Setup and Use of Resell
Many agencies do some resell (buy/sell) business, whether its just anchor bolts and lamps or buy/selling fixtures and other items. OASIS has its own resell entity built into the system. Users can identify items on a quote for buy/sell and when the job turns to a buy, OASIS will create the Vendor PO's to whomever you are buying product from and it will create the outbound invoices to customers as well. This gives you the ability to track resell business as well as commissioned business. The tools in OASIS will also allow you to simply invoice for "services rendered" as well.
In order to take advantage of these features you must first do some set up in OASIS. These steps are:
Projects/Quoting
Orders
- Converting a Quote into a Resell Order
- Resell (Buy/Sell) orders (no quote)
- Changing Information on Vendor Orders
Invoices
- Deposit Invoices for Resell Items
- Combined Resell Invoices
- Vendor Only Invoices
- Customer Only Invoices
- Invoices for Services Rendered
- Credits versus Negative Invoices
- Creating a Customer Credit
- Creating a Customer Negative Invoice
- Creating a Customer Statement of Invoices
Payments
- Payments (checks) from Customers
- Paying amounts forward
- Using amounts forwarded in payments
- Reflecting Vendor Payments
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