Osmos Cloud

Creating categories for your products, services and expenses (Requisitions) will help you organize your catalogs based on categories.   To create a n...

  By default the quote time and date variables come with pre-defined values. You can update this values. Example: For an event planning business “R...

Osmos offers options to customize the values. You can customize  values like:  Discounts, methods of payment, promotions, delivery methods, sales taxes, cur...

  You can add and select a supplier for your products or services. This is handy if you later want to create a PO or if you have the Osmos Business plan.  ...

You will need to add products or services before you send quotes. To add a products or services you can user any of the following methods METHOD 1: ...

 The main differences between a product and a service are: Product or a good affects inventory by subtracting quantity from inventory Products or goods p...

Go Catalogs -> Employees/ Users   Click on + Add User. Define if you want to create a new:   a) Employee Only (minimum information) ...

User Roles  To create a new role or modify it go to Setup / User Roles Osmos comes with predefined roles. You can modify them or create new on...

You can define what users or user will get the PO's requests.  Go to Catalogs -> Employees/Users   Edit the employee / user and select th...

Accessories are useful for some businesses in order to add or remember items that they have to include to complete or fulfill the order. The accessories are...