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
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