Onsight B2B sales app and web portal

2025

• Add support for Onsight updates to existing customers to sync to the ERP / accounting system.
• Add a native customer code field for customer records and remove legacy custom field.
• Migrate the customer code from a custom field to the new native customer code field for SAP Business One, Sage 50 and Unleashed.
• Show customer signature on order details screen in the web console.
• Admins can now view and download sales rep check-in data in the new web console.
• View individual sales rep check-in locations on a map.
• View routes on a map based on sales rep check-in locations.
• Add support for volume pricing – configure and apply different prices for different order quantities.
• Admins can manage general settings, order emails settings, quote email settings, customer email settings and custom lists in the new web console.
• For the Customers Sales report allow filter / drill-down by product category.
• Make configurable the number of lines for product names on the product listing page in the web console product catalogue.
• Allow for flagging new customers in the sales order email subject line.
• New, improved global CDN for serving product images.
• Add support for TIFF, BMP, WEBP and HEIC image formats.
• Improved file validation for image uploads.
• Change order search from UTC to local time.

2024

• Migrate all sales rep logins to the new web console.
• New connector for integrating with the Unleashed WMS (warehouse management system).
• For each user show a last login date and last order/quote date.
• Show associated products and alternative products on the product details page in the new web console.
• Allow sorting and filtering users by user type.
• Allow products to appear in a custom sort order in the product catalogue.
• Admins can manage products, master products, variants, packs, stock levels, product images, product category hierarchy, group price lists, group discounts, and group product availability in the new web console.
• Upgrade all web services and all REST APIs to TLS 1.2.
• Migrate all customer logins to the new web console.
• Admins can manage users, product categories, tax types, customer groups and fees in the new web console.
• Admins can import and export customers in the new web console.
• Sales reps can view and update customer information in the new web console.
• Allow more decimal format options for calculated custom fields on order PDFs.
• Allow the product catalogue PDF page footers to be switched on or off per page.
• Sync Quantity On Order and Quantity Back Ordered from NetSuite
• On the product details page, show product custom fields in a specific sort order.
• Add the payment method field to the quotes screen in the web console.
• Increase the number of products that can be included in a single product catalogue PDF download.
• New sorting options to arrange the order history by order frequency, by volume, or alphabetically in the app.
• Added full ‘add to the cart’ box to the list view in the app.
• Wrap longer product names up to 90 characters on tablets and iPads on the list view in the app.
• Improved check-in and check-out process (higher accuracy) in the app.
• Allow the app to have more than one year of order history.
• Add the Detailed Description field to the product details screen in the web console.
• New connector for integrating with SAP Business One.
• Allow for keyword search rather than phrase search in the Product Catalogue module for custom web consoles.
• Display the last price charged on the Previously Ordered screen and Create Order screen for custom web consoles.
• Display the last order quantity on the Previously Ordered screen for custom web consoles.
• Fix order CSV downloads to show full contact person name.
• Enforce a maximum allowed discount per sales rep in the web console.
• Display the total ordered quantity and number of times ordered on the Previously Ordered screen for custom web consoles.
• Security improvements for web sessions in the web console.
• New connector for integrating with Sage 50.
• Allow customer logins to log in and place orders for multiple customer accounts in the web console.
• Add new fields: ‘Customer External Id’ and ‘Product External Id’ to the order CSV downloads.
• Enclose all text fields with quotation marks in order CSV downloads.
• Remember the sort order on the Manage Users screen.
• Allow multiple email addresses in the customer billing email address field.
• Reset data feature to safely clear the cache (stale data) in the app.
• Display product-related information in the list views by default in the app.
• Display product custom fields in the list view by default in the app.
• Display weblinks in the product list views in the app.
• ‘Buy One, Get One’ (BOGO) promotions. (more info …)
• Enforce scheduled deliveries with defined delivery days and same-day delivery cut-off times for orders.
• Set the cut-off time for same-day deliveries.
• Admins and reps can create orders, create quotes and approve quotes in the new web console.
• Admins and reps can add fees to an order in the new web console.
• Improved the formatting of all screens in the new web console to better handle large text values.
• Created an Add Item feature on the Create Order screen in the new web console.
• Customer mode in the new web console.
• Improved the speed and formatting of the Quick Order screen in the new web console.
• Admins can now download CSV files for their orders in the new web console.
• Admins can now download PDFs for the entire catalogue or for specific product categories in the new web console.
• Allow for hiding discounts in Zoho sales orders and only showing post-discount prices.
• Send primary contact person and tax type to Zoho for customers created in Onsight.
• Allow customer names to be the Zoho Display Name instead of the Zoho Company Name.
• Cater for QuickBooks sending image files with no file extension.
• Users can view and update a custom status for orders and quotes. (more info …)

2023

• For Zoho, improve how the Ship Date is handled for different timezones.
• For MYOB, allow custom data mapping for the Onsight order number and Onsight order reference.
• For QuickBooks, explain the discount details in the line item description.
• Improve how zero-quantity line items are handled.
• For Zoho, allow custom data mapping for product name.
• Extend the product search into the detailed description field.
• For QuickBooks, Xero, Zoho, NetSuite and MYOB, option to auto-allocate all customers to all reps.
• Speed up downloading of order and quote PDFs.
• Allow for adding the same product multiple times to an order with different prices. (more info …)
• Create customer-specific order templates for customers. (more info …)
• Improvements to the Add Item process on the Create Order screen on the web.
• Allow product increments with up to 5 decimal places.
• Improve fields available for line items in custom order CSV downloads.
• Add support for clickable web links in customer custom fields and other customer-related information.
• Allow original order creation date to appear on PDFs for modified orders.
• Allow for syncing of customer price lists from Zoho.
• Improve how product and customer custom fields are handled in the Excel exporter and importer.
• Extra customisation feature: Customise the sync frequency per user type.
• Allow users to change the position of a product in the cart.
• Speed up the Previously Ordered page in the ordering website.
• Allow displaying of an effective tax rate on the order and quote PDF.
• Allow Zoho India users to create Delivery Challans.
• Extra customisation feature: Remove currency symbols.
• Display alternative products.
• Increase the size of the barcode field.
• Improved product scanner capabilities for iPhone 14.
• Allow for Xero contact groups to be excluded from syncing.
• Improved and redesigned PDF templates for orders and quotes.
• New report on gross profit by product.
• Share and print orders and quotes from the app.
• Confirmation screen before creating an order / quote.

2022

• Show extra product info on the product listing page.
• Add customer billing and shipping address fields into the customer search.
• Add QR code reader to product scanner.
• 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

2025

• Add support for image URLs that are longer than 4,000 characters.
• Improve the speed of creating new orders for accounts with large numbers of products and product custom fields.

2024

• Add the custom order status field to all order end points.
• Added an end point to approve a quote and convert it into an order.
• Make the payment method field optional for orders and quotes.
• Make the label field optional for shipping addresses.
• Add a new end point to update the external key for a shipping address.
• Change the customer end point so that new customers can be made inactive immediately.
• Fix a bug in the deletion end point for product custom fields.
• Updated our API documentation based on the Swagger (OpenAPI 3.0) specification. The new documentation provides a comprehensive and interactive overview of our API endpoints, parameters, and response formats.
• Added an end point to delete a Fee.
• Added an end point to remove a Tax Type from a Fee.
• Added extra fields to the Fees end points.
• Fix bug with Products end points and deleted products.
• Fix bug with Pack Categories end points and inactive categories.

2023

• Fix bug with missing order totals for new orders.
• Fix bug in taxable field for new orders.
• Automatically create a Fee category when creating the first Fee.
• Extend the product search to include the SKU field.
• Fix bug with the Product Category end points and the status field.
• Allow Tax Types to be made inactive.
• Fix bug in customer GPS co-ordinates.

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 Product Customer Group Pricing 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 Product Customer Group Pricing API end point to speed up deletions and re-insertions of the same data.