The General tab of Global Settings allow users to customize settings that impact multiple OASIS functions. This article will define and provide recommendations for each setting available.
CAUTION: the following settings are sensitive. Do not make a change without first contacting OASIS Support by emailing support@oasissalessoftware.com or calling 501-843-6750.
- Enable SKU Lookup
- Use File Code as Quote Number
- Price Lookup Default Wait Time
- Sample Kit Tag Scanner Trigger
Caution: please contact OASIS Support if setting a field to a value other than what is shown in the Recommendation column. Not following the recommendations could result in poor performance or bad data. Fields marked as discretionary indicates that the setting depends on user preference.
The following settings can be customized in the General tab:
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Allow free form contacts (architects, engineers and other specifiers) | If set, the specifiers on quotes and orders may be manually keyed. But if not checked, the specifiers must match a customer entry in OASIS (better for reporting). | Not checked |
| Don't check customer sales, role and rank on save | Discretionary | |
| Force type fields to UPPER CASE | Fixture type on quotes and orders is forced to upper case. Otherwise lower case characters are allowed in the fixture type | Checked |
| Style phone numbers as (###)###-#### | If checked, phone numbers are always changed to match the standardized pattern of (###) ###-#### | Discretionary |
| Disable preferences for all users except users with "OASIS Admin" access | If set, users without "OASIS" application "admin" rights will not be able to change their preferences. | Not checked |
| Manual commission splits | If checked, users will be required to key sales accounts (workgroup default sales accounts are still used as a default). If not checked, the system will use the Sales User assigned to the customer to set sales account. The influence for the specifier is also removed (unless the check below is set). | Discretionary |
| Manual commission splits - with specifier influences | As above, but the influence is kept. This allows users to run weighted reports by specifier, but still have control over who gets credit for the sale. | Discretionary |
| Enable SKU Lookup | Activate the SKU lookup in OASIS. This is typically used by distributors to scan multiple price lists for an internal SKU which pulls the corresponding manufacturer and catalog number | Discretionary |
| Inactivate quotes and close orders when file code is set | If set and a value is keyed into the file code on a project, then the project and related orders are closed (assuming all documentation for the project is being "boxed up"). If not set, adding a file code to the project just records the file code. | Discretionary |
| Use File code as Quote Number | Allows the file code to be used as the quote number when printing (the file code replaces the quote number) and searching for quotes | Not Checked |
| Enable 'Send All' when sending messages from OASIS | If set, the button "Send All" is shown at the bottom of Send Message. Otherwise, users will be required to send one email at a time from Send Message. | Discretionary |
| Markings on document (e.g. quote) are from the transaction workgroup - otherwise, from user's workgroup |
If set, Workgroup information (e.g. business name and contact information) is from the workgroup assigned to the transaction. Otherwise the same information is copied from the user's workgroup. |
Discretionary |
| Only auto apply exact matches (using OASIS identifiers) |
Only automatically apply updates from O2Os, transaction downloads (manufacturer connectivity), etc. if the lines match exactly on quantity, part number, manufacturer, and type. |
Checked |
| Show 'Finish' and 'Voltage' columns on quote and order forms | If set, the indicated columns on the quote and order will print in the catalog number field of the quote or order. If not set, these values are internal notes and not printed. | Discretionary |
| Use CO (care of) field in addresses | if set, activate and print the care of field on orders. If not set, the field is not visible and not printed. | Checked |
| Representative splits (agency splits) allow free form entries | Rep version: if set, the "Agency Splits" on orders and quotes are allowed to be manually keyed. If not set, the out of territory rep must be setup in the Configuration -> Representatives application in OASIS | Discretionary |
| Use price lookup "MFGBrand' to set the manufacturer | If set and the information is available, the price list for a manufacturing conglomerate may be setup with all the catalog numbers and related brands. The user is then able to key the conglomerate name and catalog which results in OASIS setting the manufacturer brand and using the pricing information stored in OASIS for that brand. | Not Checked |
| Sample kit default checkout period: X days | When checking out a sample, the return date will be set to "X" days in the future. | > 0 |
| Price lookup default wait time: XXXX ms | When searching for a price, OASIS will auto timeout after the specified milliseconds. This value is used to tune internet requests to slower servers when using Dynamic Pricing. | 1000 |
| Sample kit tag scanner trigger on X characters | Adjust to allow a scanner to identify kit tags of non-standard length. Enter a numerical value. |
Discretionary |
| Validate City/State/Zip | Validate city, state an zip. If the validation is bad, these fields are turned yellow. If the validation matches, the text background is white. Will also perform zip forward / reverse lookup (e.g. keying the zip will pull the city state if the city and state fields are blank). These features are turned off if not set. | Discretionary |
| Upper case city name on City/State lookup | Force upper case if city or state are added through a validation lookup (e.g. user keys zip code and the city state fields are blank). | Discretionary |
| Preload business entity views (customers/manufacturers) | If set, customers will preload on the Customer section and manufacturers will preload on the Manufacturers section. Note: may cause slowness when moving to these areas as the list populates with the information. | Unchecked |
| Automatically acknowledge reminders after x months | Automatically acknowledge reminders after a specified number of months to clear off the Home page | Discretionary |
| Don't show specifiers on documents | Hide specifier information on prints | Discretionary |
Return to Configuring Global Settings
Comments
0 comments
Please sign in to leave a comment.