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OMX Focus
Take Control of Your Business
With OMX you can not only make the sale, fill the order and ship it out on-time with one easy-to-use system, but you can also automate support processes like customer service, promotions, and warehouse management so you’ll be free of manual processes. Additionally, the following new OMX features will help you streamline your operations and increase profitability:
Visual Dashboards & Widgets
See your web store as you’ve never seen it before: You can now take full control of your business! OMX introduces role-based dashboards to better manage major roles, such as marketing, merchandising, executive, accounting, customer service, and warehouse.
To make it easier to run your business OMX includes dashboards that are user-configurable. There are many widgets to choose from comprised of tasks, links, tools, and key performance indicators that are relevant to each role. You can choose the most significant information to be displayed on the dashboards, so you know what you need to do and when you need to do it.
The easy-to-use interface and new widgets let you create a consistent and logical workflow no matter what “hat” you are wearing.
User Profiles & Security
Creating user profiles in OMX helps you easily and securely manage employee access in your organization. Based on a new user profile and security model, each user can customize dashboards, widgets, and sub menu items, but they can only do so within the limits you set when creating their user profile.
So, whether you want users to personalize the dashboards with widgets or if you want the dashboards and widgets to be the same across all user profiles, the choice is yours. More importantly, these user profiles are secure, so you don’t need to worry about unauthorized users having access to critical tasks or confidential data that could interfere with your daily business operations.
User profiles and security let you easily manage user roles and user access for both efficiency and protection of your business operations. One less thing to worry about!
Order Management
Review Rules
Review Rules are rules established by your organization to act as a fraud protection mechanism and to bring orders that break these rules to your attention. They allow you to specify certain criteria or aspects of an order that should cause it to be flagged for review. When any active Review Rule criterion applies to an order, that order will be placed in Review status.
Review Rules in OMX make it easy to create, manage, and analyze Review Rules, which results in a more structured and efficient workflow. Orders in Review status like fraudulent orders, those with shipping discrepancies, customization requirements, or further specifications won’t be processed without your consent. You can have e-mail alerts sent to you when an order enters Review status, so you can effectively manage the order, whether that means resolving the situation or canceling the order.
You can easily select possible criterion from a list to cause an order to be placed into Review status. You can also create combined Review Rules that allow orders to go into Review status if they qualify against multiple criteria.
Tracking Review Rules in Review status is simple with our Review List report that shows the orders in review grouped by the particular Review Rule that was met and caused the order to enter Review status.
Payment Plans
OMX offers a number of easy-to-implement payment plans to better manage payments from your customers, such as "0-Dollar," "First Authorization Failures" and "Subsequent Payments After a Failure." For example, the "Subsequent Payments After a Failure" payment plan ensures that when a payment within a payment plan series fails, all subsequent payments will have a status of "auto hold."
PO Uploader
If you handle a lot of Purchase Orders (POs) you will love OMX’s PO Uploader. The PO Uploader helps to make this an efficient process by letting you easily mass upload POs, edit information, and receive against a PO.
You can also download the information you input and generate and Excel report that you can import into an inventory or accounting system. Yet just another way to streamline your business operations!
CRM
As every retailer knows, it’s far cheaper to sell to existing customers than to find new ones. However, effectively doing this remains a common challenge. Segment your customer database so you can directly target campaigns and increase repeat buying. OMX’s new user-friendly SmartSelect and Marketing Assistant enable you to tap into powerful information about your customer’s buying behavior.
Having success with a specific item? Offer a promotion to those buyers for a similar item in the same product group. Have customers who buy within a specific dollar range? Offer them a discount on higher priced items in order to give them more purchasing power. The Marketing Assistant even has 13 pre-defined campaigns to help you easily get started!
These sophisticated tools in OMX let you leverage your data so you can easily launch new campaigns to increase revenue and keep your best customers buying.
SmartSelect
SmartSelect lets you create segments of your customers based on user-defined criteria in order to generate a customer list for campaign purposes. SmartSelect is a user-friendly, workflow-based feature that allows you to access and benefit from the most powerful asset of OMX: its customer and order database. SmartSelect features a new UI, guided documentation, pre-defined and organized workflow, extensive criteria and specialized reporting. With SmartSelect you can create new lists, work with existing lists, engage in campaigns and list distribution, and track list response by coupon or keycode.
Marketing Assistant
OMX’s Marketing Assistant makes it easy to target specific campaigns to your customers with its 13 pre-defined campaigns. Each campaign has default information and pre-defined selection filters that extract the specific target customers for that campaign depending on the value or values you provide. Like SmartSelect, after completing your campaign customer list, you can then assign a keycode or coupon code to track the campaign’s response. Finally, wrap up your campaign process - choose to e-mail your list as an attachment to a third party e-mail vendor or start an e-mail campaign.
Amazon Integration
Just because you sell on Amazon doesn’t mean it has to be difficult to manage. You can now use OMX to directly manage what you sell on Amazon Seller Central and the WebStore by Amazon platform. With this new integration, you set, configure, and manage item information for direct publication to Amazon. Amazon automatically displays the available inventory from OMX and sends the orders you receive directly to OMX. There are no files to import or upload manually.
With our Amazon integration, we have expanded your ability to sell in multiple web stores, beyond your own website, to increase sales and visibility of your business.
QuickBooks Integration
The new OMX and QuickBooks integration is the key to keeping your books balanced. The onetime set up process lets you easily create accounts and automatically map your OMX account information like revenue, cash, and inventory directly to QuickBooks. Event Logging and Error Handling are also included in this integration. Our easy QuickBooks integration helps keep your books balanced and your business running smoothly.
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