How to get started?
Once logged in, you are offered a couple of wizards that guide you and show you around Osmos. We suggest taking these wizards to familiarize yourself with Osmos and setup step-by-step your account.
If you have dismissed the wizard, you can always find it on the top left corner.
The available dynamic wizards you can take are:
1. Navigate and configure Osmos
2. Create a Quote
3. Manage a lead
4. Create a quote template (Only offered the 1st time you log in)
You can also configure your account by following these steps in the Initial Setup section from your landing page:
1. Complete and update your business profile: For more information, check: How to update my business profile?
2. Add and create accounts: For more information, check: How to add bank and accounting accounts?
3. Create your product and expenses categories: For more information, check: How to create product and expenses categories?
4. Customize your quote basic information: For more information, check: How to change and customize my quote times and dates description?
5. Modify and add new default values for your business: For more information, check: How to modify and add default values on Osmos?
6. Add a supplier: For more information, check: How to add suppliers?
7. Add your product or services catalog: For more information, check: How to add products or services? (3 methods)
8. Add your employees and users if applicable
You are set and ready to go!
NOTE: Remember there is no need to enter all the information at once. You can start using it with basic data and little by little add as needed.
