This document shows the basic setup required to begin using OASIS for Manufacturers
Once OASIS is installed and the database is created, launch OASIS from the “OASIS” icon. The first login will show the following message:
Just press “Yes” to create the tables in the database for OASIS – you will see the following progress window while the tables are being created:
Login with the default demo account – just key “demo” as a user without a password:
The following error will show, indicating there are no valid license keys available for the application:
Press the “License Viewer” button:
It is very important to change the license to and DBID fields to match the email sent to you by OASIS support – even if this is an evaluation license key. Here is an example of what might be sent by OASIS support:
LicensedTo: MANUFACTURER DEMO
Change the corresponding fields in the license viewer to match:
Now save the .lic document that was sent in the same email to your desktop. Then press the “Add …” button to locate the file:
The following window will indicate the licenses were successfully added to OASIS:
Press Ok to see the licenses that were added:
Now press the “Close” button to complete the login:
The workgroup may be used for different groups at the factory interacting externally. This may be different brands or just different offices. Associated with each workgroup is an address and a logo. Each user is then assigned a primary workgroup.
If no users, or customers have been setup, change the workgroup ID as required. Otherwise, it is recommended to create a new workgroup and move all users to the new workgroup. Then set the workgroup name and logo:
Set the contact information:
User accounts define each user that logs into OASIS. To create a new account, select "Configuration" and then "Users". Then select "File" then "New":
Key the user ID and name. Then select CSR, Quoter and/or Sales as required (these roles populate corresponding fields in orders and quotes). Then add a password or select "No Password". Select "Active".
Next, select the Security tab and set security as required. If unsure, select all areas for full access to OASIS:
Note that existing accounts will show the default workgroup (e.g. the demo account). Double click on the account to disable or set the new workgroup:
The manufacturer application in OASIS may be used to capture brands and external vendors that may or may not be exposed to the market. To setup a manufacturer entry in OASIS, select the manufacturers application in OASIS and select “File” then “New”:
Key the manufacturer name and manufacturer ID are required. The rest of the information is optional. However, we do strongly recommend adding the standard commission rate and overage split. To do this, select the “Terms” tab, then select the “Commissions / invoicing” tab:
Save and close the entry.
To add representatives, select the representatives application found under "Configuration" in OASIS and then select “File” then “New”:
Key the representative name and a short ID used to identify the entry quickly later. If the representative uses OASIS, select “E-Mail 020”.
(This enables OASIS to send a data value with any PDF quote, order status or invoice data emailed to the representative via email.)
The rest of the information in the representative editor is option, however it is strongly recommended to add contacts with email addresses to the contacts tab:
Press save and close:
It is recommended to setup tax accounts as required to indicate the common tax authorities for taxable clients. To do this, select "Configuration", then "Tax Accounts". Then select "File" then "New Tax Account":
Key the information as required and press "Ok":
Select the customers application in OASIS and then select "File" then "New":
Enter the company name and a short ID. The short ID may be anything - but is recommended to be a short code most users will know easily. It is also recommended to assign the representative covering the customer and the customer type (typically "Distributor"). Then select the contact information tab:
Key the bill to, ship to, and sold to information. Then key the phones and website information. Then select the contacts tab:
Key the contact name and the email address. Next select the terms tab.
Select "Resell Ok" if the customer will be sending orders. Specifiers (architects, engineers, etc.) may be entered into OASIS as well but need not be setup for billing.
If the customer will later be billed, select the tax status (e.g. exempt for most distributors), select the account (an exempt tax account may be created for convenience) and then the exemption licenses (if exempt).