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 |
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 |
| 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 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 the report | |
| Close | Close the report window |
Comments
0 comments
Please sign in to leave a comment.