The Representatives page in OASIS is used to record all the sales reps the OASIS user might need to correspond with. For our agency users, this section does not fully replace the older "Agencies" tab found in configuration of projects. See the Competition article for more information.
The representative data is utilized differently in various OASIS version.
- Agency Version: This forms a contact list for out of territory reps you may interact with.
- Distributor Version: This assigns reps to manufacturers to combine purchase orders in send message. This allows you to send one email and not one for each factory on the order the rep manages.
- Manufacturer Version: This forms a list of first tier contacts you send quotes to. It also allows you to identify credit per rep, including split credit when necessary.
The representatives application is found under the configurations folder of the agency and distributor versions of OASIS (as the data is optional). In the manufacturer version of OASIS, the representatives application is found just before the customers application. Manufacturers using OASIS are encouraged to add their reps to the representatives application. Distributors, contractors and specifiers should be added to the customers section of OASIS for all versions of OASIS.
Representative Editor- This article walks through how to create new representatives and edit existing representatives. It includes a brief overview of each tab in the Editor Tool.