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.



Support