Orders

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OASIS allows users to create commissioned orders and resell orders with or without a quote. Users can also record and track shipping information, send orders to customers and manufacturers, and run several reports. This page will provide a list of the features available in the Orders page in Legacy OASIS.

Using The Find Feature in Orders

Creating Orders From Scratch- the articles listed below describe how to create different types of orders without converting them from an existing quote. These processes are completed through the Orders page.

Converting Quote to Orders- the articles listed below discuss converting an existing quote into different types of orders. These processes are completed through the Quotes page.

Merging Orders- the articles listed below discuss combining orders with other orders, projects, and quotes. Caution: these processes are not reversible.

Interacting with Orders- the articles listed below discuss the features available when working with orders.

Order Statuses- the articles listed below discuss order status codes and how they relate to orders.

Shipping and Orders- the articles listed below discuss applying shipping information to orders, as well as informing the manufacturer of shipping information, and tracking ship status.

Printing Orders- the articles listed below discuss sending orders to a manufacturer through email and print.

Reporting- the articles listed below discuss the numerous report types available on the Orders page. Use these reports to track the types of orders created, product sales, goals, backlog, and other order related information.

Articles in this section

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