This article aims to answer some of the more commonly asked questions that our support team receives about Legacy OASIS. If you require further assistance, please contact OASIS Support at 501-843-6750 or email support@oasissalessoftware.com
Error Messages
New Users
- How do I log in for the first time?
- How do I install OASIS?
- How do licenses work for OASIS?
- How do I contact support for help?
General OASIS
- What is the bar in the top-right corner?
- How do I search in OASIS?
- What are log files?
- How do I roll back to a previous release?
- Can I delete all the log files on the server? (NO!)
- How do I change the OASIS Temp Directory?
- What release or version am I on?
- How do I change the columns in a listing?
- How do I check the number of licenses I have?
Customers
- How do I create a new customer?
- Can I send an email to all of my customers at once?
- How do I set up a customer for resell?
Manufacturers
- How do I create a new manufacturer?
- How do I set up a manufacturer for resell?
- How do I set up parent/child relationships?
Pricing
- How do I upload pricing from a spreadsheet?
- How do I created customer specific pricing on a part?
- How do I assign a price level from the price list to a customer?
Projects/Quotes
- What does each of the search fields do?
- How do I create a new project?
- How do I send a quote through OASIS?
- How do I convert a quote into an order?
- What does the colored text in the quotes mean?
- How do I process orders and quotes from a different office?
- What is a bid board?
- All information on projects/quotes
Submittals & Cut Sheets
- How do I create a submittal?
- Can OASIS save my highlights on a cut sheet?
- How do I edit my cut sheets?
- How do I resize my cut sheet?
- How do I load cut sheets into OASIS?
Orders
- How do I cancel an order?
- How do I make changes to an order?
- How do I link my order to an existing quote?
- What does the Update button do on the Vendor Order tab?
- Why am I seeing my internal notes on the order print?
Invoices
- What is the difference between commissioned, vendor, and customer invoices?
- How do I find a fixture type within a transaction?
- How can I dispute an invoice?
- How do I create a credit?
- Why is the paid column always zero?
- How do I export an invoice to Quickbooks?
Payments
- How do I create a payment?
- How do I make changes to a posted payment?
- How do I look for an unposted payment?
- Can I automatically close orders and invoices that are not fully paid?
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