A thoughtful setup.
A smoother first shipment.
A little preparation goes a long way. Bring your workflow, your people and your WordPress environment together before you go live.
Start simple.
Make it your own.
Start with OMS
Explore the core OMS workflow, prepare your WordPress environment, and confirm the plan that suits your operation.
Map your day-to-day work
Identify your booking information, pickup stages, rate rules, receiver details and customer communication needs.
Walk through a test shipment
Follow a training booking through your real operating stages. Review the handoffs with your team before working with live records.
A few things to bring.
Use this checklist while you prepare. Bring these details to your first OMS walkthrough.
Talk about your setupBefore you choose your OMS
Understand the workflow, review the plans, and prepare your team before starting.
What does BalikbayanHQ OMS manage?
OMS connects bookings, pickups, receivers, rates, shipment tracking and customer updates in a WordPress-based operations management system.
What should my team prepare before setup?
Prepare your WordPress environment, cargo service details, pricing rules and team workflow. Use the setup checklist above and review the documentation with the people who will manage bookings and shipments.
How do I choose an OMS plan?
Review the current pricing page for each plan’s price, included features and terms. Contact the team if you need help choosing a plan or planning a rollout across multiple sites.
How can I compare OMS with my current system?
Use the comparison page to review the approach alongside your current booking, pickup, receiver and tracking process. Discuss your existing records and migration needs with the team before committing to a switch.
