This article aims to answer some of the more commonly asked questions that our support team receives. If you require further assistance, contact us by emailing support@oasissalessoftware.com or by calling 501-843-6750.
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?
- Why is the paid column always zero?
- How do I change the columns in a listing?
Customers
- How do I create a new customer?
- How can I send an email to all of my customers at once?
- How do I 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 set up parent/ child relationships?
- All information about Manufacturers
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 and 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?
- All information about Submittals & Cut Sheets
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?
- All information about Orders
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?
- How do I export an invoice to Quickbooks?
- All information about Invoices
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?
- All information about Payments
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