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Table of Features for OASIS pr…
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Last modified on 10/5/2015 3:34 PM by User.

Table of Features for OASIS products

Product Description

OASIS Desktop

Support the inside sales staff.

  • Manage complicated quotes as full projects.
  • Create complicated submittal packages through a sophisticated image learning system
  • Manage the complete order process: from hold orders, changes, releases and much more
  • Identify what has been invoiced and what needs to be invoiced
  • Track what has been paid and receivables
  • Track internal inventory
  • and much more.

OASIS Web

Support the outside sales staff

  • Follow up on projects being managed by the inside staff
  • See shipping information on orders

Service Customers

  • Provide customers with current bid board (may be turned off)
  • Customers have access to shipping information by project or order anytime of the day or night

OASIS Mobile

Support the outside sales staff

  • Follow up on projects being managed by the inside staff
  • Create new projects (opportunities)
  • See shipping information on orders
  • Have your contact list available anywhere.

 

Features and Functions Available OASIS Web OASIS Mobile (Standalone) OASIS Mobile (Sync) OASIS for Desktops
Sync Data with OASIS (or other OASIS databases) Y - Y Y
Optimized User-Interface for Mobile Phones and Tablets Y Y Y -
View Customers and Contacts Y (w/ OASIS User) Y Y Y
View Manufacturers Y (Line Card only) Y Y Y
Create and Edit Customers and Manufacturers - Y Y Y
Add and Edit Contacts Y (w/ OASIS User) Y Y Y
View Contact History (CRM View) - Y Y Y
Manage Manufacturer Terms and Accounts - - - Y
View Pricing and Cut Sheets Y - - Y
Edit Price Lists and Add Cut Sheets - - - Y
Manage Representatives - - - Y
View Projects and Quotes Y (w/ OASIS User) Y Y Y
View Bid Board Y Y Y Y
Create Projects - Y (Limited) Y (Limited) Y
Read-Only Bill of Material Y (No Money) Y Y -
Full Quote Editor (e.g., Bill of Material, Customers) - - - Y
Follow Projects and View/Add Project Followups Y (w/ OASIS User) Y Y Y
Create Submittals - - - Y
View Attachments - Y Y Y
Add and Edit Attachments - Y Y Y
View and Create Reminders - Y Y Y
View Basic Order Information - - Y Y
View Order Shipping Status Y - Y Y
Create and Edit Orders - - - Y
View, Create, and Edit Invoices and Payments - - - Y
View and Add Samples - Y Y Y
Manage Sample Checkins/Checkouts - Y Y Y
Scan Barcodes to look up Samples - Y Y Y (Requires Scanner)
Notifications for Projects and Samples - Y Y Y (Reminders)
Manage Local Inventory - - - Y
Create Reports - - - Y
Manage Users and Sales Accounts - - - Y
Inbox for OASIS Messages - - - Y
View Calendar and Add Events - - - Y
Manage Business Entities and Software Settings - - - Y