Wiki

Case Status
Log In

Wiki

 
Emailing an Order from OASIS
  • RSS Feed

Last modified on 12/18/2015 11:08 AM by User.

Tags:

Emailing an Order from OASIS

Overview

OASIS has the ability to email documents from the system. In OASIS, you can email the order as a PDF or Excel attachment. And OASIS keeps a copy of the email in the Attachments tab of the order (and job if converted from a quote). All you need is to make sure you have a contact setup or company (CSR) with a valid email address. The instructions below will guide you through the process.

 

Setup

 

For Microsoft Outlook users

(This does not include Microsoft Outlook Express users)

 

In OASIS, go the Home screen

-          Go to File, then Email Preferences

 

-      Check the “Use Microsoft Outlook” box as above

 -     In the Support Email address area type “support@oasissalessoftware.com

-      In the “User E-Mail Address” type your email address

-      Click OK

 

For all other E-Mail programs

(including Microsoft Outlook Express)

 

On the Home screen

-        go to File, then Email Preferences

-        Check the box for “Use default E-Mail client”

-      In the “Support E-Mail Address type “support@oasissalessoftware.com”

-       Click OK

 

On occasion it may be necessary to force the STMP connection, contact OASIS Support if not working properly

 

Next,

Make sure the Customer/contact has a valid email address

 

Open a Customer

Go to the Contacts tab and add a Contact by clicking the 3rd button on the toolbar to add a line

-        Enter the persons first name and/or last name

-        Then, in the Email column add a valid email address

-        CSR check box – you can set a default person at the manufacturer to always receive emailed orders by checking the box for CSR.

Click Save & Close

 

Emailing a order from OASIS

 

Click Print

 

If the manufacturer has set for “Customer PO Required” this window will appear as a reminder.

Instructions on how to attach the customers PO are below.

Click OK.

When the Print PO window appears:

-        Change the “Output to:” to Send Message (or Send Message (Excel) if sending as an Excel file)

-        Then select the type of document you are sending (Manufacturer Copy)

-        Manufacturer Copy should be checked and the drop down will say “Sending Order”

When you create a message template for sending emails via Oasis, there are two dynamic text features. 

You can use {FullName} or {CompanyName} and it will auto-populate those fields in the body so it does not have to be done manually.

Then click “OK”

-        The Send Message window appears with all information from the order

-        The Subject is added automatically

-        The “To;” is loaded with the associated email address (can override and type in any email address)

-        The Message area is available for any message

-        OASIS has created a PDF copy of the order and attached it to the email (other documents may be attached – see below)

-        The attached document is Previewed below

 

To attached other documents, such as the Customers PO

-        Click the Attachments button

 

-        The Select Attachment window opens, highlight the “Customer PO” to be attached

-        Click OK

Click OK – the attached file will appear

To attached other files from your machine or network:

-        Repeat process above, but click ‘Select File”

Then select the file to attach, click Open

 

Click Send

A copy of the email and attachments will be in the Attachments tab