Everything Omni does. Nothing you have to ask about.
Most operations platforms make you book a call to find out whether they do the one thing you actually need. Here's everything, with the plan each one needs.
What Omni replaces
Most businesses arrive running six to nine separate tools that do not talk to each other. Omni consolidates the operational ones into a single system with a single customer, item and order record:
Point of sale · inventory · warehouse and fulfillment · purchasing · pricing and promotions · invoicing and payables · customer management · B2B ordering · reporting
Your storefront and your accounting software stay exactly where they are. Omni connects to them and runs everything in between.
Orders and point of sale
Every way an order reaches you — counter, phone, website, wholesale buyer, service ticket — becomes the same order record, on its own workflow.
Point of sale
Omni's POS runs on any touch screen or tablet with barcode scanning, split payments across methods, and receipt printing. Tills are tied to named registers.
In-person card payments
Take tap and chip payments on a Square Terminal or a Stripe reader over WiFi. Card numbers never reach Omni.
Orders workspace
One workspace handles every order type, so staff learn a single screen instead of one per department.
Quotes and estimatesGrow and up
Send a quote, let the customer approve it, and convert it to an order without rekeying a line.
LayawayGrow and up
Layaway orders track deposits and payment terms, send reminders automatically, and apply your forfeiture rules when a plan lapses.
Work and service ordersGrow and up
Take an item or a job in, track it through the stages you define, assign it to a person, and give the customer a status link they can check without calling.
Labor timersGrow and up
Staff clock on and off a job so the time spent lands against the order rather than a paper sheet.
AppraisalsScale and up
Appraisal orders move through intake, examination and report as distinct steps, each with its own form and sign-off.
BackordersScale and up
When stock runs out, Omni holds the line as a backorder, ages it, chases it, and cancels it on your rules rather than silently losing the sale.
E-commerce ordersPower and up
Orders placed on your Shopify or WooCommerce storefront land in Omni to be picked, packed and shipped, with tracking pushed back to the store.
B2B ordersPower and up
Wholesale orders run their own workflow with allocation and fulfillment stages separate from retail.
Inventory across every location
One count, wherever the stock physically sits — shop floor, stockroom, second site, or a pallet at a third-party warehouse.
Items and variants
Items carry variants for size, color or spec, each with its own SKU, barcode and stock figure.
Multi-location stock
Omni holds a separate on-hand figure per location and shows you the total, so nobody promises stock that is sitting in another building.
Stock transfers
Move stock between locations as a tracked transfer with a sent and a received state, not an adjustment at each end.
Reorder points
Set a reorder point per item per location and Omni tells you what to buy before you run out.
Stock counts
Generate count worksheets, count against them, and post the variance as an auditable adjustment.
Assemblies, bundles and kitsGrow and up
Sell a kit and Omni deducts each component from stock, with pricing set either on the bundle or rolled up from its parts.
Location catalogScale and up
Control which items are sellable at which location, so a site cannot sell something it never stocks.
Demand forecastingPower and up
Omni projects demand from your own sales history so reorder quantities follow what actually sells, not a flat rule.
ABC analysisPower and up
Classify stock by the revenue it earns so counting effort and cash go to the items that matter.
Purchasing and suppliers
From knowing what to reorder, through the purchase order, to the stock landing on the shelf at the right cost.
Purchase ordersGrow and up
Raise a purchase order against a supplier, send it, and track it from draft through to fully received.
ReceivingGrow and up
Receive a shipment in full or in part. Receiving raises on-hand stock and lands the cost against the item.
Replenishment suggestionsGrow and up
Omni turns reorder points and forecast demand into a buy list, so purchasing starts from a proposal rather than a blank order.
Vendor SKU catalogsGrow and up
Import a supplier's price list and map their part numbers to your items, so order lines carry the code the supplier expects.
Supplier intelligenceGrow and up
See what each supplier actually costs you and how reliably they deliver, from your own purchase history.
Bills against purchase ordersGrow and up
Match a supplier's bill to the purchase order it belongs to and see where the two disagree before you pay it.
Warehouse and shipping
The part a storefront cannot do for you: getting the right items into the right box, out the door, with a tracking number attached.
Pick listsPower and up
Omni generates a pick list per order or per wave and tracks each line as it is picked.
Zone pickingPower and up
Split a pick across warehouse zones so pickers stay in their area instead of walking the whole building.
Multi-box shippingPower and up
Split one order across several boxes, each with its own weight, contents and tracking number.
Rate shoppingElite
Compare live carrier rates for a parcel and buy the label without leaving the order.
Third-party fulfillmentElite
Hand fulfillment to an outside warehouse and keep visibility of stock and order status, with a portal for them to work in.
Fulfillment analyticsElite
See how long orders take to leave, where they stall, and which stage is the bottleneck.
Pricing and promotions
Retail price, trade price, this customer's negotiated price, and the promotion running this week, all resolved automatically when the order is taken.
Wholesale price tiersPower and up
Group trade customers into tiers with their own prices and quantity breaks.
Contract pricingPower and up
Agree a price with one customer for one item and Omni applies it wherever they order, including in the B2B portal.
Catalog restrictionsPower and up
Limit which products a customer or tier can see and buy.
PromotionsPower and up
Build promotions that apply themselves at the till and in the portal, with rules for what can stack and what cannot.
Per-customer overridesPower and up
Override any price for a single customer without cloning the item or maintaining a parallel catalog.
One customer record
The same person, whether they walked in, phoned, ordered online, or bought through your trade portal.
Customer status pages
Send a customer a link to track their repair or work order instead of fielding the phone call.
Customer recordsGrow and up
One record holds contact details, addresses, purchase history and open orders across every channel.
SegmentsGrow and up
Group customers by how they actually buy and use those groups for pricing, campaigns and reporting.
Milestones and follow-upsGrow and up
Flag the dates that matter for a customer and get a task when one comes round.
Support ticketsGrow and up
Log customer issues against the order they relate to and track them to resolution.
PipelineScale and up
Track prospects and deals through stages on a board, with analytics on where they stall.
B2B buyer portalPower and up
Trade customers sign in, see their own prices, place orders and check status without emailing your sales desk.
Money in, money out
Omni handles invoices, payments and supplier bills, then hands clean numbers to your accountant. Your books stay where they are.
Your own payment provider
Connect your Stripe, Square or Authorize.Net account and keep your own rates. Card details go straight to your provider and are tokenized before they reach Omni.
Accountant-ready exports
Export sales, payments, bills, customers and vendors as QuickBooks- or Xero-compatible files and hand them to your accountant. No QuickBooks account required.
Accounts payableGrow and up
Record supplier bills and expenses, match them to purchase orders, and track what you owe.
Accounts receivableScale and up
Raise invoices, take payments against them, and see an aged debt list that is current rather than a month old.
Dunning and credit holdsScale and up
Chase overdue accounts automatically and stop new orders on an account that is past its limit.
Live accounting syncElite
Push transactions straight into QuickBooks or Xero through their APIs instead of exporting files.
Automated sales taxElite
Connect Avalara to calculate tax by jurisdiction on every order.
Reporting and analytics
The numbers an owner checks weekly, without exporting anything to a spreadsheet first.
Ask your dataEvery plan
Ask a question in plain English and Omni answers it from your own figures. Included on every plan with a monthly allowance.
Built-in reportsGrow and up
Sales, stock, purchasing, fulfillment and customer reports ship ready to run, filtered to your locations and date range.
DashboardsScale and up
Dashboards show trends over time rather than a single day's figure, in your own timezone.
Export anywhereScale and up
Every grid and report exports to CSV or XLSX.
Leaderboards and concentrationPower and up
See your best-selling items, biggest customers, and how exposed you are if the biggest one leaves.
WatchlistsPower and up
Pin the handful of items or accounts you want to keep an eye on and see them together.
Scheduled deliveryPower and up
Have any report land in an inbox on a schedule, so the weekly numbers arrive without anyone running them.
Workflows that match how you work
Every order type moves through steps you define. Omni enforces them, so the process lives in the software rather than on a laminated sheet by the till.
Configurable workflows
Define the steps each order type passes through and who is allowed to move it on.
Automation rules
Set rules that fire on their own to notify a manager, change a status or raise a task, without writing code.
Notifications and announcements
Alert the right people when something needs attention, and post announcements the whole team sees.
Payment gatesGrow and up
Block a step until the deposit or balance has been taken, so nothing ships unpaid by accident.
Action centerGrow and up
Each person signs in to a list of what actually needs them today, filtered by their role.
Step approvalsPower and up
Require a named role to approve a step before an order can pass it, and keep the record of who approved what.
Send a step backPower and up
Move an order back to an earlier step when something needs redoing, with the reason recorded.
Custom forms on any stepElite
Add the fields your process needs to any workflow step, and make them required before the step can complete.
Getting your data in and out
Omni assumes you already have data somewhere else, and that one day you might want it back.
15 data importersScale and up
Import items, variants, customers, suppliers, locations, stock adjustments, purchase orders, receipts, invoices, expenses, price tiers, contracts, tax categories and departments from CSV.
Column mappingScale and up
Omni recognizes common column names in your file and lets you map the rest, then saves the mapping for next time.
Export hubScale and up
Export any part of your data on demand. It is your data and you can take it with you.
Custom fieldsScale and up
Add your own fields to items, customers and orders, and report on them like any other field.
ShopifyPower and up
Two-way sync of orders, catalog, inventory, fulfillment and refunds. You connect your own Shopify app to set it up. There is no one-click App Store install yet.
WooCommercePower and up
Bring WooCommerce orders into Omni for fulfillment and keep stock levels in step.
Scheduled connectorsElite
Move data in and out on a schedule over S3, SFTP or an API, incrementally rather than as a full dump.
Running it safely
The parts you will not think about until an auditor, an insurer, or a departing employee makes you.
Roles and permissions
Control what each role can see and change, area by area, with read and write kept separate.
Two-factor authentication
Turn on app-based two-factor for everyone, or require it only of administrators.
Google sign-in
Let staff sign in with their existing Google work account.
Audit trail
Security and business events are recorded with who did it, when, and from where.
Your data, isolated
Each business's data lives in its own database schema, with database-level rules enforcing the boundary rather than application code alone.
Security posture dashboardScale and up
See at a glance which security settings are on, which are off, and what that exposes.
Custom roles and approval routingElite
Build roles that match your own job titles, including approval routing and field-level permissions.
What else Omni does for you
Omni is built to sit alongside the tools you already pay for and make them earn their keep. Three of the most common ones:
Wire up the store you already have
Keep selling on Shopify or WooCommerce. Omni pulls those orders in, picks, packs and ships them, and pushes tracking back to the storefront. Your shop window stays where your customers already know it, and Omni runs everything behind it.
Hand your accountant clean numbers
Categorize bills and expenses in Omni, then export QuickBooks- and Xero-compatible files on any plan. On Power and up, map those categories to your chart of accounts so the import lands exactly where your accountant expects it.
Keep every customer in one place
Segments, a sales pipeline, follow-ups and simple email campaigns come built in, so most businesses need nothing else. When you are ready for heavier marketing automation, connect the tool you prefer and let Omni stay the system of record.