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OASIS Screens»Manufacturers Buttons
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Last modified on 6/14/2018 2:34 PM by User.

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Manufacturers Buttons

Menus

File

Menu Item Purpose / Action
New Creates a new manufacturer
Open Opens the selected manufacturer
Find Opens the Find tool (see below)
Export Opens a dialog for you to save an export of the selected manufacturer
Refresh Reloads the current view, showing any new changes
Delete Deletes the selected manufacturer (please call support before using this)
Print Prints some details about the selected manufacturer
Print Quick Report Prints the current list of manufacturers
Print List Print a detailed list of the selected manufacturers.
Print Phone Book Print selected list of manufacturers in a phone book style. Contacts may be selectively printed or not
Print Labels Print a set of labels for selected manufacturers
Print Agency Labels Print a set of labels using company logo
Preferences Opens the column preferences (see below)
Configuration Opens general manufacturer configuration (use with caution; see below)
Close Closes OASIS

Find

Basic

Field Meaning
Name The name of the manufacturer
ManufacturerID The ID of the manufacturer
InternalID The background ID used by OASIS (the first ID the manufacturer ever had)
Resell Ok Whether the manufacturer is enabled for Resell
Resell Only Whether the manufacturer can only do Resell
Phone Number Search for matching phone number
Active Only Whether to only search for active manufacturers
More

Field Meaning
Customer Search for manufacturers with an account for the selected customer(s)
Representative Search for manufacturers with a relationship with the selected representative.
SoldAt Workgroups allowed for the manufacturer
Attachments

Field Meaning
AttDescription Description of the attachment
AttNote Note associated with the attachment
Search Keys

Here, each manufacturer search tag is shown, and you can select which keys you want to search for, or none.

Preferences

Display

Button / Field Purpose / Action
Show Fields ... Which fields to show as columns in the manufacturer list
Available Fields ... Fields which can be added to "Show Fields ..."
< Move the selected available field to the shown fields
<< Move ALL available fields to the shown fields
> Move the selected shown field to the available fields
>> Move ALL shown fields to the available fields
Up Move the selected shown field up the list (left in the column view)
Down Move the selected shown field down the list (right in the column view)
Sort

Button / Field Purpose / Action
Sort order ... Fields by which to sort the manufacturer list
Available Fields ... Fields which can be added to "Sort order ..."
< Move the selected available field to the sort order
<< Move ALL available fields to the sort order
> Move the selected sort order field to the available fields
>> Move ALL sort order fields to the available fields
Up Move the selected sort order field up the list (higher priority)
Down Move the selected sort order field down the list (lower priority)
Dir Change the sort direction of the selected sort order field (ascending or descending)

Configuration

Please edit these configurations with caution; you can easily inadvertently change the behavior of OASIS to be undesirable if you do not fully understand the way they are used. Call OASIS support if you are not completely sure about how a change to the configuration will affect OASIS.

Manufacturers Product Types

Field Purpose
Type Product type as listed in the Manufacturer editor and on reports
Notes

Internal notes.

Currency

Field Purpose
Code

Currency code

Country

Country the currency is associated with

Rate

Exchange rate as related to the OASIS user's country

Commission Opportunity

Fields Purpose
ID

Code as it would appear in transactions and reports

Name

More descriptive name

Sales

Sales credit for commission opportunity

Comm

Commission credit for the opportunity

Overage

Overage credit for the opportunity.

Phone Kinds

Fields Purpose
Kind

Phone kind as it would appear in other editors (e.g. contact editor)

Part Quantity

Field Purpose
Code

Part quantity code (2 digits only) as it would appear in transactions and when printed.

Description

Description of the part quantity code

Unit Quantity

Field Purpose
Code

Code as it would appear (2 digits) in transactions and when printed

Description

Description of the until quantity

Count

The count - WILL AFFECT HOW TRANSACTIONS ARE TOTALED.

Agent Prod. Classes

Field Purpose
Class

Agency product categories

Description

Description of agency product categories.

Edit

Menu Item Action
Copy Copies the selected row in the list to the clipboard

View

Reports

Menu Item Report
Old > Line Card The manufacturer line card (deprecated)
Old > Three Year Sales Three-year sales summary report broken down by manufacturer (deprecated)

Tools

Menu Item Purpose / Action
Manage Shipping Performance A tool to calculate the average shipping times for each manufacturer. The stock and project lead times may then be manually adjusted on the screen for each manufacture.
Reassign Sales Assignments Allows you to reassign manufacturers en masse.
Current O2O Maps View and alter the o2o mappings. These mappings show how to translate a customer or manufacturer code from an external data system to OASIS.
Share Pricing Send pricing to customers (or reps in the manufacturer version).
Apply Tags Set user search tag values across multiple manufacturers.

Help

Toolbar Buttons

Button Action
 New Creates a new manufacturer
 Open Opens the selected manufacturer
 Find Opens the Find tool (see above)
 Print See File > Print
 E-mail Send an e-mail to selected manufacturer contacts

Search Bar

Button / Field Purpose / Action
Binoculars with Arrow (see screenshot red box) Show/hide the blue search bar
Find (blue link) Opens the Find tool (see above)
Name The name of the manufacturer
X (blue link) Clears the value in the Name box
go Executes a search for manufacturers matching the name
My Manufacturers (blue link) Show all manufacturers based on selected WG (workgroup) and "Active Only".
WG Workgroup allowed for the manufacturer
Active Only Whether to only show active manufacturers when searching