What to Look for When Selecting the Perfect ERP Vendor

Selecting a vendor is as important as selecting an ERP system. ERP vendors must be experts in their field and, to an extent, yours. They must also be professional and available when you need them, and provide clear communication to keep you informed of important changes. Here are some things to consider about a potential vendor when evaluating ERP systems.

  • What is the implementation process? Do they have a dedicated Project Manager who is readily available? The implementation of an ERP System is a large undertaking that needs careful planning with the proper time and resources allocated to avoid surprises during Go-Live. Since this is not something your company does on a periodic basis, a number of unknowns could end up causing you a lot of unnecessary problems and expense. Be sure the vendor has plenty of experience.
  • What is the vendor’s availability for support? This indicates how responsive the vendor will be when you have questions or need assistance. How often is the system upgraded and what is involved? It is important that your system always has the latest updates for security and functionality – without disrupting your business.
  • What about references? Request them and follow up on them. Reviews for vendors are as important as they are when shopping online. Experience with your industry is a plus.
  • What types of communication is provided? Notices of updates are important for security and training, as well as details about what’s in each update. General information about the system is always helpful, and of course, documentation on how to use the system is a must. It’s beneficial to you when the vendor is actively in touch and keeping you informed.

Make sure you can work with the vendor to get what is important to your business within a specific time-frame. Top-notch support is key. It takes commitment – not only during implementation, but for the life of the system.

To help with a smooth implementation, follow these tips from things we’ve learned over the years. And when you’re ready to check out ERP systems, contact us for a free demo of InOrder.

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Easily Manage and Modify HTML Content on your Web Site with InOrder

The InOrder Content Management Module enhances the eCommerce Module, allowing you to manage and regularly modify HTML content on your web site.

You can define “snippets” of HTML to easily create buttons and shortcuts for non-technical users to update and manage shopping cart content for inventory items sold on the web.

In addition, you can track, store, and display more information about each product on the Web, rename more field labels, and access an unlimited number of super-sized user-defined fields for inventory items and inventory hierarchy groups.

Following is a list of examples of how you can use the InOrder Content Management Module to easily control content on your web pages.

  • Manage / regularly modify HTML content on your web site.
  • Create and manage HTML shortcut buttons in the InOrder HTML Editor so non-technical users can update your website.
  • Add a link to the website.
  • Add formatting to text, such as bold or other styles and attributes, on your web pages.
  • Easily embed dynamic images and videos on your web page.
  • Create banners or content sections that appear on the website whenever you turn them on, and disappear when you turn them off through the InOrder interface.
  • Manage content on your home page, static policy pages, product hierarchy or inventory page content through the InOrder interface.
  • Create snippets of common HTML to edit inventory fields or your web pages.

Easily define the Snippet button and prompts.

InOrder ERP Define Snippet Button

The HTML Snippet is available for inventory items.

InOrder ERP Inventory Snippet Button

Add as many other buttons like this as you wish, there is no limit. You can even re-sequence them to put the important buttons at the top.

InOrder ERP Sample Snippet

The Edit HTML option opens a window to edit HTML for a user-defined field.

InOrder ERP Edit Snippet

When the snippet button is clicked, the prompts are displayed to the user, who provides the requested information.

InOrder ERP Insert Snippet

When the user completes the requested information, it is placed on the website for the inventory item.

InOrder ERP Completed Snippet

Contact us for a free demo of the InOrder Content Management Module.

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5 Tips for eCommerce Implementation

Few people like change, but when something isn’t working as needed, it might have to go. This is true for cars, computers, phones, and even systems that drive your business. Shopping is just one step in the process of replacing a new eCommerce Platform. Once you find it, the real work begins. Here are 5 tips to help you stay focused for success.

 

  • Identify your objectives and tasks, and assign a unique priority to each task. This helps to quickly identify which tasks must be completed before others, and which can wait until the next phase, if necessary. This is especially helpful if time is tight.

 

  • Identify individuals responsible for each task, and assign those responsibilities to each of them. Identify deadlines for decisions and make clear the consequences of not meeting those deadlines. It’s also a good idea to assign one person to communicate between all parties involved, to avoid any misunderstanding or miscommunication between those indirectly involved and those directly involved in the project.

 

  • Make a schedule for the project that includes each task you identified. Include time for unexpected work or delays. (Our white paper “Ten Tips for a Successful ERP Implementation” recommends 25%.) As the project moves along, monitor the progress of each item on the schedule. If anything is not completed on time, find out the reason for the delay, and make sure it is corrected so it can get back on target. If a new task is discovered during the project, assign it its own priority and adjust your schedule accordingly, or begin a new list for tasks that can wait until the next phase. Remember that you included time in your budget for unexpected work and delays, so use it if necessary, or add to it if an item is completed in less than the time originally scheduled. Regularly notify everyone involved of the progress.

 

  • Focus on the objectives and reasons for the upgrade. As you make progress, it might be necessary to maintain a “punch list” of important items or requests that have been identified since the project began.

At this point, it might be appropriate to re-assign individuals and their responsibilities, as determined by your new list. Again, assign a priority and make a schedule for each item on the new list. Check the progress of each item, and update the list/schedule as appropriate. As with your first schedule, regularly notify everyone involved of the progress.

 

  • Help your staff understand the benefits of the new system, both to them and to the company. Before implementation, give them time to accept the new system and become comfortable with it. Identify any new processes, new responsibilities, and questions about the new system. Document them, and train your staff. Make sure everyone involved knows the processes, their responsibilities in those processes, and how to accomplish them with the new system.

Change doesn’t have to be painful, especially when it’s needed to help improve your system. Keeping sight of priorities, staying organized, and clear communication are key elements for successfully growing your business.

Contact us for a free demo to see how InOrder’s eCommerce platform can help your business.

 

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InOrder ERP and Malvern Systems, Inc. for a Winning Pair on Amazon

Morse Data Corp. integrates with several solutions to increase your productivity and help you keep your customers happy. One of these solutions is Malvern Systems, Inc.

InOrder integrates with Malvern Systems, Inc., to provide shipping solutions for large and small businesses. InOrder clients with Malvern can also use Amazon’s Seller-Fulfilled Prime capabilities.

Benefits of selling on Amazon can be significant because of the attraction and exposure to so many shoppers. In addition, Internet Retailer reported that 38%of all U.S. online sales were at Amazon this past holiday season. Chances are good that shoppers will stop there to check reviews, and the many benefits of shopping at Amazon will attract them to purchase – possibly from you!

Amazon Seller-Fulfilled Prime allows sellers who store and ship their own inventory to offer items that are eligible for Amazon Prime. InOrder clients with Malvern can use Amazon’s Seller-Fulfilled Prime capabilities, which also complements the InOrder EDI module for processing Amazon orders.

Contact us for a free demo of InOrder.

 

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Helpful Articles for Your Business

Planning your ERP project doesn’t have to make you lose your cool. Here are some movie quotes to help you keep your sense of humor.

http://www.cio.com/article/3169611/enterprise-resource-planning/your-erp-project-can-be-improved-by-80s-movie-quotes.html

Criminals are always trying to take  advantage – even at tax time!

https://www.halock.com/blog/alert-adversaries-requesting-w-2s-simple-social-engineering-scheme/

Read this article to see if you’re coming up short on the checkout process

http://www.pymnts.com/news/retail/2017/price-cart-abandonment-ecommerce/

Are you following these best practices for warehouse eCommerce?

http://www.mmh.com/article/7_warehouse_e_commerce_best_practices_for_2017

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Prioritize These Requirements to Help Choose Your New ERP System

When looking for a new ERP System, wouldn’t it be nice if you were up and running fast, the system was affordable, and it actually fulfilled all of your business needs? It isn’t easy to find it all in one package. So, when looking for your new system, you might be tempted to settle for less, which could cause problems in the long-run.

So what do you do?

It’s helpful to prioritize your requirements so you can track what’s most important to your business. Try organizing your requirements into small groups. Here are some examples to think about.

  • Affordable & Fast – This is important when you need something quickly and within your budget. You can use the system “out of the box” with no immediate custom programming. This option gives you time to work with the system and add to it as your business grows.
  • Fast & Meets Your Needs – This is useful when you can work with the vendor to get what’s important to your business within a specific time-frame. Top-notch support is key.
  • Meets Your Needs & Affordable – This option can also give you time to work with the system before customizing. This is great when you have time for implementation and can think about custom features.

When searching for a new ERP system, all three of the above are important considerations, and none of them should be overlooked.

I think everyone agrees that there is no substitute for Quality. Make sure the system can growth with your business, at the pace of your business. And be sure to choose a dedicated Team with great leaders who are there to support you.

Request a free demo to see how InOrder meets ALL of your requirements!

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5 Ways to Increase eCommerce Traffic with Packing Slips

Packing slips are more than just lists of items in a box. Here are 5 ways they can also be valuable eCommerce marketing tools that help you make money.

  • Synchronize loyalty point balances, allowing customers to see point earnings and balances, and redeem them online. This is especially beneficial when points are earned from phone or in-person purchases. Loyalty program information on packing slips and receipts can prompt customers to visit your website.
  • Offer suggestions for purchasing related products and products that compliment those already purchased.
  • Ask the recipient to visit your website.
  • Add a code to your packing slip for a special offer that can be used on the customer’s next order.
  • It is vital to keep customers engaged after a sale because then they are more likely to remember your website the next time they are ready to make their next purchase. Use your packing slip to ask for a review of both the shopping experience and the product.

InOrder ERP

With a wealth of options to support your continued growth, from customer response and eCommerce to order and warehouse management, InOrder’s complete product suite fits your needs now – and in the future. Using InOrder’s tightly integrated e-commerce module and add-on enhancements, there’s almost no limit to what you can do. Request a free demo to see what InOrder can do for you.

 

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3 Tips for B2B Integration When Planning Your ERP Implementation

The complexities of integration has led some to classify “best of breed” as a passing fad. Having a system that already tightly integrates your Order Management System (OMS), Customer Service, Warehouse Management System (WMS), A/R, A/P, Marketing and Email campaigns, and especially your eCommerce, is more valuable than previously thought. These enterprise-level systems have definitely come of age, minimizing the need for so many critical integrations and allowing you to focus on the integrations that are truly necessary areas of system specialization.

In more than three decades, the biggest mistake we see companies make is to not create an action plan that covers all aspects of the implementation. When it comes to B2B integration, here are three simple things to consider when planning your ERP implementation.

  • Any time you are dealing with third parties / additional software interfaces, this often introduces unexpected obstacles and delays from simple things, such as point of contact vacation schedules, to mapping mismatches due to terminology misunderstandings, to more complex issues, such as errors in an integration partner’s API documentation. Allocate resources to integrate with any business partners you have (shippers, payment gateways, trading partners, etc.). Schedule these activities during the planning stages to avoid delays, unexpected expenses, and customer service issues.
  • Consider any new partners and service providers that are not part of your current processes before implementation. With all the new processes, training, data conversion, and other activities, they could easily be overlooked if they’re not included in your implementation plan.
  • When planning your implementation schedule, keep in mind the schedules of your service providers. If they need to make any adjustments, test, or assist in any way, they may also need time that could cause your schedule to be adjusted.

ERP Implementation TipsFor more valuable information about Implementing your ERP system, download our “Ten Tips for a Successful ERP Implementation” paper.

Whether you’re considering a new ERP system or you’re just beginning an implementation, this paper will help you keep your implementation within budget and on time.

 

 

 

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Endicia – InOrder ERP Partner Spotlight

Morse Data Corp. works with several business partners to increase your productivity and help you keep your customers happy. One of these partners is Endicia.

Endicia is the leading provider of e-commerce shipping technologies and services. By integrating Endicia with InOrder, you have access to Endicia’s certified U.S. Postal Service solutions. Whether you are a high-volume warehouse shipper, operating an e-commerce site from a garage, or simply trying to get invoices out before the day is over, Endicia can help save time, reduce costs, and increase productivity.

Endicia is one of many of Morse Data’s partners. InOrder is a real-time, tightly integrated, single database ERP system for multi-channel merchants, Internet retails, publishers, and fulfillment solutions providers. You can read some of our reviews here.

To find out more about integrating InOrder with any of these solutions, give us a call.

 

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Resolutions – Customization that You Control with InOrder ERP

Resolutions aren’t just promises you make to yourself. With InOrder, resolutions handle complex relationships using a set of parameters. They represent exceptions to your standard rules and override other related settings. You can set up rules to derive a value based on any criteria supported by programming.

For example, sometimes, certain types of inventory items cannot be shipped to certain countries. You simply define a Resolution Code and Description…

InOrderResolutionsDefinition

… then add supporting fields to select the criteria to use – in this case, specifying the inventory items that cannot be shipped to the specific countries. A column is created for each of your criteria fields and the output value. By configuring various permutations of your criteria fields, you may specify unique output values that will be resolved when those criteria are met. You may also specify a default or “catch-all” case for criteria by choosing *ALL* for any cases that do not meet a specific case.

ResolutionsResolution

When a Resolution is evaluated, the entries are checked for a match from the top down. The first match found sends an output value to the window being used. This allows you to set up any derivation hierarchy that you require, providing the columns that you wish to evaluate are available in your resolution definition.

When an order is placed for these products to these countries, it is automatically canceled with a notification message.

Contact us for more information about using Resolutions with InOrder.

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