4 Critical Steps To Optimizing Your Order Management System


A happy customer is a returning customer. One of the ways that you can ensure your customers return again and again as a wholesale distributor is by automating order management through your order tracking software.


To help, this article covers:



What is an Order Management System?


An order management system is the people and processes you have in place to receive, process and close a sales order out. Automated order management systems streamline this process and make it easy for customers to place, adjust and finalize an order on their own.


To help you create your own order fulfillment process, we’ll outline the four steps you need to know to get started.


4 Order Processing Steps


1. Order Placement and Payment


Through your B2B portal, your customers should be able to log in to place orders. During this process, your customer will select the products they want to purchase, enter the appropriate shipping address and pay for the order. Typically, customers want the option to pay by invoice or credit card. It’s important that you have multiple payment options as buyers may want to use different methods at different times.


2. Automatically Update Inventory Levels


Now that the order has been placed, your automated inventory system should automatically adjust inventory levels based on what your buyer has purchased. With real-time inventory updates, you don’t have to worry about running out of product for future orders. You always know what you have available at any given time versus tracking inventory in Excel.


3. Route Order to Warehouse for Fulfillment


After your buyer has paid for their order, now is when the order should be automatically routed to your warehouse for fulfillment. Typically, a warehouse employee will review the order and approve it for pick, pack and ship. After the order is picked and ready for shipment, the shipping carrier will pick it up and it’s on the way to your customer.


4. Allow Customer to Track the Order


Now that the order is in route to the customer, you should provide tracking information. You can send an automated email to the customer thanking them for their order and include the tracking information in that email. This makes the customer feel like they are a part of the process and it’s one less call into your customer service department to get that information.



If you’d like to learn how you can automate order management through Systum’s inventory management software, fill out the form below.


Categories: B2B eCommerce

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