Projects & Quotes

OASIS allows users to create projects and quotes and to customize them based on the user's needs. Users may also use projects and quotes to track and save information before it is sent to a customer. This page will provide a list of the features available in the Projects page and the Quotes page in Legacy OASIS. Note: many of the applications discussed below can be used in both the Projects page and the Quotes page. 

• The Project View vs the Quote View
• Quote Auto Save and Recovery

Using the Find Feature in Projects & Quotes

Using the O4 Web Menu in Project Bids

Creating a Project- the articles listed below discuss the features available when interacting with a Project.

• Adding Phases, Bids, and Jobs to a Project
  • Viewing Multiple Phases at Once
  • Attaching a Bid to a Project
• Adding New Status Options
• Using the Find Feature
• Using the Ranking Tool
• Using the Follow Ups Tab
  • Entering Customer Specific Notes into a Project or Quote
  • Adding General Notes to a Project or Quote
• Viewing Part History
• Saving and Applying Project Layouts
• Adding Customers to a Project
  • Tracking Competition
• Adding Representatives to a Project
• Adding Contractors to a Project
• Specification Registration
• Adding Internal Notes on a Project

Quotes- the articles listed below discuss the features available when interacting with quotes.

• Distinguishing Between Types of Quotes
• Understanding Line Highlight Colors
• Submittal Cross-Checking Icons
• Converting a Quote to an Order
• Adding Clipboard Notes
• Creating and Reverting to Checkpoints
• Quoting Multiple Customers and Contractors
  • Quoting Different Contractor Counts 
  • Assigning a Winning Customer to a Quote
  • Font Differences When a Winning Customer is Selected
• Territory and Agency Splits in Projects and POs
• Setting Up Freight Allowances
• Crossovers
  • Crossovers and Layouts
• Overage in Quotes
• The Code Column
  • Understanding REP Lines (basic)
  • REP Lines (advanced)
  • Lot and Unit Pricing in the Same Quote
  • Using Option Codes OR Alternatives in Quotes
  • Kits and Components
  • The Charge Code
  • Lamps and Accessories
  • The Rebate Code
• Resell on a Quote
• Wildcard Characters in a Quote
• Using the Spec Stat Column
• Manipulating Pricing on a Quote
  • The Formula Box Tool
  • The Math Function Tool
  • The Lot Price Tool
  • The Reprice Tool
  • The Spread Profit Tool
    • Understanding Spread Profit
  • Long and Short Markups
  • Lot and Markup for Quoting
• Estimating Taxes on a Quote

Emailing Quotes as an Attachment

Printing a Quote- the articles listed below discuss printing and sending out the quote through several different format options.

• Manually Key in Contact Information When Printing
• Printing a Customer Copy
• Printing a MFG Breakout
• Printing a Request for Quote
• Printing a Bill of Materials
• Printing an Office Copy
• Printing a Specification Registration Form

Using the Bid Board- the articles listed below discuss the features available when using the Bid Board

• Printing the Bid Board
• Setting Expiration Dates for Bid Board Items
• Bid Board Preferences

Preferences- the articles listed below discuss how the preferences tool can be used to alter the appearance of a project or quote

• Project List Preferences
• Quote Preferences
• Adding Alt Manufacturers and Alt Part Numbers

Reporting- the articles listed below describe the numerous reports available for projects and quotes.

• Master Quote Listing
• Project Recap Report
• Project Follow Up Meeting
• Customer Success Report
• Specification Registration Listing
• Project Shipping Status Report