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Change Order Form Update (2018…
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Last modified on 6/7/2018 10:16 AM by User.

Change 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

 

Old Form

 

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

Field Purpose
Ship To The address to which the order will be shipped. This pulls 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

Field Purpose
Release The actual quantity of items being released on the order
Hold The actual quantity of items being held within 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
Sell Price Sell price of part
Agency Commission Total standard commission due to agency per commissions in dollar amount
Agency Overage Total overage due to agency per overage in dollar amount
Total Due Agency Total earnings (commission and overage) due to agency
Earn % Percentage of total sell price that is commission and overage

 

 

Miscellaneous Information

Object Example Description
Form name Change order This is the name of the current form.
Agent Number Agent# This is the Agent number that is added on the general tab of the order.
Job Name New Sales Order Project This is the name of the Project that the order originates from.
PO number PO# 1234 This is the PO number of the order.
Company Name Alpha-Omega Lighting This is the place where the name of Reps company name will be displayed.