You can manage route visits for your sales reps by setting up routes in OIS Central. For example, you can specify what stores should the sales rep visit on a specific day of the week.

The following steps will help you setup a route in OIS central:


Step 1

 

Click on “Company Tab” then “Route Manager” in OIS Central after logged in to beta.oiscentral.com 

Routemanager1


Step 2

Select the employee to assign the new route, enter a route name and click the “Save” button.

Routemanager2


Step 3

Click on the magnifying glass icon to open the customer list and choose the customers to be added to the route.

Routemanager3


Step 4

Click the “Add” button after selecting the customer and repeat the steps until all desired customers have been added to the route list.

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Step 5

Click the “Save” button to save the changes.