Office MasterSystem: Overview & What To Expect

This article applies to OMS.

 

OMS has utilized the NuORDER API to develop a connection using its Pavo cloud service. The integration is managed and maintained by the OMS/Pavo team, and NuORDER will provide support and guidance during the implementation. Please contact your OMS Account Manager to use Pavo for a connection to NuORDER.

 

 

The flow of data includes:

  • Products - from OMS/Pavo to NuORDER 
  • Customers - from OMS/Pavo to NuORDER
  • Inventory - from OMS/Pavo to NuORDER 
  • Sales Orders - from NuORDER to OMS/Pavo
  • Order Edits - from OMS/Pavo to NuORDER 
  • Order Shipments – from OMS/Pavo to NuORDER
  • Order Creation- from OMS/Pave to NuORDER

Requirements

Version: You must be running a version of OMS that supports Pavo, the cloud platform developed by the team at OMS. There is an additional charge to connect Pavo with OMS. Please contact your OMS Account Manager to let them know you’d like to integrate with NuORDER.

 

Turnaround Time

After your OMS system successfully connects to Pavo, the NuORDER integration will take approximately 8-12 weeks from project kickoff to completion. This includes the time it takes to get through all stages of the rollout. The process that takes the most time, which can delay a go-live date, is usually preparing your OMS data or the custom mapping for certain data fields for NuORDER and verifying the data sync.

  • Planning and discovery sessions
  • Required preparation on your side to get your OMS data cleaned up and ready for integration
  • Testing and review in the NuORDER sandbox
  • Adjustments
  • Testing and review in the NuORDER production portal
  • Final review and sign-off
  • Post-launch troubleshooting

Who's Involved From Your Team

  • Your OMS Administrator, or someone technical who is familiar with your specific OMS setup.
  • Sales or Operations Manager who understands your business, how it is structured and how the reps sell. 

What you'll be doing

  • Answering questions about your specific OMS setup and sales process.
  • In some cases, you might need to make some bulk adjustments (e.g. adding a new field or editing for consistency) to your data in OMS so that we can achieve the best possible experience for your users in NuORDER.
  • Reviewing your data in the NuORDER sandbox and providing feedback.
  • Reviewing test orders in OMS and providing feedback.
  • Reviewing and validating again as any adjustments are made to the feeds.
  • Providing the final sign-off to go live.
  • Reviewing the data feeds day-to-day after you go live to make sure everything is looking correct.
  • Working with us and OMS to address any issues that may arise once your team is using NuORDER in the live sales environment.

 

Who's Involved From the NuORDER Team

  • An Integration Manager who will be your day-to-day point person, manage the project and guide you through the rollout from start to finish.

 

What we'll be doing

  • Asking questions about your specific OMS setup and sales process.
  • Working with OMS as they configure the data files to import & export based on your specific business rules.
  • Advising on special requirements or customizations, and how they can be achieved through the integration.
  • Configuring your API settings in NuORDER.
  • Reviewing test data with you in the NuORDER sandbox.
  • Generating and exporting test orders to OMS.
  • Making sure your team is updated throughout the process and addressing delays that might occur on either side.
  • Working with you and OMS to troubleshoot any unexpected issues that arise after launch.

 

What's Supported: Products

Capabilities

Creating & updating items: Our system will be able to identify which items are new and which already exist in our system.

Customized data mapping: OMS will customize the product data mapping to utilize your relevant data fields for the NuORDER product data.

Pricing & Multiple currencies: NuORDER provides two prices--retail and wholesale. These price fields can be mapped to two of the five OMS price types and prices are sent to NuORDER.

 

Export parameters: Items marked Active on OMS will be reflected as active in NUORDER, and all other items will be archived and inactive.

Automated Export Schedule: Changes are reflected live from OMS to NuORDER

 

Callouts

 Price dictated at the Style Number level. Volume pricing and price per size not available.

 

What's Supported: Customers

Capabilities

Creating & updating customers: Our system will be able to identify which customers are new and which already exist in our system.

Data mapping: OMS will work with you on a custom mapping (if needed) between what fields you would like on the OMS Customer File to be uploaded to our Company page.

Multiple billing & shipping addresses are supported as well as Customer level discounts.
Automated Export Schedule:
Changes are reflected live from OMS to NuORDER  

 

Callouts

Sales Rep assignment is not included and must be managed manually in NuORDER.

 

What's Supported: Inventory

Capabilities

Immediate ATS (in-stock or available) quantities can be uploaded from OMS to NUORDER.

WIP (work-in-progress) inventory is supported based on P/Os. Multiple P/Os are supported.

Warehouses: Multiple warehouses are supported. You will need to set up the warehouses in NuORDER prior to uploading your data. (Go to Admin > Brand Settings.) Once warehouses are set up in NuORDER you can map a NUORDER warehouse to an OMS Warehouse Number

 

Changes to inventory ore reflected live from OMS to NuORDER   

 

What's Supported: Orders (NuORDER -> OMS)

Capabilities

Custom fields are supported.

Export Parameters: Orders will download from NuORDER to OMS if they are marked “Approved” in NuORDER. The OMS order number will be changed on NuORDER. As each order synce from NuORDER to OMS the NuORDER order number will be replaced by the OMS order number. The order number between OMS/Pavo and NuORDER will match after syncing.

Automated Import: Orders are synced from NuORDER to OMS every ten minutes.

Order fulfilment process: Once the order has been synced to OMS, your team will take it from there per your normal approval and fulfillment process.

 

 

Callouts

Editing or Canceling orders: After the order has been imported into OMS, any further changes must be done directly in OMS.   

 

What's Supported: Orders (OMS -> NuORDER)

Capabilities

Changes to existing orders: NuORDER can accept order updates back from OMS, including:

  • Price changes
  • Adding/canceling line items
  • Shipment & tracking information, including line items shipped 
  • Partial shipments are supported
  • Canceling orders

External order creation: NuORDER can accept orders that originated in OMS, as long as the customer and line items exist in NuORDER.

Automated Import schedule:
Orders are uploaded live from OMS/Pavo to NuORDER.

 

Callouts

Import errors due to missing data: To accept an order edit or a new order from OMS, the customer record and all line items and must exist in NuORDER. If any of the records are not found, you will need to first send those to NuORDER.

 

What's Supported: Orders Shipments (Full Circle -> NuORDER)

Capabilities

When sales orders in OMS are transferred to an invoice and a tracking number is present, Pavo will upload the tracking number as a shipment on NuORER with the line items that were reflected on the OMS Sales Order.

 

Callouts

Orders in NuORDER will only be updated to Shipped status once all items on the order have been fulfilled. 

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