Oasis Sales Software March 2022 Newsletter

March 2022 | W963D4

Last Used Customer/Contact Report

This report allows the user to compile a list of the last time a Customer or Contact was used in a Quote or an Order. This can give you information such as, their ID, their location, and if they are Active.

Last Used Customer/Contact Report

Light Fair Poll

Will you be attending Light Fair this year?

Yes

Select

April Webinar | Submittals

Join us on April 5th for our webinar over Submittals! Click the link below to register.

Manufacturer Connectivity

Dynamic Pricing is a way of getting pricing to your reps using OASIS dynamically. The price file can be stored on the Mfg’s side or our side. If stored by the Mfg, they can have full control of pricing and update as needed so that pricing is always up to date. The Rep Agency sets it up one time and pricing is loaded and always available. It is especially valuable for Mfg’s who have large price file with many lines. If you want your Manufacturers to be “Easier to do business with”, have them give us a call and ask about Dynamic Pricing in OASIS. If you represent the brand(s) below, click and see!

Isolite - Dynamic Pricing

Monthly Maintenance

Ingen Software has monthly planned maintenance windows. These take place on the Saturday after the monthly production release, which is generally the first Tuesday of the month, during the hours of 8:00 AM Central through 8:00 PM Central. During these maintenance windows, operating system updates and patches will be applied to our Windows and Red Hat Linux servers, firewalls, and switches as necessary. Therapeutic reboots of virtualization hosts may also be performed. Temporary outages can be expected during these planned maintenance windows.

This month's maintenance window is: 3/5/22

Next planned maintenance windows: 4/9/22, 5/7/22, and 6/11/22

O4 Follow-Up Listing

The Follow-Up listing page helps users, especially outside sales people, track what projects need to be followed up on. The O4 Follow-Ups Listing allows users to configure the listing by manipulating the URL as described in the link below.

O4 Follow-Ups

Invoice Summary Goals Tiles

The Invoice Summary Goals Tile functions to track current invoices an compare this information to an overall goal or a stretch goal.

Invoice Summary Goals Tiles