Latest Onsight features and updates

Onsight B2B sales app and web portal

2021

  • Incremental order/quote quantities per product (more info …)
  • New connector for integrating with Zoho Books and Zoho Inventory.
  • New improved connector for integrating with QuickBooks Online.
  • 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

2021

  • 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.