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Customers

OIS official technical support database.

  1. OIS Central
  2. OIS Central Modules
  3. Customers
How to void an Invoice in OIS/ MIS Central

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
11/14/2014 OIS Central, MIS, Customers Orders In Seconds Inc
Set group pricing or price levels in OIS Central

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
03/11/2014 OIS Central, Customers Orders In Seconds Inc
How to add a New Folder in OIS Central.

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
01/22/2015 OIS Central, Customers Jose Calderon
Import customers to an account in OIS central

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
11/19/2013 OIS Central, Customers Jose Calderon
How to reassign customers to another sales rep

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
11/19/2013 OIS Central, Customers Orders In Seconds Inc
Create a Customer Report

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
07/31/2013 Customers Orders In Seconds Inc
Customer Module in OIS Central

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
07/31/2013 Customers Orders In Seconds Inc
Customers search in OIS Central

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
07/30/2013 Customers Orders In Seconds Inc
Creating a new customer in OIS Central

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
07/30/2013 Customers Orders In Seconds Inc

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