Distributor Version Overview

OASIS Distributor version features tools that aid users in creating customizable materials for diverse inventory and vast communication requirements. This version is specifically created to increase efficiency and reduce mistakes.

Project Management

• Set up and manage connectivity with manufacturers
• Store sheet materials, pricing, and spec sheets from manufacturers
• Assign and track job completion
• Create custom fields to track unique information

Quotes

• Electronically attach documents to each quote
• Enter and organize bill of materials
• Pull information from price files
• Create customizable quotes

Orders

• Convert quotes into orders without reentering data
• Track samples and create automatic sample return reminders
• Schedule and track shipping
• Create Hold, Released, or Partially Released Orders

Reports

• Create customizable reports
• Auto-email reports to customers
• Search and report on custom fields

Submittals

• Turn a bill of materials into a submittal to be emailed to any customer
• Remembers submittals that match individual part numbers

Invoices and Payment

• Account for additions or deductions to checks to ensure balance
• Track PO status
• Create payment receipts and commission checks
• Run paid sales reports

Inventory

• Track consigned inventory
• Create inventory