Oasis CRM

Version 4.0.6 Update

Enclosed are the notes from the Version 4.0.6 update that was released.  These notes are for prior reference.  Oasis CRM has release a 4.1.2, 4.2.1 and a 4.2.4 update since this release:

1.       Disable Quantity Breaks unless specifically enabled per account:  No/ Yes flag.  Available now under master system configuration – System Defaults

a.       If set to YES, you must go to each customer account specifically, edit view, accounting tab, sales order and invoice settings, set the Enable QTY breaks question to a YES. This will then only use QTY breaks set in the QTY breaks tab in inventory maintenance menu for those accounts.

b.      If Set to NO it works as it always has and any account can get quantity breaks based on inventory maintenance setup.

2.       Global Discount Percentage at the account level.  Go to edit view on an account, accounting tab, sales&invoicing settings.  Enter a numeric value.  This will automatically discount every order by that percentage without the use of price levels or any additional configuration within inventory maintenance.

3.       Order and Work Order Specific Tasks with accompanying tasks dashboards and new TASKS SQL table.  System Code Maintenance – predefined list of tasks can be autopopulated under Order Task List Defaults.  There is no system code currently to default a list of work order tasks.  Tasks are not the same as followups but are specific to a work order or a sale and when assigned to users can show on the tasks dashboard or on the sale/work order itself and then will appear on dashboards.  Go to Customize my Dashboard to select those dashboards to appear.

4.       Shopping Cart Additions: – Purchase of this module is separate for Oasis if you do not have it.

a.      Buy now option allows less key strokes to add item to cart without having to drill down to item details.  Option is not available for configurated items.

b.      Once logged into their shopping cart account a user can repeat their last order or see a list of items previously purchased and pick and choose to repeat purchase of those specific items.  This new feature requires the addition of the REORDER directive and new hyperlink in the Ecommerce Shopping Cart Site Configuration.  Go to System Configuration and Setup menu under Reports & Admin.  Go to the Shopping Cart Setup.  Work with your existing site.  Go to the Site Header Tab.  Highlight one of your “checkout” or “viewcart” hyperlinks and then click the “chain” icon in the HTML window and copy the URL path that one of those links already uses.  Next, In the Site Header area type in the Name of the link you want for the user to see when they shop or login, highlight that name and use the “chain” icon to create it as a hyperlink.  Target is “Same Window”, paste in the URL copied from one of the other links.  However, at the end of the URL line take out the directive from the one you copied and change the directive to REORDER.  Additional assistance can be provided with setup of this through a support request.

c.      Hide E-commerce pricing until cart login (yes/no) option now available under master system configuration – system defaults tab.  This requires that a person MUST already have an account setup and configured in Oasis in order to login and purchase items on the cart.

d.      Search by category now allows sort by item price.

e.      Flat Shipping Charge default now allowed for a shopping cart site.  Go to Shopping Cart Setup, work with Site, Shipping Configuration Expandable.  Set radio button and the $ amount for the flat shipping amount desired.  This will also show the estimated values for options other then standard, such as overnight, 2^nd day etc as it did before but will deduct the amount of the standard from those options if the shopper selects to have shipping faster then “standard”.

5.       Quotations and Sales Order Center:

a.      Task Assignments tab – See #2 above for explanation.

b.      Alt P –Pick and Pull button on left panel – strictly for those using bar code scanner devices

c.      Alt S – Pack and Ship button on left panel – strictly for those using bar code scanner devices

d.      Comments per line item moved to just left of the model number

e.      Commissions Tab – allows split of total commission based on sales rep on order OR allows assignment of any resource (move to the right) and then can configure commissions at the item level and override each resources settings for this order.  Print commission worksheet will show the total commissions to be paid, commissions by resource and commissions by item when used.

f.        To Be Printed and To Be Emailed flags in the Payment tab of order.  This relates to Quickbooks.  These flags exist in QB.  When set to YES on either one the invoice goes to QB and sets this flag.  The YES/NO settings can default in all orders – go to Master system configuration, financial settings tab.  OF NOTE: If you set the order or the default to YES for the TO BE EMAILED flag the contact on the order must have an email address setup on the account or the invoice will fail to transfer to Quickbooks.

6.       New Shipping Feature for those using SHIPRUSH integration ONLY.  Pack and Ship will now automatically add the shipping and handling and charge/price reported from shiprush as a line item to the order in Oasis AFTER completely printing the waybill from shiprush.  This allows multiple charges for shipping and partial invoicing to charge for shipping per shipment.  To disengage this feature at the order level, turn the flag in settings – to Add shipping charges to invoice as a NO.  This question now always defaults to a yes.  You must also have “allow partial invoicing” set to YES in the setting tab of an order or as a default setting in master system configuration under the “system defaults” tab.  You must also designate your shipping part number to use in the System Defaults tab under Master System Configuration.

7.       SHIPRUSH – version 7.0 supported.  Must download the new oasisshiprushconnector.exe from www.oasiscrm.com/customization folder and apply/run at the workstation where shiprush is currently installed.  You will also need to upgrade to version 7.0 of shiprush which you can download by going to www.zfirm.com products download area.  Of NOTE, USPS is now supported through Oasis and shiprush.  Also we utilize the UPS PRO 7.0.  Currently we support Fedex 7.0, UPS PRO 7.0 and USPS.  We do not support all downloads that zfirm may offer.

8.       Inventory Maintenance – New Tab – Customer Specific Margins.  Link the particular customer account and then you will be able to designate a specific margin on this item ONLY when this item is sold to this particular customer.

9.       Recurring appointments – duplicate appt fixed.

10.   FIX – QB Merchant Services credit card processing not working in WORK ORDERS

11.   FIX – Shipping Method (using shiprush) now appropriately shows UPS or Fedex respectively.

12.   FIX – Shipping Method – UPS Ground, 2^nd day etc selected in shiprush now populating correctly in the pack and ship tab.

13.   FIX – ability to remove a configured/related item from a PO

14.   FIX – not able to change cost on service/non-inventory type items within a related group on a sales order.

15.   FIX – in contract the primary technician will be used when creating a new work order linked to this contract.

16.   FIX – documents showing in normal view under account profile but not showing in documents tab under edit view now fixed.

17.   AUTO RENEWING CONTRACTS – In this version we have eliminated the need to have an invoice template for recurring/auto renewing contracts.  There is now a “renewal invoice” tab in a contract.  This allows you to manually link ANY part/service from your inventory maintenance to populate as the item/part(s) you want Oasis to use when it generates the renewal invoice over to Quickbooks.  For those who have already had renewing contracts setup upgrading to this version will not require you to update this tab unless you wish to make changes.  The radio button on the contract to “auto generate renewal invoice” no longer has a drop down next to it to select an invoice template.  This is what the renewal invoice tab replaces.

18.   New feature in Contract Management to generate a renewal invoice as a sales order or a work order. If work order option is selected it creates an open ticket assigned to the primary tech on the contract.