Settings → Templates shows a grid of cards. Each card is either a paperwork options form for a PDF, such as Sales Quote Paperwork, or an email template, such as Sales Quote Email. Only Admin Users can open it.

Click the tick at the top of each form to save.

Every PDF starts with your logo on the left and your address on the right. The logo comes from Settings → Company → Logo, which the Omono support team uploads for you (see Settings overview). With no logo, your company name prints in large text. The address is your accounts address from Settings → Company → Addresses, in the format chosen in Settings → App → Internationalisation.

Tel: is the telephone number on your accounts address. Web: and Email: are the Website and Main Email from Settings → Company → Company Profile. Each prints only when its Paperwork Header switch is on. A division's branding replaces all of these; if the division has no logo, your main logo is used. See Divisions.

The foot of each document shows Company Registration #: and VAT #: with the numbers from Company Profile (when filled in), then your footer text, with Powered by Omono on the right. The two labels follow the wording set in Settings → App → Internationalisation.

Despite its name, the Sales Paperwork Footer (SQ/SO/CN) prints on every customer-facing document, not just quotes, orders and credit notes. The Purchasing Paperwork Footer (PO) prints on purchase orders only. Picking lists and BOM lists print the header but no footer.

The Sales Quote Paperwork, Sales Order Paperwork and Purchase Order Paperwork cards each have three totals tick boxes:

Untick all three to print no totals, for example on a quote used as a price indication. The currency code follows the document's currency and the word VAT follows Settings → App → Internationalisation. Invoices, proformas and credit notes always print all three; you cannot hide them.

Contact Name Location on the Sales Quote Paperwork card decides where the quote's contact prints. Don't show prints no name. With Invoice Address (the default) prints it above the company name in the Invoice Address block. With Delivery Address prints it in the Delivery Address block below the line items. With Both Invoice and Delivery Address prints it in both places. Sales orders and credit notes always print the contact name at the top of the address block; invoices, proformas and delivery notes never do.

Display Stock Description, Display Tag Number, Display Commodity Code and Display Country of Origin control what prints under the part number and title of each line on invoices and sales order proformas. All four print until you untick them and save.

Display Delivery Address adds a boxed Delivery Address below the totals; on a collection order the box is headed Delivery and reads Customer Collection. The VAT summary option only affects orders in a currency other than your base currency; see International trade.

Show Manufacturer Part Number On Line Items is on the Sales Order Paperwork, Delivery Note Paperwork and Certificate Of Conformity Paperwork cards. When ticked, MPN: and a supplier part number print under each line. Omono takes the number from the stock item's supplier entries (see Stock suppliers and supplier prices): the supplier on the line's linked purchase order, otherwise the Preferred Supplier, otherwise the only supplier if there is exactly one. If none gives a part number, nothing prints for that line. Quotes, invoices and proformas never print the MPN.

The BOM (bill of materials) list printed from a sales order's BOM window normally shows each line's part number and name, but not its description. Tick Show Line Item Descriptions On The Order Level BOM List on the Picking Paperwork card to add each line's description as its own row, before an assembly's components. Component rows never carry a description, and the picking list printed from a dispatch is not affected. See Sales orders.

Show Shipment Tracking Details on the Delivery Note Paperwork card and Show Shipment Tracking Details on Invoice on the Invoice & Proforma Paperwork card print a Shipment Tracking box. It shows the courier, the tracking number and, for built-in couriers, a link to the courier's tracking page. You enter these on the dispatch when you ship it. Custom couriers show no link. See Dispatches.

Open Settings → Templates → Certificate Of Conformity Paperwork.

Click the tick to save.

The certificate is headed Certificate Of Conformity #: SO-1234-1 and saved as COC-1234-1.pdf. It shows the customer's invoice address, the dispatch date, the account, order and reference numbers, and EORI numbers and incoterm when set. Each line then prints its part number, description, Tag #, Serial # (from the dispatch), Commodity Code, Country Of Origin and quantity. There are no prices.

Below the table come the optional delivery address line, your Content wording and the signature. Digital signing prints Signed: with the name in a handwriting-style font, then the name and the date generated; without it, Signed:, Name: and Position: dotted lines are left to complete by hand. The date and signatory are taken when the PDF is generated, so downloading the certificate again on a later day gives it that later date.

There is a template for each of Sales Quote Email, Sales Order Email, Dispatch Email, Sales Invoice Email, Credit Note Email and Purchase Order Email.

Click the tick to save.

Type [ in Subject or Content and choose a placeholder. Omono fills in the real values when you open a document's email form, so you can check and change the text before you send; the automatic invoice email fills them in when it is sent. The button strip above Content inserts symbols, not placeholders.

[Your Company Logo] shows your logo, or your company name if no logo has been uploaded. When the document's division has that document type ticked, it shows the division's email logo (or your main logo if the division has none), and the company name on the division's address replaces yours, in [Your Company] too. See Divisions.

Because Omono sends the Sales Invoice Email automatically when a dispatch ships, it works a little differently. There is no Send From choice. With own-domain sending, its From Email Address defaults to the accounts team email in the Company Profile. Without it, replies go to the Reply To Email Address or else the accounts team email. See Sending documents by email.

Click the paperclip at the top of a template to open its attachments form. Drag files onto the upload box or click it to choose files; each file must be under 20 MB.

Click the tick at the top to return to the template.

During a trial each email template shows Email sending is disabled for trial accounts: you can set templates up, but nothing is sent until the Omono team switches sending on. Ask us through the chat.