Receiving an O2O request for quote (RFQ) from a representative is as easy as dragging and dropping a file. The advantage is that OASIS does 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"):
Press "Create" to start the import process. If the quote already exists in the system (e.g. as a previous RFQ or even a Specification Registration), you will see the following pop up:
Press "New Bid" to import the RFQ as a new bid in the OASIS project. Press "New Phase" to create an entire new phase. Or press "New Project" to create a new project in OASIS with the RFQ data. We pressed "New Bid":
If this is the first o2o file sent from the rep, you will be asked to map the codes in the representative's database to your - just use the "..." button to select the corresponding rep in your database. (Note, if the quote is from a distributor, then a similar "Map Customer" window will show.)
You will also be asked to map the manufacturer ID in the rep's system to the manufacturer ID in your system - even if you only have one brand for the entire company:
Press "Ok" to perform the import:
The following data is imported:
- Project Name with any aliases that were sent
- Any specifiers that were sent.
- The o2o file is stored as a file in the attachments tab
- The bill of material is updated
- The customer or representative is added to the customers tab
Color coding on the catalog numbers begins immediately, allowing you to see if the item is in a price list or even if the item matches a series, but violates a series rule.
Please note, auto pricing will not be performed immediately. You can use the "Reprice" feature in the "Tools" menu, or just edit the catalog number. Regardless, the MFG Target price column is not affected by the OASIS pricing system.