September Newsletter | W990D4

October Webinar - Customer Portal

Click the link below to register for our October webinar. We will be going over our updated Customer Porta.

Sync Customer's Update

If you are a customer with a cloud backup, cloud sync, or O4, and you have a Windows scheduled task set up on your server to handle the sync process, please contact OASIS support for important updates to this process.

Support@oasissalessoftware.com

Manufacturers with Integration

Click the button below to see the different manufacturers that have integration with OASIS!

Supported - An integration item that we support and maintain.

Certified - A Supported integration that meets key standards of usefulness, performance, resource utilization, and user requirements.

Manufacturers with Integration

MOSR Update

The My Order Summary Report 2 (MOSR2) allows users to generate a summary report in a table and chart format. Users can drill into the summary quote table to view the details, or the individual transactions, for any given cell. Furthermore, the transaction editor can be opened from the report.

MOSR 2

Delete Log Update

OASIS records deleted transactions through the "Delete Log" file. We recently updated the delete log to now show deleted reports! This file is accessible to admin users only.

Accessing the Delete Log

Understanding Order Icons

One of the most important features of an order is the icon that appears on the upper left side of the window. This icon is an indicator of the state of the order. When troubleshooting with Ingen Software Customer Support, they will ask what the state of the order is by asking what the icon looks like.

Understanding Order Icons

Creating a Warehouse Bin

Warehouse bins in O4 Samples are intended to represent the physical container or section on a warehouse shelf. Users can check samples into warehouse bins, allowing users to organize samples in O4 based on their physical location.

Creating a Warehouse Bin

Paychecks

O4 Paychecks performs the calculations required to credit outside sales. Unlike the Commission for Account Report, which collected only real-time data.

O4 Paychecks

Conversations

The new feature provides users a platform to house internal communications over direct messages and phone calls.OASIS allows all of your information to be accessed in one place, helping to improve efficiency in your workflow.

Conversations

Legacy Release Notes

O4 Release Notes