Quote / Contract / Invoicing Module

Selecting a quote or invoice template from the quote?
You can choose a template for your quote or invoice from the "status, notes and comments" section when creating a quote. TIP: You can create o...
Fri, 1 Jun, 2018 at 1:04 PM
How to attach a document to the quote?
You can attach a document to the quote in 2 different ways: 1) Attach a previously added document  Setup-> System Values -> Attachment ...
Fri, 1 Jun, 2018 at 1:09 PM
Quote Stages use and functionality
The quote stages are an identifier that tell you in 2 or 3 words the current situation with the quote so you can give a proper follow up. Some examples are:...
Fri, 1 Jun, 2018 at 4:08 PM
What are General comments?
General comments are comments that are noted in the quote or invoice. These comments are viewable by the client.
Fri, 1 Jun, 2018 at 4:11 PM
Adding clauses on the quote
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...
Fri, 1 Jun, 2018 at 4:14 PM
Workflow notes
Workflow notes are internal notes that are recorded in the system for INTERNAL use only. Each module has its own workflow notes. These notes are not viewabl...
Mon, 4 Jun, 2018 at 1:14 PM
Sales Note?
  Sales notes are only available for quote/contract module. They are notes related to the sale. These notes are not viewable by the clients.
Mon, 4 Jun, 2018 at 1:15 PM
How are commissions calculated?
The commission is calculated based on the amount of commission ($) given on each individual product or service in the product catalog and the percentage ass...
Mon, 4 Jun, 2018 at 1:23 PM
Convert a quote or invoice into a contract?
The contract creation is core on the workflow and business process for Osmos. Once a contract is created other modules will become available. How to ...
Mon, 4 Jun, 2018 at 1:36 PM
What is authorized button on quotes for?
  Authorize button on quote creates a contract. When clicking “Authorize” you acknowledge that the quote or invoice has been accepted by your client. Autho...
Mon, 4 Jun, 2018 at 1:37 PM