Receiving a quote response from a manufacturer is as easy as drag and drop. The advantage is OASIS dose most of the data entry for you!
For most email clients, the O2O data file has to be saved to the local computer first. What is nice is most email clients support dragging and dropping the o2o file icon to the local computer desktop:
Most email clients have other methods of saving email attachments to the local computer.
The o2o import is as simple as a drag and drop. The easiest is to simply drop the o2o file into the Projects section of OASIS:
The import window will show next. This allows you to be sure that the proper file has been selected (e.g. this is the spec registration for "Museum Project"). Although the image shows the file being dropped into the project listing, most users will open the project associated with the quote and drop the file onto their quote bill of material. This selects the exact quote you would like to merge the quote response with.
Once the file is accepted by OASIS, the O2O preview / import screen shows:
Press the Import button. If the o2o file was not dropped directly on a quote (showing the bill of material in the quote editor), then OASIS will search for the quote - all matches are show:
Just select the quote to import the quote response into and press Ok. If this is the first quote response received from this manufacturer, you will be asked to map their brand codes to your codes in OASIS. Just select the manufacturer name in the "Manufacturer" field:
The RFQ response window shows, allowing you to merge or append the quote response with other items on your quote:
All line level values shown are from the quote response. Highlighted fields show differences between what was received versus what is on your quote. Change the "Compare To" "Level" to compare the response to different levels on your quote.
Selecting "OBase", "Sell" and "Merge with quote" will merge the response from the manufacturer into your quote.
The part number will be updated (if different from what was in your quote) as well as the dollar values and commission rate for the selected columns. The "MFG Target" column will not change, but the manufacturer's quote number will be added to the "MFG Quote" column.