Enhance your facility management with the sales order management app for facilities

How to create outlook signature

hello my name is Clara Aguilar I'm the marketing manager for orders and seconds today I will review the new OAS Central dashboard as you can see oi essential has a brand new look but don't freak out you'll be able to do everything you did before in Hawaii essential it's just a dashboard that got a little bit of a safe lift we enhance the look and navigation a little bit because we know B2B owners operations managers and just management in general we know your time is precious so we made it a little bit easier for you to quickly view the Google's performance up here to quickly view your reps performance in this area up here with transactions as well as your product inventory which is further down here and I'll show you that a little bit later at a glance but quickly be able to get this information so let's dive in there are three things that were updated from the old oi essential to this new dashboard that we're looking at now the first one would be it's the look of course as I mentioned before the second would be and I'm gonna switch if you go to this tab up here if you click on this two-way Arrow it's going to take you back to the old oi essential and we did this on purpose because until people get comfortable with the new dashboard we want them to be able to go back and forth right so the second thing that was updated is these main tabs appear they are now located on the side bomb navigation menu and you click to go to the sidebar navigation menu which is right here which are icons you can click these three red lines to expand and you'll see these are the different main tabs that are listed now here if you go back the third thing that was updated from this ois Central to the new dashboard is this list view this list view here all of these tasks that you would use on a daily basis are now located on the sidebar navigation under this menu option of transactions so you see everything all the functionality is the same okay and now that we're on this sidebar menu let's just get started here if you click this home option here it's going to bring you back right back to this dashboard as you can see it says home if you click on transactions it'll list the different tasks that you have to complete if you'd like whatever tasks you'd like to complete here then in the warehouse view you'd be able to check on your Warehouse any warehouse information here customers you'd be able to view customer information vendor information and this option any reporting in this option and then your company information here if we start at the top now if you look at the top view now here you'll see your company information here on the left side and then if we go to the right the double arrows again switch to the old ois Central you have the search frictionality here which basically if you click on that you'll be able to search by different ways right so you can see here telephone context if we do a quick search of accounts if you put in the account number you hit um enter and you'll be able to see the company uh the customer information here right and if you want to go back to the dashboard just sit home then you have the help option here which is basically it will take you to our wiki page for more how to's customer support and if you had um any you know frequently asked questions you can view there and then whatever is logged in you'll see their information here at the top as you can see or right up here would be the base business metrics which you can see at a glance quotes orders invoices credits payments and visits then if you look a little further down these panels in the Central View you'll be able to see transactions for the day so as reps are submitting orders you can see them come through here territory and sales are more visual um visual panels right they have these visual Graphics that show you stores that are sold zero uh swords are not sold right and stores that were not visited then over here you'll be able to see the today's sales last week's sales of last month's sale you'll be able to see stores that weren't visited here sales rep performance any activities going on for the day right here open invoices invoices the print printing tickets shipped invoices and down here you'll be able to see the top products and products that are low in inventory so that's it all for that's all for today if you have any additional questions or need help please make sure to contact our customer support team thank you