Your workflow.
Your way of working.

Customise your workflow and manage jobs through the stages of your own process. Follow each order through to dispatch, with links to courier tracking information.

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Dated dispatches with workflow stagesOmono product view · Fictional data

Key features

01

A view of the working week

Bring dispatches together by date, with daily totals and counts.

02

A workflow built around you

Customise the stages your team uses and manage jobs as they move through your process.

03

Deliveries over time

Manage split deliveries, call-offs and scheduled orders, with delivered and outstanding quantities in view.

THE CONNECTED DETAIL

From the promise to the parcel.

Define a workflow that reflects how your business operates, then manage jobs through those stages. Keep progress, dispatch dates and the order detail together as work moves through your team.

From the order, review individual dispatches, delivered quantities and what remains outstanding. Link dispatches to courier tracking information so your team can follow the delivery after it leaves you.

What’s Inside.

Practical tools for the work your team does every day.

Dated workflow

View upcoming work across selected date ranges.

Custom workflows

Define your own stages and manage jobs through your process.

Courier tracking

Link order dispatches to courier tracking information.

Filtering

Find work by status, customer or stock item.

Paperwork

Document settings for orders, dispatches and delivery notes.

One order. Several delivery dates.

Keep each dispatch’s items, quantities, date and workflow stage visible within the sales order.

Two dispatches with separate dates and quantitiesOmono product view · Fictional data

Give the team a shared view of what needs doing.

Assign the people doing the work

Assign operators to dispatches and filter the board by person. Find unassigned work and see which jobs each operator is handling.

Make problems visible

Use green to mark work in progress and red to flag a problem. Filter the board to focus on work that needs attention.

Checks before shipping

Link a task to a sales order and mark it as blocking shipping. Dispatches remain blocked while that task is open, helping your team manage required checks.

From dispatch to invoice

Shipping creates the invoice. Enable automatic invoice emails to send it at that point, with the invoice passed to Xero on the next configured sync.

Payment before dispatch

For proforma customers, dispatches cannot ship until payment is marked received. Generate proformas from a quote or dispatch and monitor outstanding proforma payment status.

Courier tracking on the order

Record the courier and tracking number. Supported couriers provide a tracking link, with tracking details available on configured documents and emails.

A FEW PRACTICAL QUESTIONS

Good to know.

Can I link order dispatches to courier tracking information?

Yes. Record the courier and tracking number on a dispatch. Supported built-in couriers provide tracking links; custom couriers show the name and number. This is tracking information, not courier booking or live status synchronisation.

How does Omono help with order tracking and dispatch management?

The workflow view organises dispatches by date and stage, with customer references and order detail close at hand. Your team can review upcoming work and follow each dispatch back to the sales order behind it.

Can I manage split deliveries from one sales order?

Yes. A sales order can have several dispatches, each with its own date, items and status. Delivered and outstanding quantities remain visible, so the order can be followed across more than one delivery.

Can I customise the order workflow to match our process?

Yes. You can customise your own workflow and manage jobs through the stages of your process. This keeps job progress organised around how your team works, with order and dispatch detail close at hand.

Does dispatch management include production capacity planning?

The workflow view covers order progress and dated dispatches. Machine capacity planning and detailed production scheduling are separate requirements; include these in your demo so their fit can be checked before you choose a system.

SEE THE CONNECTION

Let’s look at your working day.

See how your quotes, orders and stock could work together in Omono.

Omono product view

Omono product screenshot

Omono product view · Fictional data