Types is a "custom field" which can be selected for customers and suppliers within the Companies module and used to filter reports. Admin users can learn how to add, edit, archive and un-archive Types within Omono by following the simple steps below.

Adding a new Type

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select App using the navigation bar on the left.

  3. Click on Types.

  4. Enter the Type name into the text field at the bottom of the modal and click ✅ to save.


Editing a Type

If you would to edit the name of an existing Type please follow these steps. Please note any changes will update all records, past and present, depending upon reasoning consider archiving and creating a new Type.

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select App using the navigation bar on the left.

  3. Click on Types.

  4. Click the ✏️ icon next to the Type you wish to edit.

  5. Edit the Type name in the text field at the bottom of the modal and click ✅ to save.


Archiving a Type

Please follow these steps if you would like to archive a Type. Please note this will not remove the Type from any existing records using this option.

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select App using the navigation bar on the left.

  3. Click on Types.

  4. Click the ✏️ icon next to the Type you wish to archive.

  5. Click the 🗃 icon next to the text field.


Un-Archiving a Type

If you would like to reinstate an archived Type please follow these steps.

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select App using the navigation bar on the left.

  3. Click on Types.

  4. Select the Show Archived tick-box.

  5. Click the 🗃 icon next to the Type you wish to re-activate.

Did this answer your question?