COVID-19 OASIS Reports

The COVID-19 pandemic has changed a lot about the way we currently do business. While some companies have closed their doors temporarily, others have transitioned their employees to working remotely. Many users have called for help with various reports in order to keep track of orders and projects. We have created this newsletter to provide a list of reports and other tips to help all users track project/quotes, orders, and order status during this uncertain time. To read more about our response to COVID-19, click here. Note: help articles are linked in the title of each recommended report.

The Customizable Quote Listing Report

This report can be built to show quotes without orders. Once the report is open in OASIS, follow the steps below:

1. Select the "Selection" button.

2. Select the “General” tab.

3. Set a reasonable timeframe of your choice.

4. Add the following order statuses: New, Quoted, Submitted, and Order Pending.

5. Select “Ok.”

6. Use the help article to refine the report further, if necessary.

The Orders Without Invoices Report

This report can assist users with identifying orders that have no invoices applied. This may help users discover if a job was canceled after the order was sent to the manufacturer. It is recommended to set a reasonable timeframe.

The Orders Open to Invoices Report

This report can assist users with identifying orders that have at least one invoice applied but still contains items that are open for invoice (some items have not shipped). This can be useful for identifying which orders need a follow-up with the manufacturer. It is recommended to set a reasonable timeframe.

The Shipping Date Requests Report

This report can help identify what items on an order should ship today - or next week. "Next week" has been a problem for some of our customers trying to manage shipments in these trying times. They may receive an email from the factory indicating that all shipments will be delayed seven days, but the website might not be updated. Build this report to show all orders for the factory that should ship next week by setting the "on or before" date to the end of the following week. It is recommended that any scheduled dates that have been pushed be updated in OASIS to reflect reality.

Configuring Missed Ship Dates

This article will instruct users on how to configure the parameters for when OASIS can consider a ship date as late. While the unshipped and unscheduled order views and reports work for most users, it is possible for a factory to periodically reschedule one or more items on an order resulting in them never being identified as unscheduled or unshipped, even though the first schedule date was some time ago. Configuring the number of days for OASIS to consider ship dates as late is important in order to create good data to report on in these situations.

The Aged Invoices Report

This report can assist users by showing all invoices that are not fully paid. By default, it is broken out by factory. This report is important for ensuring that you receive what is due to you. It is recommended to set a reasonable timeframe.

Order Backlog Report

This report can assist users by showing orders that are not fully paid. By default, it is sorted by manufacturer. A line for each order will display with the order totals and commission/earnings, the number of remaining invoices to be applied, and the remaining commission due. It is recommended to set a reasonable timeframe.

Orders Written Off Report

This report can assist users with identifying orders that have been “short-paid” but closed. This will show how much money could still be due to you. You may be surprised at the amount of money left on the table. It is recommended to set a reasonable timeframe.