Customers:image100720139

By clicking on this icon, you can have access to the list of all your customers. You can find them by account#, name, address, city, phone, zip code, ref#.


Route Manager:image1007201310

Here is where you can create temporary routes (which are used only once and will be deleted after using them) or you can create permanent routes.


New Order:image1007201311

You can place new orders using this option; at the top right hand corner you can find the menu to place the orders.


New Credit:image1007201312

You can use this option to run credits for your customers; you can use the menu at the top right corner
that will help you complete them.


Synchronize:image1007201313

This feature is used to synchronize all customers, products, templates, prices, and orders once the proper information has been entered, as described above at the beginning of this manual.


Search:image1007201314

Allows you to find information about orders and credits, and you can filter your search by completing the fields, such as date and search for.


Products:image1007201315

Allows you to find the different products using various options such as category, code, name, and UPC Code.


Timesheet:image1007201316

Allows you to Clock-In and Clock-Out at the beginning and at the end of the day so that you can use it as a time card.

Messages:image1007201317

Allows you to check any messages sent to you by the central office, to inform you about offers, customers, it can be sent to one rep or multiple reps at the same time.


Reports:image1007201318

Allows you to create various reports, for example, sales made in certain period of time, other reports stored by the company.


Documents:image1007201319

Enables the possibility to share files to your mobile representatives, the document can be inserted via OIS Central, and upon synchronizing, will be available to the reps.


Videos:image1007201320

Any videos shared by the company can be seen here, they can be instructional videos about the application or about the procedures, depending on the custom settings.


Maps:image1007201321

This feature can be used to create and trace routes. It contains a handy map, and by using the menu at the top right hand corner, you can get your current location, get directions, and user markers for an easy guidance.


Calculator:image1007201322

The OIS program also contains this easy to use calculator to use at any time by clicking the icon showed at the left.


Tools:image1007201323

This option contains useful tools for you to change your password, re-download documents, delete database, delete database and configuration and restart OIS.


Support:image1007201324

The option for you to be able to contact the support department, if you would like to connect remotely, chat, request a callback, or send the database to us.

Leave a Reply