Order Management System (OMS) version 2.0

Introducing OMS 2.0: Revolutionizing Your Order Management Experience

Our OMS 2.0 is now live! Our new Order Management System brings a host of powerful features designed to help you manage your orders more efficiently & effectively than ever before.

What's New in OMS 2.0?

OMS 2.0 introduces several game-changing features that streamline your order processing and enhance your ability to serve your customers. Below is an in-depth look at what you can expect:

1. Edit Order

Flexibility to Modify Orders Post-Placement

With the Edit Order feature, you now have the ability to make changes to orders even after they have been placed:

• Update Item Quantities: Adjust the number of units for any item in the order.
• Add or Remove Items: Include additional products or remove items that are no longer required.
• Modify Shipping Fees: Alter shipping costs to reflect changes in delivery options or locations.
• Add Custom Items: Incorporate special or custom products not originally included.

Important Note: Once an order is edited, the changes are final, and the order becomes the new version to be fulfilled or invoiced. You can, however, edit an already edited order if further adjustments are needed.

Related Questions:

Q1: Can I edit an order after it has been fulfilled or invoiced?

No, once an order has been fully fulfilled or an invoice has been sent to the customer, it cannot be edited. You would need to create a new order or issue a return/refund if necessary.

Q2: Will the customer be notified when I edit their order?

Yes, the customer is notified of any changes made to their order. As a seller you can also see the log of changes.

Q3: Can I change the customer's shipping address when editing an order?

No, you cannot update the shipping and billing addresses during the order editing process.

Q4: Is there a limit to how many times I can edit an order?

No, you can edit an order multiple times until it is fulfilled or invoiced. However, we recommend minimizing edits to reduce potential confusion.

Q5: Will editing an order affect the order number or tracking information?

The original order number remains the same. If shipping details change due to the edit, you may need to update the tracking information accordingly during fulfillment

---

2. Split Order

Efficient Partial Fulfillment

The Split Order feature is ideal when you need to fulfill an order in parts:

• Selective Item Fulfillment: Choose specific items and quantities to create a new, separate order for immediate fulfillment.
• Automatic Original Order Update: The original order is updated to reflect the remaining items and quantities.
• Optimized Inventory Management: Manage stock levels more effectively by processing available items first.

Difference Between Edit and Split Orders: Editing an order modifies the existing order's details, while splitting an order creates a new order from selected items, leaving the original order with the remaining items to be fulfilled later.

Related Questions:

Q1: Why would I need to split an order?

Splitting an order is useful when items are backordered, shipped from different warehouses, or need to be fulfilled at different times.

Q2: Can I split an order into more than two orders?

es, you can perform multiple splits on an order to create as many new orders as needed.

Q3: How are payments handled when an order is split?

Payment remains associated with the each split order. You can invoice split orders at once if needed.

Q4: Will the customer be aware that their order has been split?

Yes, they will be able to see the split orders in their storefront account.

Q5: Do split orders inherit the same order details such as discounts and taxes?

Yes, split orders retain the original order's discounts, taxes, and other applicable fees unless manually adjusted.

---

3. Create Invoice

Customized Invoicing Before Fulfillment

With the Create Invoice feature, you can generate and send invoices prior to fulfilling orders:

• Flexible Payment Terms:
  • Immediate Payment: Require payment as soon as the invoice is received.
  • Scheduled Payment: Set a specific due date for payment.
  • Net Terms: Allow customers to pay after a certain number of days (e.g., Net 30).
• Direct Communication: Send invoices directly to your customers from within the platform.
• Professional Templates: Utilize customizable invoice templates to maintain brand consistency.

Related Questions:

Q1: Can I edit an invoice after it's been sent?

Once an invoice is sent, it cannot be edited. You would need to cancel the invoice and create a new one.

Q3: Can customers pay invoices online?

Yes, invoices include a payment link that allows customers to pay online through various payment methods.

Q4: How do I handle partial payments or deposits?

You can set up invoices to accept partial payments or require a deposit. The system will track the remaining balance due.

Q5: Are there analytics available for invoices?

Yes, you can track invoice status, view outstanding payments, and generate reports on your invoicing activities.

---

4. Fulfill Order

Streamlined Order Processing

The Fulfill Order feature simplifies the handoff to your fulfillment channels:

• Warehouse Integration: Send orders directly to your warehouse for processing.
• Downstream System Compatibility: Connect with other systems you use for fulfillment.
• Partial Fulfillment Support: Fulfill split orders or partial quantities as needed.
• Real-Time Updates: Track the status of orders throughout the fulfillment process.

---

How OMS 2.0 Enhances Your Operations

• Improved Efficiency: Reduce manual tasks and errors by managing all aspects of order modification and fulfillment in one place.
• Enhanced Customer Satisfaction: Quickly respond to customer requests for changes, improving their experience.
• Better Cash Flow Management: Flexible invoicing options allow for better control over receivables.
• Scalable Solutions: Features like order splitting and partial fulfillment support your business growth and complexity.

---