Creating a Representative in O4

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Users can create representatives to track the sales representatives that users may need to correspond with. This article will explain how to create a representative in O4.

1. Click the OASIS_Icon.PNG icon.

2. Select Configuration from the drop-down list.

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3. Click Representatives.

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4. The Representatives Listing will appear.

5. Click File, then select New Representative from the drop-down list.

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6. The Create Representative page will appear.

The General Tab

Use this tab to fill out general information about the representative.

  • Representative ID- the company ID; only seen in the representative editor. This ID cannot be altered once created.
  • Representative Name- the name of the company.
  • Display ID- the company ID to show throughout O4 and on prints; can match Representative ID.
  • Active- whether the representative is active and can be used in O4.
  • Email O2O- toggle on to allow OASIS to create a native OASIS file that the representative can drag and drop into OASIS.
  • Assigned To- select the user assigned to this representative.

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The Contact Information Tab

Use this tab to fill in contact information for the representative.

Mail & Bill Address

Enter the address, or use Our Addresses or Address Book to auto fill the information.

  • Our Addresses- use a workgroup's address for the representative
  • Address Book- use a customer's or manufacturer's address for the representative

Phone, E-Mail, and Other Numbers

Click mceclip11.png to add the kinds that are set up in customer configuration

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The Contact Tab

Use this tab to add contacts to the representative entry. Users can click  Increase.svg  to create a contact or click  Add_Contact.PNG  to add an existing contact.

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The Manufacturers Tab

Use this tab to enter the workgroup for each manufacturer that the representative represents.

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7. Click Apply_Blue.png to create the representative.

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