Added support for minimum order value checks and blocks.
Added configuration options for handling past delivery dates when modifying an order.
Added quick links to view a customer’s previously ordered products and past orders.
Added support for multiple users working on different draft orders from the same computer in the Onsight web console.
Draft orders now persist after logging out of the web console.
Order line items can now be sorted when viewing an order.
Show the last updated date for products and allow sorting by this date.
Added a new quick-edit tool that makes it easy to find and update multiple products at once.
Created a new report showing product sales history for a single item. (more info …)
Allow zero-quantity line items on orders.
Add support for sending extra Onsight shipping addresses for QuickBooks estimates and invoices.
Add SAP B1 support for deleting inactive products.
Add images to the item dropdown on the Add Item screen.
Expand the available stock sync options for NetSuite.
Cater for new MYOB API formatting requirements.
Better handle duplicate tax rate data for products and customers.
Improve how we record and show the order line item taxable status.
Add support for showing truncated order numbers with custom pre-fixes on sales order PDFs.
Sync delivery instructions field and customer reminder field from Unleashed to Onsight.
Provide Simplified Chinese, Traditional Chinese & Korean translations for the web console.
Allow admins to review details and request access to advanced features: Custom order statuses; Confirmation screens for orders and quotes; Show / hide product fields; Volume pricing; Markup and margin tracker; Hide stock numbers; Tag or hide products that are out of stock; Overselling prevention; Rep personal sales reports; Fine-grained order permissions; Scheduled delivery days and same-day cut-off times; BOGO; Order templates; Multi-customer logins; PDF catalogue download; B2B ecommerce website; B2B ecommerce app.
Cater for NetSuite integrations with no pricing groups.
Allow NetSuite departments to be used in the product category hierarchy.
Change currency for Curaçao and Sint Maarten from Netherlands Antillean guilder (ANG) to the Caribbean guilder (XCG).
Sync ‘Unit of Measure’ and ‘Items Per Unit’ from MYOB to Onsight.
Allow user defined fields in SAP B1 to be used in the product category hierarchy.
2025 changes
New bulk upload process for volume pricing data. (more info …)
Allow Onsight orders to sync to MYOB as inventory adjustments.
Sales reps can view their own personal reports on their sales performance, product sales and customer sales.
Send Onsight customer code to MYOB.
Allow for fine-grained control over who can create orders, create quotes, edit orders, edit quotes, and approve quotes.
Improve how we show validation errors and other errors when managing data in the web console.
Provide French, Spanish and German translations for the web console.
Overselling prevention – prevent users from ordering items in quantities that exceed your present stock levels.
Add support for sending shipping addresses for SAP B1 sales orders.
New report to export detailed segmented sales data to analyse using Excel or other data analysis tools. (more info …)
Show markup and margin statistics when entering order line items.
New report that shows individual product sales for each customer group.
Add more configuration options for populating Xero order line item descriptions.
Add support for blank rows and separator lines on MYOB sales orders.
Admins can manage product icons in the new web console.
Show extra fields like barcode, SKU, stock and custom fields on the Quick Order page.
Add NetSuite support for deleting inactive products and inactive customers.
Allow configurable delays between Zoho price list syncs to reduce API calls.
Sync MYOB custom fields to Onsight barcode field.
Add support for taxable products on Unleashed sales orders.
Improve the customer data importer to better handle bad hyperlinks created by Excel.
Remember search filters on all search screens in the web console.
Admins can now view all sales reports and sales charts in the new web console.
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. (more info …)
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 changes
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 changes
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 changes
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 changes
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 changes
New improved connector for integrating with MYOB AccountRight.
New connector for integrating with Netsuite.
Onsight API
2026 changes
Implement API usage rate limits and start sending response headers showing API usage.
Reduce response payload size by making links to related data optional.
2025 changes
Added additional total fields for order end points.
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 changes
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 changes
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 changes
Orders and Quotes end points: allow filtering out cancelled orders and quotes.