A company is any organisation you trade with. It can be a customer, a supplier, or both. Every quote, order, credit note and purchase order is raised against a company, so the company must exist first.

Click Companies in the navigation bar. Each card shows the company name and flag, the telephone and postcode of its accounts address, the Account #, and Customer and Supplier tags. A customer on stop shows a red On Stop icon. Click a card to open the company.

Filter matches the company name, account number or postcode. Relationship shows All, Customer or Supplier. Click Advanced for more:

Click Reset Filters to clear every filter.

When you click Accounts Address or Contact, a sub-form opens in place of the company form. Accounts Email is required on the address, and Omono links the contact to the accounts address for you. Click the sub-form's tick to return. Nothing is saved until you click the tick on the company form. The company has no telephone or postcode fields of its own; its card shows the ones from the accounts address. When you create the company, it keeps the Country you chose on the company form. After that, each time you save the accounts address, or make another address the accounts address, Omono copies that address's country onto the company.

A company must be a Customer, a Supplier or both. Company Name and Account # are required and must be unique. Omono checks them as you type, ignoring upper and lower case, and the form will not save while either is already in use. Industry, Type, Country, Currency and VAT Rate all start with a default. A customer also needs an Account Manager (defaults to you), an Invoice Bank Account, Terms (Invoice) and a Segment. A supplier needs Terms (Bill).

The company's Currency sets the currency of every document raised for it. It is locked once the company has a quote, order, credit note or purchase order. If the company is a supplier on any stock item, an information icon reminds you that supplier prices are stored in the supplier's currency and are not converted when you change it. See Stock suppliers and supplier prices.

The customer's VAT # prints as Your VAT # on invoices and proformas and is sent to Xero.

Proforma customers. Set Terms (Invoice) to 0 Days After Invoice Date to treat a customer as proforma. Their dispatches must be marked as paid before they can ship. See Invoices and proforma invoices and Raise a quote proforma.

If the day does not exist in that month, such as 31 in April, Omono uses the last day of the month. The same options apply to Terms (Bill).

The top of the page shows the company name with its flag, Status (Active, On Stop or Archived), Account # and, for a customer, the Account Manager. A company with a website shows Web, which opens it in a new tab. Click More Info to see the rest of the record, such as terms, bank account, VAT and EORI numbers and divisions.

There is no button to raise a credit note from the company page; use + next to Credit Notes in the navigation bar instead. See Credit notes. Archived companies lose Stop, Add Contact, Add Address, Raise SQ, Raise SO and Raise PO; Documents, Notes, Links, Customer Price List and Supplier Quality still work.

The panels show the company's trading figures for the chosen Date Range, which starts on the current financial year. A company that is both a customer and a supplier has a Customer / Supplier switch above them. Money values are in the company's currency.

Click the flip button on the Quotes, Quote Conversion Rate, Orders and Turnover panels to see a chart on the back.

Further down the page, Tasks lists the tasks linked to the company. Show Closed: None hides completed tasks; choose Last 7 Days, Last 30 Days or Last 90 Days to include them. Add Task creates a task already linked to the company; see Tasks. Contacts lists people by last name, and Addresses shows the accounts address first. Contacts and Addresses each show six cards; click Show More to see the rest. Click the pencil on a card to edit it. Show Archived appears only when the company has archived contacts or addresses. See Contacts and addresses.

Click Edit in the action bar. The same rules apply as when you create a company.

Click the flag icon next to the company name and choose a colour, or No flag to clear it. The flag shows on the company's card and works with the Flag filter. Admins name the company flag colours in Settings → App → Flags; until one has a name, the icon is hidden. See Navigating Omono.

Click Stop in the action bar and answer Yes to Place this company on stop?. Only a customer can be put on stop.

The company's Status changes to On Stop. While a customer is on stop, its dispatches cannot be shipped: anyone who tries sees On Stop. This dispatch cannot be shipped until the customer account is taken off stop. Please ensure the account manager is aware. The Xero credit limit check does not run, because shipping is already blocked. You can still raise quotes, orders and credit notes for it. Click Stop again and answer Yes to Take this company off stop? to lift the block. Both actions write a system note and an Activity Feed entry naming who did it.

For suppliers, click Supplier Quality in the action bar. Tick Monitored Supplier to put the supplier in your quality register; the other fields are greyed out until you do.

Click the tick to save. Each change writes a system note on the company. The rating shows on the Quality panel and in the Supplier Quality Management report (see Purchasing reports), and you can filter by it under Advanced on the Companies screen. Unticking Monitored Supplier and saving clears every other field, and the supplier leaves the register.

Some suppliers carry an older star rating from before the quality register (for example the sign-up demo data). It shows on the Quality panel with Last Updated and the Quality filter finds it, but the Supplier Quality form does not show it. When you tick Monitored Supplier and save, the stars you set replace it.

Open Edit and click Archive Company. An archived company cannot be chosen on new documents and shows Archived as its status. Its Edit form is read-only: every field is greyed out and only Un-archive Company works. You can still flag it, edit its contacts, addresses, price list and supplier quality record, and add notes, documents and links. Copying one of its documents, or winning one of its quotes, still creates a new document for it. Its documents, contacts and addresses stay intact. Archived companies are hidden on the Companies screen; tick Archived under Advanced to list them. To bring one back, open it, click Edit and then Un-archive Company.

No. Keep the record that holds the documents and archive the duplicate. Documents on the archived company stay where they are. An archived company still counts when Omono checks that a Company Name or Account # is unique. So you cannot give the kept record the duplicate's name or number while the duplicate holds it: un-archive the duplicate, change its name or number, and archive it again. Quick Search does not show archived companies, so nobody will choose the duplicate by mistake. To avoid duplicates after an import, see Importing data.

Omono writes a system note on the company, under Notes, naming the user, when someone:

Creating, stopping, archiving, flagging and contact changes also appear in the Activity Feed under Companies. See Notes, documents and links.

When Xero is connected, Omono sends each company to Xero as a contact with its name, account number, accounts address, email and telephone, VAT number, currency and payment terms. For suppliers, it also sends the sort code and account number when they are new or changed, which needs the Xero Bank account admin permission. Clearing a bank field and saving clears it in Xero too. The bank account name, IBAN and SWIFT are not sent. Saving the company form, or saving its accounts address, marks the company for re-sending on the next sync. See Connecting Omono to Xero.