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1. Entering a New Bid in Oasis
Go to Oasis -> Projects
In the Overview tab, enter Project name
In the ‘Initial Phase’ ‘General’ Tab enter:
- Phase name: Leave as initial Phase usually
- Location: Location City
- Check box labeled ‘Show on Bid Board’
- Current Bid Date: Set to 4 days from today’s date unless otherwise specified
Oasis Wiki Resource:
https://support.oasissalessoftware.com/hc/en-us/articles/360033111752-Creating-a-Project-
Entering Freight
Always enter freight at the end of bid – either estimated or noted.
