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Setup and Use of Resell»Setting up Your Company for Re…
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Last modified on 12/27/2018 2:22 PM by User.

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Setting up Your Company for Resell

 

This document will walk you through setup for your resell company in OASIS. Follow the same steps for setting up multiple companies. 

Note: This is the first step to using resell in OASIS. You must also set up a Tax Account, Manufacturers, and Customers for resell before you can resell items in OASIS.

 

How to set up: 

  • In OASIS, go to Configuration, then click on “Resell”
  • You will see one initial entry called “BSID”, Buy Sell Company. This is included for demo purposes.
  • Click File > New to create a new resell company

General tab 


In the Edit Resell Company window, add or edit information as needed. An explanation of each field is below.

 

 

Field Name

Field Definition

Company ID 

Abbreviated version of the company Name below.

NOTE: The ID should preferably be no more than 5-7 characters 

Name

Enter the complete resell company name. Can be the same as your company name or can be separate resell entity name 

Tax ID

(Optional) Enter the company Tax ID 

Pay Costs Before Markup 

This setting adjusts the commissions for account report paying the cost of material before any profit, thus reducing the credit to the sales person to profit only. 

Default Resell Company 

OASIS allows multiple resell companies to be setup. Checking this box designates this one as the default resell company.

NOTE: A default resell company can be set up on a per-workgroup basis when there are multiple workgroups.

Internal Overhead 

(Optional) Allows a resell company to charge a percentage of the profit for overhead for the resell company (will be deducted from profit)

Percent 

Percent of profit to be deducted 

Calculate from

Select the column used for the deduction.

NOTE: Choices include Cost, Profit, or Sell

Transaction Counters 

These control the prefix and numbers for resell vendor orders, customer invoices, and customer credits. 

PO 

OASIS will generate outbound Vendor PO numbers automatically if needed or they can be editable. Enter the prefix for all resell Vendor PO’s. Also enter the number to start with, such as 1000.

Example: If the Resell Company is ABC Lighting, the prefix might be “ABCR”, the “R” identifying it as resell. So the first Vendor PO number might be “ABCR18-1001 or ABCR18-1002” 

Invoice 

OASIS will generate outbound invoice (customer invoice) numbers automatically if needed or they can be editable. Enter the prefix for all resell customer invoices. Also enter the number to start with, such as 1000.

Example: If the Resell Company is ABC Lighting, the prefix might be “ABCR”, the “R” identifying it as resell. So the first customer invoice number might be “ABCR18-1001 or ABCR18-1002” 

Credit 

OASIS will generate outbound credits (customer credit) numbers automatically if needed or they can be editable. Enter the prefix for all resell customer credits. Also enter the number to start with, such as 1000.

Example: If the Resell Company is ABC Lighting, the prefix might be “ABCR”, the “R” identifying it as resell. So the Customer Credits number might be “ABCR18-1001 or ABCR18-1002” 

Document Title 

(Logo) 

This allows you to drag & drop or select a company logo for the resell company. The logo can be the same as your regular logo or a different logo.  

Note: Must be .jpg, .gif, or .png format. Drag & Drop onto the grid/”no image” area or click the folder icon to browse to and select the file. Use the zoom dial to increase/decrease the size of the logo to make it fit easily inside the grid area.  

Example setup

Contact Information Tab


Enter the contact information for the resell company, including a phone number, fax number, email address, etc. as needed.

 

 

Terms tab 


Terms entered here will print on all quotes, customer orders, vendor orders, and customer invoices from your resell company.

 

Customer Quote Terms

Enter notes to be added to the Customer Quote Terms.

 

Customer Order Terms

Enter any notes to appear on the customer confirming copy.

 

Vendor Order Terms

Enter any notes to appear on the Vendor Order Print
 

Customer Invoice Terms

Enter any text to appear on outbound invoices to the customer.

 

 

Attachments Tab


The resell company attachments tab works the same as other parts of OASIS. 

NOTE: You will need to log out of OASIS and back in for changes made to the resell company to take effect.