Agent Version Overview

OASIS Agent 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

Project Management

• Categorize materials into project phases
• Insert notes and follow ups into a project

Manufacturing and Shipping Information

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

Quotes

• Electronically attach reminders, emails, and other electronic documents to each quote
• Auto calculate commissions, overage, and margins
• Create bids for specific projects
• 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”

Order Section

• Convert Quotes to Orders without re-entering data
• Create automatic shipping reminders
• Create Hold, Released, or Partially Released Orders
• Create resale orders with the Resale company order, as well as the Distributor order create resale and commission orders

Invoices and Payments

• Attach invoices to the PO’s 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 Commissions for Accounts Reports
• Create and filter reports using the Top Down Reporting Tool