How to get started?

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.



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