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OASIS Screens»Manufacturer Editor Buttons
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Last modified on 10/16/2015 12:42 PM by User.

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Manufacturer Editor Buttons

Menus

File

Menu Item Purpose / Action
Save Save changes.
Print Basic print of the manufacturer settings.
Close Close window (will be asked to save changes).

Help

General Tab

 

Button / Field Purpose / Action
Manufacturer Name Name of manufacturer.
Manufacturer ID Short name of manufacture - this will be the code that appears on quotes and other documents.
(Internal Manufacturer ID) (Shown as "FUNLGT" in the image.) This is the original ID of the manufacturer. If the manufacturer ID changes, internally the old ID is retained.
Parent Company Set to the parent company if this manufacturer is a subsidiary (or brand) for the parent.
Merge Brands If set and there is a parent manufacturer, then this manufacturer items are grouped together with items of the parent manufacturer when ordering.
Active

Set to:

  • Active - the manufacturer entry is active for quotes and orders.
  • Inactive - the manufacturer entry is not active and not allowed for new orders/quotes.
  • Parent - the manufacturer entry is a parent, but not normally ordered from.
  • Parent (shown) - the manufacturer entry is a parent and items are ordered under the parent manufacturer entry.
  • Reference - the manufacturer entry is for reference only (e.g. to keep submittal pages, but not for ordering).
Specialization Connectivity to the manufacturer is supported directly within OASIS. Login and other configuration information will be required.
Configure Specialization

Click to configure the selected manufacturer connectivity.

E-Mail O2O When sending transactions (e.g. an order) from the OASIS email client (Send Message), an O2O (internal OASIS XML document) is sent with the PDF file allowing the receiver to load the request into their data system (e.g. OASIS) without typing.
Created

Date and user creating the entry.

Updated Date and user updating the entry.
Product Description Typed description of what the manufacturer produces. Used on reports and line cards.
Product Type Selected product type configured within OASIS. Used to identify product type for taxes and reporting.
Advertise

Print the manufacturer on manually printed line cards.

Web Advertise Show the manufacturer on the OASIS Web solution.
Logo Logo to show on line cards and the OASIS Web solution.

Contact Information

Button / Field Purpose / Action
Mail To For reporting.
Ship To For reporting and RMA processing.
Remit To For reporting and printing invoices. (Agency version only)
Phone E-mail and other numbers

Important phone "kinds":

  • Phone - prints on orders.
  • FAX - prints on orders.
  • WWW * - Begin any kind with "WWW" and the WWW button in quotes, orders and other transactions will show the listing of websites for the manufacturer.

Contacts

Tool Bar Buttons

Button / Field Purpose / Action
Create new contact by showing the contact editor.
Add existing contact from the OASIS contacts database.
Create new contact by adding a row to the screen. Just type in a name and other information to create the contact. Any blank lines that are not already connected to an existing contact will be discarded.
Open selected contact editor in the contact editor.
Remove the contact from the manufacturer. User will be asked if the contact should be deleted or kept in the OASIS contact database.
Table preferences - add, remove or retain the size of the columns for this tab.

Button / Field

Button / Field Purpose / Action
CSR When checked, the contact will be automatically added to documentation associated with orders when emailing from OASIS.
RMA When checked, the contact will be automatically added to documentation associated with RMAs when emailing from OASIS.
Accounting When checked, the contact will be automatically added to documentation associated with invoices when emailing from OASIS.
Quoter When checked, the contact will be automatically added to documentation associated with quotes when emailing from OASIS.
First Contact first name.
Last Contact last name.
Department Free form department name.
Position Free form position name.
Phone Phone number for the contact.
EMail

Contact's email address.

Mobile Contact's mobile phone number.
Ext Contact's extension (associated with phone above).
Web User not used - Custom code only.
Web Pass not used - Custom code only.
Pass Expires not used - Custom code only.

Terms

Order Terms

Button / Field Purpose / Action
Account Required for Order

Select one of:

  • Warn CSR - Warn the user when creating an order if the customer does not have an account in the Accounts tab of the manufacturer editor.
  • Do not allow - Stop the OASIS user when creating an order if the customer does not have an account in the Accounts tab of the manufacturer editor.
  • Allow order - Allow the order whether or not the customer has an account in OASIS.

(Agency version only)

Agent Number Agent number to use when sending orders to the manufacturer. (Agency version only)
Resell Ok Allow resell orders for this manufacturer. (Agency version only)
Resell Only Only resell orders allowed for this manufacturer (no commissioned orders). (Agency version only)
Resell Account Number Account number to send with resell orders.
Default Lamp Manufacturer Only one allowed. Use this manufacturer as the default lamp manufacturer. (E.g. when selecting the tool "lamp all types" on a quote, this manufacturer is plugged in the MFG column for the new lamp lines.)
Misc Submittal Manufacturer Only one allowed. This manufacturer will always show in the submittal editor. Great for adding on-off cut sheets for ballasts and other items not normally ordered independently.
Merge and sort items on order print Typically used for lamp manufacturers. When the order is printed, all lines with the same catalog number (lamp number) will be combined and the quantities totaled. This allows for a simplified order to be sent to the manufacturer. The types are retained on the order and may be printed on the customer copy of the order.
Recap Change Orders If selected, all change orders and releases are printed with a second page showing the order after all changes have been made (e.g. a clean order print).
Customer PO Required Remind the user that a customer PO is required when sending the order to the manufacturer. (Agency version only)
Agency Holds Only (MFG Does not accept Hold Orders) The system will warn the user not to send releases to the manufacturer. The order will remain on hold and each release will look like a new order to the manufacturer. The PO number will be suffixed with a release (e.g. 123-REL1). (Agency version only)
Entry for invoicing only (no Vendor orders) Typically used for a labor or service entry that is only used when billing the customer. No vendor PO will be created by OASIS.
Importing - Currency Currency of the manufacturer. The related exchange rate will be applied when quoting and creating orders.
Importing - Landing Factor The landing factor (a simple multiplier) used to adjust the price to reflect tariffs and other charges required for importing an item for the manufacturer.
Importing - Give back Commission The commission rate for an item in the price list is deducted from the price when importing. (Agency version only)

Price Lists

Button / Field Purpose / Action
Individual Workgroups Show / hide workgroups. If shown, price lists may be assigned to each workgroup individually.
Split quotes and orders When selected, different price lists may be assigned to orders and quotes.
(drop downs) Shows the selected price list for the entry to the left.

New Order Message

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Note to display when creating a new order for this manufacturer. Also shows in quotes the first time a manufacturer is added to the quote.

Freight / Shipping

Button / Field Purpose / Action
Min Parts Amount For reference when creating orders below min amount.
Min Amount Warn user if order value is below this value.
Min Weight (Must setup item weights in price list first.) Warn user if the order value is below this weight.
Allowance Type

Select from

  • NONE - no freight allowances (always prepaid and add).
  • Weight - freight allowed over the given weight.
  • Net Amount - Calculate from net price (not including overage). (Agency version only)
  • Sell Amount - Freight allows if over total sell price of the order.
  • Amount and Weight - Freight allowed if over sell amount or weight.
Allowance Amount Freight allowed if over this dollar amount (see above).
Allowance Weight Freight allowed if over this weight.
Non shipping manufacturer Disable the scheduled, unshipped and missed targets features in OASIS for this manufacturer. Typically used for non-shipping entries like labor and services.
Stock Lead Time Estimate in days the time to ship a product from this manufacturer on stock orders.
Project Lad Time Estimate in days the time to ship a product from this manufacturer on project orders.

Commissions / Invoicing

(Agency version only)

Button / Field Purpose / Action
Std Commission The commission rate to default a manually keyed item on a quote or order.
Overage Split The overage split to default a manually keyed item on a quote or order.
Days to Paid The average number of days from the invoice date when the manufacturer typically pays (used on reports).
Close invoice $% Close the invoice when paid within a percentage or dollar amount. Just key only a dollars sign ($) or a percent sign (%) with a number.
Close PO Sales $% Close sales (don't expect more invoices) when invoiced within a percentage or dollar amount. Just key only a dollars sign ($) or a percent sign (%) with a number.
Close PO Comm $% Close commissions (don't expect more payments) when paid within a percentage or dollar amount. Just key only a dollars sign ($) or a percent sign (%) with a number.
Spec The percent credit for the order when receiving specification credit. Sales percent credit, commission credit and overage credit may be different.
Order The percent credit for the order when receiving order credit. Sales percent credit, commission credit and overage credit may be different.
Dest The percent credit for the order when receiving destination credit. Sales percent credit, commission credit and overage credit may be different.

Submittals

(Coconut release or later)

Button / Field Purpose / Action
Cut Sheet Warning Warn user if a cut sheet from this manufacturer was added to OASIS more than N months ago.
Cut Sheet Archive Auto Archive a cut sheet from this manufacturer if the cut sheet was added to OASIS more than N months ago.

Terms Text

Text added to various transactions if the manufacturer is on the related transaction

Cust. Copy

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Note to add to all orders for this manufacturer. The note is only added to the customer's copy of the order and not the manufacturer's copy. Only applies to commissioned orders. (Agency version only.)

MFG Copy

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Note to add to all orders sent to this manufacturer. The note is only added to the manufacturer's copy of the order and not the customer copy.
 

Quote Terms

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Note to add to customer copy of the quote if this manufacturer is anywhere on the quote bill of material. The user has control over whether or not manufacturer terms are printed on any customer quote.

Price Books

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Note to add to price book prints from the PLU application in OASIS. These notes are added to all price books printed for this manufacturer to any customer.

Accounts

Tool Bar Buttons

Button / Field Purpose / Action
Add a customer account to the table for this manufacturer.
Remove selected customer account from this manufacturer.
Set all levels the same for the selected customers.

Fields

Button / Field Purpose / Action
Customer Customer ID (short code).
Name Customer name.
Account Manufacturer account for the customer (required by some manufacturer connectivity specialization modules).
Level

Pricing level to use:

  • -1 - Use the order path to select price for an item.
  • 0 - Use the book price to select price.
  • 1-15 - Selected price level.
Program Common to use stocking programs for distributors (e.g. gold level) or contractor rewards programs.
Quote quote number to use with the customer when sending orders to manufacturers (will be over-ridden by price book or quote).
Sales User ID Used in custom reports.
Stocking Y - stocking distributor; N - non stocking distributor. Used by some manufacturer specializations and custom reports.
Allowance

Over-rides setting for manufacturer, but only for this one customer. Select from:

  • NONE - no freight allowances (always prepaid and add).
  • Weight - freight allowed over the given weight.
  • Net Amount - Calculate from net price (not including overage). (Agency version only)
  • Sell Amount - Freight allows if over total sell price of the order.
  • Amount and Weight - Freight allowed if over sell amount or weight.
Amount Freight allowed if over this dollar amount (see above).
Weight Freight allowed if over this weight.
Order Terms Txt Terms text to print on customer copy of order when sending to this one customer.

Warehouses

Local Warehouse

Local consigned or owned inventory.

Button / Field Purpose / Action
Stocked At Agency Activates the inventory application in OASIS for this manufacturer.
For Resell Inventory will only be for owned inventory.

Manufacturers

Manufacturer's warehouses.

(Distributor and Agency versions only)

Button / Field Purpose / Action
Warehouse ID used to identify the warehouse (typically a code or number).
Ship Name Brand name or location of the warehouse.
Ship Line1
Ship Line2
Ship City
Ship State
Ship Zip
Location of the warehouse.
Default One warehouse will default when filling out the shipping information in OASIS.
Estimated Ship Time Average number of calendar days after the time of shipment for an item to ship from the warehouse to the local territory.

Workgroups

(Distributor and Agency version only)

Select the workgroups where the manufacturer should be sold at.

Representatives (Distributor version)

(Distributor version only)

Set which representatives are used by which workgroup (office).

The first column is the name of the representative. The workgroup names (office IDs) are show across the top. Set the check box for the workgroup / representative to use for this manufacturer.

When using the OASIS email client (Send Message) the contacts for the representative are mixed with those from the manufacturer in the lookup.

Representatives (Manufacturer version)

(Manufacturer version only)

Button / Field Purpose / Action
Customer Customer ID (short code).
Name Customer name.
Account Account number for customer (to reference in external data system).
Level

Pricing level to use:

  • -1 - Use the order path to select price for an item.
  • 0 - Use the book price to select price.
  • 1-15 - Selected price level.
Sales User assigned to the rep.

Goals

Button / Field Purpose / Action
Name Name of the goal - must be unique across manufacturers.
Start Starting date for the transaction.
End Ending date for the transaction.
Account ID Restrict to a sales person's sales account.
MFG Restrict to a manufacturer ID.
Customer Restrict to a customer ID.
Track When checked, all "tracked" goals may be easily printed from the goals report. (The goals report allows for one, all or tracked goals to be printed at one time.)
Source

Select from:

  • Booked - Goal is calculated from all booked orders in OASIS that have not been canceled.
  • Invoiced - Goal is calculated from all invoices in OASIS.
  • Invoiced - Project - Goal is calculated from all invoices created for project orders in OASIS.
  • Invoiced - Non Project - Goal is calculated from all invoices created for non-project orders in OASIS.
Sales Amount Goal for sales amount.
Earn Amount Goal for earned amount.
Description  Description of the goal.

Notes

Tool Bar Buttons

Button / Field Purpose / Action
Drop down selects saved text clips. Right button allows user to create and modify saved text clips. Clips will only show on this tab in this editor (no where else).

Button / Field

Button / Field Purpose / Action
(Text Area) Internal note. The note will not show on any external documentation. The note will appear when clicking on MFG Notes in projects or orders.

Attachments