The Orders tab of Global Settings allow users to customize settings that affect orders. This article will define and provide recommendations for each setting available. Note: changing settings from O4 impact Legacy OASIS as well.
1. Click the 
icon.
2. Select Configuration from the drop-down list.
3. Click Software.
4. The Software page will appear. Click the Global Settings tab, then the Orders tab.
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.
- Allow mixed case PO numbers
- Enable enhanced duplicate PO# detection
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.
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Allow duplicate PO numbers - Warning is provided | Normally, OASIS does not allow a duplicate PO number IF: the customer, manufacturer and the PO# is the same. Setting this flag will allow duplicate PO#s. | Off |
| Resell orders default to Lot Billing | Default resell orders to lot billing if set. Otherwise, unit prices will show when billing. | Discretionary |
| Do not copy descriptions from quotes | Disable the copy of descriptions from the quote when creating the order. | Discretionary |
| Don't show unit prices on Lot Priced orders | If the order has a lot line then no unit prices are printed for any item on the order. | Discretionary |
| Only use resell forms on buy transactions | Normally, resell orders for represented companies will show on the same form (that shows commissions and overage). Setting this flag will show the Purchase Order form (cost only - no commission and overage) for vendor buy orders. | Discretionary |
| Buy PO number is editable | Allow user to change the auto-generated vendor order number in OASIS. | Discretionary |
| Always default order print to the office copy | To be removed | Off |
| Don't allow consolidation orders | When set, resell order lines may be added to a consolidation order. That is multiple customer orders in OASIS ordering from a single vendor order. | Discretionary |
| CC assigned customer sales person when emailing customer order | When sending a customer copy of a order 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. | Discretionary |
| CC assigned sales accounts when emailing customer order | When sending a customer copy of a order using the OASIS Send Message feature (email), the users with "sales credit" on the project will receive a copy of the message. | Discretionary |
| Blank quoter allowed | Allow the quoter on the order to not be set. | Discretionary |
| Enable enhanced duplicate PO# detection | To be removed | Off |
| Show manufacturer's part number on orders (when available) | Use the price list to show the manufacturers part number under the catalog order when the order is printed. | Discretionary |
| Prepare customer copy of the order (Send Message) | If set and sending an order to a manufacturer, the customer copy of the order is also created. This allows the user to send the manufacturer's copy of the order and then immediately follow with a customer copy to confirm the order with the customer. | Discretionary |
| Blank quoter on PO forms (forms only) | If set, the quoter is not shown on PO forms. | Discretionary |
| Allow mixed case PO numbers | Allow upper and lower case in the PO number | Off |
| Require Ship-to City, State, and Zip | If set, the order may not be printed (or otherwise sent to the factory) if the shipping address is not completely filled out. | Discretionary |
| Record Sales Account changes | Any sales account change is recorded in the attachments of the order. | Discretionary |
| Allow resell orders to create consigned picks | This allows a resell order to be created to pull from an OASIS consigned warehouse. | Off |
| New orders are X | By default, orders may begin in "hold status", "released status" or the system will ask the user. | Discretionary |
| New resell orders are X | By default, resell orders may be freight allowed or prepaid & add. | Discretionary |
| Unacknowledged after X days and unscheduled after X days | After X days, the order is listed as "Unscheduled" in the blue search bar and related reports in the orders section of OASIS. | 2 days |
| Create a reminder to check shipping X days after transmitting an order: | Anytime an order is printed, the user is asked to create a reminder to help remind them to confirm the order with the factory and get shipping information X days later. Set to zero to turn off the feature. | Discretionary |
| Subject: | For the reminder above, the subject is set as defined here. The tag {ManufacturerName} is replaced with the actual manufacturer's name | Discretionary |
| Message: |
For the reminder above, the message is set as defined here. The tag {ManufacturerName} is replaced with the actual manufacturer's name |
Discretionary |
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