New Updates W/ Oasis CRM Version 4.1.2

New changes with our new Version 4.1.2 have come out. The list provided below highlights the major changes:

Bug Fixes

Qty break using regular break functionality shows alert now but shows full retail price… Showing Buy 2 @ $1500, when it should show at $1400.
When doing quick search to add item to po and have multiple items the UOM drop down is showing all the units and amounts for each item above it.
Qty breaks on vendors not applying correctly, have to either hit commit line changes or if you do not have a break or you hit commit it reverts back to last cost, not buy price on preferred vendor . I am setting preferred buy price and breaks based on base UOM. Qty break not applying by the buy UOM correctly. It is not doing the conversion to get the base first.
Stock amount “on order” total is not being removed when you remove the line item from PO and delete it, even when it was only submitted radio button and no receiving was done. I believe ALLOCATED amount is doing the same thing on the sales side.
PO stock analysis needs to show amounts by the base UOM on hand etc.Pack and Ship is not deducting qty correctly from inventory totals when selling an item using a BUY UOM conversion. It only deducted 5 (Thousands) instead of the amount of 5 cases which should have been 60.

List of Fixes/Enhancements for KB article creation on new version 4.1.2:

Manual Pricing on Related Items fixed.
Quantity breaks on shopping cart fixed.
New flag in system defaults of Master System Configuration– Non-standard Units of Measure for use on a per item basis now available.
Quantity Breaks functionality within Inventory Maintenance enhanced to link quantity breaks back to a price level to allow for discount percentage on retail sales prices, percentages of last cost or percentages of average cost. This feature can be used for both manual order entry or for the E-commerce orders.
Feature to allow Vendor quantity breaks on a per item basis added. This is found in the ‘Vendor’ tab on a part within Inventory Maintenance and is a button called ‘Vendor Pricing’. Vendor quantity breaks will auto-apply to a Purchase Order as long as it is ‘Purchase Request’. Once it moves past this radio button the cost “locks”.
Discount Group Code quantity breaks feature enhanced. Assign any part a unique group ID (any manually entered number), and all parts with the same ID number will group together for quantity breaks on a sales order or on an ecommerce order. The field was moved from the ‘E-Commerce’ tab to the ‘Classification and Grouping’ expandable area within the ‘Item Details’ tab of a part. The field name is called ‘Discount Group Code’.
Discount Group code quantity breaks can also be set as a contractual obligation over a period of time and assigned at the account level. This feature is located under the ‘Accounting’ tab under the expandable area ‘Discount Group Level’ within ‘Advanced/Edit’ view of a customer account. One account can have up to 6 contractual Discount Group Codes.
New Commissions feature to allow tracking of commissions within a sales order on multiple resources and on a per line item basis. This feature allows any number of resources to be paid commissions on a single charge line item. This new feature is located in the ‘commission’ tab within a sales order. All resources involved with any line item on the sales order is moved over to the right side of the panel and then ‘selections saved’. Next, you can click on an individual resource and use the ‘configure commissions’ button to get a pop up of all services on the order. You may then use the default commission structure set up for that particular resource within resource management or you may adjust either the percentage or dollar amount to customize the commission this resource will get for the order. The commission worksheet has been modified to include totals for each resource, totals for the order and totals by item. This is NOT a commission split of the total order. The split functionality is still available as in previous versions.
Missing Security Tab within Resource management fixed.
Automatic Trigger to send blast email promotions enhanced within Marketing Campaign Management. Infolink fixes related to how these automatic broadcasts transmit for new promotion members.
Automatic Trigger blast email Marketing Campaign functionality can now be utilized to send an email out based on sales order completion.
Marketing Campaigns will now show the CONTACTS or LEADS that are assigned to that specific promotion within the ‘Members’ tab.
A new option in Master System Configuration under ‘Financial Settings’ tab (Transfer SO/PO Line Item Comments) allows comments to be SUPPRESSED from orders and purchase orders into Quickbooks. They will NOT go over when this flag is set to NO.
Estimates – Ability to send Estimates to Quickbooks as opposed to Invoices. Flag is in Master System Configuration within ‘Financial Settings’. No invoice will ever be generated from Oasis if this flag is set now will inventory quantities be deducted in Quickbooks, only in Oasis. Payments can be posted in Oasis against an Estimate when it is ‘Sales Order’ radio button or higher. Payments to not apply to Estimate in Quickbooks but do go to Undeposited Funds and show a payment line under customer account. The estimate will transfer to Quickbooks when changed to ‘Sales Order’ radio button. Changes to estimate should always be made within Oasis and added as NEW line item. Negative quantities will not generate RMA feature. RMA feature not available when using Estimates. Shipping Items or marking order completed deducts on hand quanties within Oasis but does NOT make deduction of stock within Quickbooks.
When a quote is entered, the price lock checkbox is unchecked until the quote is fully saved, once saved the prices are locked to prevent the quote changing prices if opened later.
Follow-ups show item detail in dashboard
When a new work order is created, the user must select a contract from the list (no more defaulting of contracts), or they must select none-applies. If account has no contract then none-applies will default to the work order.
Modifications to “Pay Pal Pay Flow Pro” credit card processing integration. Vendor name must be entered in Processor Parameter 1 within Master System Configuration, Integration Settings for processing to work. Knowledge Base Article KB3615 available for entire integration steps.
Free-Format County Field added to Leads, Account and Contact Screens for use with reporting functionality.
Pack and Ship tab within a Sales Order now has a “Ship All” button
A new question “Warn Users When Inventory is Out of Stock” is now available under the ‘System Defaults’ tab within Master System Configuration menu. If this question is set to YES, it will show in stock or out of stock on the Oasis E-commerce module and blocks items from being purchased that are out of stock.
Primary AND Alternate credit card choices are now available when charging an order.
A new option in Inventory Maintenance in the related products tab will automatically display alternate/recommended items to sales people during searching. This is located in the related products tab and is a new drop down option per item under “Item Type”. Set this drop down to “Alternate Item” for each part within the related product tab that you would like to utilize this feature for.
Elavon (Nova) is now as an available credit card processor. To use this, navigate to the ‘Integration Settings’ tab within Master System Configuration. In the processor drop down select Elavon. Enter your merchant account in the ‘Processor Login’ field. Enter your username in the ‘Processor Password/Transaction key’ field, Enter the Merchant ID in the ‘Processor Parameter 1’ field. SAVE Changes.