October Newsletter | W838C2
Starbucks Giveaway
Here is how to enter!

  • Go to our Community page and comment on the "LFI 2020 Training Topics" Community. Click here to get to the community page.

  • Then go follow our hashtag #oasissalessoftware on LinkedIn by clicking here

Horror Story
Are you periodically checking your hard drive space for OASIS?? 
 
Here’s a scare!
 
You launch OASIS, spend 30 minutes creating a new quote, go to click "Print" and then OASIS FREEZES!
You lose your all of your hard work. Frantically, you call OASIS Support and find – “HARD DRIVE OUT OF SPACE!”
 
This call has happened a dozen times in the past few months. Be warned that any data that tries to write to a drive that is full is permanently lost!
Don’t let it happen to you: routinely check your server/machine that your OASIS database is on and make sure you have space! 
Community Forum
We have made our community forum open to the public. This is open for OASIS users to ask questions and see what others have to say.

Click here to take a look
Quick Tips
Invoice Page Shortcuts
  • 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 shortcuts click here
Aged Invoice Report
Agencies tracking invoice and payment information in OASIS will want run this report monthly. After an order is sent, invoices/shipments are then applied and then a check is received and applied to those invoices. There could be multiple invoices applied to an order. The bottom-line though is to make sure your company gets what it is due on these invoices. This report will show all invoices that have not been fully paid

For more on this report click here
MFG Connectivity
Jademar - Direct Pricing

Axis Lighting - RFQ Send

O4 Users
Bid Board Tile
The bid board tile is linked to the "bid board" feature in projects allowing a quoter, sales person or owner to see "the bid board" items pertaining to their visibility of the business. That is a quoter can setup a bid board tile to only view his/her jobs and not be bothered with the jobs others are working on.

For more on this Tile click here
Customer Portal
Customer Portal is a web-based interface that allows agents to share specific account related information with their customers. Once customer portal has been set up and customers have been added to the portal, users may filter by and view specific order, manufacturer, and project information.

For more information click here.
Samples Videos
O4 allows users to manage samples through a mobile device. Users can generate and scan QR codes, create new samples, and track samples as they move in and out of the office. This process allows for greater convenience, as users may conduct business outside of the office. This article provides a list of O4 Samples videos so that users can become more familiar with the application.

To watch the videos click here