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Version specific User Guides»OASIS [R] - Representative Ver…»Sending a Spec Registration
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Last modified on 3/27/2012 2:20 PM by User.

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Sending a Spec Registration

Overview

NOTE: THIS FEATURE IS ONLY AVAILABLE IN THE MANUFACTURER AND REPRESENTATIVE VERSIONS OF OASIS.

Sending a spec registration using O2O is just like emailing a spec registration from OASIS. The only difference is the .o2o file is added to allow the manufacturer or representative to view, search and import the information.

(It is common for representatives to email a spec registration to an out of state rep, allowing the representatives to share information and credit for the project.)

Create the Project

Begin by creating a project in OASIS as normal - with these additions:

Being by adding any and all realistic alias names:

Set the project as "For 'Spec Registration'". Also consider adding the city/ State (Provence) and specifiers on the project. If specifiers are added, consider adding the the sales person calling on the specifier.

The only required item is the manufacturer (or brand) we represent. The rest of the information is important, but don't add information that is not known (e.g. the sell price is only needed if a budget number was initially given).

Printing the Spec Registration

Press any of the print buttons from the bid to be sent for spec registration:

Click "Specification Registration"

Select "Send Message" and select the manufacturer (or brand) to be registered and press next.

Select the manufacturer or rep the registration is to be sent to. Consider keying a little information about the project -namely who the primary contact should be when there is a question about the project.

When the send message window appears, the standard PDF file will be shown:

Also included will be an o2o copy of the data. To see what is about to be sent to the email contact, click on the .o2o attachment: