Anything saved to the local computer may be “dropped” into the OASIS attachments tabs. If your email client does not allow for this drag and drop functionality, try saving the email to your computer’s desktop. This allows anyone in the office to view the email. When a customer sends a response (or any email about a project or order), the subject line of the order may often be “drug from” the email client you are using and “dropped in” the attachments tab of any OASIS transaction. The attachments may already be in OASIS, or they might be accessible to the computer OASIS is running on. Remember, it is possible to add one or more attachments to these emails before they are sent. quote, order, invoice) is automatically added to the email as an attachment and previewed before the user presses the “send” button.
Many of our users simply email the finished submittals out of OASIS. Over time, OASIS learns the different catalog numbers for a cut sheet and how your organization annotates the cut sheet for the given catalog number. Automated submittalsĬreating a submittal in OASIS is easy. This ensures the next person will start with correct information. Once a fixture is approved on a project, it is important to key the manufacturer and catalog number for that fixture into the active OASIS quote. Reducing print is one, but the bigger reason is to reduce keying errors. And yes, you can copy & paste data between OASIS and most spreadsheet applications.Ĭreating transactions like an order or submittal from another is important for many reasons. The "New Like" feature is available for:Īdditionally, there are many copy & paste features in OASIS that allow you to copy data from one part of the system to another – much like using a spreadsheet. The quantities, fixture types, catalog numbers and much more is copied into a new transaction. This allows you to create a new quote “like” the bill of material you are working with already. Most features in OASIS have a “New Like” feature. Creating transactions from a bill of material using “New Like” and “Create POs”
The OASIS order forms were created for this very reason: to eliminate the need to print. This allows the manufacturer to compare the two and keep the official order document (the distributor’s order) for later reference.īefore a group can go paperless, printing of orders to annotate commissions or changes has to stop. It's possible to take the customer’s copy of the order, attach it to the OASIS order, and send both the OASIS order copy and the customer copy of the order to the manufacturer.
To be honest, most manufacturers look at the sales agencies copy of the order, as it is consistent and easier to read than the order documents created by most distributors. For those of you that remember this process, the OASIS order form is essentially the old commissions stamp many companies used to stamp the commissions and overage terms on the customer’s copy of the order before faxing it to the manufacturer. Step one toward going paperless is to eliminate the need to print, or even electrically stamp, the customer’s order in any way. The few remaining groups that have this business model say that it relieves them of the liability of getting the order wrong. Even today, a few sales agencies will still take the customer’s order, manually write in the commission terms, and send the resulting document (fax or email) to the factory. Most sales agencies these days send the OASIS order to the factory or use electronic integration to send order information directly to the manufacturer’s data system. Creating transactions from a bill of material using “New Like” and “Create POs”Īgency orders with optional customer orders.Agency orders with optional customer orders (rep only).Examples of paperless features in OASIS include: For example, with less paper to thumb through, finding answers to customer questions is easier. This article covers:įeatures in OASIS were designed from the start to enable companies to operate more efficiently, and part of that goal was going paperless.
However, backups and other considerations that are not included in core OASIS will be presented to provide you with the best possible experience. In fact, many of the tools to do so are already available for the OASIS user.
0 kommentar(er)
