Adding Quote Status Options

OASIS provides default quote status options to track particular fields within projects and quotes. However, because these options are not always optimal for some tasks, users may add additional status options. This process can be completed through the Projects page or the Quotes page. This example will use the Projects page.

Before proceeding, consider search keys as an alternative to creating a new quote status.

Do not make changes to the existing status list without contacting OASIS Support first.

• any changes to the status field will affect the reports in OASIS.
• changes will automatically change status for everything in the database that was selected as that status.

Contact OASIS Support by emailing support@oasissalessoftware.com or by calling 501-843-6750.

Adding New Status Options

1. Navigate to the Projects page.

2. Select “File.”

3. Select “Configuration.”

4. The “Configure Project Data” window will appear.

5. Select the “Quote Status” tab.

CAUTION: DO NOT MODIFY THE ENTRIES WITH THE ID FROM 0 TO 9. THIS MAY RESULT IN DISASSOCIATED DATA OR UNEXPECTED STATUS CHANGES.

6. Locate the “ID 10” field, or the highest blank field.

7. Enter the name of the status that you wish to add to the list.

8. Check columns you wish to activate. Note: check "On Quote," "On Submittal", "On Win," "On Order" and "Lost" only once. 

• On Quote- when a non-draft copy of a quote is printed or emailed out, OASIS will prompt for the change of the quote status to the one selected in this column.
• On Submittal- when a submittal is printed, OASIS will prompt for the change of the quote status to the one selected in this column.
• On Win- when the bid is marked as won, OASIS will prompt for the change of the quote status to the one selected in this column.
• On Order- when an order is created from the bid, OASIS will prompt for the change of the quote status to the one selected in this column.
• Lost- when the bid is marked as lost, OASIS will prompt for the change of the quote status to the one selected in this column.
• Inactive- mark projects that are inactive. 
• As Order- classify the statuses as known, unknown, or ignored.
  • Known quote status- you know the result of the job.
    • use one of the labels of won (W) or lost (L). Used in reporting, including the Win/Loss Tile.
  • Unknown quote status (U)- you do not know the result of the job; places quotes in the O4 Quote Backlog.
  • Ignore (I)- a status that isn’t counted in reporting use.
• Stage- (not currently in use) saved for future feature developments
• Display- rearrange the sequence the statuses are displayed. Note: begin with zero (which will appear at the top of the list), then continue numbering in order of the next status to be displayed.

9. Select “OK.”