Step 1

 

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.

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Click image to make bigger

 


Step 2

Click on the plus sign icon next to the label “Customers”. You will see a form to fill out with all the information related to the new customer.

 

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Click image to make bigger

 


Step 3

Fill out the form with the fields required: Company Name, Company Address, Phone, city State and Zip code.

 

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Click image to make bigger

 


Step 4

After you finish filling-in the information in the form and you wish to save the customer information, click on the “Save” button as shown in the graphic.

 

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Click image to make bigger