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Version specific User Guides»OASIS [D] - Distributor Versio…»Sending Orders using O2O
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Last modified on 4/20/2012 4:48 PM by User.


Sending Orders using O2O


Sending a representative an order using O2O is as easy as sending an email - once the basic O2O configuration is followed for the representative, follow these steps to send the order.

Create the Order

Create the order as usual. This includes creating any orders from quotes:

Follow your standard business process for new orders.

Sending the Order Using O2O

To send the order using O2O, just press any of the print buttons:

To use O2O, you must select "Send Message".

Above is the standard OASIS order form is always sent (above) and below is the .o2o file:

Make sure the "to" lists the proper person to send the order to and then press "Send".