November Newsletter | W999B2

Holiday 2022 Schedule

December 2022 Webinar | O4 Recap

Join us Tuesday, December 13, 2022 from 10:00 AM to 11:00 AM CST to learn more about O4. If you register for this event you will receive a link to the YouTube video when it is ready!

We’d like to say thanks and give back to our customers this November.

To show our gratitude, we’re giving away a 25$ Starbucks gift card to one lucky winner.

To enter the drawing:

1. Follow us on all of our social media - links at the bottom 
2. Comment on our newsletter post on instagram 
3. Answer the Poll below

   If our October Newsletter got your attention, you've probably already reached out to us and inquired about how to make backups of your database and protect yourself from data loss or theft, but if you haven't, this article can walk you through the process. Make sure to find a large enough external drive to store your attachments.

     Keep your team on the same page.

OASIS provides an Events Tool to allow users to create and schedule events and meetings for a select group of users or for the entire agency.

   Mosey on over to the MOSR. This report has been in OASIS from the start. It is a broad view of Orders across the entire company for the year, last 3 years, or all years. It shows the trends year over year and can be sorted by Manufacturer, Customer, and many other combinations. The MOSR is definitely a valuable tool to get familiar with for end of year reporting to zoom out and see the macro perspective of your company.

     Need to quickly track down unpaid commissions? It is recommended that groups who reconcile in OASIS run the Order Backlog Report regularly. By default, this report will show all orders not fully paid, and will sort the orders by manufacturer. A line for each order will display with the order totals and commission / earnings, the amount of remaining invoices to be applied, and the remaining commission due. The report will identify all orders for each factory that have not been fully paid and a total for each. 

O4

     This Tile helps users keep track of total sales and earnings for the current day, week, or month. This tile also shows whether the user is above or behind the total sales and earnings of the same time period for the previous year. The tile automatically updates every 10 minutes.

     For years, users have wanted to gain access to the OASIS database to integrate software on their own. However, the database is fairly complex, and external software has been known to produce performance issues. Enter JSON.

   The O4 Quote Backlog is a great tool for productivity to pick up right where you were in your workflow by identifying backlogged quotes at the line level. Once identified, users can remove them from the backlog by creating orders for the remaining open lines or changing the quote status to Lost or Abandoned, keeping your ducks in a row and orders on track.

November 22 Release Notes:

Legacy | O4

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