The process bar is a UNIQUE graphic feature of Osmos Cloud. It shows the customer journey on each process step-by-step starting from the quote and ending on the CRM.
On a single view you can tell who is the sales rep assigned to the client, the client name and his ID number.
The process bar is divided into 9 processes; each displays different features and information. The main indicator of the process bar is the ring that encircles each of the processes. The color indicates the current status of the process with a title.
It displays white color when the process is not available or is not active for the current customer.
TIP: You can navigate to different processes by clicking on the process bar modules that are active.
Process bar color description
a) Quote
Red = Pending stage – when quote stage is marked as pending
Orange = Follow-up stage – when quote stage is marked as follow-up
Green = Normal status – when quote stage is marked as normal
Blue = Confirmed stage – when quote stage is approved
Black = Canceled stage – when quote is canceled
To better understand the quote stages got to Adding or modifying Quote Stages
b) Contract
Red = Pending status – when quote is approved but contract is pending
Blue = Authorized status – when quote is approved and contract is authorized
Black = Voided status – when contract was authorized and now is voided
c) A. Receivable
Red = Due status – when there is a past due payment
Green = Normal status – not past due payments but contract is not fully paid
Blue = Paid status – when contract is fully paid
d) Requisitions
Red = Pending status – when no action has been taken
Green = Authorized status – when requisition has been authorized and PO sent
Black = Rejected status – when at least one line of the requisition has been rejected
e) Orders
Red = Pending status – when order is pending
Orange = Incomplete status – when something from the order is not completed. Could be inventory missing or purchase order not yet sent.
Green = Complete - when all products / services have been marked as delivered
Blue = Closed - when previous status was green and you have closed the order
f) PO
Red = Pending status – when one or more PO’s are pending to be authorized
Blue = Authorized status – when all PO’s have been authorized for all suppliers
Black = Rejected status – when a PO has been rejected and returned for correction
g) A. Payables
Red = Pending status– No action has been taken and non-programed payments have been captured
Red = Due status– when a payment is past due, meaning that it was not marked as paid
Green = Normal status– when not past due payments but not fully paid
Blue = Paid – when the suppliers have been fully paid
h) Inventory
Red = Pending status – when no action has been taken or 1 or more of the goods have not been marked as received
Blue = Good Received status – when all good have been marked as received
i) CRM
Red = Pending status – no assessment applied to customer
Blue = completed status – when at least one assessment has been applied to the customer
We have created a tutorial video to explain the process bar, give it a look here: