Frequently Asked Questions
Below are some problems and errors users frequently run into when using the software.
Table of Contents
Launching OASIS
Initial Install
General OASIS
Customers
- How do I create a new customer?
- Can I send an email to all of my customers at once?
- How to set up a customer for resell
- All information about Customers
Manufacturers
- How do I create a new manufacturer?;
- How do I set up a manufacturer for resell?
- How do I change my category view within the Manufacturer listing?
- All information about Manufacturer
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?
- What is a bid board?
- Can Oasis auto email the sales account/customer assigned
- All information on Projects and Quotes
Submittals
- How do I create a submittal?
- Can Oasis save my highlights within my submittal?
- How do I edit my cut sheets?
- All information about Submittals
Orders
- What should my updated forms look like?
- How do I cancel an order?
- How do I link my order to an existing quote?
- Where are the canceled lines?
Invoices
- What is the difference between commissioned, vendor, and customer invoices?
- How do I find a fixture type within a transaction?
- All information about Invoices
- How can I dispute an invoice?
- How do I export an invoice to Quickbooks
Payments
- How do I create a payment?
- How do I make changes to a payment?
- How to look for an unposted payment
- What is a summary report builder and how do I use it?
Reports
- How do I create a report for quotes?
- How do I create a report for an order?
- How do I create a report for invoices?
- I can't access "http://localhost:[port]/OASIS/"
Configuration
- How do I restrict users from certain actions in Oasis?
- How to check the number of licenses I have?
- How do I set up a new location?
- How do I create a new sales account?
Web
- How do I download the JDK?
- I can't access "http://localhost:[port]/OASIS/"
- How do I check for updates on the Web Portal
Other
- Right Truncation?
- Processing orders and quotes from a different office
- Changing list views
- Oasis Cloud Backup
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