Customers

How to void an Invoice in OIS/ MIS Central

While in OIS/MIS Central, open the Invoice that you would like to void. Click on the Checkbox to void the Invoice. Click ‘Ok’ to confirm that you would like to void the invoice. *After … Continued

Set group pricing or price levels in OIS Central

You can set a group of customers with discounts to a list of products for a certain amount of time or for an undefined period of time. This is called group Pricing. In OIS Central Group Pricing is set as … Continued

How to add a New Folder in OIS Central.

Click on “Customer” in OIS Central after logged in to www.oiscentral.com Search for account “1001” and click on the company name. Click on the “File Cabinet” tab and click on the “Add new File” … Continued

Import customers to an account in OIS central

Go to following webpage. www.oiscentral.com Click on the customers Tab. Click on import customers under customer Menu. Click on ‘choose file’ and browse to the excel file that contains the list … Continued

How to reassign customers to another sales rep

You can go to follwing webpage. http://www.oiscentral.com Click on Customer tab. The image shows a sales rep with no customers before the transfer. Click on Customers Menu > Customers > New report. … Continued

Create a Customer Report

We can create reports from our customers, for example, customers who have not made any purchase, those who bought more, etc. Click on Customer Menu || Customers || New Report. Enter the (1) report name and (2) choose … Continued

Customer Module in OIS Central

The customers module allows us to have quick access to all the customers we have stored in our data base and also to orders, credits, bills and payments of our customers. In the Home screen we can find the list … Continued

Customers search in OIS Central

In OIS Central there are two ways to look for a customer. You can use the quick search in the upper right corner from the OIS Central at main screen, this search will always be visible in all tabs. The … Continued

Creating a new customer in OIS Central

In OIS Central select the “Customer” tab as shown below: When you go to this section in the OIS Central you will see the following shortcuts or buttons. Customer, Orders, Invoices, Credits and Payments. Click on the plus sign icon … Continued

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