Order Management System (OMS) Overview

The Order Management System (OMS) in O2VEND Back Office helps businesses efficiently create, manage, track, and process all types of sales and purchase transactions. It acts as the central control panel for handling quotations, sales orders, work orders, subscriptions, purchase orders, and active carts.

The OMS module ensures smooth order processing, inventory coordination, and financial accuracy across your retail or distribution operations.

What is Order Management in O2VEND?

Order Management is the process of capturing customer orders, validating them, processing fulfillment, and tracking their lifecycle until completion. In O2VEND, this module connects sales, inventory, and accounting workflows seamlessly.

With the OMS module, businesses can:

  • Create and manage quotations
  • Convert quotations into sales orders
  • Process work orders and purchase orders
  • Manage subscription-based orders
  • Track active customer carts
  • Handle goods issue for sales orders
  • Monitor order lifecycle and status

Key Features of the Order Management Module

1. Quotation Management

Create detailed customer quotations with pricing, taxes, and discounts. Quotations can be easily converted into confirmed sales orders once approved.

2. Request for Quotation (RFQ)

Generate and manage supplier RFQs for procurement workflows. This helps streamline vendor communication and purchase planning.

3. Sales Order Management

Create, edit, and process sales orders efficiently. The system ensures proper stock validation and tax calculations during order creation.

4. Work Order Management

Manage internal production or service-related work orders directly from the Back Office.

5. Purchase Order Processing

Create purchase orders for suppliers and track procurement transactions within the system.

6. Subscription Orders

Handle recurring subscription-based products or services with automated billing and renewal management.

7. Active Carts Monitoring

Track customer carts that are still pending checkout. This helps in sales follow-up and abandoned cart recovery.

Sales Order Workflow in OMS

The typical sales order flow includes:

  1. Create Quotation
  2. Convert to Sales Order
  3. Validate Inventory
  4. Process Goods Issue
  5. Complete Order

This structured workflow ensures accuracy and reduces manual errors in order processing.

Benefits of Using O2VEND Order Management

  • Centralized order control
  • Real-time inventory synchronization
  • Automated tax and pricing calculations
  • Improved supplier coordination
  • Faster order fulfillment
  • Better tracking of sales performance
  • Reduced operational errors

Who Should Use the OMS Module?

The Order Management System is ideal for:

  • Retail businesses
  • Wholesale distributors
  • Manufacturing units
  • Subscription-based businesses
  • Multi-branch operations

Any business handling sales and purchase transactions can benefit from this module.

Integration with Other Modules

The OMS module integrates seamlessly with:

  • Inventory Management
  • Accounting Management
  • Product Information Management
  • Customer Management
  • Reports & Analytics

This ensures that order processing is synchronized across the entire ERP system.

Next Steps

Now that you understand the Order Management module, explore the following sections to configure and manage transactions effectively: