OIS iMobile

To apply payment to an Invoice immediately after created, follow the steps below: After creating the Invoice, tap on the “Total” tab and hit the “Save” button. An Invoice number is generated after saving the invoice. Tap on “Payment”.   … Continued

Once you click on the Route Manager icon, you will be given the option to “Edit”, if you select that option, it will give you the option to create a new Route name or create a new Route. This will … Continued

To search for any orders (as long as database is not deleted), you can tap on the search icon, it will show you a screen where you can select the criteria to look for, let’s say Credits, Invoices, Orders or … Continued

A very helpful tool in completing the day’s activity is the map functionality. Access the map feature from the main screen and follow the search wizard. You can also use the menu to help you with the locations. Tap on … Continued

To view reports, tap on “Reports” from the main screen. You will see the generated report. You can choose any of the different options to be able to generate and view the desired report. Whether there is a saved report … Continued

Specifically designed to work as a Time Card, it will allow you to Clock-In or Clock-Out from your shift, as well as any time the rep is taking a break; it can be registered under the “Task “section of the … Continued

This feature can help you see special notes and messages for example concerning special offers about products. Access this feature from the main screen and you can start reading the messages. The message screen will display messages that have been … Continued

This section was created thinking on the businesses needs to communicate changes in processes, or constant training to their reps. Via the Documents section of OIS iMobile, the reps can access documents shared with them, read them and constantly train … Continued

We have added a useful and friendly way of picking the items to add to an order in OIS iMobile, especially if you are using an iPad. We can make use of this new feature as follows: From the Main … Continued

With this option you can do any of the four tasks found. As seen on the image you can Delete old data, Delete Database, Delete configuration and Database or email your database to tech support.