This article contains lists of instructional videos that are great for new and experienced users alike. Click the links in the article to watch a video on the topic. If you have any further questions, please check out our help guides or contact OASIS support by email at support@oasissalessoftware.com or by phone at 501-843-6750.
OASIS Webinars
Users can view a playlist of our OASIS Webinars. To be notified of upcoming webinars, sign up for our OASIS newsletter. Webinars are currently quarterly.
Legacy OASIS Videos
Price Lists
- Price List Basics
- Importing Price List from Excel
- Add New Part When Not Found
- Assigning a Price Level to a Customer
- Customer Specific Pricing
Projects
Playlist of all Projects Videos
- Preferences
- Creating Projects
- Project/Phase/Bid
- General Tab
- Follow Ups
- Quantity/Part/Description/Note
- Project Bid Board and Calendar
- Preferences and Layouts
- Commissions and Overage
- Representative Resell
- Distributor Pricing Column
- Code Column and Notes
- Accessories
- Kits
- Lamps
- Contractor Counts
- No Quote and CQ
- Options
- Math Functions
- Spread Profit
- Lot Lines
- Profit and Overage Lines
- Customers Tab
- Manufacturers Tab
- Send Message
- Price Lookup and Price History
- Buy Bid
Commissioned Orders
- Stock PO
- Converting from a Quote
- Change Order from Projects
- Change Order
- HFR Release
- RMA
- Problems
- Canceling Orders or Order Lines
Distributor and Resell Orders
- Stock PO
- Converting from a Quote
- Change Order from Projects
- Change Order
- HFR Release
- Canceling Orders and Order Lines
Invoices
Payments
Inventory
Reports
- Customizable Report Overview
- Customizable Quote Listing
- Customizable Order Listing
- Customizable Invoice and Payment Listings
- Batch Reports
OASIS Quick Tips
Database Support
O4 Videos
O4 Samples
O4 Conversations
Other
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