Manufacturer Version Overview

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