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Features and Tools
Robust Order Management Platform
Hundreds of merchants rely on the OMX platform to manage high volume daily business operations. The OMX platform features a robust set of order management tools, accessible via the role-based dashboards, where teams can set their own parameters and watch trends and data in real time. Performance and feature enhancements are delivered as they become available, and components can be fixed remotely if needed, saving you time.
To learn more about OMX click on the features in the list below. To learn more about the visual dashboards and widgets click here.
Order Capture and Processing
With OMX, orders can be captured in real-time by phone call, web store, or batch upload. As orders are processed several programs run behind the scenes to validate them and update or trigger next steps, assign the order status and ultimately determine the order flow. Merchants can establish customized review rules based on business situations and flag orders that require further scrutiny before being processed, in an effort to combat fraud. E-mail notifications are automatically sent out to customers as orders reach various stages of the order-flow process.
Payment Processing
OMX supports several payment gateways including VeriSign®, Authorize.Net®, Chase Paymentech, USA ePay and PayPal®. Funds can be settled when entering orders, setting orders to “warehouse” status, or confirming shipment. OMX can also be configured to capture funds when shipping occurs.
Inventory Management
Inventory management is seamless with OMX. Once orders are captured, items are automatically checked against the available inventory merchants have in their warehouses. OMX will confirm an item’s availability with a drop shipper or third party when appropriate. This process expedites shipping and leads to fewer errors and back orders.
Replenish your primary warehouse location automatically by configuring secondary and/or bulk locations with the OMX auto-replenishment feature. This allows merchants to use their entire warehouse inventory, and not just their pick location, to determine whether there is adequate stock to fulfill an order. Merchants can assign replenishment sequences and track the auto-replenishment process through e-mail notification, replenishment reports, or transaction histories.
With auto-substitution, items can automatically be substituted during BEP (CCP process) if the original item has an insufficient quantity to complete an order and an active substitute item has been defined and is in stock.
Back Orders
Back orders are handled smoothly with OMX. When orders are created for items which do not have available on-hand inventory, the order lines will be put on back order. As inventory is replenished and made available in OMX, orders are automatically removed from the back order queue and can be processed to the warehouse when the fulfillment job runs.
Fulfillment
With OMX, whether merchants are sending orders to the warehouse, to drop ship vendors, or to third parties, fulfillment is covered.
- In-house fulfillment - Orders (or order lines) deemed ready for fulfillment are set to ”warehouse” status and the pick list and packing slip are generated and sent to the designated fulfillment coordinator for printing. Merchants can customize the packing slip with a logo and choose one of the many pick ticket templates available. Merchants can then sort the orders within the fulfillment batch in a variety of ways to efficiently pick, pack and ship orders.
- Drop ship fulfillment - Orders with drop ship items are sent to vendors via e-mail, XML, or are posted to an FTP site. If orders have multiple drop ship items, all items are routed to their vendor simultaneously. Merchants define how to communicate with the vendors, how the orders are sorted and what customer documents are sent.
- Third-party fulfillment - Orders sent to a third-party fulfillment provider require support from an OMX implementation specialist to format the data to the sending system.
Orders are set to “shipped” status in OMX when an individual package is scanned, or when the ship file is confirmed in batch. OMX can support both methods, depending on the work flow of the warehouse. Shipping information is automatically sent to the shipping station so that carrier compliant labels are created. Once orders are shipped, the information is automatically updated and ship notification e-mails are automatically sent with tracking information.
Returns and Exchanges
With OMX, returns are processed against the original order. Refunds can be configured for automatic processing or held for review. During the return process, CSRs can update the order and inventory in one step or separate the financial update from the inventory update.
Purchase Orders
The OMX purchase order (PO) module enables merchants to specify the delivery address when creating POs from a list of valid facilities, such as warehouses or stores, and track the on-hand quantity in each facility. Merchants give permission to certain individuals to enter POs for specific locations. Likewise, individuals at specific facilities can only create POs for items in stock.
Customer Service
Merchants offer top-tier customer service to their customers with OMX. With the customer service widgets, customer service representative (CSR) teams can watch for and respond quickly to any errors. CSRs can create and manage phone orders and quotes, manage orders, upload memos, view order statuses and much more. Because OMX is automated, customer orders are processed, fulfilled and shipped more efficiently and accurately than ever before.
Item Personalization
With item personalization, OMX enables merchants to modify products or services to meet the requirements of individual customers. OMX supports the following personalization types: monogramming, engraving, embroidery, logos and designs, trimmings and add-ons.
The item personalization module includes:
- Flexible setup
- In-house, drop shipper or third-party processing
- Unlimited customizations per item
- Streamlined order entry and order capture
- Surcharge capabilities
- Customized promotions
- Flexible back-end processing for custom products
- Customized worksheets
- Customized display in customer-facing documents
CRM and Promotion Management
Merchants use the OMX suite of CRM tools to create and manage promotions, communicate with customers about orders and establish long-term relationships with customers. OMX provides merchants with customer lists, reports and statistics so they can stay on top of trends within their customer database.
Integration
With OMX, all operations can be automated: from sales, fulfillment and shipping to customer service, promotions and warehouse management. Plus, the OMX platform has built-in features to integrate seamlessly with front- and back-end systems. The library of available interfaces is updated regularly for easy integration with other business-critical systems.
- Amazon: Merchants can easily connect what they sell on Amazon Seller Central and the WebStore by Amazon platform to OMX and begin to see increased revenue.
- QuickBooks: OMX/QuickBooks integration is the key to keeping books balanced. Accounts are easily created with a one-time setup process, and information like revenue, cash and inventory is mapped directly to QuickBooks.
Security
OrderMotion leads the industry in security alert systems and internal/external fraud controls that root out problems before they occur. OMX security features allow for custom tagging of risk characteristics such as shipping discrepancies, so problems can be identified before an order is shipped. In addition, OrderMotion has achieved the highest industry standards for data security.
With the OMX platform, administrators set up role-based profiles for each user. Each user can customize the dashboards with widgets, but they can do so only within the limits allowed by the administrator. User profiles are secure, protecting confidential data.
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