Current Release: W831A0
August Newletter

We will be closed on Labor Day
Monday, September 2
OASIS Web Piece
The current (original) Oasis Web Piece is no longer being supported (It will no longer be updated or fixed) and M&S is no longer being charged for it. It is being replaced by the new O4 customer portal.

For more on the new O4 customer portal click here .
New Chart in the Order Summary Tile



There has been a new chart added to the Order Summary Tile for customers currently on O4. Expect to see it in September.


For more on the Order Summary Tile click here.
3 Year Summary Report
The ability to report over multiple years is very important. This report allows you to view bookings, released, resell, and orders over a three year period. Systems that cannot store data for multiple years lose the ability to see trends in overall sales.

For more on this report click here .
Ticket Survey in Zendesk
As part of our change to Zendesk, we are now offering the ability for you to rate our support team's performance after a case is solved. We would be happy to know ways that we could better improve our support.
MFG Quote Expiration Column in Quotes
The "MFG Quote Exp Date" is a column that be added to your quote by going to File > Preferences. This field provides users the convenience of keeping track of expiration dates per line in dd/mm/yyyy format. If the expiration date passes, it will appear in red text. Note: this column does not print out on quotes.
Advanced Tip: Assigning a Salesperson to a Contact
OASIS allows users to assign multiple salespersons to a customer. This feature is designed to work for Projects, so users must assign salespersons to contacts associated with a specific customer. Users may set up each contact with its own role, influence, and salesperson.

For more on Assigning a Salesperson to a Contact click here .
Quick Tips for Invoices
  • F3- creates a matching PO.
  • F6- invoices none.
  • F7- invoices all.
  • F8- changes views between spreadsheet mode and non-spreadsheet mode.
  • F9- saves and opens a new invoice or payment.

For more quick tips click here .
Locking the MFG, Customer, and PO Number in an order
Previously, the customer or manufacturer on an order could be changed after saving by removing the PO number. Unfortunately, this was a bug and has since been resolved. When the manufacturer, customer, and PO number are entered for an order, OASIS automatically sets address information and defines customer-specific pricing or level exceptions (if applicable) for the order. Changing the customer or manufacturer in this manner after the automatic step occurred would not update the address and pricing. The original and proper method to change the customer and manufacturer on an order is to use Admin Mode. Admin Mode will reconfigure the address and pricing information of the order when the customer or manufacturer needs to be changed. To use Admin Mode, click Action at the top of the screen and select Admin Mode from the drop down list while in a quote. It will remain in Admin Mode until the order is transmitted.
MFG Connectivity
Cree - Pricing
Focal Point - RFQ Send
XTRALite - Pricing

For more on Manufacturer Connectivity click here.