Analyze your Business and Find the Right Online Ordering System Software

FACT: Either you already have an online ordering system software for your business or you don’t.

If you don’t, it should be a priority for you to find the right one for your business.

Q: If you have an online ordering system, are you fed up with some aspect of it or does it no longer meet your business needs?

The core aspect of any online ordering system is to manage receiving orders, you need to understand how your business operates before you figure out what your best options are.

How to analyze your business

There are quite a few ways to analyze your business –

• PESTLE

• Heptalysis

• STEER

• MOST

• SWOT

• CATWOE

• and more.

Confusing and too complex? It shouldn’t be!

First Steps…to help you pick the right online order entry software.

To find the right product, you need to break down your business processes/steps.

Start with sales – production – fulfillment – service orders (or RMA mgmt).

This should be your first step to see how you can match up your business to an online ordering system software.

Simple: using flow charts, document each of the current steps that the individual departments make to accomplish their business goals.

Example: Business Process Flowchart Breakdown

Questions to answer

18 questions you need to ask yourself before choosing an online ordering system

1. Do multiple people need to access the orders simultaneously?

2. How complex is your product selection? Do you need every detail captured and available in the system?

3. Will you need to build out custom reports? Should these be emailed on a schedule?

4. Should the software connect to any Third party software or systems? 

5. Would you prefer to get text/sms notifications when events occur in the system?

6. Do your vendors need to place orders with custom items?

7. Is catalog management and updating items a routine task?

8. Would working collaboratively on orders or the management of them be an improvement or a need for your business?

9. Do you have a need for a basic CRM? (customer relations mgmt)

10. Should the order system be online based or self-hosted?

11. Will the system need to be translated or available in different languages and/or currencies?

12. Is real-time pricing for foreign currencies a need?

13. How does your business manage inventory? Do you have an existing system – is it a requirement that it needs to be connected to? Or are you looking to replace one?

14. Do you need shipping management or have a need to allow users to place shipments?

15. Would returns and returns management (RMA) be a strict requirement?

16. Should the ordering system offer different theming options? Dark mode?

17. Does the system need to work on any device? Or is desktop the only main requirement?

18. Will outside sales reps need access to some type of mobile app to complete orders? Or does a mobile friendly site work well?

This partial list of ideas can help you determine the best options for an online ordering system software.

Orderwerks meets customer requirements and offers a unique real-time collaboration experience for your business and vendors.

Click here to learn more or click here to schedule a free demo. A great fit will make your day!