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:
Click on “Company Tab” then “Route Manager” in OIS Central after logged in to beta.oiscentral.com
Select the employee to assign the new route, enter a route name and click the “Save” button.
Click on the magnifying glass icon to open the customer list and choose the customers to be added to the route.
Click the “Add” button after selecting the customer and repeat the steps until all desired customers have been added to the route list.
Click the “Save” button to save the changes.