidate order history, preferences, communication records, and support interactions.
• Advanced reporting dashboards that track key performance indicators, identify trends, and highlight areas needing attention.
• Predictive analytics tools that forecast demand, identify at-risk customers, and suggest upselling opportunities.
• Cross-selling recommendations, powered by purchase patterns and customer segmentation data.
• Supply chain visibility that provides end-to-end transparency from suppliers through final delivery.

The magic happens when all your data lives in one place. The result is your teams get each other: service has full customer history, sales know who to target, and operations make smarter calls on inventory and staffing. With an order management and fulfillment management system, you gain a full-blown business intelligence that drives growth and profitability.

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How to choose the right order management software

Picking the perfect order management system feels overwhelming when you're staring at dozens of options. The truth is, there's no one-size-fits-all solution — what works brilliantly for a boutique jewelry business might crash and burn for a wholesale distributor. Your job is finding the system that fits your specific needs, budget, and growth plans like a custom-tailored suit.

Consider these factors:

• Pain points. Start by determining what's broken in your current process. Are you overselling products because inventory levels aren't synced? Maybe customer complaints pile up because nobody knows where shipments are? Write down every frustration your team faces daily — these are your must-fix requirements.

• Business requirements. An online store selling crafts needs different tools than a B2B distributor with thousands of SKUs across warehouses. Consider your order volume, number of sales channels, product types, and special requirements (expiration date tracking or serial number management). Simple order management software works for straightforward operations, while complex businesses need more robust solutions.

• Future growth. Where will your business be in three years? That system handling 50 orders daily might buckle under 500. Check user limits, transaction caps, storage restrictions, and upgrade paths. The last thing you want is to outgrow your system just as everything starts running smoothly.

• User experience. Your team will live in this system daily, so it’d be better to be intuitive. Interfaces that require weeks of training kill productivity and create user resistance. Request demos, try free trials, and get feedback from actual users. 
• Automation and workflow capabilities. Look for systems offering order management automation that cuts manual inventory updates, customer notifications, and report generation. The best platforms learn your business rules and handle routine decisions.
• Integration with existing systems. Your new system needs to work with the tools you already use. Check compatibility with your accounting software, e-commerce platform, shipping carriers, and payment processors. If you need a CRM with order management functionality, ensure customer data flows seamlessly between systems. 
• Security and compliance. Customer data protection is legally required in most jurisdictions. Verify that potential systems meet relevant compliance standards like PCI DSS for payment processing or GDPR for customer privacy. Look for features like data encryption, user access controls, audit trails, and regular security updates. 
• Total cost of ownership. Price tags tell only part of the story. Factor in implementation costs, training expenses, ongoing support fees, and integration work. Compare pricing models carefully – per-user fees, transaction charges, and storage costs can add up quickly as you grow. Calculate the true monthly cost based on your projected usage.

The perfect system balances functionality, usability, and cost while positioning your business for future growth. Take time to evaluate options thoroughly — this decision impacts your daily operations for years to come.

Order management systems comparison

Finding the right order management system feels like hunting for treasure — except the treasure actually exists. The best OMS systems become the nerve center that connects inventory, shipping, customer service, and analytics into one powerful command center. So, let’s examine the platforms that deliver the automation and insights.

• ChannelApe IOMS is a mission control for businesses ready to unite sales, fulfillment, finance, and customer service. This operational brain provides real-time dashboards consolidating every metric that matters. The platform gives advanced inventory rules, fraud protection, and supply chain visibility that helps prevent costly mistakes.

• Enterprise-level businesses gravitate toward Manhattan Associates for its unified commerce approach and deep supply chain expertise. This ERP order management system tackles complex challenges like workforce retention, cloud transformation, and profitable fulfillment across multiple channels. The platform's strength is its ability to provide tailored solutions that grow with large-scale operations.
• QuickBooks Enterprise makes sense for businesses already in the QuickBooks ecosystem who want order management without new platforms. It combines familiar accounting tools with order processing, pre-filled shipping labels, and CRM integration. Despite an annual commitment, existing users appreciate workflow integration.

• Shopify doesn’t need much introduction — small to medium businesses love it for its simplicity and scalability. Beyond basic e-commerce, it handles order tracking for small business with routing to optimal fulfillment locations, discounted shipping rates up to 88% below retail, and seamless integration across 1,000+ fulfillment centers. The real magic happens with its unified dashboard that manages everything from USPS pickups to return processing, plus real-time inventory updates across every sales channel.
• Finale Inventory brings together inventory, order, and warehouse management in one cloud-based solution that scales from startups to established businesses. The platform automates sales forecasting, handles multiple pricing tiers, and connects with dozens of other platforms. Monthly plans start at $99, with no long-term contracts tying you down.

• Manufacturing companies and e-commerce SMBs find their sweet spot with Katana, which provides inventory and order tracking with accurate status updates for sales teams. The web and mobile order management system integrates with popular e-commerce, accounting, and CRM tools. Users appreciate the responsive support and intuitive interface designed specifically for manufacturing workflows.
• Brightpearl specializes in multi-channel management, claiming to speed up order processing by 70% through its Automation Engine. The platform connects with major e-commerce platforms and marketplaces while providing integrated point-of-sale functionality for brick-and-mortar operations. Custom pricing means you'll need to contact them, but users praise the training and centralized inventory management.

• Salesforce Commerce Cloud represents the enterprise tier, integrating order fulfillment directly with CRM capabilities for personalized customer interactions. The platform offers pre-built fulfillment flows and omnichannel inventory management, though its complexity requires certified system integrators for implementation. 
• For growing operations, ShipHero delivers cloud-based efficiency with a user-friendly interface. This work order management software excels at cutting fulfillment errors while automating routine tasks. The platform's strength lies in its customizable workflows and multi-channel optimization that scales with your ambitions.

While these established platforms handle most business needs beautifully, sometimes your operation requires something unique. Custom retail software become worth considering when your workflow involves specialized processes that off-the-shelf software simply doesn't address.

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Okay, nothing suits me… Or when to consider building a custom order management system

After reviewing every order management system comparison, you might still find yourself wondering if any of these solutions fit your business. Sometimes they don't, and that's okay! The best order management system for small business might be good for most companies, but what if your operation has quirks that make standard tools feel like wearing someone else's shoes?

Here are some benefits of custom OMS solutions — and reasonable questions to ask yourself:

• Building custom order management software makes sense when your workflows refuse to play nice with traditional platforms. Does your business need multiple approval layers that require sign-offs from different departments before an order ship? What happens when your process involves compliance checks, quality reviews, and budget approvals that vary by product category or customer type?
• Here's another scenario worth considering — regulatory requirements that change based on location. What if you're expanding warehouses across different states or countries, each with their own tax rules, shipping restrictions, and compliance requirements? Off-the-shelf might stumble when facing complex jurisdictional nuances.
• Then there's the question of feature bloat. Will your employees really need all those extra bells and whistles that come with enterprise platforms? Perhaps, all they need is a basic CRM order management tool, but tailored to them specifically? Custom development lets you build exactly what you need—nothing more, nothing less.
• Vendor lock-in becomes a real concern. Will you need the flexibility to switch providers without losing years of customization work? What happens when your current platform decides to change pricing structures or discontinue features you depend on? Custom solutions give you complete control over your technology stack and future decisions.
• Integration nightmares often push businesses toward custom development. Maybe your current tech stack includes industry-specific software that doesn't play with popular order management platforms. Instead of forcing awkward integrations or maintaining multiple systems, a custom solution becomes the bridge that connects everything easily.

The tipping point comes when you realize you're spending more time working around a system's limitations than using it to grow your business. In this case, an experienced logistics software development company can implement solutions to fit your needs. 

And at COAX, we know how to do it right.

Whether you need service order management software that handles complex approval chains or custom retail software that navigates tricky jurisdictional requirements, we've built systems that solve exactly these problems. With 15 years of experience crafting ecommerce software solutions, we've seen every possible workflow nuance and integration challenge that makes businesses pull their hair out. 

Instead of assuming we know what you need, we listen to your team, observe your current processes, and test solutions directly with your employees before rolling anything out. Besides, we keep helping you around to provide ongoing support when questions appear or requirements change. Your success becomes our success, and we're in it for the long run.

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Final words: An automated order management system will make all the difference

Looking back at everything we've covered, it's clear that order management is the backbone that keeps your customers happy and your business running smoothly. When you think about the scary statistics we started with, you realize that having the right system in place is absolutely essential. Whether you choose an off-the-shelf solution or go custom, the key is finding something that fits your specific workflow and grows with your business. B2B order management software is especially necessary when you're dealing with complex approval processes, multiple departments, and bulk orders that require different handling.

Sure, there are plenty of options out there, and yes, it might feel complicated to choose the right one. But when you focus on your actual pain points rather than getting distracted by fancy features you'll never use, the decision becomes much clearer. Your future self will thank you when orders flow seamlessly, returns drop dramatically, and your team can focus on growing the business instead of putting out fires.

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FAQ

What is OMS software, and how does it differ from regular inventory tracking?

OMS software is an all-encompassing system that integrates various business processes to manage the complete order lifecycle, from placement to fulfillment.  To prevent failures in bulk order processing, modern OMS allows employees to "insert, edit, store, and update data routinely" with real-time notifications to pertinent departments (Alshurideh et al., 2022).  OMS integrates order processing, customer communication, scheduling, and quality management, in contrast to standard inventory tracking, which keeps track of stock levels. The authors state that OMS makes it easier for departments to "properly frame, plan, control, and execute tasks."

What are the main components of an order management system?

According to Labastida et al. (2024), the following are typical examples of end-to-end OMS components: 

• database management (e.g., MySQL for data storage)
• user interface
• processing engine (they suggest PHP/JavaScript for order logic)
• authentication system (login/registration modules)
• product management (add/edit/remove functionality)
• order confirmation process
• payment processing
• administrative dashboard for order approval/denial
• reporting system (sales reports, inventory reports, forecasting)
• integration capabilities for synchronization.

Can small businesses afford professional order management solutions?

Sure! According to a PwC survey, 57% of small businesses have trouble managing their workflows. However, there are a number of reasonably priced order management software solutions available to small businesses. For instance, you can try ChannelApe (free tier available), Finale Inventory ($99/month, no contracts), and Shopify (built-in OMS, 88% shipping discounts, scalable). These offer multi-channel management, real-time inventory, automated routing, and other enterprise-level features at affordable price points.

How does CRM integration work with order management systems?

Through centralized order entry across various channels, CRM order management integration facilitates "automated information exchange and joint decision-making" (Alt et al., 2005).  When customers call, representatives can access unified data such as order status, delivery tracking, payment history, and service requests through CRM systems. This allows for "supply chain visibility" and "alert management", and at the same time, preserving real-time coordination of partners, as well as consolidated billing.

What's the difference between order management and sales order management?

Order management (OM), according to DealHub, manages customer orders through fulfillment, and sales order management includes quotes, negotiations, and intricate setups. On the flip size, sales order management also needs quote creation, approval workflows, inventory sourcing (production/assembly), and post-delivery billing as important extra steps. Also, while sales order management encompasses active selling, product customization, and relationship management, order management concentrates on processing current orders.

What happens if my OMS goes down?

According to Widjaja et al. (2023), businesses lose transaction visibility and are forced to perform manual validation in the absence of real-time display features and adequate backup systems for their order fulfillment software. Order routing errors, inventory inconsistencies, interruptions to customer service, and gaps in financial reporting are the outcomes that might follow.  With cloud redundancy, automated backups, real-time monitoring, and failover systems, COAX development services offer complete disaster recovery.

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