OASIS Certification in Orders

About the OASIS Certification in Orders

The OASIS Certification in Orders helps Customer Service Representatives elevate their OASIS knowledge and become more efficient users through self-paced, specialized training. Whether you're a brand new user or have years of experience, our certifications deliver valuable courses based on OASIS best practices to help you excel in your role.

Your OASIS Certification is valid for three years from the date of issuance. Users can recertify by completing the certification curriculum and assessment again at a discounted rate.

Product version: This certification was created using Legacy OASIS Agency versions up to release number W1097C1. Updates to Legacy OASIS are unlikely to alter the processes and techniques taught in the curriculum. If you find significant discrepancies in the content versus your version of Legacy OASIS, please contact OASIS Support at support@oasissalessoftware.com.

Learning Objectives

After earning this certification, you will be able to:

• Navigate the Orders and Home page to locate, track, and create commissioned, customer, vendor, and consolidation orders.
• Perform releases, changes, returns, and cancellations to satisfy customer and scheduling demands.
• Understand shipping statuses and record shipping information to update customers and track potential scheduling issues.
• Use order tools and features to support key order processes and workflows.
• Learn global functions and features across OASIS that support order processes.

Security Access Requirements

This curriculum is designed for users with the following security access at a minimum.

• Workgroup: Read
• Users: Read
• Attachments: Create, Read, Update
• Contacts: Create, Read, Update
• Orders: Create, Read, Update
• Shipments: Create, Read, Update
• Sales Accounts: Update