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Sales Order Form Update (2018)
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Last modified on 6/26/2018 10:04 AM by User.

Sales Order Form Update (2018)

This form is undergoing constant changes but we feel it is time to show it to the public for more feedback. 
To enable this form, you must go to your Manufacturer's entry, the terms tab, and then change the form type from Legacy to F2018. 

 

New Form

new

Old Form

old

We welcome any and all feedback for this form. If you have any questions or ideas please send us an email at support@oasissalessoftware.com

Fields

Addresses

Address Purpose / Source
Sold To The address of the customer to whom this order is sold. This comes from the customer contact information.
Bill To The customer's billing address. This comes from the customer contact information.
Ship To The address to which the order should be shipped. This defaults from the customer contact information but can be changed on the Addresses tab of the order.
Alternate Address An alternate address to be used for shipping under certain conditions you can specify. This is configured on the Addresses tab of the order.

 

Bill of Material

Headers/Columns

Columns Purpose/Source
Qty The actual quantity of items being released on the order
Type The fixture type 
Part / Description The catalog/part number
Quote The quote number for the part
Sell Price The selling price for each part
Extended The total price for all parts on that line
Comm % The commission percentage owed for the sell price
Comm $ The commission owed in dollar amount
Total Overage The overage earned for the sell
Total Due Agency The amount the agency will receive
Earn % The percent earned for the sell

 

Totals

Fields Purpose
Ship Together Specifies that the entire order should be shipped together
Total Price Total sell price of order, from bill of material
Agency Commission Total standard commission due to agency per commissions %
Agency Overage Total overage due to agency per overage %
Total Due Agency Total earnings (commission and overage) due to agency
Earn % Percentage of total sell price that is earnings (commission and overage)

 

Misc. Data (Name is subject to change)

Object Example Description
Form name Sales order This is the name of the current form.
Agent Number Agent# 007 This is the Agent number that is added on the general tab of the order.
Addressing/contact information

3022 Hwy 367 S

Suite 4

Cabot AR 72023

Phone: (501) 843-6750

Fax: (000) 555-1835

This is the information for the Reps company.
Job Name Job Name: OrderForm This is the name of the Project the the order originates from.
PO number PO# 314159268359 This is the Po number of the order.
Company Name Milky Way Lights This is the place where the name of Reps company name will be displayed.
Shipping Method Next Day air Stamp This is where the selected shipping method will be displayed. This can be configured within oasis.
Specifier Architect This would be the specifier that is selected as Architect.
Specifier Engineer This would be the specifier that is selected as Engineer.