Agency Version Overview

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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

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

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

InvoicesPayments

  • 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

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