Setting Up Signify Brands

Introduction

This document covers how to set up Signify Brands in OASIS.

Agents need to set up a Signify "Parent" brand and all of the "children" brands.  

Agents will be able to "Merge Brands" to send a single order for all brands.

The following topics will be covered:

• Parent Entry
• Customer Account Number
• Child Brands
• Non-Branded Pricing

Parent Entry

All agents must have a parent entry, this assists with reporting and allows multiple brands to be ordered on the same order.

Open OASIS and go to the Manufacturers application.

Search for your parent manufacturer entry and open it.

Change the Active option to "Parent (Shown)" and check the "Merge Brands" box.

Choose DCO as the specialization.

Click “Configure Specialization” to view the settings. You will need to map the equivalent Signify code to your OASIS entry.

From the Map Brands tab, if a brand is listed, click OK

From the Map Brands tab, if no brand is listed, click "Add Brand".  The pop-up (Brands from: data.lightentry.com) will appear.

From the Codes tab, check boxes of brands you want added and click OK.

Returned is the Manufacturer Editor for Signify. 

Click the Configure Specialization link.

Returned is the Specialization Configuration (Map Brands tab)

To enter codes manually, select the Manual tab.

Type in the code given by DCO and click the "Add" button 

Click "Ok"

Customer Account Numbers

If orders are to be sent directly to Signify, then all customer accounts need to be added to the “Accounts” tab of the manufacturer editor of the parent entry.  Contact Signify for the account list (or use invoices from Signify).

From the Manufacturer Editor screen, go to the Accounts tab, and click on the Add Customer button .

OASIS will bring up the following customer selection dialog box.  Select the customer and click "Ok."

Select the customer and click "Ok."

OASIS will add that customer to the accounts tab.  

Type in the Account number in the account field. Continue until all of your customers have been added. 

When completed with all your entries, click "Save and Close".

Child Brands

We recommend setting up a manufacturer entry for each child brand.

Choose Signify as the parent company and click "Merge Brands" to send a single order for all lines.

Change the Specialization to DCO and click "Configure Specialization."

 Select "Map Brands".  Click "Add Brand" and select the corresponding entry:

From the Map Brands tab, if a brand is listed, click OK

From the Map Brands tab, if no brand is listed, click "Add Brand".  The pop-up (Brands from: data.lightentry.com) will appear.

From the Codes tab, check boxes of brands you want added and click OK.

Returned is the Manufacturer Editor for Signify. 

Click the Configure Specialization link.

Returned is the Specialization Configuration (Map Brands tab)

To enter codes manually, select the Manual tab.

Type in the code given by DCO and click the "Add" button 

Click "Ok"

Non-Branded Pricing

When downloading price lists, some items do not have a brand. These items must be mapped to an entry in OASIS. We recommend using the configuration screen above, map that brand to the appropriate manufacturer or the parent company, Signify (which shows when "Add Brand" in the window above is selected).

The next price file download will then load the non-branded items into the parent company.