Menus and General Setup

Guide to help you use Osmos Cloud ERP modules

Adding and assigning a vendor
  A vendor is an intermediary / re-seller or a third party.    Adding a vendor to the client profile will help you keep track on what vendor is reffering...
Tue, 26 Jun, 2018 at 4:16 PM
Commission section
The commission section is where you are able to tell what commissions need to be paid to your sales team.  The commission is calculated based on the amount ...
Wed, 27 Jun, 2018 at 10:56 AM
Adding delivery or shipping costs
You can define and set of rules for calculating delivery or shipping costs based on quote subtotal. Go to Catalogs -> Shipping / Delivery Selec...
Wed, 27 Jun, 2018 at 11:25 AM
Adding and modifying quote stages
 The quote stages help you identify the step or actions to be taken on a quote. It should tell you in 2 or 3 words the current action and stage of the quote...
Wed, 27 Jun, 2018 at 11:58 AM
Custom required fields on customer module
The custom required fields can be used to force the sales team to add more information in to the customer profile before saving.  In other words, each time ...
Wed, 27 Jun, 2018 at 12:11 PM
How to change my custom login URL
Once you have created your URL when signing up for your Osmos account, this URL can not be modified. If you forgot your URL you can find it by cop...
Wed, 27 Jun, 2018 at 12:42 PM
How to modify the language interface?
 Once you created you Osmos account and you selected the language you won't be able to modify it. 
Wed, 27 Jun, 2018 at 12:56 PM
Superadmin exclusive rights and modifying information
The Superadmin is assigned to the person that created the account. The email, user level or role cannot be modified for the superamdin. The superadmin user ...
Wed, 27 Jun, 2018 at 1:03 PM
Why I am not seeing some options or menus?
  Osmos is user base software. This means that for each account created you have 1 superadmin (The user that can do it all and has access to everything). T...
Wed, 27 Jun, 2018 at 1:07 PM
Assign invoice numbers or invoice folio
You can set the starting number for the invoices that you will produce in Osmos.  You can assign a prefix and starting number.  A) Go to Setup / Custom ...
Wed, 27 Jun, 2018 at 1:14 PM