Title Index
Recently Changed
Page Hierarchy
Incomplete
Tags
FAQ
- Why is the paid column always zero?
- OMG! I'm seeing my internal notes on the order print!
- Where are the canceled lines?
- Sales Accounts, Assigning Sales Accounts to Customers and Influence
Features
- Introduction to Orders
- Converting a Quote to an Order
- Linking an Order to an Existing Quote
- Overage in Orders
- Find in Orders
- Hold, Release and Partial Release Orders
- Multiple Releases on Orders
- Change Orders
- Canceling Orders
- Customer Directed Change Orders
- Consolidation POs
- Commissioned Order Print Dialogs
- Importing and Resell
- Basic Resell Order Entry
- Setup and Use of Resell
- Merging a Commissioned Order into a Resell Order
- Order Entry in OASIS – Terms and Concepts
- Order Create Screen - Converting a quote to an order (or starting a change order from a quote).
- Order Status Codes
- Sending an RMA Request
- Applying RMA Responses
- Removing RMA Requests
- Merging A Stand Alone Order and Project Together
- "Find" in a transaction
- Problem Orders - tracking issues with orders
- Clipboard Notes
- Territory Splits
- Spreading Overage
- Notify Manufacturer of ship date restrictions
Shipping
- Recording shipping information on orders
- Estimated Ship Dates / Lead Times
- Manual Shipping Entry
- Downloading and Maintaining Order Status
- Shipping reports for Customers
- Shipping Toolbar
- Electronic Download / Manual Apply (Order Status)
- Shipping Status
- Shipping Views
- Refresh Order Status for Selected Orders
- Using a carriers Website in OASIS to track shipping
- Explain Shipping Status
- Reminders for Shipping Status on a PO
- Shipments (White Paper)
Printing
- Emailing an Order from OASIS - Send Message & Attachments
- Printing Catalog # and Part # on Order Forms
Advanced Features
- "Filtering" a Resell Order
- The Subject Line – Send Message
- Orders for Miscellaneous customers (resell)
- Sending a "Customer Copy" of an order (Reps only)
- Text Clips
- Toggle View (Table view in orders and invoices)
- Freight Allowances and Minimum Order Amounts
- Agency Hold for Releases
- Importing and Resell
- Changing the Appearance of OASIS (Fonts, Style & Size)
- Buy product through ... (Rep only)
Reporting
- Basic Bookings Report
- Order Status Codes
- Product Sales Report
- Order Backlog Report
- Sales Goals
- Project Shipping Status Reporting
- Monthly This Year vs Last Year Report