Creating a Resell Order Without a Quote

There are two methods for creating a resell order in OASIS. Users may convert a quote to an order, and they may create an order from the Orders page without a quote in the system. This documentation will discuss creating a resell order without a quote in the system. However, for more information on converting a quote to a resell order, click here.

To complete this process, users must first set up the resell company, manufacturers, and customers (including sales tax accounts). For more information on these set up steps, select the links provided.

1. Navigate to the Orders page.

2. Select "File." Note: alternatively, select the  button to create a new resell quote.

3. Hover over "New," and then select "New Resell Order." 

4. The "Select Workgroup" window will appear if more than one workgroup is listed in OASIS. 

5. Select the needed workgroup.

6. The "Question" window will appear, asking if the order should default to release status or hold status.

7. Select "Release" or "Hold," depending on user needs. 

8. A new transaction window will appear. Note: the order will have a tan/ yellow background to differentiate it from a commission order. A resell order can contain one or more vendors. 

The General Tab

1. Use this tab to enter general information about the order.

2. Enter information as needed. Note: the "customer" and "PO Number" and "Commission accounts" are required fields

• Customer-  enter the needed customer.
• PO Number- enter the customer PO number. Note: the vendor PO numbers will be generated by OASIS using the prefix-counter number from the resell company.
• Project- enter the project/ job name.
• Order Type- if converting from a quote, it will show as "Project" by default. If creating a PO with no quote, it will default to "Stock."
• Stamp- enter a stamp. These are configurable and will show at the top of the PO. Note: stamps appear in large print, so it is recommended to keep the entry no longer than the subject area.
• Lot Net Billing- check this box to notify the manufacturer to Lot Net Bill your customer.
• Ship Together- if needed, check this box to notify the manufacturer that you wish to have the ordered items shipped together. 
• End User PO- if needed, enter the contractor's PO number.
• Freight Type- enter the freight type (Prepaid and Add, Freight Allowed). By default, OASIS has several freight types, but they can be configured to add others. 
• Allowance- by default, OASIS will "Auto-calculate" freight allowance based on the amount you have entered in the manufacturer set up. If it meets freight allowed, it will stamp the order "Freight Allowed." If it does not, it will stamp it "Prepaid and Add."
• Freight Account- if needed, enter the customer's UPS/FedEx. etc account number
• Don't Ship Before- if needed, check this box and enter the date to notify the manufacturer that you do not want the ordered items shipped before the date. 
• Req. on Site- if needed, check this box and enter the date to show the manufacturer when the items are required at the job location.
• MFG Quote- if this was entered on the "Create PO's" window, it will appear here. Note: MFG quote numbers entered at the line level in a quote will appear at the line level in the PO as well.
• Our Quote- this will automatically display the quote number the po was converted from. Alternatively, use this field to link an order to an OASIS generated quote. Note: the "#" sign must be entered. For more information, click here.
• Account- enter the account number for this customer for this manufacturer. Note: if account numbers have been entered in the manufacturer or customer setup, this field will auto-populate.
• PO Status- the status of PO. OASIS moves the status along as needed buy may be manually over-ridden.
• Entry Date- the date the PO was created.
• Architect, Engineer, Contractor, Etc- enter the specifiers.
• Commission Accounts- enter the account name, salesperson, or branch that will receive credit for the PO. Note: accounts may be split, but must equal 100%.

The Items Tab

1. Use this tab to enter items to be ordered. Note: the columns in this tab are configurable and can be changed using the Preferences Tool. For more information, click here. 

2. Select the "Add Item" link.

3. Enter information as needed.

• Qty- enter the quantity of items ordered. Note: if converted from a quote, it should match
• Rel- enter the quantity of items that are being or have been released.
• Rel Now- enter the quantity of fixtures being released on this order.
• Type- enter the fixture type.
• MFG- enter the manufacturer name.
• Part- enter the part or catalog number
• Description- enter an identifying description of the part. 
• Note- enter the line item note. This will display immediately under the line item. Note lines are italicized and one font size larger than the standard font size.
• Net- enter the net before overage or markup.
• Comm- enter the commission for the part.
• Over- enter the overage per item.
• Sell- enter the price you are selling the item for. This is what the manufacturer sees.
• %Over Split- enter your overage split with the manufacturer.

The Addresses Tab

1. Use this tab to enter the "Sold To," "Bill To," "Ship To," and "Alternate" addresses.

• Sold To- enter the address of the company the items will be sold to.
• Bill To- enter the address of the company to be be billed.
• Ship To- enter the address the items will be shipped to.
• Alternate- enter an alternate address.
• When to use the alternate- instructions for the manufacturer of when to use the alternate address.
• Markings- enter text entered here will show on the order just above the bill of materials.
• Call Ahead- text entered here will show on the order just above the bill of materials.

The Vendor PO Tab

1. Use this tab to store and edit vendor PO details. For more information, click here.

The Accounting Tab

1. Use this tab to enter customer invoice information and deltas. For more information on deltas, click here.

The Notes Tab

1. Use this tab to enter external notes. These notes will show on the order just below the bill of materials. 

2. Use this tab to enter internal notes. These notes will only show on the office copy. When the order is opened later, these notes will pop-up in a window as a reminder. 

The Problems Tab

1. Use this tab to add problems and follow ups for specific users. For more information, click here.

The Revisions Tab

1. Use this tab to track and store revisions to the order. 

The Attachments Tab

1. Use this tab to attach electronic files to the order.

2. Select "Save and Close."