1 OMS Feature List. Version Date Changed by Description. 1.0 January 1 th, 2013 Eric Velez Created

Transcription

1 OMS Feature list

2 1 OMS Feature List Version Date Changed by Description 1.0 January 1 th, 2013 Eric Velez Created

3 2 OMS Feature List Background Feed Processors Application Server This document covers all OMS Features within out of the box software. LIST 1. Front End Integrations Seamless integration with many shopping carts, call centers and affiliates Specialized integration with Magento Enterprise Specialized integration with Demandware Multiple brand capability Real-time payment authorization Real-time address verification and standardization worldwide Application Programming Interfaces (APIs) include: Order posting, real-time inventory, product content and pricing, multichannel order history and order editing Commerce 2. CRM Multichannel customer history, including: Orders, invoices, payments, returns, items, memos Create custom templates Send s to customers directly through OMS Track customer communications and order shipments Search by: credit card or phone number Return/cancel reason code specificity Confirmation s for: Order, back order, shipped Full and partial return management Add customer memos Reminders 3. Marketing Pre-schedule campaigns by segments to send automatically by: Day, week, month, quarter and year Target repeat buyers Create and send promotions using criteria-based customer lists

4 3 OMS Feature List Pre-defined campaigns & templates Item sales hit list Keycode offer management Keycode/item-specific pricing Order and orderline marketing policies: Shipping & handling discounts, percentage off discount, dollar amount off discount 4. Reporting Pre-built, standard real-time production reports Create customizable production reports and dashboards Drag and drop interface to add fields and filters Multiple chart formats and layout options Multiple categories of reports including the following metrics: Accounting, auction, cash flow, customer, customer service, financial, fulfillment, inventory, item, marketing, order and sales 5. Inventory Management Inventory warning level by: % sales or quantity; on hand, in transit, committed, back-ordered and shipped Inventory movement audit trail Inventory count reports differences between adjusted and reported Consolidate inventory data in real time Item specific inventory manager Item copy In-line item availability verification Custom item details: Model, size, color, dimensions Purchase order processing: Create, edit, & receive against PO Search by item UPC Item country of origin Item weight and dimensions Unit and extended prices Unlimited tax parameters per item Item categories and item custom attributes 6. Distributed Order Management Multi-site order fulfillment Sales order splitting

5 4 OMS Feature List 7. Order Capture Keyword item and phonetic customer search Forced or default item quantity 100% keyboard-based data entry Standard order prompt Real-time customer/order integrations Order source/affiliate capture by: channel, keycode, media, list Gift certificate and coupon handling Easy access customer sidebar info: past item orders, cross sells, upsells & key customer statistics Ship-to address In-line inventory and resupply data 8. Continuity Plans / Auto-Ship Support automatic recurring orders of items Variable or pre-defined number of shipments Discounting support Variable payment plans at each shipment Add items to recurring orders at: Free, regular or fixed price (Surprise and Delight) Adjust payment load balance by shipment to manage merchant bank limits 9. Fulfillment Order status overview: pending, back-ordered, warehouse, shipped, cancelled, returned Returns Merchandising Authorization support Item specific fulfillment file layout Tracking number upload Multiple shipping carriers Multiple item location management Custom fulfillment scheduling by: time and/or volume interval Fulfillment control with: warehouse ship confirmation, pending job list Real-time fulfillment status Gift wrapping & Gift messaging 10. Drop Shipping

6 5 OMS Feature List Automatic order processing Assign items to specific drop shippers Auto deliver orders to drop shippers (DS) 11. Visual UI / Dashboards User profiles & security Tasks, links, tools & key performance indicators Role-based customizable dashboards 12. International Multi - Language Multi-Currency 13. Payment Processing Auto payment processing and notifications Auto resubmission of declined credit cards Sales tax calculation Configurable payment plan wizard for: Primary products, kits and upsell products Certified PCI Level 1 compliant service provider Tokenization support End-to-end order status view 14. Payment Plans Item level payment plan support Combine fixed upfront payment with % balance due spread over time Variable number of payments and/or variable time intervals between payments 15. Call Center and Customer Service Item substitution, upsell and cross-sell prompts Telemarketer data entry module Telemarketer data access: Inbound and outbound; full order history, real-time shipping data, customer order updating and access customized by promotion

7 6 OMS Feature List Custom data capture and unlimited custom fields Apply single payment to multi-invoices Remote login and management Customer Service Reps (CSRs) can track final orderline price per orderline and total sum of discounts applied across all orderliness 16. Cross Channel Self-Service Modify, cancel, return existing orders Delay or ship now options Apply previous order credit card info to new order 17. Product Information Management (PIM) Manage product information across multiple channels 18. Supported Devices Android Mac RIM-BlackBerry Web-based Windows Windows Phone iphone-ipad 19. Example Order Workflow below (Customizable)

8 7 OMS Feature List