OIS Central

New Purchase Order Create new PO.     Select Vendors Menu→ New Purchase Order   Select Vendor from drop down menu. (Account #, Contact and Ship To address will auto populate)   Select Warehouse from the drop down menu.   … Continued

    Go to Customer- Customer menu – Customer – Import Customers     Create a list of Customers on Excel and Drag or choose the Excel file where the customers are and click next. Video link

New Received This feature is used to receive inventory from a vendor. Click Warehouse- Warehouse Menu→ Products→ New Received   Select Vendor from the drop￾down menu.   Tab down and the Account # will auto-populate.   Select Warehouse from the … Continued

  Go to Warehouse – Warehouse menu – Transfer   We can search by: Company name, Date, Sales Rep etc click on the display button   Click on the Order # to open it. Video link

    Open Chrome (or any preferred browser) and type oiscentral.com in the address bar.     Enter Username and Password. Click on Sign in     Once logged in, click on ‘‘Click here to continue’’     Video link

    Click Warehouse Menu→ Products→ View.     Select on product by clicking on the item #     Click on the green plus symbol right after category.     Under the category box click on “New” then fill … Continued

This feature allows you to change the status of an Order to ensure it is correct.     Select Warehouse Menu→ Change Process Status     Click on the Action icon for the Order # that you would like to … Continued

    Click Warehouse Menu→ Products→ View.     Click Item Code for the Item you wish to view or edit. (You can also filter your search by using the Search function to the right of the screen)

    Go to Warehouse / warehouse menu/ Adjust Physical Inventory     Click on the display button is right after the warehouse option.   Click “New’   Enter a code and a name   Click “Save” Video link

Group Price – It allows us to 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.     Start creating a new group price … Continued