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Using The Find Feature
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Last modified on 4/21/2017 7:24 AM by User.

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Using The Find Feature

The search feature can be found under File > Find or by clicking Find on the Blue search bar (right of screen) in the Projects section. Users have the ability to search for projects by choosing any combination of search criteria. Search criteria are sorted into specific categories: Basic, Money, Internal, Parties, Submittals, Specifiers, Notes, Attachments and Search Keys.

Example searches include:

  •     Part number or a part number series using the asterisk “HT*”
  •     Date ranges
  •     Minimum/Max $$ dollar amounts
  •     Customer, manufacturer, sales account, specifier, etc

Basic Tab

Use basic search criteria to find quotes by their characteristics.

    

Field

Search Criteria

Project

All or a portion of the project name.  Use the “*” as a wild card character for portions of words, such as *fall for any projects with the name Rockfall.

Location

City of project

LocationState State of a project

Quote

Quote number. Use the portion of the quote number after the workgroup prefix. For example, for a quote with the number of INGEN15-123, enter 123 to find this quote.

MFGQuote Manufacturer quote number on the project

Part Number

Type in all or a portion of a part number. This should be used in combination with manufacturer for best results.

Fixture Type Search for quotes with a certain fixture type code
External Code Search for an external code (ie Dodge number) as entered on the General tab of a project

File Code

This is the number assigned to a closed project that identifies where the job file is located.

Create Date

Date the bid was created.  This is a hard coded date and does not change.

Update Date

Date the quote was last updated.  This date will change every time the quote is saved.

Bid Date

Date when the quote is needed by the customer.  The default Bid Date Range is 11 months before to 1 month after the date you are searching.

Blank Bid Date Find projects where the bid date is blank
Original Bid Date Search for projects by original bid date
Active Search for active projects
Inactive Search for inactive projects
Specified Search for specified projects as indicated on the General tab of the phase

Spec Registration

Find projects that have been given spec registration status.

Bid Board

Chooses projects that have been added to the bid board.

Rank

User assigned importance to the bid.

Quote Status

OASIS tracks the sales process by assigning consecutive status corresponding to that step in the sales process. 

 
Daily Quote Search for daily quotes
(Simple) Quote Search for simple project quotes
Project Bid Search for project quotes

Money Tab

Search for quotes based on sell prices or earnings.

Field Search Criteria
Min Sell/Level 1/2/3 Minimum prices to search for
Max Sell/Level 1/2/3 Maximum prices to search for
Min Sell/Level 1/2/3 earnings Minimum earnings to search for
Max Sell/Level 1/2/3 earnings Maximum earnings to search for

Internal Tab

Search for quotes based on internal information such as user accounts, sales accounts or workgroups.

Field Search Criteria
Quoter Find quotes with selected quoters
Sales Account Find quotes with selected sales accounts
No Sales Accounts Find quotes where there are no sales accounts entered on the splits
Sales Accounts Not 100% Find quotes where sales credit has not been fully allocated
CSR Find quotes with selected CSRs
Customer Assigned To Find customers assigned to a sales account
Specifier Assigned To Find specifiers assigned to a sales account
Assigned FollowUp Find projects where there are follow ups assigned to sales accounts
Workgroup Find quotes for selected workgroups
Locked Find quotes that have been locked by the quoter

Parties Tab

Users can search for quotes based upon people who were involved with the process.

Field Search Criteria
Manufacturer Search by manufacturer(s) whose material is included in the quote
Parent Manufacturer Search by parent manufacturer whose child brand material is included in the quote
Customer Search by distributor customer on the quote
Parent Customer Search by parent customer of the customer on the quote
Contractor Search by contractor
Representative Search by representative

Submittals Tab

Find quotes based on their attached submittals.

Field Search Criteria
Has Submittal Find projects that have submittals
RA Date Search by Return for Approval date
Submitted On Search by Submitted On date

Specifiers Tab

Find quotes based on specifier information

 

The Find for Specifiers in Orders works the same wa

Field Search Criteria
Specifiers Specifiers on the General tab of the project
Influences Specifiers on the General tab of the project that have an influence more then zero on the job
Role Use the specifier type to search. Find quotes that have a contractor, distributor, architect, etc. specified
Specifier Find quotes with selected specifiers on the job.
Customer Assigned Sales Find quotes where the selected sales person is assigned to the customer on the job
Quote Assigned Sales Find quotes where the selected sales person is the quoter on the job
Has Specifier If selected, searches for quotes that have at least one specifier
No Specifier If selected, searches for quotes that have no specifiers
UnknownSpecifier If selected, searches for quotes that have a specifier that is not in your database.
LowGC

Searches by the Low General Contractor as specified on the Follow Ups tab of the project

LowEC Searches by the Low Electrical Contractor as specified on the Follow Ups tab of the project
LowDistributor Searches by the Low Distributor as specified on the Follow Ups tab of the project

Notes Tab

Find quotes based on the contents of their Notes tab or Internal Notes tab.

Field Search Criteria
Notes Find quotes based on specific note text
Internal Notes Find quotes based on specific internal note text

Attachments Tab

Find quotes based on the contents of their Attachments tab.

FIeld Search Criteria
AttDescription Find quotes that have attachments with certain descriptions
AttNote Find quotes that have attachments with certain notes 
AttColor Find quotes that have attachments color coded with a certain color
AttCategory Find quotes that have attachments with a specific categorization

Search Keys Tab

Users have the option of creating custom “search tags” that can store important job related information that is unique to your agency. These unique keys can then be used to search for quotes. In the example below, the search key can be used to choose quotes that are either selected as “Y” or “N” for that key, as well as find quotes that have neither "Y" or "N" specified.