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: 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. Changes made in O4 will also be made in Legacy OASIS unless the setting is O4 specific.
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
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.
| 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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