E-Commerce Features and Tools

With OMX orders can be captured in real time by phone call, web store, or batch upload. As orders are processed, several programs run behind the scenes to validate them and update or trigger next steps, assign the order status and ultimately determine the order flow. Merchants can establish customized "review rules" based on business situations and flag orders that require further scrutiny before being processed, in an effort to combat fraud. E-mail notifications are automatically sent out to customers as orders reach various stages of the order-flow process.

Payment details from each order are transferred through OMX in compliance with PCI 1.2 encryption requirements to ensure credit card security and limit potential liability from credit card fraud. Funds can be settled when entering orders, setting orders to “warehouse” status, or confirming shipment.

OMX supports several payment gateways including VeriSign®, Authorize.Net®, Chase Paymentech, USA ePay and PayPal®.

Inventory management is seamless with OMX. Once orders are captured, items are automatically checked against the available inventory merchants have in their warehouses. OMX will confirm an item’s availability with a drop shipper or third party when appropriate. This process expedites shipping and leads to fewer errors and back orders.

Merchants can replenish their primary warehouse location automatically by configuring secondary and/or bulk locations with the OMX auto-replenishment feature. This allows merchants to use their entire warehouse inventory, not just their pick location, to determine whether there is adequate stock to fulfill an order. Merchants can assign replenishment sequences and track the auto-replenishment process through e-mail notification, replenishment reports, or transaction histories.

With auto-substitution items can automatically be substituted during BEP (CCP process) if the original item has an insufficient quantity to complete an order and an active substitute item has been defined and is in stock.

With OMX merchants can easily prevent back orders from occurring. There are a variety of warehouse widgets that display real-time inventory data showing what items are coming in and going out, what items are low in stock and need to be reordered, as well as open POs so merchants always know the status of their inventory.

Whether merchants are sending orders to the warehouse, drop-ship vendors, or third parties, fulfillment is covered.

• In-house fulfillment - Orders (or order lines) deemed ready for fulfillment are set to ”warehouse” status and the pick list and packing slip are generated and sent to the designated fulfillment coordinator for printing. Merchants can customize the packing slip with a logo and choose one of the many pick ticket templates available. Merchants can then sort the orders within the fulfillment batch in a variety of ways to efficiently pick, pack and ship orders.
  
  
• Drop-ship fulfillment - Orders with drop-ship items are sent to vendors via e-mail, XML, or are posted to an FTP site. If orders have multiple drop-ship items, all items are routed to their vendor simultaneously. Merchants define how to communicate with the vendors, how the orders are sorted and what customer documents are sent.
  
  
• Third-party fulfillment - Orders sent to a third-party fulfillment provider require support from an OMX implementation specialist to format the data to the sending system.

Orders are set to “shipped” status in OMX when an individual package is scanned, or when the ship file is confirmed in batch. OMX can support both methods, depending on the work flow of the warehouse. Shipping information is automatically sent to the shipping station so that carrier compliant labels are created. Once orders are shipped, the information is automatically updated and ship notification e-mails are automatically sent with tracking information.

Returns are processed against the original order. Refunds can be configured for automatic processing or held for review. During the return process, customer service representatives (CSRs) can update the order and inventory in one step or separate the financial update from the inventory update.

The OMX purchase order (PO) module enables merchants to specify the delivery address when creating POs from a list of valid facilities, such as warehouses or stores, and track the on-hand quantity in each facility. Merchants give permission to certain individuals to enter POs for specific locations. Likewise, individuals at specific facilities can only create POs for items in stock.

Merchants can manage POs directly from the dashboards and use specific widgets that show open and upcoming POs so they can easily stay on track.

Merchants offer top-tier customer service to their customers with OMX. With the customer service widgets, customer service representative (CSR) teams can watch for and respond quickly to any errors. CSRs can create and manage phone orders and quotes, manage existing orders, upload memos, view order statuses and much more. Because OMX automates the order process, customer orders are processed, fulfilled and shipped more efficiently and accurately than ever before.

Item customization enables merchants to modify products or services to meet the requirements of individual customers. OMX supports the following customization types: monogramming, engraving, embroidery, logos and designs, trimmings and add-ons.

The item customization module includes:

• Flexible setup
• In-house, drop-shipper or third-party processing
• Unlimited customizations per item
• Streamlined order entry and order capture
• Surcharge capabilities
• Customized promotions
• Flexible back-end processing for custom products
• Customized worksheets
• Customized display in customer-facing documents

OMX offers merchants advanced, real-time reporting in both “at a glance” and in-depth formats. The OMX dashboards display a variety of configurable widgets that showcase actionable analytics to help merchants make real-time decisions.

Full ad-hoc reporting gives merchants an even deeper analysis of the data within OMX. Fully customizable and available 24x7, reports can either be self-created or designed by OrderMotion’s Professional Services team.

OMX’s analytical marketing tools let merchants see critical data in real time, like their most profitable items and customers’ buying behavior over time, to help them make effective marketing decisions.

Merchants can use the OMX suite of CRM tools to create and manage segmented customer lists, targeted promotions, communicate with customers about orders and establish long-term relationships. Also available are several pre-defined campaigns that merchants can easily launch to stimulate sales and increase customer retention.

Available as an option in OMX are personalized product recommendations powered by MyBuys, the personalization leader. With the partnership between OrderMotion and MyBuys, it couldn’t be faster or easier to add personalized product recommendations to each customer touch point beyond just the website, such as promotional and confirmation e-mails, the call center and customer support.

OMX collects vast amounts of order, item and customer data, which when combined with MyBuys’ personalization engine, creates a unique integrated personalization solution that maximizes operational efficiency and capitalizes on revenue opportunities.

• Automatic and effective cross-sells/up-sells
• Generate a 5-20% increase in revenue
• Risk-free: pay for it only if it works
• No up-front costs, implementation or consulting fees
• No-brainer implementation process

OMX automates all operations from sales, fulfillment and shipping to customer service, promotions and warehouse management. Plus, the OMX platform has built-in features to integrate seamlessly with front- and back-end systems from a variety of partners, including Amazon. The library of available interfaces is updated regularly for easy integration with other business-critical systems. To see a list of some of our partners, click here.

OrderMotion leads the industry in security alert systems and internal/external fraud controls that root out problems before they occur. OMX security features allow for custom tagging of risk characteristics such as shipping discrepancies, so problems can be identified before an order is shipped. In addition, OrderMotion has achieved the highest industry standards for data security with complete PCI 1.2 compliance. To view OrderMotion on VISA's list of PCI compliant companies, click here.

Merchants can also set up role-based profiles for each user. Each user can customize the dashboards with widgets, but they can do so only within the limits allowed by the company’s OMX administrator. User profiles are secure, protecting confidential data.