Latest Onsight features and updates

Onsight B2B sales app and web portal

2024

  • 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 a 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 page 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

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 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.