OIS Central Modules

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

Warehouse Module Overview

The warehouse module allows to have a quick access to all the orders of the day, Adjustments on our your physical inventory and managing truck routes for your sales force. In the main screen, or home , we can see … 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

Creating new products in OIS Central

To create a new product in the OIS central you should go to the warehouse module and click on the “+” in the products option. Fill-in the required information on the new product form. The required fields are marked … Continued

How to add a new product category

From the product details, click on the “+” symbol button. Enter the name of the new category and click the “Add” button and then “Close”. The window will close automatically and the new category will be added to … Continued

Edit a Product

Click on the Warehouse Tab then click on the product list icon as illustrated below. It will show you the list of products as shown in the graphic below. Once the products are listed, click on the … 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

OIS Central Modules

Home is the OIS Central’s main screen, here you can see a summary of the main activities, for example: today’s activities, activities by sales reps., customers not visited and total visits per cycle. OIS Central main page description: … 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

OIS Central Modules

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