The Orders tab of Global Settings allows users to customize settings that affect orders. This article will define and provide recommendations for each setting.
Requirements:
- User must have Admin access to Software.
Note:
- Please contact OASIS Support if setting a field to a value other than what is recommended unless the value is discretionary.
- Changes made in O4 will also be made in Legacy OASIS unless the setting is O4-specific.
1. Click the icon.
2. Select Configuration from the drop-down list.
3. Click Software.
4. The Software page will appear.
5. Click the Global Settings tab, then click the Orders tab.
| Setting | Description | Recommendation |
|---|---|---|
| Allow duplicate PO numbers - Warning is provided |
If enabled, OASIS will allow duplicate PO numbers, even if the customer and manufacturer are the same. If disabled, OASIS will not allow a duplicate PO number if the customer, manufacturer, and the PO number are the same. |
Disabled |
| Resell orders default to Lot Billing | If enabled, resell orders will default to lot net billing. | Discretionary |
| Do not copy descriptions from quotes |
If enabled, OASIS will not copy part number descriptions when converting a quote into an order. If disabled, OASIS will copy part number descriptions during quote conversions. |
Discretionary |
| Don't show unit prices on Lot Priced orders |
If enabled, OASIS will hide unit pricing if the order is lot net billed. If disabled, OASIS will show unit pricing, even if the order is lot net billed. |
Discretionary |
| Only use resell forms on buy transactions |
If enabled, OASIS will only use the Purchase Order form (which displays cost only; does not show commission and overage) when printing vendor buy orders, even if the manufacturer is identified as Resell Ok. If disabled, OASIS will only use the Purchase Order when printing vendor buy orders if the manufacturer is identified as Resell Only. If the manufacturer is Resell Ok, it will use the Sales Order form (which displays commission and overage). |
Discretionary |
| Buy PO number is editable | If enabled, OASIS will allow users to change the auto-generated vendor order number that populates for vendor buy orders. | Discretionary |
| Always default order print to the office copy | This setting will be removed in a future release. | |
| Don't allow consolidation orders | If enabled, resell order lines cannot be added to a consolidation order. | Discretionary |
| CC assigned customer sales person when emailing customer order | If enabled, when sending a Customer Copy of an order using the Send Message output, the sales user assigned to the customer will be automatically courtesy copied. | Discretionary |
| CC assigned sales accounts when emailing customer order | If enabled, when sending a Customer Copy of a quote using the Send Message output, any sales users assigned to the order will be automatically courtesy copied. | Discretionary |
| Blank quoter allowed |
If enabled, the Quoter field on the order can be blank. If disabled, the Quoter field on the order cannot be blank. A blank Quoter field will prevent the user from printing and saving the order. |
Discretionary |
| Enable enhanced duplicate PO# detection | This setting will be removed in a future release. |
Disabled Do not make a change without first contacting OASIS Support |
| Show manufacturer's part number on orders (when available) | If enabled, OASIS will display the manufacturer part number entered in the MFG Part column instead of the part number entered in the Part column in the price list. However, if the MFG Part column is blank, OASIS will use the part number in the Part column. | Discretionary |
| Prepare customer copy of the order (Send Message) |
If enabled, OASIS will automatically select the Customer Copy print if the user selects the Sales Order print while using the Send Message output. If disabled, OASIS will not select the Customer Copy print when the user selects the Sales Order print while using the Send Message output. Note: This setting is for convenience. Users can always select both prints manually. |
Discretionary |
| Blank quoter on PO forms (forms only) |
If enabled, OASIS will not display the Quoter on purchase order prints. |
Discretionary |
| Allow mixed case PO numbers | If enabled, the PO number will accept upper-case and lower-case characters. |
Disabled Do not make a change without first contacting OASIS Support |
| Require Ship-to City, State, and Zip | If enabled, OASIS will require a Ship To address with city, state, and zip before the order can be printed. | Discretionary |
| Record Sales Account changes | If enabled, OASIS will create an attachment in the order that lists any sales account changes. | Discretionary |
| Allow resell orders to create consigned picks |
If enabled, OASIS will allow users to create consigned inventory picks for resell orders. If disabled, OASIS will only allow users to create resell inventory picks for resell orders. |
Disabled |
| New orders are X | OASIS will use this selection when creating orders. | Discretionary |
| New resell orders are X | OASIS will use this selection when setting freight terms when creating resell orders. | Discretionary |
| Unacknowledged after X days and unscheduled after X days | OASIS will automatically identify orders as Unacknowledged and Unscheduled after the specified number of days. | 2 days |
| Create a reminder to check shipping X days after transmitting an order: |
After transmitting the order, OASIS will ask the user if they would like to create a reminder that will appear on the Home page after the specified number of days have passed. Users can define the subject and message of these reminders using the following settings. If this value is set to zero, OASIS will not prompt the users to create a reminder after transmitting the order. |
Discretionary |
| Subject: |
If the Create a reminder to check shipping X days after transmitting an order has a value greater than zero, the subject line for the reminder can be defined here. The "{ManufacturerName}" tag will be replaced with the manufacturer's name. |
Discretionary |
| Message: |
If the Create a reminder to check shipping X days after transmitting an order has a value greater than zero, the reminder message can be defined here. The "{ManufacturerName}" tag will be replaced with the manufacturer's name. |
Discretionary |
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