In OASIS, overage is a way to add/ allocate money on a job while not exposing it to a customer. There are two ways to apply overage in OASIS, using a "Code" column entry to add a lot dollar amount of overage to a bill of materials or using overage on a line by using the "OBase" and "OBase Comm" column.
Our customers have explained that overage is difference between a successful business and a closed business. For this reason, OASIS has a number of rules built in to protect overage values as much as possible. Note: overage values must be properly labelled for these rules to take effect.
Using Overage When Converting from a Quote (Code Column)
1. Navigate to the Quotes page.
2. Open the needed quote.
3. Assign all rows with overage to a manufacturer. (required)
4. Convert the quote to an order. For more information, click here.
5. The "Overage" line will appear on the order and will show on the print that it is being sent to the manufacturer. Note: the "Overage" line will never be shown to the customer, and the customer copy of the printed order will not show the UNIT or extended prices.
Assigning Overage Per Fixture Line
Assigning overage per fixture on an order by hand is not done often. However, when converting from a quote that uses the "OBase" column, or when using the price lookup with an "Overageable" price, the system will automatically calculate the overage per fixture.
In the example below, the "OBase" is $12.00, at that price the manufacturer pays 10% commission if the part is sold above that price, then it is overage and the split policy with the manufacturer that applies (75%). In the quote, the Sell price is $20.00, so there is a profit of $8.00 per part that you split with the manufacturer.
When the quote is converted to an order, the net price will reflect the OBase ($12.00).