The ultimate guide to usage-based pricing
Launching a usage-based pricing model
Measure and track usage
Pricing and packaging for usage
A CFO’s guide to usage pricing models
Revenue recognition for usage
The pros and cons of usage-based pricing
The technology to support usage pricing

Integrating OMS with other business systems

06

04 Minute Read
A group of people working on laptops around a table in a wooden room.

Order management software is a tremendous tool for organizations, but it shouldn’t operate in a silo. The best way to unlock the true value of an OMS is to integrate it with tools like your CRM, inventory, warehouse, and financial platforms. 

 

These integrations transform the OMS from a functional tool into the backbone of your operations, enabling seamless workflows, real-time data synchronization, and enhanced decision-making.

 

Follow these best practices to set up proper order management integrations that minimize rework, improve overall quality, and save time. 

Share This Chapter

Integrating OMS with inventory and warehouse management

Inventory and warehouse operations have a direct impact on your ability to fulfill orders. A unified system can handle a growing volume of orders and inventory without operational hiccups.

Order management integrations make it possible to generate real-time inventory updates across your entire system, ensuring accurate stock levels on all platforms.

However, businesses must properly configure both their OMS and inventory solutions to reduce errors. In many cases, this requires standardizing data formats across solutions so information synchronizes effortlessly on all platforms.

If your OMS doesn’t natively connect with your inventory and warehouse management software, you may need to use third-party connectors like Zapier, which can increase cost and complexity.

Employee training is also crucial to making the most of order management integrations. The team should understand the purpose of the integration and how it interacts with your order management processes. They should be able to troubleshoot any issues with the integration and understand how to report these issues to an administrator in the event of an error.

Black and white image of various waveforms or data visualizations. Lines and dots across the scene suggest fluctuations and patterns.

Order management and CRM integration

Customer relationship management software is a key marketing, sales, and customer service tool that logs all customer interactions. An order management integration with your CRM will bring order and sales data into the CRM, providing a more holistic view of your customers.

This integration works by syncing customer data, such as contact information and order history, from the CRM to the OMS. The integration automatically updates data in both systems, offering a single interface for managing all customer interactions.

There are several advantages of integrating order management with a CRM, including:

  • Better customer data: Order management integrations support more comprehensive customer data, including purchase history and preferences. This approach allows businesses of all sizes to offer more personalized experiences.
  • Streamlined sales processes: The sales team can view each customer’s real-time order status as well as inventory availability. It’s yet another tool in the sales team’s toolbox to deepen customer relationships and ensure satisfaction.
  • Improved post-sales experience: Integrating order management with your CRM enables support teams to address customer questions about returns and orders. Thanks to the order management integration, customer service representatives can view every touchpoint and better understand the context of a customer’s query.

 

The CRM handles customer interactions and sales insights, while the OMS manages order lifecycle processes like order tracking, inventory updates, and fulfillment. Both systems automatically update order statuses, inventory levels, and payment confirmations.

Sales and support teams can also access a single interface to manage customer interactions and track order progress. Manage sales, interactions, and post-sales activities in a unified system where customer data, order details, and service history appear in a single view.

A man in a suit and glasses looks at his wristwatch while working on a laptop in a modern office setting.

Integrating OMS with financial and accounting systems

An accounting order management integration bridges the gap between order processing and financial reporting. This connection automates invoice generation, payment tracking, and revenue recognition, ensuring consistent financial reports and compliance. 

An effective integration improves the accuracy of your financial records, boosts cash flow management, and provides real-time insights into your company’s health. Integration offers additional benefits such as: 

  • Faster accounting processes: Automating invoice creation and payment reconciliation speeds up cash flow. Integrated systems also match orders, invoices, and payments more quickly, supporting faster reconciliation. Integration can even remove low-value manual tasks, which frees employees to focus on higher-level accounting projects.
  • Better compliance: The better you understand your business, the easier it is to stay compliant. Order management integrations ensure compliance with accounting standards and tax regulations, especially for multinational companies. 
  • Improved decision-making: Integrating your order management and accounting solutions consolidates data from multiple sources into a single view. Instead of checking disparate reports, you get easy, actionable insights into revenue trends and profitability.

 

Like any integration, mapping data fields between your order management software and your accounting solution is key. Ensure consistent data mapping for customer details, order IDs, payment statuses, and tax codes. Set a reminder to test the accuracy of the integration regularly. Thoroughly test it for accuracy and functionality, both after setup and on an ongoing basis, to keep your data clean.

Whether you’re a growing ecommerce company or a large enterprise, order management integrations are essential for ensuring accuracy, saving time, and boosting profits. 

An OMS alone can solve many pain points, but combining it with other solutions maximizes its value. However, organizations must track their order management metrics over time to ensure long-term success. 

Two people stand on a spiral staircase landing, looking at a laptop displaying charts.
Previous Chapter

Choosing the right order management software

Two people reviewing charts and graphs on paper at a desk, one person pointing with a pen.
Next Chapter

Key metrics to monitor in order management