Osmos Cloud

FAQ 27

• Why was Osmos created?
• How do I login to my account?
• Where does Osmos keep my information?
• How can I retrieve my personal login URL?
• How can Osmos help me increase sales?

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Menus and General Setup 42

• How to perform a search?
• How to accept credit card payments (Stripe Integration)
• Close or cancel the Osmos account
• Upgrade, Downgrade or buy new users for your plan
• How to update my user profile

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Home Screen 11

• How does the "Home Screen" works?
• Where to start and how to configure Osmos for my business?
• What is it for or what does the yellow lightbulb indicates on the top screen?
• What is it for or what does the purple calendar indicate at the top of my screen?
• What is the blue exclamation mark on top of the screen?

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CRM Module 38

• What is a CRM and it's funciton?
• What is a Lead?
• How to add a Lead? (3 methods)
• What filters can be used on the CRM listing?
• Batch action options in the CRM

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Customer Module 29

• What is the Customer Module for?
• How can I add a client / customer? (3 methods)
• How to upload a client list?
• How to perform a customer search?
• What are the "Batch Action" functionalities in the Customer module?

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Quote / Contract / Invoicing Module 53

• How can I create a quote or invoice template?
• Editing the different sections in quotes templates
• How can I edit or delete a quote or invoice template?
• How to select a default quote or invoice template?
• How can I create a quote or estimate? (6 different ways)

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Account Receivables Module 15

• What is Account Receivables for?
• What is Amount Currently due?
• What is Number of payments past due?
• How to filter payments listing to show only due payments and / or credit notes?
• What does "Amount Due" column states for?

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Internal Order Module 15

• What is the “Order” module for?
• What is “Closed Order” toggle for? How to look only for closed orders?
• Internal Order Module Walkthrough
• Why on Order Module, ”Order Information (Services)” I have a list with one or more suppliers?
• What does score next to supplier means?

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Requisition Module 24

• What is a requisition for?
• How to create a requisition?
• How to filter “Completed” requisitions only?
• What is a completed requisition?
• What is the minimum information to enter to create a requisition?

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PO Module (Requisitions) 13

• What is PO requisition module?
• How to filter “Completed” PO only?
• How to filter PO by supplier?
• What is the column amount on PO listings for?
• Why am I seeing different suppliers on the supplier column on the PO listing?

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PO Module (Orders) 13

• What is PO order module?
• How to filter “Completed” PO only?
• How to filter PO by supplier?
• What is the column amount on PO listings for?
• Why I am seeing different suppliers on the supplier column on the PO listing?

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Account Payables Module 11

• How to filter “Fully paid” PO only?
• Why am I seeing different suppliers on the supplier column on the A. Payable listing?
• Where is the “amount” displayed on A. payable listings coming from? How is the “amount” column calculated?
• What is the goods received column for?
• How to filter A. Payables by supplier?

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Inventory / Warehouse 8

• What is inventory module for?
• Inventory Walkthrough
• Why are there two inventory listings?
• How to capture or add goods in to my inventory?
• Can I capture in inventory module the reception of fewer goods than requested?

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