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Features for Sales Agents»Projects
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Last modified on 10/24/2012 1:27 PM by User.

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Projects

 

A better quoting system starts with a better way to save and store information. OASIS stores job information in a project and phase system. Agents quote and requote the same types of spaces like airports, schools, and malls over and over again.  They might quote the original site and a renovation or quote different buildings at the same site.  OASIS creates a project like Cabot University where they might quote Anderson Hall renovation, the new basketball training facility, a new residential hall and renovate the parking garage.  OASIS can store the project as Cabot University and the phases as the different jobs or quotes issued on construction at Cabot University.

  • Keep related jobs/phases together under one “umbrella” or entry
  • Track and search multiple job names or aliases for the same project
  • Find jobs easily by searching many different aspects of a job including very specific criteria such as specifier, part number, or custom field, etc.
  • Create & identify each bid/bill of material, keeping old revisions 
  • Assign jobs to a particular color-coded category(rank) on the bid board allowing for prioritization or identification of jobs

 

   

Store important identifying information about the job in the Project

  • Track quoters and CSR’s (project managers)for the job
  • Track sales person credit automatically based upon specifiers on the project or enter
  • sales credit manually
  • Add all specifiers and their contact persons related to the job
  • Create custom fields for tracking and reporting
  •  Internal notes pop up upon entering the project allowing crucial information to be readily viewed by all users.

 

 

OASIS allows you to start a project in the crucial prebid design phase.  Its follow up tools not only provide the sales team with the ability to track the job but it facilitates communication with the quoters who can have access to crucial job information without having to request it.

  • Capture conversations and project details for follow-up and reporting 
  • Assign tasks to yourself or other users for follow up with specific customers on specific projects
  • Add distributors to each job giving the users the option for accurate customer success or hit rate reporting

 

OASIS can be configured to be a quoter’s best ally. It can be configured to pull commonly used information like a customer’s assigned sales person, commission rated by manufacturer, overage splits, pricing from a price list and freight allowances. Automating basic information can improve accuracy and increase effectiveness of the quoters.  Any information that is pulled into the quote form can be overwritten easily when needed.

  • Create company-wide or save specific layouts
  • Easily add, delete or move lines on the quote screen. 
  • Copy and paste from one part of the quote to another or copy and paste from Excel
  • Use the OASIS contained configurator
  • Add and use price lists to quickly select and price items on the quote
  • Handle overage at the part level (made easier if a pricelist is entered identifying the overageable price)
  • Track reference pricing including book and base pricing
  • Quote 4 levels of pricing on the same job
  • Easily “mark up” columns of pricing on the job or spread profit
  • Handle staged jobs or alternate bills of material
  • Lamp features that allow the user to choose how they are shown on the quote, and whether shown on submittals
  • Track part history and crossovers
  • Handle resell items, services and profit
  • Pricing grid allows users to quickly view the total, commission, overage, profit and gross profit for each level of pricing
  • Add notes to the line or the entire quote
  • Create and save note templates making easier and quicker to add quote specific notes.
  • Create a standard terms (boiler plate) that appears on each quote
  • Our office copy allows users to view the entire quote in paper form to analyze the job
  • Importer functionality for Canadian clients

 

     Interact with Manufacturers-

      Get the best pricing, track specification splits and choose the best way to price your job with our manufacturer tools

  • View manufacturer websites from the quote
  • Use the OASIS contained configurator
  • Easily request pricing from a manufacturer, register a specification, create a bill of material, or create a manufacturer breakout for your customer
  • View manufacturer breakdown of quote including whether the job has met freight requirements for individual manufacturers
  • Create manufacturer specific text terms that only appear when that manufacturer it on the quote.  This is helpful for deposit, shipping or other important information

      Interact with Customers

 

 Manage your customers rather than letting them manage you with OASIS extensive projects tools.

  • Access customer specific pricing from price lists
  • Add distributors to each job giving the users the option for accurate customer success or hit rate reporting
  • “Send Message” a quote to multiple distributors with differing price levels and differing contractor counts easily and quickly.  The user creates a personalized email for each distributor with their copy of the quote and any added attachments.
  • Assign customers to receive a level of pricing on a job by job basis
  • Show your distributor pricing quoted directly to the contractor along with their pricing on the same quote.

Submittals and Orders

A project is just the beginning of the integrated project management process in OASIS. 

  • Create submittals from quote. 
  • Use column notes to display needed information that will print on submittal sheet such as “Please specify voltage” etc.
  • Convert orders directly from the quote
  • Color coded fields make it easy for users to identify which parts have been ordered, invoiced, and shipped from the quote screen.
  • Report on shipping status for the entire project
  • View the entire project with all of its transaction in the attachments tree/map.  Open any transactions related to the project like orders and submittals by double clicking the matching icon.