- Articles Related to the Calendar Page
- Articles Related to the Configuration Page
- Accessing the Delete Log
- Applying Search Tags to Multiple Items
- Archive
- ASA Configuration Utility
- Attachment Configuration
- Checking the OASIS Batch Service Status
- Configuring Departments
- Configuring Global Settings
- Configuring Locations
- Configuring Sales Accounts
- Configuring Search Tags (Keys)
- Copy User Settings
- Copying Data Between Databases
- Creating a New Workgroup
- Creating a New User
- Database Connection Setup
- Disconnect Blockers
- Disconnect Users
- Email Configuration
- Exporting Users and Workgroups
- Manually Starting the OASIS Database
- Monitoring Cloud Backups
- OASIS Cloud Backup
- Paying Commissioned Sales People
- Preventing Remote Users From Triggering Cloud Sync
- Processing Orders and Quotes for Another Office
- Reassigning Sales Responsibility
- Reverting to a Previous Release
- Setting Up The Email Reminders Batch
- Setting Up The OASIS Batch Service
- Setting Up User Security
- Setting Up Your Company for Resell
- Show Locks
- Tax Accounts
- Tax Accounts 2
- The License Viewer
- Truncating the OASIS Log File
- User Access to Multiple Workgroups
- User Workgroup Access
- Workgroup Terms and Conditions
- Workstation Preferences
- Articles Related to the Contacts Page
- Assigning a Salesperson to a Contact
- Contact Configuration Tool
- Contact Editor
- Contacts Conversations View
- Creating a Contact
- Creating Contact Mailing Labels
- Creating Groups of Contacts
- Importing .vcf Contacts
- Leaving Catalogs
- O4 Batch Jobs
- Paying Commissioned Sales People
- Quick Sample Checkout from Contacts
- Samples
- Sending a Mass Email to Contacts
- Articles Related to the Customer Page
- Articles Related to the Customer Support Page
- Articles Related to the Home Page
- Changing Passwords
- Creating Events
- Creating Reminders
- Email Preferences
- Home Page Shortcuts
- Home Preferences
- My Order Summary Report
- My Order Summary Report 2
- Setting Expiration Dates for Bid Board Items
- The Bid Board Screen
- The Events Screen
- The Followed Jobs Screen
- The Problem POs Screen
- The Ranking Tool
- The Recent Items Screen
- The Search Bar
- The Weekly Totals Screen
- The Welcome Screen
- Tracking Problem POs
- Using the Bid Board
- Using the Followups Tab
- Viewing Spec Sheets Instantly
- Articles Related to the Installing OASIS Page
- Articles Related to the Inventory Page
- Adding Items to Inventory
- Consignment Activity Report
- Fulfilling Backorders
- Inventory Status Report
- Managing Restocking and Creating Restock Orders
- Order Entry and Inventory
- Resell Activity Report
- Setting Up Manufacturers for Local Inventory
- Setting Up User Security for Inventory
- Viewing Inventory Status
- Warehouse Editor
- Articles Related to the Invoices Page
- Aged Invoice Report
- Creating Credits
- Creating Combined Resell Invoices
- Creating Commissioned Invoices
- Creating Customer Only Invoices
- Creating Deposit Invoices
- Creating Negative Invoices
- Creating Vendor Only Invoices
- Credits vs Negative Invoices
- Customer Statement of Invoices
- Customizable Invoice Report- Report Field Reference
- Disputing an Invoice
- Entering Invoice and Creating a Matching PO
- Entering Invoices and Payments at the Same Time
- Entering Multiple Invoices Only
- Entering Orders and Invoices
- Exporting Product Types and Part Numbers
- Exporting to Quickbooks
- Find in Invoices
- Find in Transactions
- Introduction to Invoices
- Invoice Listing Report
- Managing the Invoice Download Folder
- Multiple PO/ Invoice Entry Window
- Multiple PO/ Invoice Entry Window Preferences
- Splitting Lines in Invoices
- Types of Invoices
- Using the Shipping Toolbar in Invoices
- Articles Related to the Manufacturer Page
- Adding Customer Account Numbers for Manufacturers
- Adding Manufacturer Specific Terms
- Assigning Price Lists to Workgroups
- Manufacturer Configuration Tool
- Manufacturer Editor
- Manufacturer List Preferences
- Manufacturer Setup for Canadian Clients
- Merge Brands
- POs Written Off with a Balance Due
- Reference Manufacturers
- Sending Pricing Electronically
- Setting Up a Lamp Manufacturer
- Setting Up Freight Allowances
- Setting Up Goals by Manufacturer
- Setting Up Lead Times
- Setting Up Manufacturers as Agency Hold Only
- Setting Up Manufacturers as Entry for Invoicing Only
- Setting Up Manufacturers as Web Advertised
- Setting Up Manufacturers for Local Inventory
- Setting Up Manufacturers for Resell
- Setting Up Minimum Order Amounts
- Setting Up Miscellaneous Submittal Manufacturers
- Setting Up Multiple Website Links for Manufacturers
- Setting Up Parent/Child Relationships for Manufacturers
- Setting Up Recap Change Orders for Manufacturers
- Setting Up Standard Commission and Overage Policies
- Setting Up Standard Manufacturer Contacts as CSR, RMA, Accounting, and RFQ
- Setting Up Territory Splits
- Setting Up Thresholds for POs and Invoices
- Setting Up Warehouses for Drop-Down Menu in Shipping Entry
- Articles Related to the Orders Page
- Actions in Orders
- Adding New Status Options
- Applying RMA Responses
- Basic Bookings Report
- Canceling Orders
- Change Orders
- Changing Information on Vendor Orders
- Changing the Vendor PO Number
- Configuring Missed Ship Dates
- Consolidation POs
- Converting a Quote to an Order
- Converting a Quote to a Resell Order
- Creating Commission Orders Without a Quote
- Creating Hold Orders
- Creating Partial Release Orders
- Creating Release Orders
- Creating Resell Orders Without a Quote
- Creating RMA Requests
- Downloading and Maintaining Order Status
- Emailing Orders
- Filtering a Resell Order
- Hold Order Reporting
- Introduction to Orders
- Linking an Order to an Existing Quote
- Managing Shipping Performance
- Merging a Commission Order into a Resell Order
- Merging a Stand Alone Order and a Project
- Monthly This Year vs Last Year Report
- Multiple Releases on Orders
- Notifying Manufacturers of Ship Date Restrictions
- Order Backlog Report
- Order List Preferences
- Order Status Codes
- Order Terms and Concepts
- Overage in Orders
- Paying Commissioned Sales People
- Printing Catalog and Part Numbers on Order Forms
- Printing Orders
- Product Sales Report
- Project Shipping Status Report
- Refreshing Order Status for Selected Orders
- Reminders for Shipping Status
- Removing RMA Requests
- Reporting Considerations in Orders
- Resell Orders for Miscellaneous Customers
- Reverting Order Cancellations
- Sales Goals Report
- Saving Reports in OASIS
- Setting Up Goals by Customers
- Setting Up Goals By Manufacturer
- Setting Up Goals By Sales Account
- Shipping Reports for Customers
- Splitting a Quote into Multiple Orders
- Shipping Date Request Reports
- Spreading Overage
- Tracking Problems in Orders
- Understanding Order Icons
- Understanding Shipping Views
- Using a Carrier's Website to Track Shipping
- Using the Explain Shipping Status Tool
- Using the Shipping Toolbar in Orders
- Articles Related to the Payments Page
- Accounting Periods
- Batch Editor
- Creating a Commission For Account Report
- Commission Report
- Editing a Posted Payment
- Entering a Payment Batch
- Finding Unposted Payments
- Loading a Pre-formatted CSV Payment File from a Manufacturer
- Paying an Invoice
- Payment List Preferences
- Posting a Payment
- Receiving Commission Checks
- Running Accounting Reports on Closed Periods
- Setting Up Thresholds for POs and Invoices
- Using a Spreadsheet with Commissions Payment Information
- Using the Adjustments tab
- Articles Related to the Price Lookup Page
- Articles Related to the Projects & Quotes Page
- Adding Alt Manufacturers and Alt Part Numbers
- Adding Clipboard Notes
- Adding Customers to a Project
- Adding New Status Options
- Adding Phases, Bids, and Jobs to a Project
- Assigning a Winning Customer to a Quote
- Attaching a Bid to a Project
- Bid Board Preferences
- Converting a Quote to an Order
- Creating a Project
- Creating and Reverting to Checkpoints
- Crossovers
- Crossovers and Layouts
- Customer Success Report
- Distinguishing Between Types of Quotes
- Emailing Quotes as an Attachment
- Estimating Taxes on a Quote
- Adding Customer Specific Notes into a Project or Quote
- Entering General Notes to a Project or Quote
- Font Differences When a Winning Customer is Selected
- Introduction to Projects
- Kits and Components
- Lamps and Accessories
- Long and Short Markups
- Lot and Markup for Quoting
- Lot and Unit Pricing in the Same Quote
- Manipulating Pricing on a Quote
- Manually Key in Contact Information When Printing
- Master Quote Report
- Overage in Quotes
- Printing a Bill of Materials
- Printing a Customer Copy
- Printing a MFG Breakout
- Printing an Office Copy
- Printing a Quote
- Printing a Request for a Quote
- Printing a Specification Registration Form
- Printing the Bid Board
- Project Follow Up Meeting
- Project List Preferences
- Project Recap Report
- Project Shipping Status Report
- Quote Auto Save and Recovery
- Quote Preferences
- Quoting Different Contractor Counts
- Quoting Multiple Customers and Contractors
- REP Lines (advanced)
- Resell on a Quote
- Saving and Applying Project Layouts
- Setting Expiration Dates for Bid Board Items
- Setting Up Freight Allowances
- Specification Registration
- Specification Registration Listing
- Submittal Cross-Checking Icons
- Territory and Agency Splits in Projects and POs
- The Charge Code
- The Code Column
- The Formula Box Tool
- The Math Function Tool
- The Lot Profit Tool
- The Project View vs the Quote View
- The Reprice Tool
- The Spread Profit Tool
- Tracking Competition
- Understanding Line Highlight Colors
- Understanding REP Lines
- Understanding Spread Profit
- Using the Bid Board
- Using Option Codes OR Alternatives in Quotes
- Using the Find Feature
- Using the Follow Ups Tab
- Using the Ranking Tool
- Using the Spec Stat Column
- Viewing Multiple Phases at Once
- Viewing Part History
- Wildcard Characters in a Quote
- Articles Related to the Reports Page
- Accessing a Saved Report in OASIS
- Aged Invoices Report
- Audit Transaction Report
- Batch Report
- Bid Board Report
- Bookings
- Canceled Orders
- Close and File Report
- Commissions for Account Report
- Consignment Activities Report
- Customer Statement of Invoices Report
- Customer Success Report
- Customizable Invoice Listing Report
- Customizable Order Listing
- Customizable Order Listing - Line Level
- Customizable Payment Listing Report
- Customizable Payments Listing - Line Level Report
- Customizable Quote Listing - Line Level Report
- Customizable Quote Listing Report
- Customizeable Invoice Summary Reports
- Customizeable Order Summary Reports
- Customizeable Quote Summary Reports
- Customzeable Invoice Summary Reports
- Days to Paid Report
- Delete Log Report
- Est. Shipping Date Report
- Follow-Up Assignments
- Goals Report
- Inside Sales Performance Report
- Inventory Status Report
- Invoice Listing Report
- Invoice Summary Report
- Invoiceable Resell POs Report
- Item Location Report
- Kit History Report
- Late Checkouts Report
- Manage Shipping Performance Report
- My Order Summary Report (MOSR)
- My Order Summary Report 2 (MOSR2)
- Order Backlog
- Order History Report
- Order Status Report
- Order Summary Report
- Order Summary Report (Customizable Order Summary Report)
- Orders Open to Invoice
- Orders Without Invoices
- Orders Written Off
- Print Labels Report
- Product Sales Report
- Project by Status Report
- Project Followup Report
- Project Profitability Report
- Project Recap Report
- Project Status Report
- Quote Listing Report
- Quote Summary Report
- Resell Activities Report
- Sample History Summary Report
- Send Shipping Status Report
- Shipping Date Request Report
- Spec Registration Listing Report
- Summary Report Builder (SRB)
- Top-Down Reporting
- Troubleshooting an Incorrect Report
- Articles Related to the Representatives Page
- Articles Related to the Samples Page
- Checking In Samples
- Checking Samples In/ Out Using Barcode Scanners
- Checking Out Samples
- Creating (Receiving) a Sample
- Introduction to Samples
- Kit History Summary Report
- Late Checkout Report
- Leaving Catalogs
- Ordering a Sample
- Printing Sample Labels
- Quick Sample Checkout from the Contacts
- Receiving a Catalog
- Sample History Summary Report
- Sample Kiosk
- Sample Tool Suggestions from a Customer
- Sample User Security
- Scheduling Samples
- Searching for Samples and Catalogs
- Taking Catalogs
- Articles Related to the Submittals Page
- Base Image Page Editor
- Creating a Submittal
- Introduction to Submittals
- Learning Highlights on a Cutsheet
- Loading Cut Sheets into a Submittal
- Loading Cut Sheets into OASIS
- Print Options for a Submittal
- Quickly Opening a Spec Sheet
- Submittal Page Editor
- The Submittal Editor
- Virtual Auto-Archive Cut Sheets
- Articles Related to the Welcome Page
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