Adding Customers to a Project in O4

The Customer's tab within a project allows users to add multiple customers and contacts as well define  pricing levels, win/loss status, and more. This article will explain how to add a customer to a project in O4 and define the information displayed within the tab. 

Users configure the direct and indirect customer in Legacy OASIS. For more information, click here. 

1. Select the icon.

2. Select "Projects" from the drop-down list.

3. The Projects Listing will appear.

4. Create or open an existing project. Note: creating a project will involve more steps before the Customers tab is available to view. To learn more about creating a project in O4, click here.

5. Navigate to the Customers tab.

6. Select "Add Customer."

7. A selection window will appear. Users may utilize the search bar or filter the results by customer role.

8. Select a customer and a contact. Note: to see a list of contacts, select "Show Contacts."

9. Select .

10. The customer and contact will appear in the Customers tab. Note: this change will not be saved automatically. OASIS will alert users by displaying "You have unsaved changes."

11. To save the changes, select .

12. To associate an indirect customer with a direct customer, select the direct customer and select "Add Contractor".

13. Once an indirect customer is selected, it will appear below the direct customer.

14. To save the changes, select .

15. Users can continue to add or remove direct and indirect customers by utilizing the menu buttons. 

The Customer Section

The Customer section contains important details related to the the customer entry and the quote. Information is displayed in the following order:

• Customer Name- displays the customer's name.
• Location- the customer's city and state.
• Role- displays the customer's assigned role.
• Sales- displays the sales account assigned to the customer entry.
• Committed- indicates that the customer is committed to winning the bid. This is for reporting purposes only.
• Status- indicates whether the customer has won or lost. If an indirect customer is associated with the customer, the indirect customer may be selected as a win status.
• Quote Transmission Status- indicates whether the quote has been sent to the customer.

The Totals Section

The Totals section contains customer specific pricing options and information. Information is displayed in the following order:

• Include Lamps- toggle lamps to be included or excluded from the customer's quote.
• Price Level- indicates which price level from the items tab is assigned to the customer.
• Markup- add a markup percentage to the customer's total price.
• Lot Price- add a lot amount to the customer's quote.
• Total Price- displays the total amount for the customer's quote.
• Total Earnings- displays the total earnings for the agency based on the customer's quote. Note: if a markup or lot price is currently being added, "Spread money first" will be displayed. The dollar amount can be spread using the Spread Profit tool.

The Contacts Section

The Contacts section lists the selected customer contacts. Users can add contacts by selecting  and remove them by selecting .