New Item

Button/Field |
Description |
Part Number |
The number for the new part |
Description |
Description of the part |
Ok |
Save changes to the new part |
Cancel |
Cancel the new part |
General

Field/Button |
Description |
Park Quantity |
Selects the measurement of the part (i.e. Case, Feet, Pounds, Piece, Pair) |
Unit Weight |
The weight of the new part |
Standard Carton |
|
Stock |
The available stock of the item |
Carton Height |
The height of the packaging |
Carton Width |
The width of the packaging |
Carton Length |
The length of the packaging |
Freight Class |
The class the item will be shipped as |
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Pricing

Field/Button |
Description |
Unit Quantity |
In Hundreds, Each, or Thousands |
Cost |
The cost per Unit Quantity |
Book |
The base price abd commission for the part |
Price Lev... |
The secondary price and commission |
Substitution Notes

Description to be added.
Options and Adders

Description to be added.
Edit Item
Edit existing price for item.
Close
Closes Oasis.
Edit
Tools

Button/Field |
Purpose/Action |
Configurator |
Show user configurator |
History |
Show history for selected item |
Stock |
Show current inventory (stock) status at manufacturer (if configured) |
Reports

Item Location Report
Opens the Item Location Report Print dialogue box. This shows what Orders the chosen part has been included in.

Button/Field |
Purpose/Action |
Output to: |
Changes the print output |
Manufacturer: |
Select a different manufacturer |
Part: |
Key in a different part |
Print |
Prints the chosen parameters |
Cancel |
Closes the dialogue box |
Product Sales Report
Opens the Product Sales Report dialogue box.
General

Button/Field |
Purpose |
Output to: |
Change the print output |
Title |
Set the title of the report |
Entry Date: From |
Set the earliest time to search |
Entry Date: To |
Set the latest time to search |
Part |
Select a part |
Manufacturer |
Add or Remove manufacturer |
Customer |
Add or Remove or customer |
Ok |
Save changes and run report |
Cancel |
Cancel changes and close the dialogue box |
Grouping

Button/Field |
Purpose |
Not used |
Do not group results |
Project Name |
Group results by Project Name |
Manufacturer |
Group results by Manufacturer |
Customer |
Group results by Customer |
Select

Basic
Button/Field |
Purpose |
PO# |
Search by PO# |
Project |
Search by project name |
ASO |
Search by ASO |
MFG SO# |
Search by MFG SO # |
RMA# |
Search by RMA# |
End User PO# |
Search by End User PO# |
Release Status |
Choose the release status of the PO |
Timeframe |
Select or type a relative date |
Status |
Remove or add status of PO |
Freight type |
Remove or add freight type |
Commissioned |
Filter by Commissioned |
Sell |
Filter by Sell |
Buy |
Filter by Buy |
Consolidation |
Filter by Consolidation |
Cancelled |
Filter by Cancelled |
Not Cancelled |
Filter by Not Cancelled |
RMARequested |
Filter by RMARequested |
Has RMA Response |
Filter by whether it has an RMA Response |
Invoiceable |
Filter by invoiceable |
OverInvoiced |
Filter by Over Invoiced |
Has Pick |
Filter by Pick |
More

Button/Field |
Purpose |
Part Number |
Search by part number |
Fixture Type |
Search by fixture type |
Quote Number |
Search by quote number |
MFGQuote |
Search by Manufacturer quote number |
Invoice Number |
Search by invoice number |
File Code |
Search by File Code |
Create Date |
Search by create date |
Update Date |
Search by update date |
Released Date |
Search by released date |
Schedule Date |
Search by schedule date |
Ship Date |
Search by ship date |
Shipment Updated |
Search by when shipment was updated |
Problem |
Filter by Problem |
ResolvedProblem |
Filter by Resolved Problem |
Transmitted |
Filter by Transmitted |
Not Transmitted |
Filter by not transmitted |
Spec. Registration |
Filter by Spec. Registration |
Daily Quote |
Filter by daily quote |
(Simple) Quote |
Filter by simple quote |
Project Bid |
Filter by project bid |
Backlog |
Filter by backlog |
Money

Button/Field |
Purpose |
Min Sale |
Search by minimum sale amount |
Max Sale |
Search by maximum sale amount |
Min Comm |
Search by minimum commission amount |
Max Comm |
Search by maximum commission amount |
Min Overage |
Search by minimum overage amount |
Max Overage |
Search by maximum overage amount |
Min Profit |
Search by minimum profit amount |
Max Profit |
Search by maximum profit amount |
No commission |
Filter by no commission |
No overage |
Filter by no overage |
No markup |
Filter by no markup |
Invoice Date |
Filter by invoice date |
Payment Received |
Filter by payment received |
HasInvoice |
Filter by invoice |
NoInvoice |
Filter by no invoice |
Disputed |
Filter by disputed |
Resolved Dispute |
Filter by resolved dispute |
HasBillable |
Filter by billable |
Active Project Billing |
Filter by active project billing |
Internal

Button/Field |
Purpose |
Sales Account |
Add or remove sales account |
Quoter |
Add or remove quoter |
CSR |
Add or remove CSR |
CreateUser |
Add or remove the user who created |
UpdateUser |
Add or remove a user that updated |
Order Type |
Add or remove order type |
Workgroup |
Add or remove workgroup |
ResellCompany |
Add or remove a resell company |
Locked |
Filter by locked |
Parties

Button/Field |
Purpose |
Manufacturer |
Add or remove a manufacturer |
Customer |
Add or remove a customer |
Parent Manufacturer |
Add or remove a parent manufacturer |
Parent Customer |
Add or remove a parent customer |
Representative |
Add or remove a representative |
RepresentativeWithCredit |
Add or remove a representative with credit |
Representative Credit |
Filter by representative's credit |
Has Spec Splits |
Fitler by spec splits |
Customer Assigned To |
Add or remove a customer assigned to |
Specifier Assigned To |
Add or remove a specifier assigned to |
Specifiers

Button/Field |
Purpose |
Specifiers |
Search by specifiers |
Influences |
Search by influences |
Role |
Search by role |
Specifier |
Search by specifier |
Customer Assigned Sales |
Search by a customer assigned to sales |
Quote Assigned Sales |
Search by quote assigned to sales |
HasSpecifier |
Filter by has specifier |
NoSpecifier |
Filter by no specifier |
Shipping

Button/Field |
Purpose |
ShipName |
Search by ship name |
ShipLine |
Search by ship line |
ShipCity |
Search by ship city |
ShipState |
Search by ship state |
ShipZip |
Search by ship zip code |
SCAC |
Search by SCAC |
Tracking |
Search by tracking number |
Notes

Button/Field |
Purpose |
Notes |
Search by notes |
InternalNotes |
Search by internal notes |
Attachments

Button/Field |
Purpose |
AttDescription |
Search by attachment description |
AttNote |
Search by attachment note |
AttColor |
Filter by attachment color |
AttCategory |
Filter by attachment category |
Search Keys

Button/Field |
Purpose |
Credit Terms |
Search by credit terms |
Get Independent Ship Quote |
Choose yes or no for independent ship quote |
MFG Paid |
Filter on whether or not the MFG was paid |
MnSTest |
Search by MnS Test |
Old style |
ToDo |
Project Mgr |
Search by project mgr |
Not Specified boxes |
You may choose not to specify any of the search options |
Price Sheets

Button/Field |
Purpose |
Report Title |
Change the title for the report |
Output to |
Change the output file type |
Manufacturer |
Add or remove a manufacturer |
Customers |
Add or remove customers |
Print items configured by administrator |
Filter by configured print items by admin user |
Print |
Print the current selections |
Cancel |
Cancel the selection |
Return to Library |
ToDo |
File

Button/Field |
Purpose |
Save |
Save changes to report options |
Save As |
Save the report as a different file name |
use Form ... |
Opens a dialog box to use a previously saved report |
Print |
Print the report |
Close |
Close the report window |
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