Feature request guidelines

Pinned

Comments

10 comments

  • Brad Riley

    It would be nice to be able to automate/schedule bid sending from within Oasis i.e. if we complete a job on Monday but don't want it to be quoted until Thursday, it would be great to have the ability to select a future date and time for it to be sent. Any chance this is already being worked on?

    3
    Comment actions Permalink
  • James Shield

    Given the economic upheaval many markets are going through, a number of our manufacturers are offering time limited enhanced overage terms. For example, 100% overage instead of 90/10 for orders released and shipped before a set date. We'd like the ability to configure time limited terms and settings in Oasis. For example, set it so that terms automatically revert within Oasis on a set calendar date, that way we don't have to maintain a list of entries that need to be manually edited once those terms expire and otherwise revert to their defaults. 

    This could be expanded to other areas besides just terms, for example lead times if a factory is shut down and are expecting to ramp production back up by a target date

    1
    Comment actions Permalink
  • Megan Medearis

    We have had a need for this feature well before COVID.  Some factories offer higher overage or commission levels after you meet your goal for the year.  But those higher percentages would end on 12/31/current year.  We typically have to either manually remember to change each individual order -OR- change the terms then remember to go back and change the Terms on 1/1/new year. 

    1
    Comment actions Permalink
  • Julia Pillen

    I've started compiling a list of features I think would beneficial to adjusting in upcoming updates. Most of these have been brought up already with support and met with "we can't do that." So, I am updating here to try and help open the conversation on these troublesome areas:

    1. Ability to add discount (per line item and a blanket discount) that shows on the customer PO. Should be an additional column.
    2. Quote Tile in O4 – Shows all quotes, per quoter, not just projects/bids.
    3. Improve upon the Signify Status Update configuration – Currently I must go through each line and assign it to the correct PO.
    4. Improve upon Quickbooks connection – currently does not work/complicated.
    5. Add ability to update a customer on an invoice in Admin Mode.
    6. Add ability to blanket update select orders - change status, close, etc.
    7. Add the ability to have multiple quoters on a quote.
      1. This would be used in the case where an estimator would still received 100% credit but a specialist is quoting a different part of the bid (i.e. lighting control).
      2. Maybe have a quoter for each phase?
    8. Add a freight allowance per region in addition to per customer in the manufacturer terms.
    9. Either improve/implement inventory system or be able to implement a way to connect seamlessly with another inventory program.

     

    1
    Comment actions Permalink
  • James Shield

    For O4 conversations, are there connectors or an API in the works to allow these to extend into third party messaging services or CRMs such as MS Teams, Slack, Discord, Smartsheet, Salesforce, etc.? Our business users already exist on these platforms and while it is extremely valuable having those conversations in context with and saved to the project records, having an additional siloed location for this information generally ensures the feature won't be widely adopted. 

    1
    Comment actions Permalink
  • Brian Howard

    Although I've been proved wrong in the past, I would be worried a feature like this would only be used by a few groups. From a training aspect, we are doing good to get the average OASIS user to manage this information after the initial setup - let alone adjusting the system for relatively short term business changes like these. The result with minimally utilized features is that they have a tendency to become brittle over time.

    Ideally, I would like to push this information down from our servers based on information / relationships with the factories. But don't get me started on issues we have with factories not taking serious the process of sharing information with the reps. (It's too early in the AM for me to get that mad... ugh...)

    However, in the O4 editors we have been designing/implementing places in the software to store JavaScript (currently) code that users can add to the system. The idea is to allow more advanced groups to tune OASIS during different phases of the process. Too much to write about here - and we really need to develop a name for this technology. But it is already being tested.

    I'll add this scenario to the testing to ensure this would be possible. But something like this should work for a user event to run after adding a factory to a line on a quote (or order):

    If the date is after x date and before y date, set the overage to 100 - or in JavaScript

    var dateAfter = new Date("2020/03/01");
    var dateBefore = new Date(2020/12/31");
    var dateNow = new Date();

    if (line.getManufacturerID() === "MFGID"
      && dateNow >= dateAfter && dateNow <= dateBefore)
    {
        line.setOverageSpilt(100);
    }

    Anyway, the idea is to help larger groups with the technical skills to adapt OASIS without engaging our dev team. This allows our dev team to maintain core features used by all users. And the dev team can keep working with the manufacturers to .. um .. well, let's not get our hopes up ...

     

    0
    Comment actions Permalink
  • Megan Medearis

    Ability to alter payment posting date to match when entered in Quickbooks/bank account if payment was posted after that calendar month.   For example, if we deposit on 8/31 but payment didn't get posted until 9/2 that messes up reporting on a month by month basis. 

    If we had the ability to change the posting date, it would align with the Oasis/04 reporting and commissions for account report. 

    0
    Comment actions Permalink
  • Mike Steskal

    When people are working on two different phases of a project.  Interior lighting vs exterior lighting vs controls.  They could be in the project at the same time.  I understand not being able to save the information in the bid but I wish one phase could be independently saved from another phase.  The only issue would be to update overview tab.  This could be accomplished by creating a refresh button and/or unpdate every night or opening of the project.

    0
    Comment actions Permalink
  • Clint Conley

    This is a great idea, would be very useful!

    0
    Comment actions Permalink
  • Lauren Smith

    Clint and Brad,

    We have added Brad's feature request to our O4 development queue. Thank you both for your feedback!

    Sincerely, 
    Lauren

    0
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk