When you add a new customer or supplier record in Omono, it is shown in the Companies module. When an individual contact is added to a Customer or Supplier record, this is shown within the company record and also displayed within the Contacts module.
Navigate to the Companies module using the navigation bar on the left.
Click on the ➕ icon located in the toolbar and select Company.
Enter the company name.
Enter the accounts address, you must complete Line 1, City and Accounts Email as a minimum, click ✅ to save.
Enter a contact, you must complete First Name, Last Name and Email as a minimum, click ✅ to save.
Enter an Account Number, this must be a unique reference and can be a combination of letters of number. i.e. ABC001.
Using the dropdown, select an Industry.
Type is a "custom" field that can be used to filter within reports.
Select the appropriate Currency for the record you're creating, please note once a quotation, order, or credit note has been created this option becomes locked and can't be changed.
Choose the default Tax Rate for the company, this can be overridden at quote, order and credit note level.
Now you have a choice, would you like to store this Company as a Customer, a Supplier or both?
Adding a Customer
If you want to store this Company as a Customer, select the ✅ in the customer section.
Select an Account Manager, if the person you want to add is not on the list, an Admin will have to create a new user in Settings.
Using the dropdown, select the bank account you wish to be printed on any relevant paperwork.
Enter a number in the Invoice Terms due box and select your desired option from the dropdown. If the customer is on Proforma terms put a 0 in the due box and leave the dropdown set to "Days After Invoice".
Enter a Credit Limit, if you have an active integration with a compatible accounts package this information will be synchronised and you will be alerted when a customer goes above their set limit.
You can enter a default discount percentage, this can be overridden at quote, order and credit note level.
Adding a Supplier
If you want to store this Company as a Supplier, select the ✅ in the supplier section.
Enter the Suppliers bank details, if you have an active integration with a compatible accounts package these details will be synchronised.
Enter a number in the Bill Terms due box and select your desired option from the dropdown. If you are on Proforma terms put a 0 in the due box and leave the dropdown set to "Days After Invoice".