Manufacturers

OASIS allows users to track and store all information related to individual manufacturers. Users can also customize manufacturer entries to allow for ease of organization and automatic processes. This page will provide a list of all the features and tools available in the Manufacturers page in Legacy OASIS.

Using the Find Feature in Manufacturers

The Manufacturer Editor- This article walks through the process of creating a manufacturer and editing an existing manufacturer entry. It also provides a brief overview of the available tabs in the editor. For more detailed instruction utilizing the various tabs, please view the articles below.

• The General Tab
  • Setting Up Parent/ Child Relationships for Manufacturers
    • Merge Brands
  • Reference Manufacturers
  • Setting Up Manufacturers up for the O4 Customer Portal
• The Contact Information Tab
  • Setting Up Multiple Website Links for Manufacturers
• The Contacts Tab
  • Setting Up Standard Manufacturer Contacts for CSR, RMA, Accounting, and RFQ
• The Terms Tab
  • Order Terms Tab
    • Setting Up Manufacturers for Resell
    • Setting Up a Lamp Manufacturer
    • Setting Up Miscellaneous Submittal Manufacturers
    • Setting Up Recap Change Orders for Manufacturers
    • Setting Up Manufacturers as Entry for Invoicing
    • Setting Up Manufacturers as Agency Holds Only.
    • Manufacturer Set Up for Canadian Clients
  • Price Lists Tab
    • Assigning Price Lists to Workgroups
  • Freight/ Shipping Tab
    • Setting Up Freight Allowances
    • Setting Up Minimum Order Amounts
    • Setting Up Lead Times
  • Commissions and Invoicing Tab
    • Setting Up Standard Commission and Overage Policies
    • Setting Up Thresholds for POs and Invoices
    • Setting Up Territory Splits
• The Terms Text Tab
  • Adding Manufacturer Specific Terms
• The Accounts Tab
  • Adding Customer Account Numbers for Manufacturers
    • Sending Pricing Electronically
• The Warehouses Tab
  • Setting Up Warehouses for Drop-down in Shipping Entry
  • Setting Up Manufacturers for Local Inventory
• The Goals Tab
  • Setting Up Goals by Manufacturer
  • Setting Up Goals by Sales Account

The Manufacturer Configuration Tool- This article explains how to configure business data that is related to a particular manufacturer. This includes, but is not limited to, contact information, part quantities, currency, and product types.

The Manufacturer List Preferences- This article explains how to sort manufacturers by customized fields.