Latest Onsight features and updates

Onsight B2B sales app and web portal

2022

  • Hide or flag products that are out of stock. (more info …)
  • Hide the stock on hand / stock availability fields from your customers who are self-ordering.
  • Show the product code, SKU and barcode in the product tile and list views in the app.
  • Store multiple shipping addresses for each customer.
  • Search for products with the in-app barcode scanner.
  • Display the sync status of orders and quotes when a connector is activated.
  • Bulk-upload for images: allow multiple image URLs per product.
  • Config setting to control which orders / quotes reps can see. (more info …)

2021

  • New connector for integrating with Zoho Books and Zoho Inventory.
  • New improved connector for integrating with QuickBooks Online.
  • For sales emails, in addition to the PDF attachment, also show the order / quote details in the body of the email.
  • For sales emails, in addition to the PDF attachment, also send a CSV file attachment with all the order / quote details.
  • Incremental order/quote quantities per product. (more info …)
  • New sales reports showing customers with no sales, sales reps with no sales and products with no sales.
  • White-label version of the Onsight web ordering portal.
  • New connector for integrating with Alegra Accounting.
  • New quick add to cart feature for the ‘Browse Product Catalogue’ screen in the web portal.
  • Allow administrators to specify a custom Reply To: address for all sales emails.
  • Provide DKIM domain validation to improve the deliverability of all sales emails. 
  • New config setting to prevent customer login users from modifying sales orders.
  • New bulk upload process for uploading multiple images for a single product. (more info …)
  • Added the ‘Taxable’ field and ‘Applied Taxes’ field to the bulk update process for customers.
  • Added the ‘Taxable’ field and ‘Minimum Order Quantity’ field to the bulk update process for products.
  • Allow a customer login user to create their own sales quotes.
  • Show detailed order history for each customer in the app.
  • Add support for links to PDF documents, videos, podcasts and websites to be added to product descriptions and custom fields.
  • Allow administrators to choose the number of previous orders and quotes to download to the app.

2020

  • New improved connector for integrating with MYOB AccountRight.
  • New connector for integrating with Netsuite.

Onsight API

2022

  • Orders and Quotes end points: allow filtering out cancelled orders and quotes.

2021

  • Create / update multiple product custom fields simultaneously.
  • Improved handling of customer group additions and deletions.
  • Added the ‘Minimum Quantity Per Order/Quote’ and ‘Maximum Quantity Per Order/Quote’ field to all of the Product end points.
  • Added the ‘Increments’ field to all of the Product end points.
  • Added an ‘External Key’ field to all of the ProductCustomerGroupPricing end points.
  • Improved error reporting for token authorization failures.
  • Send back all Tax Types information in the output when getting a single Product or all Products.
  • Changed the end point for creating a new Product so that new Products can be marked an Inactive immediately.
  • Changed the end point that returns all Products to optionally also include Inactive Products.
  • Changed the ProductCustomerGroupPricing API end point to speed up deletions and re-insertions of the same data.