Menus and General Setup

Guide to help you use Osmos Cloud ERP modules

Create product and expenses categories?
Creating categories for your products, services and expenses (Requisitions) will help you organize your catalogs based on categories.   To create a n...
Tue, 26 Jun, 2018 at 1:44 PM
Change quote time and date description
  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...
Tue, 26 Jun, 2018 at 2:01 PM
Add and modify values on Osmos. System Values
Osmos offers options to customize the values. You can customize  values like:  Discounts, methods of payment, promotions, delivery methods, sales taxes, cur...
Tue, 26 Jun, 2018 at 2:09 PM
Add a supplier
  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.  ...
Tue, 26 Jun, 2018 at 3:17 PM
Uploading and adding products/services to the catalog
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: ...
Tue, 26 Feb, 2019 at 12:28 PM
Differences between “product” or “service”?
 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...
Tue, 26 Jun, 2018 at 3:05 PM
How to add users, employees and resources?
Go Catalogs -> Employees/ Users   Click on + Add User. Define if you want to create a new:   a) Employee Only (minimum information) ...
Tue, 26 Jun, 2018 at 3:17 PM
Create a role or modify users permissions
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...
Tue, 9 Apr, 2019 at 2:33 PM
Select a default user for PO request
You can define what users or user will get the PO's requests.  Go to Catalogs -> Employees/Users   Edit the employee / user and select t...
Tue, 26 Jun, 2018 at 3:55 PM
What are accessories for?
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...
Tue, 26 Jun, 2018 at 4:01 PM