Agency Version Overview

OASIS Agency version features a unified system that provides a single location for all required tasks, eliminating the need to track information in multiple software systems. This version is specifically designed to increase efficiency and reduce mistakes.

Contact Management

• Create individual contacts for each customer
• Manage individual contacts at each distributor or manufacturer location
• Send quotes, orders, and mass emails directly to contacts
• Create notes, attachments, and terms for each company

Manufacturing & Shipping Information

• Handle costs for factories that allow resell and configure customers for resell as well
• Setup your own resell company in OASIS
• Enter price lists into OASIS, so that description and pricing can be dropped into your quote or order

Project & Quote Management

• Categorize materials into project phases and bids
• Insert notes and follow ups into a project
• Electronically attach reminders, emails, and other electronic documents to each quote
• Auto calculate commissions, overage, and margins
• Track which combinations of distributors and contractors are most profitable to your agency
• View job history

Submittals

• Convert quotes to submittals in pdf format
• Enter information once with the learned feature for cut sheets

Orders

• Convert quotes to orders without re-entering data
• Create automatic shipping reminders
• Create hold, released, or partially released orders
• Create resell orders with the resell company order, as well as the distributor order create resell and commission orders

Invoices & Payments

• Attach invoices to the POs as they come in
• Create a PO for orders directly from the distributors to the factory
• Pay invoices and track all unpaid invoices

Reports

• Create customizable reports
• View summary reports on performance
• Generate a Commissions for Accounts Report that will show all the commissions assigned to each sales account
• Create and filter reports using the Top Down Reporting Tool