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Distributor Version»Orders for Distributors
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Last modified on 2/18/2013 1:11 PM by User.

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Orders for Distributors

 

The OASIS orders process makes it easy for users to create, track, update, and reconcile jobs.

Create project and stock orders with ease.

  • Convert orders directly from projects or quick quotes for ease and accuracy.
  • Convert change orders from the quote for easy tracking of the entire job.
  • Handle complex projects including staged jobs, alternate bills of material, and kits.
  • Handle hold, partially released, fully released, and canceled orders.
  • Combine “child brands” on the same order when allowed by the manufacturer.
  • Get customer specific SPA pricing by with customer exceptions in the price list or by querying your pricing/ERP system through custom programming.
  • Cancel individual parts through a change order or cancel the entire order. Revert cancelled orders if the manufacturer ships anyway.
  • Complete change order system.
  • Quickly create stock orders.
  • Manage RMA’s and RMA responses from the manufacturer.

All in one resell order.  OASIS can pull the customer information from a project or it can be entered manually, OASIS will then create the vendor orders for transmission.

 

 Track Job Specific Information

  • Request that manufacturers lot net bill or ship all items together.
  • Enter manufacturer SPA agreement numbers for the whole order or by line.
  • Enter lot and Profit price lines.
  • Enter shipping marks and call before information.
  • Use alternate shipping addresses and tell representatives/manufacturers when to use the alternate address.
  • Send order and shipping notes.
  • Track specifiers on the order

 

Tools and features

  • Access price lists and choose parts from a drop down list.
  • Easily enter items for hold or released orders.
  • Easily see if an order has met manufacturer’s freight allowance.
  • See stock quantities and pull items from internal stock (requires connection to backend ERP system).
  • Easily change the order or columns, the size of the font or switch to a grid view.
  • Use part look up and part history tools.
  • Easily identify how many releases or change orders have been issued on an order.
  • Store related documents of any type in the attachments tabs.
  • Create reminders for yourself or others related to this order.
  • OASIS automatically creates and retains copies of all emails, documents and information sent out of the system.
  • Email orders and attach other documents including drawings or customer copies of PO’s.
  • Use OASIS configurator tool.
  • Create submittals from orders.
  • Create a packing slip when needed.

 

Track important information for job reconciliation and reports

  • Track quoter and CSR (project manager)
  • Track sales person credit
  • Track who created, transmitted and updated orders
  • Assign contacts to manufacturers and customers for ease of emailing orders
  • Track not only the value of the order but invoiced and payment received values. (requires connection with backend ERP system)
  • Manage and track problem jobs
  • Track internal notes by the line or by the order.
  • Internal notes entered into the order are viewable when the invoice is entered into the system allowing the CSR to communicate with the personnel responsible for entering invoices.
  • Store information about problems and have order appear on home screen to follow up
  • View all different revisions of the order.
  • Track order history
  • Comprehensive search tools
  • View manufacturer specific messages
  • Internal notes (from the notes tab) pop up upon entering the order allowing crucial information to be readily viewed by all users.
  • Track sales on a particular part number
  • Resell orders show not only the order information but all customer and vendor invoice information as well as customer payment information
  • Backlog and order listing reports
  • Close and file reports

 

Shipping Information

  • Track acknowledged, scheduled and shipped parts.  Easily handles multiple shipments of items.
  • OASIS can create automatic reminders to check shipping status
  • Estimate shipping dates (advanced)
  • Quickly view the manufacturer’s website to check shipping
  • Check tracking information from the order.  OASIS can open the freight company’s website and enter tracking information
  • Create customer shipping reports for an order or go back to the project and create a project encompassing shipping report
  • Create shipping reports to send to the representative to check on shipping
  • See shipping and invoicing information at the line level inside of the order
  • Find out how long the average shipping time is from a manufacturer based upon shipping information entered into the system