The "Code" column allows users to adjust their quote as needed. Each code performs a different function and allows users to present the quote to the customer with the needed adjustments.
Navigating to the Code Column
1. Navigate to the Projects page or the Quotes page. This example will use the Quotes page.
2. Create a new quote, or open an existing quote.
3. Select the needed phase and bid tab if there are more than one.
4. Select the "Items" tab.
5. Locate the "Code" column.
Available Codes
The following list displays the available codes that can be entered into the "Code" column.
| Blank |
inserts a blank line in a quote for spacing. Note: if users enter text in the Part column, it will show on the printed quote. |
| Break |
inserts a page break. This is useful for large quotes with many items or with long descriptions |
| Note | inserts a line labeled "Note" (in the BQty column). Enter notes in the part or description columns. Note lines are italicized and one font size larger than the standard font size while being viewed from inside OASIS. |
|
Int Note |
inserts an internal note. This is the same as above, but will appear on the "Office copy" only |
| Overage |
adds an overage amount to the entire order. Font will be bold and one font size larger than the standard font size. Before orders are created, you must assign it to a manufacturer. Note for orders: to add overage to a line item, make sure the overage column is displaying on your order screen. Enter "Overage" int the QTY column. This will hide unit pricing. |
| Lot |
shows a LOT line with money on the quote when you are not unit pricing items. Font will be bold and one font size larger than the standard font size. Users must enter a manufacturer on the line. If you have items you don't want to price individually, enter no price on those lines. Instead, use the LOT line to enter a total. The intent is to give a/ LOT price for all the items for that one manufacturer. Generally, users would go back to the bill of materials at some point and remove the LOT line and adjust the line items as needed. Adding the LOT line tells OASIS that this quote needs LOT pricing only, not an itemized bill of materials. Users would zero out the sell (L1, L2, or L3) column for the line items. |
| Subtotal | will subtotal everything above it until it comes to another Subtotal line or option. Multiple subtotals can be used. |
| No Quote | a line item you want in the quote, such as a competitor part, will appear in the quote, but only the Type, MFG, and Part columns are available. No pricing/ commission is available. See CQ to show pricing/ commission |
| Lamp |
associates a lamp with the fixture above it. For example, if a fixture uses 2 lamps per fixture, OASIS will automatically calculate the number of lamps based on the number of fixtures. In the BQty column, enter the number of lamps per fixture. It will show the total number of lamps needed on the printed quote. Note: a lamp line may also be used in a kit in place of a component. |
| ACC | same as above. Use this to associate an accessory with the fixture above it. For example, if a fixture uses 2 accessories per fixture, OASIS will automatically figure the accessories based on the number of fixtures. In the BQty column, enter the number of accessories per fixture above it. It will show the total number of accessories needed on the printed quote. |
| Kit |
parts that make up kits. As components are added. the price is reflected in the Kit price column. These can be rolled up or down when the quote is printed. It will print with just the kit, the kit with items broken out, or priced separately. Note: a lamp line may also be used in place of a component. Kits can also be saved for future use. To do so, right-click on the part on the kit line and select "Make Kit." The kit will be added to that MFG price list. Note: if there is no price for that MFG, one must be created. |
| Component |
parts that make up kits. As components are added. the price is reflected in the Kit price column. These can be rolled up or down when the quote is printed. It will print with just the kit, the kit with items broken out, or priced separately. Note: a lamp line may also be used in place of a component. Kits can also be saved for future use. To do so, right-click on the part on the kit line and select "Make Kit." The kit will be added to that MFG price list. Note: if there is no price for that MFG, one must be created. |
| Option | adds the items listed below it until it finds another option code |
| Pending Option | allows the line to still be shown on the quote as an option waiting to be decided on. |
| Win Option |
when one or more options are decided you can change the option code to Win option to covert to order or to print a manufacturer breakout for a customer. Note: only win options can be converted to orders. |
| CQ (Courtesy Quote) | used for items you may not represent but need to complete a job. Manufacturer column may be free form. When order is placed, the CQ line will be ignored. This is similar to "No Quote" except that price and commission may be entered. |
| Profit | user types in overage; once a resell only manufacturer ID is typed in, the code will change to "Profit" and it represents a resell markup |
| Charge | used for including a special charge. Consider a color charge or other fee levied by the factory for a product |
| Rebate | used to identify rebate on an energy job. The code will identify the value of the rebate provided by an external entity (e.g. a power company) and only affects the sell price on the quote and the order. The Entity must be entered as a MFG in your system for this to work. |
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