Representative Editor

Setting up your representatives in OASIS is a very integral piece of the system. The two items required to create a new representative are the representative name and the representative ID. However, OASIS can track and use more information about the representative  if you wish to input it. This article will explain how to create or edit a representative, using the various tabs of the “Representative Editor.”

Creating or Editing a Representative

1. Select the Configuration page, and then select the Representatives page.

2. Select the button to create a representative, or double-click on an existing representative entry to edit it.

3. The "Representative Editor" window will appear.

The General Tab

1. Use this tab to enter the representative's basic information. The Representative Name and ID are required fields.

2. Enter any needed information.

• Representative Name- enter the name of the company.
• Representative ID- enter the company ID.
• Active- do not delete representatives. Deactivate them by selecting “Inactive” or “Reference” to keep historical data.
• Email O2O- check the box if the representative uses OASIS. This causes OASIS to create a native OASIS file that the representative can drag and drop into OASIS.
• Assigned To- select the user assigned to this representative.

The Contact Information Tab

1. Use this tab to store all needed contact information for the representative.

2. Enter any needed information.

3. Double-click inside the "Kind" or "Number" column to add or alter information.

The Contacts Tab

1. Use this tab to insert any needed contacts. Note: entering an email address for a contact will allow users to send emails direct from OASIS.

2. Select the button to add lines and the button to remove lines.

The Manufacturers Tab

1. Use this tab to select the manufacturers that this company represents and the related workgroup.

The Attachments Tab

1. Use this tab to store any information associated with the representative.