Omono

Andrew Homer

Settings

Add, edit, archive and un-archive Commodity Codes

Commodity Code Settings

Turn on and off default Couriers and add, edit, archive and un-archive custom Couriers

Courier Settings

Add, edit, archive and un-archive Currencies

Currency Settings

Add, edit, archive and un-archive Departments

Department Settings

Add, edit, archive and un-archive EORI Numbers

EORI Number Settings

Add, edit, archive and un-archive Industries

Industry Settings

Add, edit, archive and un-archive Lost Quote Reasons

Lost Quote Reason Settings

Add, edit, archive and un-archive Purchase Analysis Codes

Purchase Analysis Code Settings

Add, edit, archive and un-archive Sales Analysis Codes

Sales Analysis Code Settings

Sales Margin Settings

Add, edit, archive and un-archive Sales Quote Validity

Sales Quote Validity Settings

Add, edit, archive and un-archive Symbols

Symbol Settings

Add, edit, archive and un-archive Tax Rates

Tax Rate Settings

Type Settings

Add, edit, archive and un-archive Warehouses

Warehouse Settings

Add, edit, re-order, archive and un-archive Workflow Statuses

Workflow Status Settings

Permanently delete all records within Omono.

Wipe App Data

Accounting Period Settings

Add, edit, archive and un-archive Addresses

Address Settings

Add, edit, archive and un-archive Bank Accounts

Bank Account Settings

Closed Day Settings

Update company name, telephone, email, website, registration and VAT number

Company Profile Settings

Set the next document number for sales quotes, sales orders, sales invoices, credit notes and purchase orders

Document Number Settings

Set your monthly performance targets for sales and output

Target Settings

Working Week Settings

Company

User Settings

Team

Turn on and off Certificate of Conformity paperwork and edit the statement text

Certificate of Conformity Paperwork

Customise the footer text on sales quotes, sales orders, credit notes and purchase orders

Paperwork Footers

Customise the recipients, subject and content of the Credit Note email template

Credit Note Email Template

Delivery Note Paperwork

Customise the recipients, subject and content of the Dispatch email template

Dispatch Email Template

Customise the recipients, subject and content of the Purchase Order email template

Purchase Order Email Template

Customise the recipients, subject and content of the Sales Invoice email template

Sales Invoice Email Template

Customise the recipients, subject and content of the Sales Order email template

Sales Order Email Template

Customise the recipients, subject and content of the Sales Quote email template

Sales Quote Email Template

Templates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.