Manufacturer Version Overview

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OASIS Manufacturer version features tools to aid in managing project business with customers. This version is specifically designed to increase efficiency and reduce mistakes.

Communication and Integration

  • Communicate directly with your existing ERP system
  • Integrate with accounting systems and backend ERP systems
  • Utilize EDL, XML, SOAP Calls, FTP, and other formats

Configurations

  • Build parts with pricing displayed on the screen to create an end item or custom part
  • Set rules so that the user is prompted when a part cannot be built

Quotes

  • View job history
  • Associate multiple jobs under the same project
  • Create Alias names for quick search
  • Track price history
  • Attach emails, spreadsheets, and other documents to the job
  • Track hit rate on jobs quotes
  • Send and receive requests for quotes
  • Utilize O2O file exchange

Order Section

  • Track order send and status
  • Convert quotes to orders without reentering the data
  • Manage Hold, Released, Partially Released Orders

Invoices and Payments

  • Track Invoices and resolve potential disputes
  • Track payments

Reports

  • Create and filter reports with the Top-Down Reporting Tool
  • Quote reports

O4

  • Reporting titles
  • Customer Portal on mobile devices

 

 

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