Finding an OMS for your B2B order management | Cart.com

An efficient and effective order management system (OMS) is crucial for streamlined B2B operations. As more B2B businesses adopt ecommerce and require omnichannel capabilities, the complexity of managing orders across multiple channels becomes a challenge. Unlike DTC, B2B order management often involves bulk orders, custom pricing and complex shipping requirements, making the right OMS critical. By understanding the key features and capabilities required, you can ensure that your OMS meets the demands of today’s market and positions your business for future growth.

Common B2B order management needs

B2B order management comes with a unique set of challenges and requires complex order processing, including the ability to manage bulk orders, custom orders and long-term contracts. A robust OMS can streamline these processes, allowing seamless management of large-scale and specialized orders. In B2B, businesses often deal with multiple sales channels, from ecommerce platforms and Electronic Data Interchange (EDI) to direct sales reps. An effective OMS must integrate these channels, ensuring orders are consolidated and managed from a single platform, reducing errors and improving efficiency.

Inventory management is another critical need: B2B operations may require real-time visibility and synchronization across multiple warehouses. This is vital for preventing stockouts and ensuring timely fulfillment. Moreover, customer-specific pricing and discounts are common in B2B transactions, where businesses offer customized pricing, volume discounts and specific payment terms. An OMS must be able to handle these variations.

Regulatory compliance is also essential in B2B order management. An OMS should manage documentation, invoicing and tax requirements according to different regions' regulatory standards, ensuring your business remains compliant and avoids legal complications. By addressing these needs, a well-chosen OMS can enhance the efficiency and accuracy of your B2B order management.

Key features to look for in an OMS for B2B operations

When selecting an Order Management System (OMS) for your B2B operations, certain key features are crucial for efficiency, scalability and an exceptional customer experience. Here are the essential elements to consider:

• Scalability: A robust and powerful OMS is designed to grow with your business. As your company expands into new markets and experiences higher order volumes, the order management system must handle this increase without compromising performance. Look for systems that can easily adapt to new product lines, regions or business models, ensuring your order management processes remain smooth and efficient as you scale.
• Integration capabilities: Seamless integration with your existing ERP systems, CRM platforms, and other business-critical software is non-negotiable. Your OMS should act as a central hub, ensuring all your systems communicate effectively, streamlining processes from order placement to fulfillment. This integration minimizes data silos, reduces manual entry errors, and enhances overall operational efficiency.
• Customization: B2B operations often involve complex workflows and customer-specific rules. The ideal OMS offers the flexibility to customize these workflows and processes according to your business needs. Whether it’s tailoring the order approval process or setting up customer-specific pricing rules, the ability to adapt the OMS to your unique requirements is essential for maintaining smooth operations.
• Real-time data and analytics: Access to real-time data lets you make informed decisions. Your OMS should provide comprehensive analytics and reporting tools, offering insights into order trends, inventory levels and customer behavior. With real-time data, you can respond quickly to market changes, optimize stock levels and improve customer service.
• Automation: Your order management system software should automate repetitive tasks like order routing, invoicing and inventory updates to increase efficiency and reduce the risk of errors. Automation ensures that orders are processed quickly and accurately, freeing up your team to focus on more strategic tasks.

These key B2B order management system features allow you to meet your current B2B order management needs and can also support your business's growth and evolving demands.

Evaluating order management software

It’s essential to carefully evaluate potential order management solutions to ensure they meet your business needs. Start by considering vendor reputation and experience. A provider with a strong track record and specific B2B experience is more likely to understand your unique challenges and offer features that cater to them. For instance, a vendor experienced in handling complex B2B orders and integrating with various sales channels can save you from potential pitfalls.

Examine the user interface and experience. An intuitive, user-friendly OMS is crucial for both your employees and customers. If the system is easy to navigate, it reduces the learning curve for your team and enhances customer satisfaction by simplifying their interactions with your brand. Customization and flexibility are also vital. Your order management system software should be adaptable to your specific workflows, allowing you to tailor processes like order approvals, pricing and inventory management to fit your business model. In addition, consider your integration needs. The OMS should offer seamless integration with your existing ERP, CRM and other business-critical software, ensuring all systems work together harmoniously.

Support and training are often overlooked but are critical to long-term success. Make sure the vendor provides responsive customer support, training resources and regular updates to keep the system running smoothly. Finally, weigh the cost considerations. While upfront costs are important, consider the long-term value and potential ROI, including how the OMS can reduce operational inefficiencies and drive growth.

Implementing order management system software

Successfully implementing an OMS involves a series of well-planned steps:

• Begin with a needs assessment to analyze your business requirements and objectives, identifying specific features your OMS must have to manage complex orders, integrate multiple sales channels and maintain customer-specific pricing.
• Move on to vendor selection by evaluating potential providers based on reputation, user experience, customization, and support, choosing one that aligns with your business goals and offers scalability.
• Focus on implementation planning by developing a detailed plan that outlines the project timeline, resource allocation, potential challenges and milestones for each phase of the implementation process.
• Address data migration by ensuring accurate transfer of all data from existing systems, such as customer information, order history and inventory levels, with IT specialists managing the process to minimize disruptions.
• Prioritize comprehensive training and onboarding for employees and clients to ensure effective use of the new system, leading to smoother operations and fewer errors.
• Conduct thorough testing and go-live preparations by testing the system extensively before the official launch, resolving any issues and closely monitoring initial operations to ensure a smooth transition.

Constellation OMS for your B2B order management 

Cart.com's Constellation OMS offers a modern, scalable solution that unifies order management across channels and locations, providing global visibility, control and automation for both D2C and B2B operations. Ready to streamline your order management in an omnichannel world? Discover how Cart.com's Constellation OMS can provide real-time visibility, customizable automation and unmatched control across your entire order lifecycle. Elevate your operations today with a solution built for the complexities of B2B commerce and more. Contact us for a Constellation OMS demo today.