OASIS User Guides

Welcome / What Next?

Frequently Asked Questions for OASIS

OASIS Best Practices

OASIS Video Knowledge Base - See what's new in 2.7!

Setup and Configuration

• Setup Sheets
• Database Connection Setup
• Resell
• Windows User Account Controls
• Backups & The OASIS Database
• Converting Initial Data into OASIS

By Application

• Home Screen
• Calendar
• Calendar2
• Contacts
• Manufacturers
• In Box (Faxes, e-mail, EDI, web and more!)
• Customers
• Representatives
• Quotes/Projects
• Price Lists
• Pricing 2
• Price Lookup 2
• Samples
• Submittals
• Submittals 2
• Orders
• Invoices
• Payments
• Reports
• Basic Inventory
• OASIS Web
• Configuration (Admin)

Global OASIS Concepts

• Attachments Tab
• Preferences - Moving, Deleting and Adding Columns in Any Screen
• Search Binoculars
• Using Search Keys in OASIS
• Apply Search Keys
• Glossary of Terms used in OASIS
• Other Quick Tips

Advanced Concepts

• Recording "Engineering Service", labor charges and other billings
• Changing List Views
• Manufacturer Connectivity
• Processing orders and quotes for another office
• User Workgroup Access
• Delete Log - report transaction deleted by users
• Closing (Pulling) Files Using OASIS
• Auto assigning sales accounts and percentages
• Paying Commissioned Sales People
• Sending Mass Email
• OASIS 2G/1.5G options

OASIS User Groups!

• Subscribing (receiving email) from all posts to a user group

OASIS Technical Guides

• Custom Development
• OASIS Development - How long does it take?!
• Wireless Networks

OASIS Release Notes

• New "Fast BOM"
• New "Specifiers Control"
• Version specific User Guides

Submittal Subscription Service

M.O.S.T. - Manufacturer Online Services Tool

OASIS Newsletters