In the "Global Settings" window, use the "Projects/ Quotes" tab to customize settings that affect projects and quotes only and for all users. For more information on navigating to the "Global Settings" window, click here.
CAUTION: the following settings are sensitive. Do not make a change without contacting customer support first.
- Quote Multiple Customers at Once (Pricing Tab). CAUTION: when set, quoters are able to print quotes for multiple customers at once. This is not an issue when manually carrying quotes. However, email presents a problem, as the quoter could accidentally send all quotes for all customers to one person.
Caution: please contact OASIS support if setting a field to a value other than what is shown. Not following the recommendations could result in poor performance or bad data.
The General Tab
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Expire bid board items X days after bid date | X days after the bid date, the quotes will be removed from the bid board. | |
| Show projects application only (suppress quotes) | The quotes application is hidden forcing users to create projects only. | (Best for "spec agencies") |
| Show bid dates in project tabs | Show the bid name and the bid date in the project bid tab. | |
| Days from bid date to expiration date: X | Default the expiration date is X days after the bid date automatically. | |
| Default projects to "specified" (otherwise, default is non-specified) | Set the "Specified" check automatically. | |
| Auto add contractor counts to selected 'winning' customer | Add contractor counts to winning contractor automatically (if the contractor does not already have counts). | |
| Project name duplicate scan | When the project name is changed, the database is scanned for a match. (Can take time on busy database servers without adequate hardware.) | |
| Copy customers on 'New Phase Like' | Copy customers when creating a new phase from an existing phase. | |
| Copy customers during "new bid like" operations | Copy customers when creating a new bid from an existing bid in the same phase. | |
| Don't close old bids on new bid like (WILL AFFECT CUSTOMER SUCCESS REPORTING) | When creating a new bid in a phase, the old bids are automatically closed to keep reports accurate. Enabling this setting will allow bids to remain open (not closed) when new bids are created. However, many hit rate reports are affected. | Not Checked. |
| Show net profit (less rep's commission and overage) in totals. (MFG Version only.) | Show net profit (less rep's take of commission and overage). Otherwise, gross profit is shown - that is profit including rep's take. | Checked. |
| Orders created from projects are 'lot net' billed. | Orders created from a project will be lot net billed, showing a grand total rather than unit prices | Not Checked. |
The Money Tab
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Default customer price level | When customers are added to a quote, the quote default price column they are assigned to is selected here. | Sell Price |
| Adjust margin to include the cost of overhead (in project header) | Subtract out the overhead (as set up in the resell company) from the project profit. This will show net profit after overhead. | |
| OBase copies to Sell | When a price is added to a quote, the OBase value is copied to the sell column fi the sell column is not already set. | |
| OBase copies to Level 3 | When a price is added to a quote, the OBase value is copied to the Level 3 column fi the Level 3 column is not already set. | |
| Lock base and cost on resell lines | Base and cost are set to the same value | |
| Unassigned money stops order entry | Money not assigned on a quote (e.g. PROFIT and OVERAGE lines) normally stops the order entry process. | Checked. |
| Use customer specific pricing when winning customer is selected | When a winning customer is selected on a quote, then new price updates pulling from the OASIS pricing database will be customer specific (if customer specific pricing is available). |
The Printing Tab
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Create an office copy when quoting the customer | When a customer is quoted, an office copy is also printed and stored in the quote attachments. | |
| Show component units (not extended quantities) | When components are printed, the units are shown. The customer must understand that the (included) items are per-kit quantities. | |
| Quote lamps (by default) | Set the flag to quote lamps when adding a new customer to a quote | |
| Don't 'merge brands' on quote breakouts | Normally manufacturers selected as "Merge Brands" (in the OASIS manufacturers application) are combined into the parent's brand when a breakout is printed from a quote. If this is selected, then the brands are shown on separate pages. | Not Checked |
| Hide manufacturer for resell items | When printing a breakout from a quote, the manufacturer ID on resell items is hidden to avoid confusion from the customer. | Checked |
| Don't ask to become quoter when printing quote | When someone other than the quoter prints a quote, they are asked if they would like to become the quoter. |
|
| Check "Draft Only" (quotes) | Auto checks Draft only when printing from Projects and Quotes | Checked. |
| CC assigned sales accounts when emailing customer quote | When sending a customer copy of a quote using the OASIS Send Message feature (email), the users with "sales credit" on the project will receive a copy of the message. | |
| CC assigned customer sales person when emailing customer quote | When sending a customer copy of a quote using the OASIS Send Message feature (email), the user assigned (Sales User) to the customer being sent the quote will also receive a copy of the message. | |
| Always show manufacturer freight terms - even with unassigned profit/overage | If a PROFIT or OVERAGE line is on the quote, OASIS will not print manufacturer freight terms. This is because freight terms may change as the profit or overage is moved between manufacturers. | Not Checked. |
| Quote multiple customers at once* | If multiple customers are selected and the OASIS "Output Type" is not "Send Message", then the print is not allowed. This protects the user from creating a PDF with competitor quotes and sending the PDF to a customer. | Not Checked ** |
Return to Configuring Global Settings
Comments
0 comments
Please sign in to leave a comment.