Creating a Manufacturer in O4 – Ingen Software

Manufacturers are an integral piece of using OASIS. Users can enter information related to order entry, freight/shipping, invoicing, and more in an manufacturer entry. This article will explain how to create a manufacturer in O4.

1. Select the icon.

2. Select Manufacturers from the drop-down list.

3. The Manufacturer Listing will appear.

4. Select .

5. The Manufacturer Creator page will appear.

General Information

Use this section to enter identifying information.

Name- the full name of the manufacturer.
ID- the ID assigned to the manufacturer. Note: this ID cannot be altered once created, but it does not appear in OASIS except for the manufacturer viewer.
Display ID- the ID that displays on transactions.
Active Status- identifies the manufacturer's status.
- Active- the manufacturer is an active entry.
- Inactive- the manufacturer is an inactive entry; the manufacturer cannot be used in transactions and will not appear in reports.
- Parent- a parent company to child brands. This option is for reporting purposes only; the manufacturer entry cannot be selected in transactions.
- Parent (Shown)- a parent company to child brands. This enables the manufacturer entry to be selected in transactions.
Parent Company- the manufacturer's parent company.
Merged Brands- allow the parent and all child brands to be processed on the same purchase order.
Workgroups- the workgroups the manufacturer can be accessed from.

Connectivity

Use this section to define the manufacturer's connectivity.

Specialization- select the manufacturer's connectivity.
Export Type- select "O2O" to enable the manufacturer to create .O2O files when sending quotes and orders, described here, or select "XLS" to enable the manufacturer to create .xls files when sending quotes and orders.

Marketing

Use this section to define the manufacturer's product and visibility on line cards.

Product Description- any descriptive notes related to the product.
Product Type- the variety of product that the manufacturer produces. Product types are configured in Legacy OASIS.
Web Advertise- allow the manufacturer to appear in the Customer Portal.

Search Tags

Use this section to define any search tags related to the manufacturer. Search tags are configured in Legacy OASIS. For more information, click here.

Sold To Address

Use this section to enter the sold to address.

Shipping Address

Use this section to enter the shipping address.

Return Address

Use this section to enter the return address.

Contact Information

Use this information to add contact information, including email, phone number, fax number, and website.

Order Terms

Use this section to define information related to order entry.

Account Required- enter "Y" to require that customers have an account in order to process an order.
Agent Number- Enter the agency's account number with the manufacturer.
Allow Resell- allow the manufacturer to process resell orders.
Only Resell- designate the manufacturer to process resell orders only.
Resell Account Number- enter the agency's account number with the manufacturer
Default Lamp Manufacturer- designate the manufacturer entry as the default lamp manufacturer. This will stamp a quote with the manufacturer's ID every time a lamp line is added to the bill of material.
Misc Submittal Manufacturer- designate the manufacturer entry as a miscellaneous submittal manufacturer where cut sheets from manufacturers that the agency does not represent can be uploaded.
Rollup Types- allow OASIS to roll up (collapse) lines on an order or quote that share the same type
Recap Change Orders- enable detailed descriptions on the Change Order print of what changes were made.
Customer Order Required Types-
Agency Holds Only- indicates that this manufacturer does not accept hold for release orders.
Invoicing Only- designate the manufacturer entry for invoicing for services or fees (no material); typically associated with resell.
Don't Show Earnings- hide earnings on commissioned orders.
Form Version- designate the manufacturer quote prints to use the Legacy Forms or F2018 forms.
Currency- select the currency type for the manufacturer.
Landing Factor- the landing factor (a simple multiplier) used to adjust the sell price to reflect tariffs and other charges required for importing an item for the manufacturer.
Give Back Commission- the commission rate for an item in the price list is deducted from the price when importing (Agency Version only).

Order Entry Notes

Use this section to enter comments specific to order entry. Note: this will appear as a pop up message each time an order is created.

Freight/Shipping Terms

Use this section to define freight and shipping terms.

Min Parts Amount- define the minimum quantity required for an order
Min Amount- define the minimum dollar amount required for an order
Min Weight- define the minimum weight amount required for an order
Allowance Type- define what measure freight allowance is based on
Allowance Amount- define the minimum dollar amount required for freight allowance
Allowance Weight- define the minimum weight amount required for freight allowance
Non-shipping Manufacturer- designate the manufacturer as one that does not ship product

Order Type Lead Time

Use this section to define the lead times for each order type configured in OASIS.

Commission/Invoicing Terms

Use this section to define commission & invoicing terms.

Standard Commission- enter the standard commission percentage. (Note: commission entered for a part in the price list will override the standard commission).
Overage Split- enter the overage split between the manufacturer and agency
Overage Cap- enter the maximum overage percentage to be earned on a part number
Days to Paid- enter the number of days until invoices are due
Invoice Close %$- set up a percentage or dollar amount threshold in which an invoice will automatically close once reached.
Close Order Sales %$- set up a percentage or dollar amount threshold in which an order will automatically close once reached.
Close PO Commission- set up a percentage or dollar amount threshold in which an order will automatically close once reached.

Quote Default Markup

Use this section to define the default markup for sell, level 1, level 2, and level 3 pricing in a quote.

Terms Text

Use this section to enter comments specific to customer copy print, manufacturer copy print, quote terms, and price sheet notes. Note: these comments will appear at the bottom of each print.

6. Select . To learn more about the tabs available in the Manufacturer Viewer, click here.