Check the fit
Walk through a representative order from enquiry to dispatch.
- Identify the people and processes involved
- Check essential features and specialist requirements
- Review where Xero fits
SWITCHING & SETUP
A practical plan.
A confident start.
Start at your own pace or choose remote onboarding and team training. Build a practical plan around your data, processes and the people who will use Omono.
Prepare your information
Decide what to bring across and check its quality.
- Companies, contacts and addresses
- Stock items and stock suppliers
- Assembly and bill-of-materials data where relevant
Configure and check
Agree how Omono should reflect your day-to-day work.
- Workflow stages, analysis codes and document settings
- Import templates and validation
- Representative records checked by your team
Agree the move
Set a starting point that works for the business.
- Team familiarisation and support scope
- Responsibilities for the transition
- A shared plan for going live
A FEW PRACTICAL QUESTIONS
Good to know.
Can Omono onboarding and training be delivered remotely?
Yes. Onboarding and training sessions take place by video call and screen sharing. The agenda is agreed around your setup, processes and the parts of Omono your team needs to use.
Can we arrange training for new starters or existing users?
You can discuss focused training for new colleagues, refresher sessions or help with a particular area such as sales orders, stock, purchasing or workflow. The topics, session scope and any cost are agreed before booking.
Can we customise Omono to match our business terminology and processes?
Yes. Many system-wide dropdown lists are customisable through the app settings. You can also configure areas such as workflow stages, warehouses, divisions and analysis codes, helping your team use choices that reflect your business.
Can we move from spreadsheets to Omono ERP?
Omono supports Excel and CSV import templates for companies, contacts, addresses, stock, stock suppliers, assemblies and bills of materials. Moving from spreadsheets starts with checking and preparing those records against the relevant templates.
What data can we migrate from an existing ERP system?
The supported templates define the records and fields available for import. Compare your existing system’s exports with those templates, then agree what can move across. Historical transactions and specialist records need a separate review rather than assuming a complete system transfer.
How long does an ERP implementation take?
The timetable depends on the condition of your data, the processes being configured and your team’s availability. Agree the import scope, responsibilities and checks first, then plan a realistic starting date around that work.
How should we prepare our team for switching business software?
Choose representative customer orders and stock records to check in the new system, identify who owns data preparation and involve the people who will use Omono each day. Agree familiarisation and support needs as part of the setup plan.
Set up Omono around your business.
Divisions, branding and reporting
Organise branches, regions or brands with division-specific document headers and reporting filters. Divisions sit within your Omono organisation.
International customers and suppliers
Work in multiple currencies and record EORI numbers, incoterms, commodity codes and country of origin for relevant paperwork. Exchange rates are maintained by an administrator.
Team access and two-factor authentication
Configure users and operator roles. Administrators can require two-factor authentication across the organisation and manage trusted devices.
SEE THE CONNECTION
Let’s look at your working day.
See how your quotes, orders and stock could work together in Omono.