Menus and General Setup
Guide to help you use Osmos Cloud ERP modules
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...
Wed, 27 Jun, 2018 at 1:24 PM
To display the process bar click on the customer name from any listing. In modules where the client name is not available click on the contract ID. The p...
Wed, 27 Jun, 2018 at 1:25 PM
The quotes and contracts are automatically added to the respective calendar IF you have assigned the “Date 1” value into the quote. If the field is left...
Wed, 27 Jun, 2018 at 1:31 PM
The products and services are automatically added to the product calendar If you have assigned the “Date 1” value on the quote module, AND the quote has bee...
Wed, 27 Jun, 2018 at 1:41 PM
The account receivables payments are automatically added to the calendar when a contract is created and payments dates have been entered either on the contr...
Wed, 27 Jun, 2018 at 1:53 PM
You can add 1 or 2 sales taxes to your quotes and invoices. You can assign or modify the sales tax percentages. Go to Setup -> System Values...
Wed, 27 Jun, 2018 at 2:04 PM
Predefined clauses are ideal when you offer products or services in which you must apply a particular rule. They also serve to highlight and emphasize impor...
Wed, 27 Jun, 2018 at 2:08 PM
There are 2 methods to add your logo in a quote or invoice: Method 1 - Quote Template: The easiest way is to add your logo directly on the quote templat...
Wed, 27 Jun, 2018 at 2:11 PM
To rename the sales tax acronyms follow the next steps: 1) Go to Setup -> System Values 2) Open the "Sales tax and Tax ID Description"...
Wed, 27 Jun, 2018 at 2:20 PM
You can add your Hotmail, Gmail, Yahoo or any other email account into Osmos Cloud by using IMAP and SMTP. Once you have added your email to Osmos, you will...
Wed, 27 Jun, 2018 at 2:35 PM