This article contains instructional videos that are great for new and experienced users alike. If you have any 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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