Quote / Contract / Invoicing Module
Authorize & Capture created a contract and at the same time takes you directly to account receivables so you can register and confirm a payment being m...
Mon, 4 Jun, 2018 at 1:39 PM
By clicking on this button the quote or invoice will be automatically converted into a contract. You will be required to modify the quote stage and regis...
Mon, 4 Jun, 2018 at 1:41 PM
Osmos always double check that the amount being quoted or invoiced matches the payment terms. If in the contract or account receivables you enter an amou...
Mon, 4 Jun, 2018 at 1:48 PM
When you as a user don't have permission to authorize a contract, user level (Level 1 or Level 2) to authorize a contract, you can request an authorizat...
Mon, 4 Jun, 2018 at 1:51 PM
Osmos keep a record on who makes important changes. When a contract is created a log shows the username and date of creation. Bottom right corner.
Mon, 4 Jun, 2018 at 2:22 PM
You can void a contract or invoice by editing the contract and/or invoice and clicking on “Void Contract”. IMPORTANT!! After voiding, you won’t be...
Mon, 4 Jun, 2018 at 2:25 PM
There are different types of filters you can apply to the quote module: 1. Filter by ONLY Contracts (To see only contracts/invoices) 2. Filter by ONLY C...
Mon, 4 Jun, 2018 at 2:30 PM
With the batch action on the quote module, you can perform a bulk action to all selected quotes. The actions you can perform are: a) Change current...
Mon, 4 Jun, 2018 at 2:33 PM
The “Show Contracts” toggle button show you or hide contracts and invoices from your quote listing.
Mon, 4 Jun, 2018 at 2:34 PM
The “Canceled ” toggle button filter results by showing you ONLY all canceled quotes and contracts.
Mon, 4 Jun, 2018 at 2:35 PM